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NTST vs DFS: Dividend Comparison 2026

NTST yields 4.52% · DFS yields 1.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 NTST wins by $7.09M in total portfolio value
10 years
NTST
NTST
● Live price
4.52%
Share price
$19.04
Annual div
$0.86
5Y div CAGR
67.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$7.48M
Annual income
$5,955,978.20
Full NTST calculator →
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 →

Portfolio growth — NTST vs DFS

📍 NTST 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 PeriodNTSTDFS
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, NTST + DFS cover 0 of 12 monthsgood coverage

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

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

NTST
Annual income on $10K today (after 15% tax)
$383.93/yr
After 10yr DRIP, annual income (after tax)
$5,062,581.47/yr
DFS
Annual income on $10K today (after 15% tax)
$118.97/yr
After 10yr DRIP, annual income (after tax)
$199,960.09/yr
At 15% tax rate, NTST beats the other by $4,862,621.38/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NTST: 50%DFS: 50%
100% DFS50/50100% NTST
Portfolio after 10yr
$3.93M
Annual income
$3,095,612.68/yr
Blended yield
78.76%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on DFS right now

NTST
Analyst Ratings
14
Buy
4
Hold
Consensus: Buy
Price Target
$21.17
+11.2% upside vs current
Range: $19.00 — $22.00
Altman Z
0.9
Piotroski
7/9
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
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)

NTST buys
1
DFS buys
6
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 →
MetricNTSTDFS
Forward yield4.52%1.40%
Annual dividend / share$0.86$2.80
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR67.2%71.5%
Portfolio after 10y$7.48M$385.5K
Annual income after 10y$5,955,978.20$235,247.16
Total dividends collected$7.32M$350.7K
Payment frequencyquarterlyquarterly
SectorREITFinancials
Analyst consensusBuyBuy
Analyst price target$21.17$142.26

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

YearNTST PortfolioNTST Income/yrDFS PortfolioDFS Income/yrGap
1← crossover$11,455$755.21$10,940$240.04+$515.00NTST
2$13,609$1,351.83$12,127$420.90+$1.5KNTST
3$17,071$2,509.55$13,723$747.81+$3.3KNTST
4$23,185$4,919.11$16,040$1,356.40+$7.1KNTST
5$35,248$10,439.70$19,704$2,541.10+$15.5KNTST
6$62,516$24,800.62$26,087$5,003.21+$36.4KNTST
7$135,626$68,734.15$38,530$10,616.67+$97.1KNTST
8$378,132$233,012.05$66,360$25,132.82+$311.8KNTST
9$1,419,753$1,015,152.05$140,384$69,379.29+$1.28MNTST
10$7,475,114$5,955,978.20$385,458$235,247.16+$7.09MNTST

NTST vs DFS: Complete Analysis 2026

NTSTREIT

NETSTREIT is an internally managed Real Estate Investment Trust (REIT) based in Dallas, Texas that specializes in acquiring single-tenant net lease retail properties nationwide. The growing portfolio consists of high-quality properties leased to e-commerce resistant tenants with healthy balance sheets. Led by a management team of seasoned commercial real estate executives, NETSTREIT's strategy is to create the highest quality net lease retail portfolio in the country with the goal of generating consistent cash flows and dividends for its investors.

Full NTST Calculator →

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 →
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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.