HomeComparePEP vs SM

PEP vs SM: Dividend Comparison 2026

PEP yields 3.63% · SM yields 2.55%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SM wins by $191.41M in total portfolio value
10 years
PEP
PepsiCo Inc.
● Live price
3.63%
Share price
$156.82
Annual div
$5.69
5Y div CAGR
40.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$141.9K
Annual income
$61,875.67
Full PEP 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 — PEP vs SM

📍 SM pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodPEPSM
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, PEP + SM cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PEP
Annual income on $10K today (after 15% tax)
$308.41/yr
After 10yr DRIP, annual income (after tax)
$52,594.32/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 $151,371,329.89/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PEP: 50%SM: 50%
100% SM50/50100% PEP
Portfolio after 10yr
$95.85M
Annual income
$89,103,834.44/yr
Blended yield
92.96%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SM right now

PEP
Analyst Ratings
1
Strong
15
Buy
27
Hold
1
Sell
Consensus: Hold
Price Target
$172.43
+10.0% upside vs current
Range: $156.00 — $191.00
Altman Z
3.6
Piotroski
7/9
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)

PEP buys
0
SM buys
0
No recent congressional trades found for PEP or SM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPEPSM
Forward yield3.63%2.55%
Annual dividend / share$5.69$0.82
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR40.4%100%
Portfolio after 10y$141.9K$191.56M
Annual income after 10y$61,875.67$178,145,793.19
Total dividends collected$123.0K$190.53M
Payment frequencyquarterlyquarterly
SectorConsumer StaplesEnergy
Analyst consensusHoldBuy
Analyst price target$172.43$29.00

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

YearPEP PortfolioPEP Income/yrSM PortfolioSM Income/yrGap
1← crossover$10,849$509.42$11,210$510.43$361.00SM
2$11,969$750.47$13,065$1,069.55$1.1KSM
3$13,500$1,124.14$16,309$2,329.84$2.8KSM
4$15,680$1,721.66$22,887$5,436.27$7.2KSM
5$18,929$2,715.34$38,749$14,259.57$19.8KSM
6$24,023$4,450.80$86,586$45,125.35$62.6KSM
7$32,510$7,669.92$281,125$188,477.75$248.6KSM
8$47,709$14,093.60$1,444,621$1,143,816.65$1.40MSM
9$77,415$28,083.48$12,532,176$10,986,431.99$12.45MSM
10$141,922$61,875.67$191,555,222$178,145,793.19$191.41MSM

PEP vs SM: Complete Analysis 2026

PEPConsumer Staples

PepsiCo, Inc. manufactures, markets, distributes, and sells various beverages and convenient foods worldwide. The company operates through seven segments: Frito-Lay North America; Quaker Foods North America; PepsiCo Beverages North America; Latin America; Europe; Africa, Middle East and South Asia; and Asia Pacific, Australia and New Zealand and China Region. It provides dips, cheese-flavored snacks, and spreads, as well as corn, potato, and tortilla chips; cereals, rice, pasta, mixes and syrups, granola bars, grits, oatmeal, rice cakes, simply granola, and side dishes; beverage concentrates, fountain syrups, and finished goods; ready-to-drink tea, coffee, and juices; dairy products; and sparkling water makers and related products. It serves wholesale and other distributors, foodservice customers, grocery stores, drug stores, convenience stores, discount/dollar stores, mass merchandisers, membership stores, hard discounters, e-commerce retailers and authorized independent bottlers, and others through a network of direct-store-delivery, customer warehouse, and distributor networks, as well as directly to consumers through e-commerce platforms and retailers. The company was founded in 1898 and is headquartered in Purchase, New York.

Full PEP 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 →
📬

Get this PEP vs SM comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

PEP vs KOPEP vs MOPEP vs PMPEP vs GISPEP vs KPEP vs SCHDPEP vs JEPIPEP vs O

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.