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SBSI vs PLYM

Comparison between Southside Bancshares Inc (SBSI, Company) and Plymouth Industrial REIT, Inc. (PLYM, Company).

SBSI is from the Financial Services sector, while PLYM is from the Real Estate sector.

5-Year PerformancePLYM has outperformed SBSI, delivering a return of +13.0% compared to +1.5%

SBSI vs PLYM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
SBSI
$977M
Winner
PLYM
$979M
Max Drawdown
Winner
SBSI
47.06%
PLYM
62.58%
Sharpe Ratio
Winner
SBSI
0.95
PLYM
0.76
5Y Beta
SBSI
0.69
PLYM
N/A
Industry
SBSI
Banks - Regional
PLYM
Reit - Industrial
P/E Ratio
SBSI
13.83
Winner
PLYM
10.88
Forward P/E
SBSI
10.70
PLYM
N/A
PEG Ratio
SBSI
N/A
PLYM
0.00
Dividend Yield
SBSI
4.25%
Winner
PLYM
4.37%
5Y Dividends CAGR
Winner
SBSI
6.56%
PLYM
0.85%
5Y EPS CAGR
SBSI
0.95%
PLYM
N/A
Debt to Equity
SBSI
24.31%
Winner
PLYM
0.00%
Free Cash Flow Yield
SBSI
9.93%
Winner
PLYM
10.31%

SBSI vs PLYM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SBSI
+4.77%
PLYM
+0.46%
3M
Winner
SBSI
+14.73%
PLYM
+0.37%
6M
SBSI
+6.12%
Winner
PLYM
+47.42%
1Y
SBSI
+25.65%
Winner
PLYM
+32.72%
5Y(CAGR)
SBSI
+1.46%
Winner
PLYM
+12.96%
10Y(CAGR)
SBSI
+5.55%
Winner
PLYM
+8.37%
Max(CAGR)
Winner
SBSI
+13.79%
PLYM
+8.37%

SBSI vs PLYM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSBSIPLYM
2026+12.92%+0.46%
2025+2.86%+31.58%
2024+4.84%-22.96%
2023-8.86%+30.48%
2022-11.89%-34.56%
2021+39.28%+123.31%
2020-12.73%-9.91%
2019+19.96%+51.21%
2018-3.36%-24.70%
2017-5.23%+5.02%
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 PLYM Drawdown Comparison

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

The maximum drawdown for PLYM was -62.58%, occurring on Mar 23, 2020. Recovery took 307 trading sessions.

The current SBSI drawdown is -8.04%. The current PLYM drawdown is -18.40%.

RankSBSIPLYM
#1-46.14%
Sep 26, 2008 - Jun 1, 2009
-62.58%
Feb 20, 2020 - May 10, 2021
#2-39.21%
Jan 14, 2022 - Jul 6, 2023
-51.29%
Dec 31, 2021 - Apr 8, 2025
#3-37.97%
Apr 8, 2008 - Sep 18, 2008
-33.79%
Jan 3, 2018 - Mar 25, 2019
#4-37.31%
Aug 29, 2014 - May 25, 2016
-11.78%
May 14, 2019 - Jun 21, 2019
#5-35.22%
Dec 18, 2019 - Mar 3, 2021
-11.05%
Jul 5, 2017 - Dec 28, 2017
#6-28.01%
Dec 1, 2004 - Jul 3, 2006
-9.21%
Sep 23, 2019 - Feb 12, 2020
#7-27.36%
Aug 10, 2009 - Feb 24, 2011
-8.19%
Jun 21, 2019 - Sep 20, 2019
#8-25.62%
Nov 8, 1999 - Feb 2, 2001
-5.26%
Sep 2, 2021 - Oct 11, 2021
#9-23.42%
Nov 16, 2006 - Mar 25, 2008
-5.18%
Nov 24, 2021 - Dec 27, 2021
#10-19.09%
Sep 11, 2018 - Dec 5, 2019
-4.46%
May 10, 2021 - May 21, 2021
#11-19.00%
Jun 1, 2021 - Nov 5, 2021
-3.86%
Jun 9, 2021 - Jun 23, 2021
#12-18.78%
Jun 2, 2009 - Aug 10, 2009
-3.64%
Jul 30, 2021 - Aug 30, 2021
#13-17.81%
Apr 28, 2011 - Nov 30, 2011
-2.90%
May 24, 2021 - Jun 7, 2021
#14-17.69%
Apr 23, 2014 - Aug 21, 2014
-2.65%
Apr 2, 2019 - Apr 25, 2019
#15-16.77%
Jun 4, 2002 - Jan 10, 2003
-2.39%
Jun 16, 2017 - Jun 30, 2017

Correlation

Correlation between SBSI and PLYM is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

Dividend Comparison (1999 - 2026)

SBSI vs PLYM dividend yield comparison.

YearSBSIPLYM
20262.14%0.00%
20254.74%3.29%
20244.53%5.39%
20234.53%3.74%
20223.89%4.59%
20213.28%2.59%
20204.19%6.50%
20193.39%8.16%
20183.72%11.90%
20173.20%4.41%
20162.62%0.00%
20154.12%0.00%
20148.57%0.00%
20136.97%0.00%
20128.58%0.00%
20119.00%0.00%
20108.20%0.00%
20099.26%0.00%
20087.88%0.00%
20077.81%0.00%
20065.27%0.00%
20052.28%0.00%
20041.79%0.00%
20031.90%0.00%
20022.18%0.00%
20016.70%0.00%
200012.39%0.00%
19990.54%0.00%

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