SBSI vs. TROW
Compare and contrast key facts about Southside Bancshares, Inc. (SBSI) and T. Rowe Price Group, Inc. (TROW).
Performance
SBSI vs. TROW - Performance Comparison
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SBSI vs. TROW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBSI Southside Bancshares, Inc. | 3.44% | 0.48% | 6.26% | -8.90% | -10.84% | 39.55% | -12.74% | 21.32% | -2.46% | -5.51% |
TROW T. Rowe Price Group, Inc. | -10.64% | -4.67% | 9.68% | 3.35% | -42.24% | 34.91% | 28.11% | 35.61% | -9.75% | 43.38% |
Fundamentals
SBSI:
$930.93M
TROW:
$19.69B
SBSI:
$2.29
TROW:
$9.91
SBSI:
13.56
TROW:
9.10
SBSI:
2.33
TROW:
2.70
SBSI:
0.11
TROW:
1.81
SBSI:
$403.07M
TROW:
$7.31B
SBSI:
$154.71M
TROW:
$3.70B
SBSI:
$104.04M
TROW:
$2.67B
Returns By Period
In the year-to-date period, SBSI achieves a 3.44% return, which is significantly higher than TROW's -10.64% return. Over the past 10 years, SBSI has outperformed TROW with an annualized return of 6.70%, while TROW has yielded a comparatively lower 5.82% annualized return.
SBSI
- 1D
- 1.37%
- 1M
- -0.73%
- YTD
- 3.44%
- 6M
- 12.70%
- 1Y
- 12.67%
- 3Y*
- 2.62%
- 5Y*
- -0.01%
- 10Y*
- 6.70%
TROW
- 1D
- 1.25%
- 1M
- -3.33%
- YTD
- -10.64%
- 6M
- -9.78%
- 1Y
- 3.41%
- 3Y*
- -2.67%
- 5Y*
- -8.23%
- 10Y*
- 5.82%
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Return for Risk
SBSI vs. TROW — Risk / Return Rank
SBSI
TROW
SBSI vs. TROW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Southside Bancshares, Inc. (SBSI) and T. Rowe Price Group, Inc. (TROW). 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 | TROW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 0.12 | +0.40 |
Sortino ratioReturn per unit of downside risk | 0.89 | 0.39 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.05 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 0.19 | +0.63 |
Martin ratioReturn relative to average drawdown | 2.20 | 0.49 | +1.71 |
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 | TROW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 0.12 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.00 | -0.27 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.19 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.38 | -0.03 |
Correlation
The correlation between SBSI and TROW is 0.39, 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. TROW - Dividend Comparison
SBSI's dividend yield for the trailing twelve months is around 4.63%, less than TROW's 5.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBSI Southside Bancshares, Inc. | 4.63% | 4.74% | 4.53% | 4.53% | 3.89% | 3.28% | 4.19% | 3.39% | 3.72% | 3.20% | 2.62% | 4.12% |
TROW T. Rowe Price Group, Inc. | 5.67% | 4.96% | 4.39% | 4.53% | 4.40% | 3.72% | 2.38% | 2.50% | 3.03% | 2.17% | 2.87% | 5.71% |
Drawdowns
SBSI vs. TROW - Drawdown Comparison
The maximum SBSI drawdown since its inception was -46.14%, smaller than the maximum TROW drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for SBSI and TROW.
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Drawdown Indicators
| SBSI | TROW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.14% | -67.43% | +21.29% |
Max Drawdown (1Y)Largest decline over 1 year | -15.77% | -19.76% | +3.99% |
Max Drawdown (5Y)Largest decline over 5 years | -39.17% | -58.16% | +18.99% |
Max Drawdown (10Y)Largest decline over 10 years | -39.17% | -58.16% | +18.99% |
Current DrawdownCurrent decline from peak | -15.93% | -50.48% | +34.55% |
Average DrawdownAverage peak-to-trough decline | -12.89% | -16.53% | +3.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.88% | 7.69% | -1.81% |
Volatility
SBSI vs. TROW - Volatility Comparison
Southside Bancshares, Inc. (SBSI) and T. Rowe Price Group, Inc. (TROW) have volatilities of 5.30% and 5.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBSI | TROW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.30% | 5.53% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 17.01% | 18.19% | -1.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.58% | 29.70% | -5.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.32% | 30.50% | -2.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.89% | 30.00% | -0.11% |
Financials
SBSI vs. TROW - Financials Comparison
This section allows you to compare key financial metrics between Southside Bancshares, Inc. and T. Rowe Price Group, 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. TROW - Profitability Comparison
SBSI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Southside Bancshares, Inc. reported a gross profit of 0.00 and revenue of 64.14M. Therefore, the gross margin over that period was 0.0%.
TROW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, T. Rowe Price Group, Inc. reported a gross profit of 0.00 and revenue of 1.93B. Therefore, the gross margin over that period was 0.0%.
SBSI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Southside Bancshares, Inc. reported an operating income of 0.00 and revenue of 64.14M, resulting in an operating margin of 0.0%.
TROW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, T. Rowe Price Group, Inc. reported an operating income of 471.00M and revenue of 1.93B, resulting in an operating margin of 24.4%.
SBSI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Southside Bancshares, Inc. reported a net income of 20.99M and revenue of 64.14M, resulting in a net margin of 32.7%.
TROW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, T. Rowe Price Group, Inc. reported a net income of 547.10M and revenue of 1.93B, resulting in a net margin of 28.3%.