SBSI vs. ARE
SBSI (Southside Bancshares, Inc.) and ARE (Alexandria Real Estate Equities, Inc.) are both stocks. SBSI operates in Banks - Regional (Financial Services), while ARE operates in REIT - Office (Real Estate). Over the past 10 years, SBSI returned 4.97%/yr vs -3.85%/yr for ARE. Their 0.32 correlation means their historical movements had little consistent relationship.
Performance
SBSI vs. ARE - Performance Comparison
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Returns By Period
In the year-to-date period, SBSI achieves a 9.39% return, which is significantly higher than ARE's 8.19% return. Over the past 10 years, SBSI has outperformed ARE with an annualized return of 4.97%, while ARE has yielded a comparatively lower -3.85% annualized return.
SBSI
- 1D
- 0.77%
- 1M
- -6.85%
- 6M
- 3.28%
- YTD
- 9.39%
- 1Y
- 18.77%
- 3Y*
- 3.44%
- 5Y*
- 2.30%
- 10Y*
- 4.97%
- ALL TIME*
- 12.20%
ARE
- 1D
- -1.98%
- 1M
- -2.15%
- 6M
- -3.10%
- YTD
- 8.19%
- 1Y
- -28.19%
- 3Y*
- -20.92%
- 5Y*
- -20.42%
- 10Y*
- -3.85%
- ALL TIME*
- 7.22%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $84.25M | $80.17M | $94.50M | |
| $5.59M | $4.95M | $4.16M |
SBSI vs. ARE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBSI Southside Bancshares, Inc. | 9.39% | 0.48% | 6.26% | -8.90% | -10.84% | 39.55% | -12.74% | 21.32% | -2.46% | -5.51% |
ARE Alexandria Real Estate Equities, Inc. | 8.19% | -46.60% | -19.44% | -9.11% | -32.62% | 28.09% | 13.27% | 44.04% | -8.97% | 20.95% |
Correlation
The correlation between SBSI and ARE is 0.27, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.27 |
Correlation (3Y) Balances recent behavior with more history. | 0.38 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.39 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.30 |
Correlation (All Time) Calculated using the full available price history since May 13, 1998 | 0.32 |
The correlation between SBSI and ARE shifts across timeframes, from 0.27 (1 year) to 0.39 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SBSI:
$967.23M
ARE:
$8.97B
SBSI:
$2.53
ARE:
-$9.36
SBSI:
2.20
ARE:
2.01
SBSI:
$443.59M
ARE:
$2.90B
SBSI:
$227.18M
ARE:
$1.98B
SBSI:
$137.14M
ARE:
$646.49M
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Return for Risk
SBSI vs. ARE — Risk / Return Rank
SBSI
ARE
SBSI vs. ARE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Southside Bancshares, Inc. (SBSI) and Alexandria Real Estate Equities, Inc. (ARE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SBSI | ARE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.28 | ||
| Sortino ratioReturn per unit of downside risk | +1.70 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 0.91 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 1.00 | -0.56 | +1.56 |
| Martin ratioReturn relative to average drawdown | 2.77 | -0.81 | +3.58 |
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Drawdowns
SBSI vs. ARE - Drawdown Comparison
The maximum SBSI drawdown since its inception was -46.14%, smaller than the maximum ARE drawdown of -77.92%. Use the drawdown chart below to compare losses from any high point for SBSI and ARE.
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Drawdown Indicators
| SBSI | ARE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.14% | -77.92% | +31.78% |
Max Drawdown (1Y)Largest decline over 1 year | -15.77% | -51.61% | +35.84% |
Max Drawdown (3Y)Largest decline over 3 years | -27.26% | -65.64% | +38.38% |
Max Drawdown (5Y)Largest decline over 5 years | -39.17% | -77.92% | +38.75% |
Max Drawdown (10Y)Largest decline over 10 years | -39.17% | -77.92% | +38.75% |
Current DrawdownCurrent decline from peak | -11.09% | -71.52% | +60.43% |
Average DrawdownAverage peak-to-trough decline | -12.84% | -17.99% | +5.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.72% | 35.29% | -29.57% |
Volatility
SBSI vs. ARE - Volatility Comparison
The current volatility for Southside Bancshares, Inc. (SBSI) is 7.79%, while Alexandria Real Estate Equities, Inc. (ARE) has a volatility of 10.25%. This indicates that SBSI experiences smaller price fluctuations and is considered to be less risky than ARE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBSI | ARE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.79% | 10.25% | -2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 16.96% | 31.65% | -14.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.61% | 44.97% | -20.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.11% | 33.48% | -5.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.76% | 29.48% | +0.28% |
Dividends
SBSI vs. ARE - Dividend Comparison
SBSI's dividend yield for the trailing twelve months is around 4.43%, less than ARE's 6.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARE Alexandria Real Estate Equities, Inc. | 6.76% | 9.56% | 5.32% | 3.91% | 3.24% | 2.01% | 2.38% | 2.48% | 3.24% | 2.64% | 2.91% | 3.38% |
SBSI Southside Bancshares, Inc. | 4.43% | 4.74% | 4.53% | 4.53% | 3.89% | 3.28% | 4.19% | 3.39% | 3.72% | 3.20% | 2.62% | 4.12% |
Financials
SBSI vs. ARE - Financials Comparison
This section allows you to compare key financial metrics between Southside Bancshares, Inc. and Alexandria Real Estate Equities, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
SBSI vs. ARE - Profitability Comparison
SBSI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Southside Bancshares, Inc. reported a gross profit of 71.26M and revenue of 103.92M. Therefore, the gross margin over that period was 68.6%.
ARE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Alexandria Real Estate Equities, Inc. reported a gross profit of 446.88M and revenue of 671.02M. Therefore, the gross margin over that period was 66.6%.
SBSI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Southside Bancshares, Inc. reported an operating income of 32.70M and revenue of 103.92M, resulting in an operating margin of 31.5%.
ARE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Alexandria Real Estate Equities, Inc. reported an operating income of 412.20M and revenue of 671.02M, resulting in an operating margin of 61.4%.
SBSI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Southside Bancshares, Inc. reported a net income of 26.84M and revenue of 103.92M, resulting in a net margin of 25.8%.
ARE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Alexandria Real Estate Equities, Inc. reported a net income of 358.87M and revenue of 671.02M, resulting in a net margin of 53.5%.
Frequently Asked Questions
SBSI and ARE have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARE has higher volatility (10.25%) compared to SBSI (7.79%). In terms of maximum drawdown, SBSI dropped -46.14% vs ARE's -77.92%.
SBSI currently has the higher Sharpe Ratio (0.64 vs -0.64), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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