SBSI vs BHFAL

Comparison between Southside Bancshares Inc (SBSI, Company) and Brighthouse Financial Inc (BHFAL, Company).

5-Year PerformanceSBSI has outperformed BHFAL, delivering a return of +0.2% compared to -3.7%

SBSI vs BHFAL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SBSI(COMPANY)	BHFAL(COMPANY)
Market Cap	$1.01B	$1.01B
Max Drawdown	47.06%	45.02%
Sharpe Ratio	0.83	-1.22
5Y Beta	0.70	0.25
Industry	Banks - Regional	Other
P/E Ratio	14.27	1.05
Forward P/E	10.70	N/A
PEG Ratio	5.35	N/A
Dividend Yield	4.25%	7.73%
5Y Dividends CAGR	6.56%	0.00%
5Y EPS CAGR	0.48%	N/A
Debt to Equity	24.31%	49.58%
Free Cash Flow Yield	9.62%	14.31%
P/S Ratio	4.18	N/A
P/B Ratio	1.15	N/A

Market Cap

Winner

SBSI

$1.01B

BHFAL

$1.01B

Max Drawdown

SBSI

47.06%

Winner

BHFAL

45.02%

Sharpe Ratio

Winner

SBSI

0.83

BHFAL

-1.22

5Y Beta

SBSI

0.70

Winner

BHFAL

0.25

Industry

SBSI

Banks - Regional

BHFAL

Other

P/E Ratio

SBSI

14.27

Winner

BHFAL

1.05

Forward P/E

SBSI

10.70

BHFAL

N/A

PEG Ratio

SBSI

5.35

BHFAL

N/A

Dividend Yield

SBSI

4.25%

Winner

BHFAL

7.73%

5Y Dividends CAGR

Winner

SBSI

6.56%

BHFAL

0.00%

5Y EPS CAGR

SBSI

0.48%

BHFAL

N/A

Debt to Equity

Winner

SBSI

24.31%

BHFAL

49.58%

Free Cash Flow Yield

SBSI

9.62%

Winner

BHFAL

14.31%

P/S Ratio

SBSI

4.18

BHFAL

N/A

P/B Ratio

SBSI

1.15

BHFAL

N/A

SBSI vs BHFAL - Historical Returns

Returns include dividend reinvestment.

Period	SBSI	BHFAL
1 month	+6.57%	-3.28%
3 months	+16.68%	-2.82%
6 months	+10.04%	+0.53%
1 year	+26.07%	-13.97%
5 years(CAGR)	+0.25%	-3.70%
10 years(CAGR)	+5.73%	N/A
Max(CAGR)	+13.90%	+0.86%

Winner

SBSI

+6.57%

BHFAL

-3.28%

Winner

SBSI

+16.68%

BHFAL

-2.82%

Winner

SBSI

+10.04%

BHFAL

+0.53%

Winner

SBSI

+26.07%

BHFAL

-13.97%

5Y(CAGR)

Winner

SBSI

+0.25%

BHFAL

-3.70%

10Y(CAGR)

SBSI

+5.73%

BHFAL

N/A

Max(CAGR)

Winner

SBSI

+13.90%

BHFAL

+0.86%

SBSI vs BHFAL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SBSI	BHFAL
2026	+15.61%	-1.84%
2025	+2.86%	-24.15%
2024	+4.84%	+15.61%
2023	-8.86%	-6.71%
2022	-11.89%	-0.05%
2021	+39.28%	+1.83%
2020	-12.73%	+9.57%
2019	+19.96%	+26.63%
2018	-3.36%	-13.70%
2017	-5.23%	N/A
2016	+75.55%	N/A
2015	-8.93%	N/A
2014	+22.40%	N/A
2013	+45.33%	N/A
2012	+9.84%	N/A
2011	+16.18%	N/A
2010	+21.06%	N/A
2009	-3.72%	N/A
2008	+34.11%	N/A
2007	-7.81%	N/A
2006	+34.38%	N/A
2005	-4.02%	N/A
2004	+32.30%	N/A
2003	+32.76%	N/A
2002	+28.02%	N/A
2001	+67.04%	N/A
2000	+6.99%	N/A
1999	-7.02%	N/A

SBSI vs BHFAL Drawdown Comparison

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

The maximum drawdown for BHFAL was -38.35%, occurring on Mar 23, 2020. Recovery took 145 trading sessions.

The current SBSI drawdown is -5.85%. The current BHFAL drawdown is -27.46%.

Rank	SBSI	BHFAL
#1	-46.14% Sep 26, 2008 - Jun 1, 2009	-38.35% Jan 13, 2020 - Aug 10, 2020
#2	-39.21% Jan 14, 2022 - Jul 6, 2023	-29.00% Sep 30, 2024 - Jun 8, 2026
#3	-37.97% Apr 8, 2008 - Sep 18, 2008	-21.43% Jul 7, 2021 - Aug 28, 2024
#4	-37.31% Aug 29, 2014 - May 25, 2016	-18.02% Sep 28, 2018 - Jan 28, 2019
#5	-35.22% Dec 18, 2019 - Mar 3, 2021	-8.01% Dec 31, 2020 - Jun 9, 2021
#6	-28.01% Dec 1, 2004 - Jul 3, 2006	-5.73% Sep 30, 2019 - Dec 24, 2019
#7	-27.36% Aug 10, 2009 - Feb 24, 2011	-4.56% Oct 8, 2020 - Dec 14, 2020
#8	-25.62% Nov 8, 1999 - Feb 2, 2001	-4.47% Aug 30, 2019 - Sep 27, 2019
#9	-23.42% Nov 16, 2006 - Mar 25, 2008	-3.55% Aug 28, 2020 - Oct 6, 2020
#10	-19.09% Sep 11, 2018 - Dec 5, 2019	-3.24% Jun 17, 2019 - Jul 17, 2019
#11	-19.00% Jun 1, 2021 - Nov 5, 2021	-2.71% Mar 5, 2019 - Mar 28, 2019
#12	-18.78% Jun 2, 2009 - Aug 10, 2009	-2.44% Jan 31, 2019 - Feb 26, 2019
#13	-17.81% Apr 28, 2011 - Nov 30, 2011	-2.34% Jul 31, 2019 - Aug 29, 2019
#14	-17.69% Apr 23, 2014 - Aug 21, 2014	-1.82% Aug 13, 2020 - Aug 26, 2020
#15	-16.77% Jun 4, 2002 - Jan 10, 2003	-1.35% Apr 29, 2019 - May 28, 2019

Correlation

Correlation between SBSI and BHFAL is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.41

-101

Dividend Comparison (1999 - 2026)

SBSI vs BHFAL dividend yield comparison.

Year	SBSI	BHFAL
2026	2.09%	4.89%
2025	4.74%	9.34%
2024	4.53%	6.65%
2023	4.53%	7.19%
2022	3.89%	6.21%
2021	3.28%	5.79%
2020	4.19%	5.50%
2019	3.39%	5.76%
2018	3.72%	1.90%
2017	3.20%	0.00%
2016	2.62%	0.00%
2015	4.12%	0.00%
2014	8.57%	0.00%
2013	6.97%	0.00%
2012	8.58%	0.00%
2011	9.00%	0.00%
2010	8.20%	0.00%
2009	9.26%	0.00%
2008	7.88%	0.00%
2007	7.81%	0.00%
2006	5.27%	0.00%
2005	2.28%	0.00%
2004	1.79%	0.00%
2003	1.90%	0.00%
2002	2.18%	0.00%
2001	6.70%	0.00%
2000	12.39%	0.00%
1999	0.54%	0.00%