Sortis Holdings, Inc. (SOHI) Stock Price & Analysis
Educational signal · not a buy or sell recommendation · How to read this
P/E 0.00 means the share price is 0.00 times one year of earnings per share. Beta 3.40: the stock has moved about 240% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerSortis Holdings, Inc. (SOHI) trades at $0.0001. Sortis Holdings, Inc. is a financial services company focused on fintech investments and managing brands across various sectors. It provides technology-enabled real estate lending, private equity strategies, and advisory services. Sector: Financials.
Price as of · Last analyzed: 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.
No score published: we hold no usable price for this ticker, and a grade beside a missing price says nothing.
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 | MoonshotScore |
|---|---|---|---|---|
| BTTC Black Titan Corporation | $0.64 | -1.25% | $5.12M | 54 5-pillar |
| FOFO Hang Feng Technology Innovation Co., Ltd. | $2.14 | +2.39% | $15.8M | 79 5-pillar |
| BCG Binah Capital Group, Inc. | $1.07 | +5.76% | $17.0M | 79 5-pillar |
| PDPA Pearl Diver Credit Company Inc. | $24.87 | -0.36% | $59.0M | 52 5-pillar |
| SSEA Starry Sea Acquisition Corp | $10.38 | +0.05% | $79.2M | 54 5-pillar |
| SAMG Silvercrest Asset Management Group Inc. | $10.61 | +0.66% | $81.0M | 50 5-pillar |
| HNNA Hennessy Advisors, Inc. | $10.42 | +1.07% | $81.5M | 85 5-pillar |
| ALIS Calisa Acquisition Corp | $10.31 | -0.19% | $87.1M | 65 5-pillar |
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 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 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.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● No usable price
- ● No filing on record
- ● No analyst coverage
Financial 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.
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.
Company Profile
Sortis Holdings, Inc. operates in the Financial Services sector. It is headquartered in Portland, US. SOHI has traded publicly since 2000.
SOHI Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
SOHI Latest News
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Stocks That Hit 52-Week Lows On Monday
· Oct 21, 2019
SOHI Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for SOHI.
Price Targets
Wall Street price target analysis for SOHI.
SOHI MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for SOHI; grades run from A+ (80-100) to F (below 30).
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
- 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) — Financials
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.
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.
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
MoonshotScore is not published for this security.
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.