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PM vs ARES: Dividend Comparison 2026

PM yields 3.49% · ARES yields 4.37%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 ARES wins by $2929.59M in total portfolio value· pulled ahead in Year 2
10 years
PM
Philip Morris International
● Live price
3.49%
Share price
$164.83
Annual div
$5.76
5Y div CAGR
17.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.6K
Annual income
$2,502.61
Full PM calculator →
ARES
ARES
● Live price
4.37%
Share price
$107.66
Annual div
$4.71
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$2929.64M
Annual income
$2,806,406,662.94
Full ARES calculator →

Portfolio growth — PM vs ARES

📍 ARES pulled ahead of the other in Year 2

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 PeriodPMARES
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, PM + ARES cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PM
Annual income on $10K today (after 15% tax)
$297.03/yr
After 10yr DRIP, annual income (after tax)
$2,127.22/yr
ARES
Annual income on $10K today (after 15% tax)
$371.87/yr
After 10yr DRIP, annual income (after tax)
$2,385,445,663.50/yr
At 15% tax rate, ARES beats the other by $2,385,443,536.28/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of PM + ARES for your $10,000?

PM: 50%ARES: 50%
100% ARES50/50100% PM
Portfolio after 10yr
$1464.84M
Annual income
$1,403,204,582.78/yr
Blended yield
95.79%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on ARES right now

PM
Analyst Ratings
17
Buy
7
Hold
1
Sell
Consensus: Buy
Price Target
$194.30
+17.9% upside vs current
Range: $180.00 — $205.00
Altman Z
4.0
Piotroski
7/9
ARES
Analyst Ratings
1
Strong
15
Buy
5
Hold
Consensus: Buy
Price Target
$179.25
+66.5% upside vs current
Range: $148.00 — $215.00
Altman Z
1.5
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)

PM buys
0
ARES buys
0
No recent congressional trades found for PM or ARES in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPMARES
Forward yield3.49%4.37%
Annual dividend / share$5.76$4.71
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR17.2%100%
Portfolio after 10y$49.6K$2929.64M
Annual income after 10y$2,502.61$2,806,406,662.94
Total dividends collected$11.8K$2920.90M
Payment frequencyquarterlyquarterly
SectorConsumer StaplesStock
Analyst consensusBuyBuy
Analyst price target$194.30$179.25

Year-by-year: PM vs ARES ($10,000, DRIP)

YearPM PortfolioPM Income/yrARES PortfolioARES Income/yrGap
1$11,650$409.56$11,575$874.98+$75.00PM
2← crossover$13,592$497.49$14,278$1,893.05$686.00ARES
3$15,882$605.21$19,643$4,364.80$3.8KARES
4$18,589$737.41$32,241$11,223.63$13.7KARES
5$21,794$899.94$68,932$34,434.38$47.1KARES
6$25,597$1,100.16$211,368$137,610.38$185.8KARES
7$30,118$1,347.30$1,014,866$788,702.55$984.7KARES
8$35,505$1,652.97$8,164,206$7,078,299.39$8.13MARES
9$41,940$2,031.88$115,169,668$106,433,966.79$115.13MARES
10$49,643$2,502.61$2,929,638,207$2,806,406,662.94$2929.59MARES

PM vs ARES: Complete Analysis 2026

PMConsumer Staples

Philip Morris International Inc. operates as a tobacco company working to delivers a smoke-free future and evolving portfolio for the long-term to include products outside of the tobacco and nicotine sector. The company's product portfolio primarily consists of cigarettes and smoke-free products, including heat-not-burn, vapor, and oral nicotine products that are sold in markets outside the United States. The company offers its smoke-free products under the HEETS, HEETS Creations, HEETS Dimensions, HEETS Marlboro, HEETS FROM MARLBORO, Marlboro Dimensions, Marlboro HeatSticks, Parliament HeatSticks, and TEREA brands, as well as the KT&G-licensed brands, Fiit, and Miix. It also sells its products under the Marlboro, Parliament, Bond Street, Chesterfield, L&M, Lark, and Philip Morris brands. In addition, the company owns various cigarette brands, such as Dji Sam Soe, Sampoerna A, and Sampoerna U in Indonesia; and Fortune and Jackpot in the Philippines. The company sells its smoke-free products in 71 markets. Philip Morris International Inc. was incorporated in 1987 and is headquartered in New York, New York.

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ARESStock

Ares Management Corporation operates as an alternative asset manager in the United States, Europe, and Asia. The company's Tradable Credit Group segment manages various types of investment funds, such as commingled and separately managed accounts for institutional investors, and publicly traded vehicles and sub-advised funds for retail investors in the tradable and non-investment grade corporate credit markets. Its Direct Lending Group segment provides financing solutions to small-to-medium sized companies. The company's Private Equity Group segment focuses on majority or shared-control investments primarily in under-capitalized companies. Its Real Estate Group segment invests in new developments and the repositioning of assets, with a focus on control or majority-control investments; and originates and invests in a range of self-originated financing opportunities for middle-market owners and operators of commercial real estate. The firm was previously known as Ares Management, L.P. Ares Management Corporation was founded in 1997 and is headquartered in Los Angeles, California with additional offices in the United States, Europe and Asia. Ares Management GP LLC is the general partner of the company.

Full ARES 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.