Sunstone Hotel Investors, Inc. (SHO)

Common Stock · Currency in USD · XNYS

Sunstone Hotel Investors Inc is a real estate investment trust that acquires, owns, manages, and renovates the full-service hotel and select-service hotel properties across various states in the United States. Its firm's portfolio consists upper upscale and luxury hotels located in convention, resort destination and urban markets. Its majority of the hotels operate under a brand owned by Marriott, Hilton, Hyatt, Four Seasons or Montage. It operates geographically in California which generates the majority of its revenue; Florida; and Hawaii. The company's sole source of income is hotel revenue from its Hotel Ownership Segment.

Company Info

SIC7011
Composite FIGIBBG000Q3TSJ1
CIK0001295810
IPOOct 21, 2004
Sectorhotels & motels

Highlights

Market Cap$1.70B
EPS-$0.08
P/E Ratio322.27
Revenue$978.19M
Gross Profit$917.29M
Net Income$5.29M
Employees37
WSO189,140,775
Phone(949) 330-4000

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Analysis

Share Price Chart

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Sunstone Hotel Investors, Inc., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.

Returns By Period

Sunstone Hotel Investors, Inc. (SHO) has returned 0.67% so far this year and 13.19% over the past 12 months. Looking at the last ten years, SHO has achieved an annualized return of -3.84%, underperforming the Benchmark (SPY), which averaged 12.23% per year.

SHO

1M-6.73%
6M-3.33%
YTD0.67%
1Y13.19%
5Y-5.94%
10Y-3.84%

Benchmark (SPY)

1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%

Monthly Returns

The table below presents the monthly returns of Sunstone Hotel Investors, Inc. (SHO) with color gradation from worst to best to easily spot seasonal factors.

JanFebMarAprMayJunJulAugSepOctNovDec
2026-2.01%5.22%-2.17%-1.10%
2025-4.31%-5.84%-10.30%-11.18%6.41%-2.80%1.16%9.72%0.11%-4.74%6.24%-3.87%
2024-0.47%4.87%-0.71%-8.44%0.59%0.48%-1.24%0.38%-2.32%6.23%9.94%
202312.26%-3.21%-6.08%-3.64%3.46%2.33%0.49%-11.87%3.09%-0.11%5.56%8.82%
2022-4.15%-6.54%13.49%3.20%-3.16%-17.95%15.38%-2.85%-13.02%16.27%-2.83%-12.97%
2021-5.89%23.34%-7.98%5.03%-5.49%-1.82%-7.46%-0.34%2.23%2.41%-12.27%5.49%
2020-9.43%-14.05%-20.96%12.62%-0.34%-7.60%-8.78%12.26%-3.87%-7.48%39.63%5.40%
201911.72%4.51%-4.64%-0.21%-6.87%2.08%-4.41%-0.53%5.29%-1.96%3.24%-0.57%
20181.44%-14.26%6.06%2.30%11.47%-5.08%-1.81%3.71%-2.33%-11.71%5.39%-15.52%
2017-4.42%-0.14%3.65%-2.93%4.41%3.07%0.37%-3.60%1.52%1.49%1.77%-1.43%
2016-7.64%-6.38%0.58%9.65%4.75%-7.99%-1.49%15.95%4.81%

Performance Indicators

The charts below present risk-adjusted performance metrics for Sunstone Hotel Investors, Inc. (SHO) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.

Sharpe ratio

-2.00-1.000.001.002.003.00SHO: -0.01SPY: 0.92

Sortino ratio

-6.00-4.00-2.000.002.004.00SHO: -0.02SPY: 1.40

Omega ratio

0.501.001.502.00SHO: 1.00SPY: 1.22

Calmar ratio

0.002.004.006.00SHO: -0.16SPY: 1.20

Martin ratio

0.001.003.00SHO: -0.00SPY: 0.42

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.

The chart below shows the rolling Sharpe ratio of SHO compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Volatility Chart

The current Sunstone Hotel Investors, Inc. volatility is 1.43%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.

Income Statement

The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.

20252023202220212020201920182017201620152014201320122011
Liabilities And Equity (USD)3.03B3.15B3.08B3.04B2.99B3.92B3.97B3.86B3.74B3.86B3.92B3.51B3.14B3.10B
Temporary Equity Attributable To Parent (USD)------------100.00M-
Temporary Equity (USD)------------100.00M-
Equity Attributable To Parent (USD)1.94B2.17B2.08B2.20B2.05B2.57B2.66B2.53B2.48B2.30B2.22B1.90B1.46B1.27B
Equity Attributable To Noncontrolling Interest (USD)---40.81M40.74M46.23M47.69M48.44M49.06M50.32M52.14M53.95M55.42M60.04M
Equity (USD)1.94B2.17B2.08B2.24B2.09B2.62B2.71B2.58B2.53B2.35B2.27B1.95B1.52B1.33B
Other Non-current Liabilities (USD)---14.08M57.60M-46.11M42.67M------
Long-term Debt (USD)918.09M814.56M816.14M611.44M747.95M974.86M982.83M990.40M935.94M1.10B----
Noncurrent Liabilities (USD)--616.97M625.52M805.55M972.35M1.03B1.03B798.60M1.06B1.36B1.44B1.32B1.53B
Other Current Liabilities (USD)--358.09M156.01M75.40M300.55M207.69M215.87M383.91M422.97M267.07M90.14M176.27M125.92M
Wages (USD)--22.80M19.75M15.39M25.00M25.04M26.69M24.90M28.02M31.92M29.93M23.73M20.86M
Current Liabilities (USD)1.08B982.68M380.89M175.76M90.79M325.55M232.73M242.56M408.80M450.99M298.98M120.07M200.01M146.78M
Liabilities (USD)1.08B982.68M997.86M801.28M896.34M1.30B1.26B1.28B1.21B1.51B1.66B1.56B1.52B1.68B
Other Non-current Assets (USD)--2.87B2.75B2.54B3.00B3.06B3.13B3.17B3.24B3.57B3.14B2.72B2.83B
Intangible Assets (USD)-----------127.46M7.88M8.48M
Fixed Assets (USD)1.57M3.12M3.69M5.91M6.77M7.64M8.43M584.00K779.00K1.34M2.13M2.48M2.53M2.32M
Noncurrent Assets (USD)--2.87B2.76B2.55B3.01B3.06B3.13B3.17B3.24B3.57B3.27B2.73B2.84B
Other Current Assets (USD)------896.21M716.34M555.91M607.27M338.40M223.61M395.44M250.97M
Prepaid Expenses (USD)------11.18M10.46M10.49M10.88M14.91M12.61M10.74M10.27M
Inventory (USD)------1.08M1.32M1.23M1.40M1.44M1.46M1.38M2.61M
Current Assets (USD)3.03B3.15B213.97M282.10M435.15M913.73M908.47M728.12M567.62M619.55M354.75M237.69M407.56M263.85M
Assets (USD)3.03B3.15B3.08B3.04B2.99B3.92B3.97B3.86B3.74B3.86B3.92B3.51B3.14B3.10B

News and Insights

SUNSTONE HOTEL INVESTORS ANNOUNCES TAX TREATMENT OF 2025 DIVIDENDS

Sunstone Hotel Investors (NYSE: SHO) announced the tax treatment of its 2025 distributions to common stock and preferred stock holders. The January 15, 2025 distribution of $0.090000 per share was split across two tax years, with 33.33% ($0.030000) taxable in 2024 and 66.67% ($0.060000) taxable in 2025. The January 15, 2026 distribution will similarly be split, with 66.67% ($0.060000) taxable in 2025 and 33.33% ($0.030000) taxable in 2026.

Benzinga faviconBenzingaPrnewswire
Tarsadia Capital Sends Letter to Board of Sunstone Hotel Investors, Inc.

Tarsadia Capital, a 3.4% shareholder of Sunstone Hotel Investors, is urging the company's board to pursue a sale or liquidation process due to persistent underperformance in the lodging REIT sector.

GlobeNewswire Inc. faviconGlobeNewswire Inc.Tarsadia Capital
SUNSTONE HOTEL INVESTORS ANNOUNCES TAX TREATMENT OF 2024 DIVIDENDS

Sunstone Hotel Investors announced the tax treatment of its 2024 dividends, with approximately 33.33% of the common stock distribution taxable in 2024 and the remaining 66.67% taxable in 2025.

Benzinga faviconBenzingaPrnewswire
4 Analysts Have This To Say About Sunstone Hotel Invts

Providing a diverse range of perspectives from bullish to bearish, 4 analysts have published ratings on Sunstone Hotel Invts (NYSE:SHO) in the last three months. The table below offers a condensed view of their recent ratings, showcasing the changing sentiments over the past 30 days and comparing them to the preceding months. Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total Ratings 0 1 3 0 0 Last 30D 0 0 1 0 0 1M Ago 0 1 1 0 0 2M Ago 0 0 0 0 0 3M Ago 0 0 1 0 0 Analysts have set 12-month price targets for Sunstone Hotel Invts, revealing an average target of $12.25, a high estimate of $13.00, and a low estimate of $12.00. Observing a 6.52% increase, the current average has risen from the previous average price target of $11.50. Breaking Down Analyst Ratings: A Detailed Examination An in-depth analysis of recent analyst actions unveils how financial experts perceive Sunstone Hotel Invts. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets. Analyst Analyst Firm Action Taken Rating Current Price Target Prior Price Target Patrick Scholes Truist Securities Lowers Hold $12.00 $13.00 Michael Bellisario Baird Raises Outperform $12.00 $11.00 Floris Van Dijkum Compass Point Raises Neutral $12.00 $10.00 Patrick Scholes Truist Securities Raises Hold $13.00 $12.00 Key Insights: Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their ...Full story available on Benzinga.com

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Here We Go Again

US equity markets declined for a second-straight week, while benchmark interest rates surged to the highest levels of the year. Read more here.

Seeking Alpha faviconSeeking AlphaHoya Capital