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SBSI vs WSR

Comparison between Southside Bancshares Inc (SBSI, Company) and Whitestone REIT (WSR, Company).

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

5-Year PerformanceWSR has outperformed SBSI, delivering a return of +23.7% compared to +1.5%

SBSI vs WSR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SBSI
$977M
WSR
$974M
Max Drawdown
Winner
SBSI
47.06%
WSR
71.61%
Sharpe Ratio
SBSI
0.95
Winner
WSR
1.99
5Y Beta
SBSI
0.69
Winner
WSR
0.38
Industry
SBSI
Banks - Regional
WSR
Reit - Retail
P/E Ratio
Winner
SBSI
13.83
WSR
19.22
Forward P/E
Winner
SBSI
10.70
WSR
46.30
PEG Ratio
SBSI
N/A
WSR
0.32
Dividend Yield
Winner
SBSI
4.25%
WSR
2.89%
5Y Dividends CAGR
Winner
SBSI
6.56%
WSR
5.61%
5Y EPS CAGR
SBSI
0.95%
Winner
WSR
48.28%
Debt to Equity
SBSI
24.31%
Winner
WSR
0.00%
Free Cash Flow Yield
Winner
SBSI
9.93%
WSR
5.26%

SBSI vs WSR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SBSI
+4.77%
WSR
+0.54%
3M
SBSI
+14.73%
Winner
WSR
+16.78%
6M
SBSI
+6.12%
Winner
WSR
+40.98%
1Y
SBSI
+25.65%
Winner
WSR
+58.69%
5Y(CAGR)
SBSI
+1.46%
Winner
WSR
+23.75%
10Y(CAGR)
SBSI
+5.55%
Winner
WSR
+9.04%
Max(CAGR)
Winner
SBSI
+13.79%
WSR
+10.61%

SBSI vs WSR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSBSIWSR
2026+12.92%+39.45%
2025+2.86%+2.89%
2024+4.84%+20.84%
2023-8.86%+33.15%
2022-11.89%-1.11%
2021+39.28%+39.15%
2020-12.73%-35.78%
2019+19.96%+22.53%
2018-3.36%-6.58%
2017-5.23%+9.55%
2016+75.55%+33.37%
2015-8.93%-14.66%
2014+22.40%+21.45%
2013+45.33%+0.11%
2012+9.84%+23.40%
2011+16.18%-11.44%
2010+21.06%+33.47%
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 WSR Drawdown Comparison

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

The maximum drawdown for WSR was -63.61%, occurring on Apr 6, 2020. Recovery took 589 trading sessions.

The current SBSI drawdown is -8.04%.

RankSBSIWSR
#1-46.14%
Sep 26, 2008 - Jun 1, 2009
-63.61%
Oct 30, 2019 - Mar 3, 2022
#2-39.21%
Jan 14, 2022 - Jul 6, 2023
-37.73%
Apr 20, 2022 - Dec 28, 2023
#3-37.97%
Apr 8, 2008 - Sep 18, 2008
-34.70%
Mar 20, 2015 - Jun 10, 2016
#4-37.31%
Aug 29, 2014 - May 25, 2016
-30.40%
Dec 18, 2017 - Sep 28, 2018
#5-35.22%
Dec 18, 2019 - Mar 3, 2021
-26.55%
Jul 29, 2016 - Nov 14, 2017
#6-28.01%
Dec 1, 2004 - Jul 3, 2006
-24.86%
Mar 3, 2011 - Mar 28, 2012
#7-27.36%
Aug 10, 2009 - Feb 24, 2011
-24.22%
May 20, 2013 - Jan 16, 2015
#8-25.62%
Nov 8, 1999 - Feb 2, 2001
-22.04%
Dec 17, 2024 - Feb 4, 2026
#9-23.42%
Nov 16, 2006 - Mar 25, 2008
-19.60%
Feb 19, 2019 - Sep 12, 2019
#10-19.09%
Sep 11, 2018 - Dec 5, 2019
-17.18%
Dec 6, 2018 - Feb 11, 2019
#11-19.00%
Jun 1, 2021 - Nov 5, 2021
-16.80%
Feb 1, 2024 - May 28, 2024
#12-18.78%
Jun 2, 2009 - Aug 10, 2009
-11.63%
Jul 27, 2012 - Nov 23, 2012
#13-17.81%
Apr 28, 2011 - Nov 30, 2011
-10.00%
Jul 23, 2024 - Oct 9, 2024
#14-17.69%
Apr 23, 2014 - Aug 21, 2014
-9.17%
Apr 27, 2012 - Jun 29, 2012
#15-16.77%
Jun 4, 2002 - Jan 10, 2003
-7.43%
Sep 28, 2018 - Oct 30, 2018

Correlation

Correlation between SBSI and WSR is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71
-101

Dividend Comparison (1999 - 2026)

SBSI vs WSR dividend yield comparison.

YearSBSIWSR
20262.14%1.50%
20254.74%3.89%
20244.53%3.47%
20234.53%3.91%
20223.89%4.85%
20213.28%4.22%
20204.19%7.53%
20193.39%7.67%
20183.72%9.30%
20173.20%7.91%
20162.62%8.59%
20154.12%9.49%
20148.57%7.54%
20136.97%7.82%
20128.58%7.44%
20119.00%9.58%
20108.20%3.22%
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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