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SBSI vs HBNC

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

Both SBSI and HBNC are from the Financial Services sector.

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

SBSI vs HBNC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

SBSI vs HBNC - Historical Returns

Returns include dividend reinvestment.

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

SBSI vs HBNC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

SBSI vs HBNC Drawdown Comparison

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

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

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

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

Correlation

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

0.97
-101

Dividend Comparison (1999 - 2026)

SBSI vs HBNC dividend yield comparison.

YearSBSIHBNC
20262.06%2.42%
20254.74%3.77%
20244.53%3.97%
20234.53%4.47%
20223.89%4.11%
20213.28%2.54%
20204.19%3.03%
20193.39%2.32%
20183.72%2.45%
20173.20%1.73%
20162.62%1.43%
20154.12%1.54%
20148.57%1.95%
20136.97%1.66%
20128.58%1.90%
20119.00%2.70%
20108.20%2.56%
20099.26%4.19%
20087.88%6.48%
20077.81%2.26%
20065.27%1.53%
20052.28%2.03%
20041.79%1.82%
20031.90%1.60%
20022.18%2.31%
20016.70%0.65%
200012.39%0.00%
19990.54%0.00%

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