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DFS vs LRCX: Dividend Comparison 2026

DFS yields 1.40% · LRCX yields 0.51%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LRCX wins by $100.8K in total portfolio value· pulled ahead in Year 10
10 years
DFS
DFS
● Live price
1.40%
Share price
$200.05
Annual div
$2.80
5Y div CAGR
71.5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$385.5K
Annual income
$235,247.16
Full DFS calculator →
LRCX
LRCX
● Live price
0.51%
Share price
$199.93
Annual div
$1.01
5Y div CAGR
97.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$486.3K
Annual income
$337,677.40
Full LRCX calculator →

Portfolio growth — DFS vs LRCX

📍 LRCX pulled ahead of the other in Year 10

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 PeriodDFSLRCX
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%.
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Dividend Calendar Overlap

Combined, DFS + LRCX cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
DFS pays
LRCX pays
Both pay
Neither
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Tax Bracket Optimizer

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

DFS
Annual income on $10K today (after 15% tax)
$118.97/yr
After 10yr DRIP, annual income (after tax)
$199,960.09/yr
LRCX
Annual income on $10K today (after 15% tax)
$42.94/yr
After 10yr DRIP, annual income (after tax)
$287,025.79/yr
At 15% tax rate, LRCX beats the other by $87,065.70/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of DFS + LRCX for your $10,000?

DFS: 50%LRCX: 50%
100% LRCX50/50100% DFS
Portfolio after 10yr
$435.9K
Annual income
$286,462.28/yr
Blended yield
65.72%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on LRCX right now

DFS
Analyst Ratings
28
Buy
17
Hold
Consensus: Buy
Price Target
$142.26
-28.9% upside vs current
Range: $104.00 — $214.00
Altman Z
0.2
Piotroski
7/9
LRCX
Analyst Ratings
38
Buy
11
Hold
1
Sell
Consensus: Buy
Price Target
$267.50
+33.8% upside vs current
Range: $127.00 — $325.00
Altman Z
17.9
Piotroski
8/9
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DFS buys
6
LRCX buys
4
PoliticianChamberTickerTypeAmountDate
David Taylor🏢 House$LRCX▲ Buy$1,001 - $15,0002026-03-12
David Taylor🏢 House$LRCX▼ Sell$1,001 - $15,0002026-02-26
David Taylor🏢 House$LRCX▼ Sell$1,001 - $15,0002026-02-26
Tony Wied🏢 House$LRCX▼ Sell$50,001 - $100,0002026-02-12
Tony Wied🏢 House$LRCX▼ Sell$50,001 - $100,0002026-02-09
Tony Wied🏢 House$LRCX▼ Sell$50,001 - $100,0002026-02-03
Cleo Fields🏢 House$LRCX▲ Buy$15,001 - $50,0002026-02-03
David Taylor🏢 House$LRCX▼ Sell$1,001 - $15,0002026-01-16
John Boozman🏛 Senate$LRCX▼ Sell$1,001 - $15,0002026-01-08
John Boozman🏛 Senate$LRCX▼ Sell$1,001 - $15,0002026-01-08
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDFSLRCX
Forward yield1.40%0.51%
Annual dividend / share$2.80$1.01
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR71.5%97.1%
Portfolio after 10y$385.5K$486.3K
Annual income after 10y$235,247.16$337,677.40
Total dividends collected$350.7K$453.2K
Payment frequencyquarterlyquarterly
SectorFinancialsTechnology
Analyst consensusBuyBuy
Analyst price target$142.26$267.50

Year-by-year: DFS vs LRCX ($10,000, DRIP)

YearDFS PortfolioDFS Income/yrLRCX PortfolioLRCX Income/yrGap
1$10,940$240.04$10,800$99.57+$140.00DFS
2$12,127$420.90$11,754$198.08+$373.00DFS
3$13,723$747.81$12,973$397.11+$750.00DFS
4$16,040$1,356.40$14,689$807.41+$1.4KDFS
5$19,704$2,541.10$17,401$1,683.97+$2.3KDFS
6$26,087$5,003.21$22,294$3,674.72+$3.8KDFS
7$38,530$10,616.67$32,527$8,672.33+$6.0KDFS
8$66,360$25,132.82$58,111$23,307.38+$8.2KDFS
9$140,384$69,379.29$138,882$76,703.10+$1.5KDFS
10← crossover$385,458$235,247.16$486,281$337,677.40$100.8KLRCX

DFS vs LRCX: Complete Analysis 2026

DFSFinancials

Discover Financial Services, through its subsidiaries, provides digital banking products and services, and payment services in the United States. It operates in two segments, Digital Banking and Payment Services. The Digital Banking segment offers Discover-branded credit cards to individuals; private student loans, personal loans, home loans, and other consumer lending; and direct-to-consumer deposit products comprising savings accounts, certificates of deposit, money market accounts, IRA certificates of deposit, IRA savings accounts and checking accounts, and sweep accounts. The Payment Services segment operates the PULSE, an automated teller machine, debit, and electronic funds transfer network; and Diners Club International, a payments network that issues Diners Club branded charge cards and/or provides card acceptance services, as well as offers payment transaction processing and settlement services. The company was incorporated in 1960 and is based in Riverwoods, Illinois.

Full DFS Calculator →

LRCXTechnology

Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. The company offers ALTUS systems to deposit conformal films for tungsten metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SOLA ultraviolet thermal processing products for film treatments; and VECTOR plasma-enhanced CVD ALD products. It also provides SPEED gapfill high-density plasma chemical vapor deposition products; and Striker single-wafer atomic layer deposition products for dielectric film solutions. In addition, the company offers Flex for dielectric etch applications; Kiyo for conductor etch applications; Syndion for through-silicon via etch applications; and Versys metal products for metal etch processes. Further, it provides Coronus bevel clean products to enhance die yield; Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications; and Metryx mass metrology systems for high precision in-line mass measurement in semiconductor wafer manufacturing. The company sells its products and services to semiconductors industry in the United States, China, Europe, Japan, Korea, Southeast Asia, Taiwan, and internationally. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.

Full LRCX 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.