SBSI vs. TROW
SBSI (Southside Bancshares, Inc.) and TROW (T. Rowe Price Group, Inc.) are both stocks. Both are in the Financial Services sector — SBSI in Banks - Regional, TROW in Asset Management. Over the past 10 years, SBSI returned 5.20%/yr vs 7.29%/yr for TROW. At a 0.39 correlation, their price movements are largely independent.
Performance
SBSI vs. TROW - Performance Comparison
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Returns By Period
In the year-to-date period, SBSI achieves a 10.81% return, which is significantly higher than TROW's 6.03% return. Over the past 10 years, SBSI has underperformed TROW with an annualized return of 5.20%, while TROW has yielded a comparatively higher 7.29% annualized return.
SBSI
- 1D
- 3.81%
- 1M
- 0.20%
- YTD
- 10.81%
- 6M
- 10.59%
- 1Y
- 24.03%
- 3Y*
- 11.19%
- 5Y*
- -0.86%
- 10Y*
- 5.20%
TROW
- 1D
- 2.84%
- 1M
- 2.74%
- YTD
- 6.03%
- 6M
- 3.87%
- 1Y
- 20.20%
- 3Y*
- 3.85%
- 5Y*
- -7.13%
- 10Y*
- 7.29%
SBSI vs. TROW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBSI Southside Bancshares, Inc. | 10.81% | 0.48% | 6.26% | -8.90% | -10.84% | 39.55% | -12.74% | 21.32% | -2.46% | -5.51% |
TROW T. Rowe Price Group, Inc. | 6.03% | -4.67% | 9.68% | 3.35% | -42.24% | 34.91% | 28.11% | 35.61% | -9.75% | 43.38% |
Correlation
The correlation between SBSI and TROW is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since May 14, 1998 | 0.39 |
Fundamentals
SBSI:
$3.13
TROW:
$9.80
SBSI:
10.51
TROW:
10.92
SBSI:
1.70
TROW:
3.18
SBSI:
$438.96M
TROW:
$7.41B
SBSI:
$154.01M
TROW:
$3.66B
SBSI:
$102.79M
TROW:
$2.87B
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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 | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.16 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.53 | 1.03 | +0.50 |
| Martin ratioReturn relative to average drawdown | 4.22 | 2.52 | +1.70 |
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 | 0.99 | 0.85 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | -0.24 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.24 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.39 | -0.04 |
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 (3Y)Largest decline over 3 years | -27.26% | -34.05% | +6.79% |
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 | -9.94% | -41.24% | +31.30% |
Average DrawdownAverage peak-to-trough decline | -12.87% | -16.67% | +3.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.71% | 8.03% | -2.32% |
Volatility
SBSI vs. TROW - Volatility Comparison
Southside Bancshares, Inc. (SBSI) has a higher volatility of 7.18% compared to T. Rowe Price Group, Inc. (TROW) at 5.56%. This indicates that SBSI's price experiences larger fluctuations and is considered to be riskier than TROW based on this measure. 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 | 7.18% | 5.56% | +1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 16.92% | 17.35% | -0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.47% | 23.75% | +0.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.36% | 30.47% | -2.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.88% | 30.00% | -0.12% |
Dividends
SBSI vs. TROW - Dividend Comparison
SBSI's dividend yield for the trailing twelve months is around 4.37%, less than TROW's 4.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBSI Southside Bancshares, Inc. | 4.37% | 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. | 4.78% | 4.96% | 4.39% | 4.53% | 4.40% | 3.72% | 2.38% | 2.50% | 3.03% | 2.17% | 2.87% | 5.71% |
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 Jun 2026, Southside Bancshares, Inc. reported a gross profit of 0.00 and revenue of 102.26M. 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 Jun 2026, T. Rowe Price Group, Inc. reported a gross profit of 0.00 and revenue of 1.86B. 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 Jun 2026, Southside Bancshares, Inc. reported an operating income of 0.00 and revenue of 102.26M, 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 Jun 2026, T. Rowe Price Group, Inc. reported an operating income of 680.50M and revenue of 1.86B, resulting in an operating margin of 36.7%.
SBSI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Southside Bancshares, Inc. reported a net income of 23.26M and revenue of 102.26M, resulting in a net margin of 22.8%.
TROW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, T. Rowe Price Group, Inc. reported a net income of 562.00M and revenue of 1.86B, resulting in a net margin of 30.3%.
Frequently Asked Questions
SBSI and TROW have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SBSI has higher volatility (7.18%) compared to TROW (5.56%). In terms of maximum drawdown, SBSI dropped -46.14% vs TROW's -67.43%.
SBSI currently has the higher Sharpe Ratio (0.99 vs 0.85), 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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