SFBS vs SPY

Comparison between ServisFirst Bancshares Inc (SFBS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SFBS, delivering a return of +13.9% compared to +4.2%

SFBS vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SFBS(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$4.22B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	57.79%	56.47%
Sharpe Ratio	0.15	1.72
5Y Beta	1.10	1.00
Industry	Banks - Regional	N/A
P/E Ratio	14.23	28.68
Forward P/E	22.57	22.00
PEG Ratio	0.62	N/A
Dividend Yield	1.88%	N/A
5Y Dividends CAGR	18.67%	5.43%
5Y EPS CAGR	9.47%	26.37%
Debt to Equity	0.00%	34.04%
Free Cash Flow Yield	8.94%	N/A
P/S Ratio	7.69	3.85
P/B Ratio	2.14	5.68

Market Cap / Net Assets

SFBS

$4.22B

Winner

SPY

$735B

Expense Ratio

SFBS

N/A

SPY

0.09%

Max Drawdown

SFBS

57.79%

Winner

SPY

56.47%

Sharpe Ratio

SFBS

0.15

Winner

SPY

1.72

5Y Beta

SFBS

1.10

Winner

SPY

1.00

Industry

SFBS

Banks - Regional

SPY

N/A

P/E Ratio

Winner

SFBS

14.23

SPY

28.68

Forward P/E

SFBS

22.57

Winner

SPY

22.00

PEG Ratio

SFBS

0.62

SPY

N/A

Dividend Yield

SFBS

1.88%

SPY

N/A

5Y Dividends CAGR

Winner

SFBS

18.67%

SPY

5.43%

5Y EPS CAGR

SFBS

9.47%

Winner

SPY

26.37%

Debt to Equity

Winner

SFBS

0.00%

SPY

34.04%

Free Cash Flow Yield

SFBS

8.94%

SPY

N/A

P/S Ratio

SFBS

7.69

Winner

SPY

3.85

P/B Ratio

Winner

SFBS

2.14

SPY

5.68

SFBS vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	SFBS	SPY
1 month	-1.86%	+5.49%
3 months	-10.14%	+8.03%
6 months	+11.28%	+13.34%
1 year	+7.41%	+28.89%
5 years(CAGR)	+4.17%	+13.90%
10 years(CAGR)	+13.70%	+15.59%
Max(CAGR)	+16.74%	+8.51%

SFBS

-1.86%

Winner

SPY

+5.49%

SFBS

-10.14%

Winner

SPY

+8.03%

SFBS

+11.28%

Winner

SPY

+13.34%

SFBS

+7.41%

Winner

SPY

+28.89%

5Y(CAGR)

SFBS

+4.17%

Winner

SPY

+13.90%

10Y(CAGR)

SFBS

+13.70%

Winner

SPY

+15.59%

Max(CAGR)

Winner

SFBS

+16.74%

SPY

+8.51%

SFBS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SFBS	SPY
2026	+8.57%	+9.02%
2025	-13.04%	+18.00%
2024	+30.33%	+25.59%
2023	-0.28%	+26.72%
2022	-19.28%	-18.64%
2021	+114.15%	+30.52%
2020	+9.48%	+17.28%
2019	+19.29%	+31.09%
2018	-21.82%	-5.24%
2017	+10.92%	+20.78%
2016	+65.30%	+13.59%
2015	+47.19%	+1.31%
2014	+16.70%	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

SFBS vs SPY Drawdown Comparison

The maximum drawdown for SFBS was -57.15%, occurring on May 31, 2023. Recovery took 653 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SFBS drawdown is -19.51%. The current SPY drawdown is -0.73%.

Rank	SFBS	SPY
#1	-57.15% Apr 1, 2022 - Nov 6, 2024	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-42.15% Jun 20, 2018 - Jan 6, 2021	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-30.42% Nov 25, 2024 - Nov 20, 2025	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-29.00% Dec 29, 2015 - Apr 19, 2016	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-22.60% Feb 23, 2017 - Nov 29, 2017	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-13.00% Jun 2, 2016 - Jul 19, 2016	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-11.32% Jul 16, 2015 - Sep 10, 2015	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-9.75% Jan 23, 2018 - Mar 9, 2018	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-9.35% Jun 8, 2021 - Jul 29, 2021	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-9.10% Mar 16, 2018 - Jun 6, 2018	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-9.08% Dec 31, 2014 - Mar 31, 2015	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-8.63% Sep 24, 2015 - Oct 23, 2015	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-8.14% Jan 7, 2021 - Feb 8, 2021	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-8.03% Nov 29, 2017 - Jan 23, 2018	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-7.90% Nov 5, 2021 - Dec 22, 2021	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SFBS and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (1999 - 2026)

SFBS vs SPY dividend yield comparison.

Year	SFBS	SPY
2026	0.98%	0.24%
2025	1.87%	1.07%
2024	1.06%	1.21%
2023	1.71%	1.40%
2022	1.41%	1.65%
2021	0.98%	1.20%
2020	1.80%	1.52%
2019	1.66%	1.75%
2018	1.51%	2.04%
2017	0.48%	1.80%
2016	0.51%	2.03%
2015	0.48%	2.06%
2014	0.30%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%