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OBDC vs SM: Dividend Comparison 2026

OBDC yields 13.59% · SM yields 2.55%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SM wins by $191.03M in total portfolio value· pulled ahead in Year 6
10 years
OBDC
OBDC
● Live price
13.59%
Share price
$10.89
Annual div
$1.48
5Y div CAGR
27.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$521.9K
Annual income
$228,401.19
Full OBDC 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 — OBDC vs SM

📍 SM pulled ahead of the other in Year 6

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 PeriodOBDCSM
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, OBDC + SM cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

OBDC
Annual income on $10K today (after 15% tax)
$1,155.19/yr
After 10yr DRIP, annual income (after tax)
$194,141.01/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 $151,229,783.20/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OBDC: 50%SM: 50%
100% SM50/50100% OBDC
Portfolio after 10yr
$96.04M
Annual income
$89,187,097.19/yr
Blended yield
92.87%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SM right now

OBDC
Analyst Ratings
10
Buy
3
Hold
Consensus: Buy
Price Target
$14.33
+31.6% upside vs current
Range: $14.00 — $15.00
Altman Z
0.6
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)

OBDC buys
0
SM buys
0
No recent congressional trades found for OBDC or SM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOBDCSM
Forward yield13.59%2.55%
Annual dividend / share$1.48$0.82
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR27.4%100%
Portfolio after 10y$521.9K$191.56M
Annual income after 10y$228,401.19$178,145,793.19
Total dividends collected$462.2K$190.53M
Payment frequencyquarterlyquarterly
SectorBDCEnergy
Analyst consensusBuyBuy
Analyst price target$14.33$29.00

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

YearOBDC PortfolioOBDC Income/yrSM PortfolioSM Income/yrGap
1$12,431$1,731.42$11,210$510.43+$1.2KOBDC
2$15,864$2,562.77$13,065$1,069.55+$2.8KOBDC
3$20,869$3,894.02$16,309$2,329.84+$4.6KOBDC
4$28,429$6,099.02$22,887$5,436.27+$5.5KOBDC
5$40,311$9,892.45$38,749$14,259.57+$1.6KOBDC
6← crossover$59,835$16,701.58$86,586$45,125.35$26.8KSM
7$93,540$29,516.82$281,125$188,477.75$187.6KSM
8$155,029$54,941.36$1,444,621$1,143,816.65$1.29MSM
9$274,299$108,418.00$12,532,176$10,986,431.99$12.26MSM
10$521,901$228,401.19$191,555,222$178,145,793.19$191.03MSM

OBDC vs SM: Complete Analysis 2026

OBDCBDC

Owl Rock Capital Corporation is a business development company. The fund makes investments in senior secured or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments and common equity investments. Within private equity, it seeks to invest in growth, acquisitions, market or product expansion, refinancings and recapitalizations. It seeks to invest in middle market companies based in the United States, with EBITDA between $10 million and $250 million annually and/or annual revenue of $50 million and $2.5 billion at the time of investment.

Full OBDC 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.