SBSI vs. ARE
Compare and contrast key facts about Southside Bancshares, Inc. (SBSI) and Alexandria Real Estate Equities, Inc. (ARE).
Performance
SBSI vs. ARE - Performance Comparison
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SBSI vs. ARE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBSI Southside Bancshares, Inc. | 4.53% | 0.48% | 6.26% | -8.90% | -10.84% | 39.55% | -12.74% | 21.32% | -2.46% | -5.51% |
ARE Alexandria Real Estate Equities, Inc. | -10.15% | -46.60% | -19.44% | -9.11% | -32.62% | 28.09% | 13.27% | 44.04% | -8.97% | 20.95% |
Fundamentals
SBSI:
$940.81M
ARE:
$7.38B
SBSI:
$2.29
ARE:
-$8.40
SBSI:
2.35
ARE:
2.48
SBSI:
0.11
ARE:
0.39
SBSI:
$403.07M
ARE:
$2.97B
SBSI:
$154.71M
ARE:
$2.05B
SBSI:
$104.04M
ARE:
$1.78B
Returns By Period
In the year-to-date period, SBSI achieves a 4.53% return, which is significantly higher than ARE's -10.15% return. Over the past 10 years, SBSI has outperformed ARE with an annualized return of 6.81%, while ARE has yielded a comparatively lower -3.73% annualized return.
SBSI
- 1D
- 1.06%
- 1M
- -1.07%
- YTD
- 4.53%
- 6M
- 15.65%
- 1Y
- 14.10%
- 3Y*
- 2.99%
- 5Y*
- 0.20%
- 10Y*
- 6.81%
ARE
- 1D
- -6.74%
- 1M
- -16.45%
- YTD
- -10.15%
- 6M
- -46.53%
- 1Y
- -49.36%
- 3Y*
- -26.10%
- 5Y*
- -20.56%
- 10Y*
- -3.73%
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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.
| SBSI | ARE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | -1.17 | +1.75 |
Sortino ratioReturn per unit of downside risk | 0.97 | -1.63 | +2.60 |
Omega ratioGain probability vs. loss probability | 1.12 | 0.78 | +0.34 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | -1.00 | +1.88 |
Martin ratioReturn relative to average drawdown | 2.36 | -1.68 | +4.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SBSI | ARE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | -1.17 | +1.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | -0.65 | +0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | -0.13 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.22 | +0.14 |
Correlation
The correlation between SBSI and ARE is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SBSI vs. ARE - Dividend Comparison
SBSI's dividend yield for the trailing twelve months is around 4.58%, less than ARE's 9.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBSI Southside Bancshares, Inc. | 4.58% | 4.74% | 4.53% | 4.53% | 3.89% | 3.28% | 4.19% | 3.39% | 3.72% | 3.20% | 2.62% | 4.12% |
ARE Alexandria Real Estate Equities, Inc. | 9.42% | 9.56% | 5.32% | 3.91% | 3.24% | 2.01% | 2.38% | 2.48% | 3.24% | 2.64% | 2.91% | 3.38% |
Drawdowns
SBSI vs. ARE - Drawdown Comparison
The maximum SBSI drawdown since its inception was -46.14%, smaller than the maximum ARE drawdown of -76.35%. 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% | -76.35% | +30.21% |
Max Drawdown (1Y)Largest decline over 1 year | -15.77% | -50.00% | +34.23% |
Max Drawdown (5Y)Largest decline over 5 years | -39.17% | -76.35% | +37.18% |
Max Drawdown (10Y)Largest decline over 10 years | -39.17% | -76.35% | +37.18% |
Current DrawdownCurrent decline from peak | -15.04% | -76.35% | +61.31% |
Average DrawdownAverage peak-to-trough decline | -12.89% | -17.36% | +4.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.89% | 29.75% | -23.86% |
Volatility
SBSI vs. ARE - Volatility Comparison
The current volatility for Southside Bancshares, Inc. (SBSI) is 5.42%, while Alexandria Real Estate Equities, Inc. (ARE) has a volatility of 12.09%. 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 | 5.42% | 12.09% | -6.67% |
Volatility (6M)Calculated over the trailing 6-month period | 17.03% | 35.72% | -18.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.60% | 42.21% | -17.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.33% | 31.64% | -3.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.88% | 28.43% | +1.45% |
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