HomeCompareBNL vs SM

BNL vs SM: Dividend Comparison 2026

BNL yields 6.24% · SM yields 2.55%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BNL wins by $2905.92M in total portfolio value
10 years
BNL
BNL
● Live price
6.24%
Share price
$18.58
Annual div
$1.16
5Y div CAGR
90.5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$3097.47M
Annual income
$2,949,808,590.07
Full BNL calculator →
SM
SM
● Live price
2.55%
Share price
$32.13
Annual div
$0.82
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$191.56M
Annual income
$178,145,793.19
Full SM calculator →

Portfolio growth — BNL vs SM

📍 BNL pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodBNLSM
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
📅

Dividend Calendar Overlap

Combined, BNL + SM cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BNL pays
SM pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

BNL
Annual income on $10K today (after 15% tax)
$530.68/yr
After 10yr DRIP, annual income (after tax)
$2,507,337,301.56/yr
SM
Annual income on $10K today (after 15% tax)
$216.93/yr
After 10yr DRIP, annual income (after tax)
$151,423,924.21/yr
At 15% tax rate, BNL beats the other by $2,355,913,377.35/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of BNL + SM for your $10,000?

BNL: 50%SM: 50%
100% SM50/50100% BNL
Portfolio after 10yr
$1644.51M
Annual income
$1,563,977,191.64/yr
Blended yield
95.10%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SM right now

BNL
Analyst Ratings
8
Buy
3
Hold
1
Sell
Consensus: Buy
Price Target
$20.00
+7.6% upside vs current
Range: $19.00 — $21.00
Altman Z
1.9
Piotroski
7/9
SM
Analyst Ratings
31
Buy
17
Hold
5
Sell
Consensus: Buy
Price Target
$29.00
-9.7% upside vs current
Range: $19.00 — $49.00
Altman Z
1.7
Piotroski
6/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BNL buys
0
SM buys
0
No recent congressional trades found for BNL or SM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBNLSM
Forward yield6.24%2.55%
Annual dividend / share$1.16$0.82
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR90.5%100%
Portfolio after 10y$3097.47M$191.56M
Annual income after 10y$2,949,808,590.07$178,145,793.19
Total dividends collected$3086.94M$190.53M
Payment frequencyquarterlyquarterly
SectorREITEnergy
Analyst consensusBuyBuy
Analyst price target$20.00$29.00

Year-by-year: BNL vs SM ($10,000, DRIP)

YearBNL PortfolioBNL Income/yrSM PortfolioSM Income/yrGap
1← crossover$11,889$1,189.34$11,210$510.43+$679.00BNL
2$15,239$2,517.54$13,065$1,069.55+$2.2KBNL
3$22,051$5,745.00$16,309$2,329.84+$5.7KBNL
4$38,395$14,800.17$22,887$5,436.27+$15.5KBNL
5$86,962$45,879.88$38,749$14,259.57+$48.2KBNL
6$278,059$185,009.22$86,586$45,125.35+$191.5KBNL
7$1,350,723$1,053,200.21$281,125$188,477.75+$1.07MBNL
8$10,553,881$9,108,607.18$1,444,621$1,143,816.65+$9.11MBNL
9$138,002,119$126,709,466.70$12,532,176$10,986,431.99+$125.47MBNL
10$3,097,470,858$2,949,808,590.07$191,555,222$178,145,793.19+$2905.92MBNL

BNL vs SM: Complete Analysis 2026

BNLREIT

BNL is an internally-managed REIT that acquires, owns, and manages primarily single-tenant commercial real estate properties that are net leased on a long-term basis to a diversified group of tenants. The Company utilizes an investment strategy underpinned by strong fundamental credit analysis and prudent real estate underwriting. As of September 30, 2020, BNL's diversified portfolio consisted of 627 properties in 41 U.S. states and one property in Canada across the industrial, healthcare, restaurant, office, and retail property types, with an aggregate gross asset value of approximately $4.0 billion.

Full BNL Calculator →

SMEnergy

SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, natural gas, and natural gas liquids in the state of Texas. As of February 24, 2022, it had 492.0 million barrels of oil equivalent of estimated proved reserves. It also has working interests in 825 gross productive oil wells and 483 gross productive gas wells in the Midland Basin and South Texas. The company was formerly known as St. Mary Land & Exploration Company and changed its name to SM Energy Company in May 2010. SM Energy Company was founded in 1908 and is headquartered in Denver, Colorado.

Full SM Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.