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DFS vs NOC: Dividend Comparison 2026

DFS yields 1.40% · NOC yields 1.38%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 DFS wins by $273.4K in total portfolio value
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 →
NOC
NOC
● Live price
1.38%
Share price
$671.59
Annual div
$9.24
5Y div CAGR
58%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$112.0K
Annual income
$45,261.73
Full NOC calculator →

Portfolio growth — DFS vs NOC

📍 DFS 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 PeriodDFSNOC
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 + NOC cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
DFS pays
NOC 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
NOC
Annual income on $10K today (after 15% tax)
$116.95/yr
After 10yr DRIP, annual income (after tax)
$38,472.47/yr
At 15% tax rate, DFS beats the other by $161,487.62/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DFS: 50%NOC: 50%
100% NOC50/50100% DFS
Portfolio after 10yr
$248.7K
Annual income
$140,254.45/yr
Blended yield
56.39%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on DFS 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
NOC
Analyst Ratings
20
Buy
14
Hold
1
Sell
Consensus: Buy
Price Target
$736.31
+9.6% upside vs current
Range: $623.00 — $815.00
Altman Z
3.3
Piotroski
7/9
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)

DFS buys
6
NOC buys
0
PoliticianChamberTickerTypeAmountDate
Julie Johnson🏢 House$DFS▼ Sell$1,001 - $15,0002025-04-07
Jefferson Shreve🏢 House$DFS▼ Sell$15,001 - $50,0002025-04-07
Michael McCaul🏢 House$DFS▼ Sell$15,001 - $50,0002025-01-09
Michael McCaul🏢 House$DFS▼ Sell$1,001 - $15,0002024-11-19
John James🏢 House$DFS▼ Sell$1,001 - $15,0002024-09-04
Michael McCaul🏢 House$DFS▼ Sell$15,001 - $50,0002024-08-26
Scott Mr Franklin🏢 House$DFS▼ Sell$50,001 - $100,0002024-08-06
Scott Mr Franklin🏢 House$DFS▼ Sell$1,001 - $15,0002024-08-01
John James🏢 House$DFS▲ Buy$1,001 - $15,0002024-07-18
Michael McCaul🏢 House$DFS▲ Buy$15,001 - $50,0002024-03-18
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDFSNOC
Forward yield1.40%1.38%
Annual dividend / share$2.80$9.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR71.5%58%
Portfolio after 10y$385.5K$112.0K
Annual income after 10y$235,247.16$45,261.73
Total dividends collected$350.7K$85.7K
Payment frequencyquarterlyquarterly
SectorFinancialsIndustrials
Analyst consensusBuyBuy
Analyst price target$142.26$736.31

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

YearDFS PortfolioDFS Income/yrNOC PortfolioNOC Income/yrGap
1← crossover$10,940$240.04$10,917$217.38+$23.00DFS
2$12,127$420.90$12,032$350.44+$95.00DFS
3$13,723$747.81$13,445$570.31+$278.00DFS
4$16,040$1,356.40$15,327$941.01+$713.00DFS
5$19,704$2,541.10$17,984$1,584.04+$1.7KDFS
6$26,087$5,003.21$21,987$2,744.54+$4.1KDFS
7$38,530$10,616.67$28,481$4,954.86+$10.0KDFS
8$66,360$25,132.82$39,952$9,477.48+$26.4KDFS
9$140,384$69,379.29$62,380$19,631.40+$78.0KDFS
10$385,458$235,247.16$112,009$45,261.73+$273.4KDFS

DFS vs NOC: 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.

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NOCIndustrials

Northrop Grumman Corporation operates as an aerospace and defense company worldwide. The company's Aeronautics Systems segment designs, develops, manufactures, integrates, and sustains aircraft systems. This segment also offers unmanned autonomous aircraft systems, including high-altitude long-endurance strategic ISR systems and vertical take-off and landing tactical ISR systems; and strategic long-range strike aircraft, tactical fighter and air dominance aircraft, and airborne battle management and command and control systems. Its Defense Systems segment designs, develops, and produces weapons and mission systems. It offers products and services, such as integrated battle management systems, weapons systems and aircraft, and mission systems. This segment also provides command and control and weapons systems, including munitions and missiles; precision strike weapons; propulsion, such as air-breathing and hypersonic systems; gun systems and precision munitions; life cycle service and support for software, weapons systems, and aircraft; and logistics support, sustainment, operation, and modernization for air, sea, and ground systems. The company's Mission Systems segment offers cyber, command, control, communications and computers, intelligence, surveillance, and reconnaissance systems; radar, electro-optical/infrared and acoustic sensors; electronic warfare systems; advanced communications and network systems; cyber solutions; intelligence processing systems; navigation; and maritime power, propulsion, and payload launch systems. This segment also provides airborne multifunction sensors; maritime/land systems and sensors; navigation, targeting, and survivability solutions; and networked information solutions. Its Space Systems segment offers satellites and payloads; ground systems; missile defense systems and interceptors; launch vehicles and related propulsion systems; and strategic missiles. The company was founded in 1939 and is based in Falls Church, Virginia.

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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.