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EPRT vs SM: Dividend Comparison 2026

EPRT yields 3.92% · SM yields 2.55%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SM wins by $191.49M in total portfolio value
10 years
EPRT
EPRT
● Live price
3.92%
Share price
$30.77
Annual div
$1.21
5Y div CAGR
29%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$63.4K
Annual income
$12,840.73
Full EPRT 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 — EPRT vs SM

📍 SM 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 PeriodEPRTSM
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, EPRT + SM cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

EPRT
Annual income on $10K today (after 15% tax)
$332.87/yr
After 10yr DRIP, annual income (after tax)
$10,914.62/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, SM beats the other by $151,413,009.59/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EPRT: 50%SM: 50%
100% SM50/50100% EPRT
Portfolio after 10yr
$95.81M
Annual income
$89,079,316.96/yr
Blended yield
92.98%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SM right now

EPRT
Analyst Ratings
1
Strong
17
Buy
3
Hold
1
Sell
Consensus: Buy
Price Target
$35.50
+15.4% upside vs current
Range: $33.00 — $37.00
Altman Z
1.8
Piotroski
5/9
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)

EPRT buys
0
SM buys
0
No recent congressional trades found for EPRT or SM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEPRTSM
Forward yield3.92%2.55%
Annual dividend / share$1.21$0.82
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR29%100%
Portfolio after 10y$63.4K$191.56M
Annual income after 10y$12,840.73$178,145,793.19
Total dividends collected$37.9K$190.53M
Payment frequencyquarterlyquarterly
SectorREITEnergy
Analyst consensusBuyBuy
Analyst price target$35.50$29.00

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

YearEPRT PortfolioEPRT Income/yrSM PortfolioSM Income/yrGap
1← crossover$11,205$505.18$11,210$510.43$5.00SM
2$12,672$682.46$13,065$1,069.55$393.00SM
3$14,490$930.48$16,309$2,329.84$1.8KSM
4$16,786$1,282.69$22,887$5,436.27$6.1KSM
5$19,753$1,791.56$38,749$14,259.57$19.0KSM
6$23,677$2,541.64$86,586$45,125.35$62.9KSM
7$29,008$3,672.99$281,125$188,477.75$252.1KSM
8$36,463$5,425.08$1,444,621$1,143,816.65$1.41MSM
9$47,238$8,221.57$12,532,176$10,986,431.99$12.48MSM
10$63,385$12,840.73$191,555,222$178,145,793.19$191.49MSM

EPRT vs SM: Complete Analysis 2026

EPRTREIT

Essential Properties Realty Trust, Inc., a real estate company, acquires, owns, and manages single-tenant properties in the United States. The company leases its properties to middle-market companies, such as restaurants, car washes, automotive services, medical and dental services, convenience stores, equipment rental, entertainment, early childhood education, grocery, and health and fitness on a long-term basis. As of December 31, 2021, it had a portfolio of 1, 451 properties. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was founded in 2016 and is headquartered in Princeton, New Jersey.

Full EPRT 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.