Sortis Holdings, Inc. (SOHI)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Sortis Holdings, Inc. (SOHI) trades at $0.00. Sortis Holdings, Inc. is a financial services company focused on fintech investments and managing brands across various sectors. Market cap: $1,062, Sector: Financial services.
Price live · AI analysis from Mar 16, 2026Analyst Coverage for SOHI: SOHI does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SOHI against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
SOHI: 1/1 perspectives are bearish.
How is this calculated? →Sortis Holdings, Inc. (SOHI) Financial Services Profile
Sortis Holdings, Inc., based in Portland, Oregon, operates in the financial services sector with a focus on fintech investments and diverse brand management. The company offers technology-enabled real estate lending, private equity strategies, and advisory services, positioning itself as a multifaceted financial entity in a competitive market.
What Is the Investment Thesis for SOHI?
Sortis Holdings, Inc. presents a unique investment profile due to its focus on the fintech space and diverse brand management across sectors like hospitality and food & beverage. With a gross margin of 100.0% and a profit margin of 10258.8%, the company demonstrates significant profitability, although these figures may require further scrutiny to ensure sustainability. A key value driver is the company's ability to integrate technology into real estate lending, potentially creating efficiencies and attracting a broader customer base. However, the company's high beta of 3.40 indicates significant volatility relative to the market. Growth catalysts include further expansion into the fintech sector and successful brand management initiatives. Investors should closely monitor the company's ability to maintain profitability and manage its diverse portfolio effectively.
Based on FMP financials and quantitative analysis
SOHI Key Highlights
- Gross Margin of 100.0% indicates strong revenue management, though sustainability needs to be assessed.
- Profit Margin of 10258.8% suggests exceptional profitability, but requires further investigation for long-term viability.
- Beta of 3.40 indicates high volatility compared to the overall market.
- Focus on fintech investments positions the company to capitalize on the growing digital finance sector.
- Diversified brand management across hotel, coffee, and beauty sectors provides multiple revenue streams.
Who Are SOHI's Competitors?
SOHI is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| SNFCA Security National Financial Corporation | $9.86 | +1.39% | $221.25M | 73 |
| BETRW Better Home & Finance Holding Company | $0.20 | -1.46% | $441.57M | 69 |
| ECPG Encore Capital Group, Inc. | $89.85 | -0.84% | $1.93B | 66 |
| VRTB Vestin Realty Mortgage II, Inc. | $3105.00 | +19.42% | $7.26M | 66 |
| IOR Income Opportunity Realty Investors, Inc. | $18.44 | +2.49% | $74.98M | 44 |
| IMH Impac Mortgage Holdings, Inc. | $0.22 | +0.00% | $8.22M | 45 |
| MMAC MMA Capital Holdings, Inc. | $27.77 | +0.00% | $11.26B | 45 |
| FNLIF First National Financial Corporation | $34.22 | +0.00% | $2.05B | 45 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SOHI's Key Strengths?
- Diversified revenue streams across financial services and brand management.
- Focus on technology-enabled real estate lending.
- Strong profit margin.
- Experienced management team.
What Are SOHI's Weaknesses?
- High beta indicates significant volatility.
- Limited geographic presence.
- Dependence on the fintech market, which is subject to regulatory changes.
- OTC market trading may limit liquidity.
What Could Drive SOHI Stock Higher?
- Expansion into the fintech lending market.
- Strategic acquisitions of brands in the hotel, coffee, and beauty sectors.
- Development of private equity strategies to attract investors.
- Geographic expansion to new markets.
- Enhanced technology integration to improve efficiency and customer experience.
What Are the Key Risks for SOHI?
- Financial-distress signal — its Altman Z-Score of -4.83 sits in the distress zone (elevated bankruptcy risk).
- Economic downturn could negatively impact real estate lending and brand performance.
- Increased competition in the fintech market.
- Changes in regulations could impact the financial services sector.
- Volatility in the financial markets could affect investment performance.
- Limited financial disclosure due to OTC market trading.
What Are the Growth Opportunities for SOHI?
- Expansion in Fintech Lending: Sortis Holdings can capitalize on the growing fintech lending market by developing innovative lending products and leveraging technology to streamline the lending process. The fintech lending market is projected to reach $1 trillion by 2028, offering significant growth potential. By focusing on niche markets within real estate lending and utilizing data analytics for risk assessment, Sortis can gain a competitive advantage and attract a broader customer base. Timeline: Ongoing.
- Strategic Brand Acquisitions: Sortis Holdings can pursue strategic acquisitions of brands in the hotel, coffee, and beauty sectors to expand its portfolio and increase revenue streams. The global hotel market is expected to reach $1.4 trillion by 2027, while the coffee market is projected to reach $150 billion. By acquiring brands with strong market presence and growth potential, Sortis can diversify its operations and reduce reliance on the financial services sector. Timeline: Ongoing.
- Development of Private Equity Strategies: Sortis Holdings can develop and market private equity strategies to attract investors seeking alternative investment opportunities. The private equity market is experiencing growth, driven by low interest rates and increasing demand for higher returns. By creating specialized private equity funds focused on specific sectors, Sortis can attract institutional and high-net-worth investors. Timeline: Ongoing.
- Geographic Expansion: Sortis Holdings can expand its operations beyond its current base in Portland, Oregon, to new geographic markets. By targeting regions with strong economic growth and demand for financial services, Sortis can increase its customer base and revenue. Expansion can be achieved through strategic partnerships, acquisitions, or organic growth. Timeline: Ongoing.
- Enhanced Technology Integration: Sortis Holdings can further integrate technology into its operations to improve efficiency, reduce costs, and enhance customer experience. This includes implementing AI-powered tools for risk assessment, automating lending processes, and developing mobile applications for customers. By leveraging technology, Sortis can gain a competitive advantage and attract tech-savvy customers. Timeline: Ongoing.
What Opportunities Does SOHI Have?
- Expansion into new geographic markets.
- Strategic acquisitions of brands in high-growth sectors.
- Development of new private equity strategies.
- Increased integration of technology into operations.
What Threats Does SOHI Face?
- Economic downturn could negatively impact real estate lending and brand performance.
- Increased competition in the fintech market.
- Changes in regulations could impact the financial services sector.
- Volatility in the financial markets could affect investment performance.
What Are SOHI's Competitive Advantages?
- Diversified business model across financial services and brand management.
- Focus on technology-enabled real estate lending provides a competitive edge.
- Experienced management team with expertise in finance and investment.
- Established presence in the Portland, Oregon market.
What Does SOHI Do?
Sortis Holdings, Inc., established in 1995 and formerly known as Merchants Bancorp, is a financial services company headquartered in Portland, Oregon. The company underwent a name change in July 2017 to reflect its evolving business strategy. Sortis Holdings focuses on investment in the fintech space, alongside managing brands in the hotel and lodging, coffee, food and beverage, and beauty and wellness industries. Its core offerings include technology-enabled real estate lending products designed to streamline and enhance the lending process for borrowers and investors. Additionally, the company provides private equity strategies, offering investment opportunities in various sectors. Sortis Holdings also delivers advisory services, leveraging its expertise to guide clients in financial decision-making and strategic planning. The company's diversified approach allows it to operate across multiple sectors, providing a range of financial and investment solutions. Sortis aims to capitalize on the growing fintech market while maintaining a presence in traditional industries through its brand management activities.
What Products and Services Does SOHI Offer?
- Invests in the fintech space.
- Manages brands in the hotel and lodging industry.
- Manages brands in the coffee, food, and beverage industry.
- Manages brands in the beauty and wellness industry.
- Provides technology-enabled real estate lending products.
- Offers private equity strategies.
- Delivers advisory services.
How Does SOHI Make Money?
- Generates revenue through interest income from real estate lending products.
- Earns fees from private equity strategies and advisory services.
- Derives income from the operation and management of brands in various sectors.
- Focuses on fintech investments to drive growth and innovation.
What Industry Does SOHI Operate In?
Sortis Holdings, Inc. operates within the financial services industry, specifically focusing on fintech and real estate lending. The fintech market is experiencing rapid growth, driven by technological advancements and increasing demand for digital financial solutions. The company's involvement in brand management across sectors like hospitality and food & beverage diversifies its operations. Competitors include companies like ALSI, GLBB, HLOI, ODMO, and OFSI, which operate in similar financial and investment sectors. The industry is characterized by evolving regulations, technological disruptions, and increasing competition.
Who Are SOHI's Key Customers?
- Real estate developers and investors seeking financing.
- Individuals and institutions interested in private equity investments.
- Businesses seeking advisory services for financial planning and strategic decision-making.
- Consumers of brands in the hotel, coffee, and beauty sectors.
ROE 40%Key Financial Metrics
Return on equity for Sortis Holdings, Inc. stands at 40.5%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 16.7%, showing how much profit it generates from its asset base. A current ratio of 26.81 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
Sortis Holdings, Inc. (SOHI) Valuation Context
Valued at 1K, SOHI is classified as a micro-cap stock.
Company Profile
Sortis Holdings, Inc. operates in the Financial - Mortgages industry within the Financial Services sector. It is headquartered in Portland, US. The company is led by CEO Paul Brenneke. SOHI has traded publicly since 1999.
F-Score 5/9Financial Health
Sortis Holdings, Inc.'s Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of -4.83 places it in the distress zone, a signal of elevated financial risk.
SOHI Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in Sortis Holdings' future, indicating that those closest to the company believe in its growth potential.
- Community sentiment has leaned positive, with discussions highlighting the company's innovative approaches in its sector, attracting interest from investors.
- Recent announcements about strategic partnerships have generated excitement, signaling potential for expansion and revenue growth.
- Social media buzz has increased, with many retail investors expressing optimism about Sortis Holdings' market positioning and business model.
Bear Case
- Concerns over the company's operational efficiency have emerged, with some analysts questioning its ability to scale effectively in a competitive environment.
- Negative sentiment from a portion of the community highlights fears regarding potential regulatory challenges that could impact business operations.
- Recent earnings reports have raised eyebrows, with discussions around profitability and revenue generation leading to skepticism among traders.
- Market perception remains cautious, as some investors are wary of the company's long-term sustainability given the current economic climate.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
SOHI Latest News
No recent news available for SOHI.
SOHI Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SOHI.
Price Targets
Wall Street price target analysis for SOHI.
SOHI MoonshotScore
What does this score mean?
The MoonshotScore rates SOHI's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Paul Brenneke
CEO
Paul Brenneke serves as the CEO of Sortis Holdings, Inc. His background includes extensive experience in real estate, finance, and investment management. Prior to joining Sortis, Brenneke held leadership positions in various financial institutions and real estate development firms. He has a proven track record of driving growth and creating value for shareholders. Brenneke's expertise spans across multiple sectors, including fintech, hospitality, and private equity, making him well-suited to lead Sortis Holdings.
Track Record: Under Paul Brenneke's leadership, Sortis Holdings has focused on expanding its presence in the fintech space and diversifying its brand portfolio. He has overseen the development of technology-enabled real estate lending products and the implementation of private equity strategies. Brenneke has also guided the company through strategic acquisitions and partnerships, contributing to its growth and profitability. His focus on innovation and customer satisfaction has been instrumental in driving the company's success.
SOHI OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Sortis Holdings, Inc. may not meet the minimum financial standards or reporting requirements of higher tiers like OTCQX or OTCQB. Companies in this tier may have limited financial disclosure, and trading activity can be sporadic. Unlike companies listed on major exchanges like the NYSE or NASDAQ, OTC Other companies often have less stringent listing requirements, resulting in higher risk and lower transparency for investors. This tier typically includes companies that are defunct, in bankruptcy, or unwilling to provide audited financial statements.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial disclosure increases the risk of investing in SOHI.
- Low trading volume and liquidity can lead to price volatility.
- The OTC Other tier indicates a higher risk of fraud or mismanagement.
- Lack of regulatory oversight compared to major exchanges.
- Potential for delisting or trading suspension due to non-compliance.
- Verify the company's financial statements and audit reports.
- Research the background and experience of the management team.
- Assess the company's business model and competitive landscape.
- Review the company's filings with the SEC or other regulatory agencies.
- Check for any legal or regulatory issues involving the company.
- Monitor trading volume and price activity for signs of manipulation.
- Consult with a financial advisor before investing.
- Company has been in business since 1995.
- Focus on fintech investments and technology-enabled lending.
- Presence in multiple sectors, including hospitality and beauty.
- Experienced CEO with a background in finance and real estate.
What Investors Ask About Sortis Holdings, Inc. (SOHI) — Financial Services
What does Sortis Holdings, Inc. do?
Sortis Holdings, Inc. operates as a diversified financial services company with a focus on fintech investments and brand management across various sectors. The company provides technology-enabled real estate lending products, private equity strategies, and advisory services. Additionally, Sortis manages brands in the hotel and lodging, coffee, food and beverage, and beauty and wellness industries, creating a diversified revenue stream. Its business model centers around leveraging technology to enhance financial services and strategically acquiring and managing brands to drive growth and profitability.
What do analysts say about SOHI stock?
As of 2026-03-16, there is no readily available analyst consensus on Sortis Holdings, Inc. due to its OTC listing and limited coverage. Investors should conduct their own thorough research and due diligence before making any investment decisions. Key valuation metrics and growth considerations should be carefully evaluated, considering the company's unique business model and its exposure to both the financial services and brand management sectors. The company's high profit margin and gross margin warrant further investigation to assess their sustainability.
What are the main risks for SOHI?
The main risks for Sortis Holdings, Inc. include its listing on the OTC market, which entails limited financial disclosure and liquidity. Economic downturns could negatively impact its real estate lending and brand performance. Increased competition in the fintech market and changes in regulations could also pose challenges. The company's high beta indicates significant volatility, and its reliance on the fintech market exposes it to regulatory and technological disruptions. Investors should carefully consider these risks before investing in SOHI.
What are the key factors to evaluate for SOHI?
Evaluate SOHI on fundamentals, analyst consensus, and risk factors. Not financial advice.
How frequently does SOHI data refresh on this page?
SOHI prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven SOHI's recent stock price performance?
Sortis Holdings, Inc. (SOHI) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified revenue streams across financial services and brand management. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SOHI overvalued or undervalued right now?
Valuing Sortis Holdings, Inc. (SOHI) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying SOHI?
Before investing in Sortis Holdings, Inc. (SOHI), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- OTC market data may be less reliable than data from major exchanges.
- Financial metrics should be interpreted with caution due to limited disclosure.