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HBNC vs SBSI

Comparison between Horizon Bancorp Inc (IN) (HBNC, Company) and Southside Bancshares Inc (SBSI, Company).

Both HBNC and SBSI are from the Financial Services sector.

5-Year PerformanceHBNC has outperformed SBSI, delivering a return of +7.9% compared to +3.3%

HBNC vs SBSI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
HBNC
$1.01B
SBSI
$1.01B
Max Drawdown
HBNC
67.20%
Winner
SBSI
47.06%
Sharpe Ratio
Winner
HBNC
0.96
SBSI
0.62
5Y Beta
HBNC
0.91
Winner
SBSI
0.69
Industry
HBNC
Banks - Regional
SBSI
Banks - Regional
P/E Ratio
Winner
HBNC
-6.28
SBSI
14.34
Forward P/E
HBNC
11.05
Winner
SBSI
10.70
Dividend Yield
HBNC
3.24%
Winner
SBSI
4.16%
5Y Dividends CAGR
Winner
HBNC
9.86%
SBSI
6.56%
5Y EPS CAGR
HBNC
N/A
SBSI
0.95%
Debt to Equity
Winner
HBNC
0.00%
SBSI
24.31%
Free Cash Flow Yield
HBNC
7.99%
Winner
SBSI
9.57%

HBNC vs SBSI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HBNC
+3.63%
SBSI
+3.14%
3M
Winner
HBNC
+12.79%
SBSI
+7.67%
6M
Winner
HBNC
+14.51%
SBSI
+10.14%
1Y
Winner
HBNC
+33.68%
SBSI
+20.80%
5Y(CAGR)
Winner
HBNC
+7.87%
SBSI
+3.26%
10Y(CAGR)
Winner
HBNC
+9.19%
SBSI
+4.80%
Max(CAGR)
HBNC
+11.81%
Winner
SBSI
+13.90%

HBNC vs SBSI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHBNCSBSI
2026+22.20%+17.08%
2025+11.71%+2.86%
2024+17.17%+4.84%
2023-0.07%-8.86%
2022-25.91%-11.89%
2021+39.18%+39.28%
2020-12.45%-12.73%
2019+21.60%+19.96%
2018-11.31%-3.36%
2017+0.73%-5.23%
2016+55.61%+75.55%
2015+10.06%-8.93%
2014+7.58%+22.40%
2013+26.86%+45.33%
2012+74.23%+9.84%
2011+1.41%+16.18%
2010+66.03%+21.06%
2009+35.86%-3.72%
2008-45.91%+34.11%
2007-4.30%-7.81%
2006+5.90%+34.38%
2005-4.22%-4.02%
2004-0.26%+32.30%
2003+56.10%+32.76%
2002+18.45%+28.02%
2001+15.75%+67.04%
2000N/A+6.99%
1999N/A-7.02%

HBNC vs SBSI Drawdown Comparison

The maximum drawdown for HBNC was -65.21%, occurring on May 11, 2023. Recovery took 1103 trading sessions.

The maximum drawdown for SBSI was -46.14%, occurring on Mar 9, 2009. Recovery took 169 trading sessions.

The current HBNC drawdown is -2.24%. The current SBSI drawdown is -4.65%.

RankHBNCSBSI
#1-65.21%
Jan 18, 2022 - Jun 11, 2026
-46.14%
Sep 26, 2008 - Jun 1, 2009
#2-64.44%
Feb 17, 2006 - Jan 27, 2011
-39.21%
Jan 14, 2022 - Jul 6, 2023
#3-62.07%
Jun 8, 2018 - Nov 3, 2021
-37.97%
Apr 8, 2008 - Sep 18, 2008
#4-24.30%
Dec 27, 2013 - Oct 31, 2014
-37.31%
Aug 29, 2014 - May 25, 2016
#5-20.77%
Jan 3, 2002 - Oct 16, 2002
-35.22%
Dec 18, 2019 - Mar 3, 2021
#6-19.86%
Dec 30, 2003 - Jan 7, 2005
-28.01%
Dec 1, 2004 - Jul 3, 2006
#7-19.50%
Feb 11, 2005 - Feb 15, 2006
-27.36%
Aug 10, 2009 - Feb 24, 2011
#8-17.46%
Dec 30, 2015 - Aug 11, 2016
-25.62%
Nov 8, 1999 - Feb 2, 2001
#9-15.83%
Dec 29, 2014 - Oct 16, 2015
-23.42%
Nov 16, 2006 - Mar 25, 2008
#10-15.47%
Jul 25, 2013 - Dec 20, 2013
-19.09%
Sep 11, 2018 - Dec 5, 2019
#11-15.47%
Oct 18, 2012 - Dec 20, 2012
-19.00%
Jun 1, 2021 - Nov 5, 2021
#12-14.97%
Feb 25, 2011 - Apr 18, 2012
-18.78%
Jun 2, 2009 - Aug 10, 2009
#13-13.09%
Oct 25, 2016 - Nov 10, 2016
-17.81%
Apr 28, 2011 - Nov 30, 2011
#14-13.01%
May 15, 2012 - Jun 28, 2012
-17.69%
Apr 23, 2014 - Aug 21, 2014
#15-12.24%
Dec 28, 2016 - Sep 26, 2017
-16.77%
Jun 4, 2002 - Jan 10, 2003

Correlation

Correlation between HBNC and SBSI is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

HBNC vs SBSI dividend yield comparison.

YearHBNCSBSI
20262.42%2.06%
20253.77%4.74%
20243.97%4.53%
20234.47%4.53%
20224.11%3.89%
20212.54%3.28%
20203.03%4.19%
20192.32%3.39%
20182.45%3.72%
20171.73%3.20%
20161.43%2.62%
20151.54%4.12%
20141.95%8.57%
20131.66%6.97%
20121.90%8.58%
20112.70%9.00%
20102.56%8.20%
20094.19%9.26%
20086.48%7.88%
20072.26%7.81%
20061.53%5.27%
20052.03%2.28%
20041.82%1.79%
20031.60%1.90%
20022.31%2.18%
20010.65%6.70%
20000.00%12.39%
19990.00%0.54%

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