Is SESPF or PM a better dividend investment in 2026?

SESPF currently yields 1.33% with a 5% 5-year dividend growth rate. PM yields 3.48% with 2.8% growth. The better choice depends on your goal: PM offers higher current income.

What is the dividend yield difference between SESPF and PM?

SESPF has a forward dividend yield of 1.33% ($1.18/share annually). PM yields 3.48% ($5.76/share annually). The yield gap is 2.15 percentage points.

Home › Compare › SESPF vs PM

SESPF vs PM: Dividend Comparison 2026

SESPF yields 1.33% · PM yields 3.48%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 SESPF wins by $432.5K in total portfolio value· pulled ahead in Year 6

INVESTMENT

TIME HORIZON10 years

SESPF

● Live price

1.33%

Share price

$89.00

Annual div

$1.18

5Y div CAGR

74.8%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$482.1K

Annual income

$309,570.83

Full SESPF calculator →

Philip Morris International

● Live price

3.48%

Share price

$165.34

Annual div

$5.76

5Y div CAGR

17.2%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$49.6K

Annual income

$2,492.02

Full PM calculator →

Portfolio growth — SESPF vs PM

📍 SESPF pulled ahead of the other in Year 6

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 Period	SESPF	PM
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, SESPF + PM cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SESPF pays

PM pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SESPF

Annual income on $10K today (after 15% tax)

$112.68/yr

After 10yr DRIP, annual income (after tax)

$263,135.21/yr

Annual income on $10K today (after 15% tax)

$296.12/yr

After 10yr DRIP, annual income (after tax)

$2,118.22/yr

At 15% tax rate, SESPF beats the other by $261,016.99/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

SESPF: 50%PM: 50%

100% PM50/50100% SESPF

Portfolio after 10yr

$265.8K

Annual income

$156,031.42/yr

Blended yield

58.70%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on PM right now

SESPF

No analyst data

Altman Z

2.3

Piotroski

7/9

Analyst Ratings

Buy

Hold

Sell

Consensus: Buy

Price Target

$194.30

+17.5% upside vs current

Range: $180.00 — $205.00

Altman Z

4.0

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)

SESPF buys

PM buys

No recent congressional trades found for SESPF or PM in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricSESPFPM

Forward yield	1.33%	3.48% ✓
Annual dividend / share	$1.18	$5.76 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	74.8% ✓	17.2%
Portfolio after 10y	$482.1K ✓	$49.6K
Annual income after 10y	$309,570.83 ✓	$2,492.02
Total dividends collected	$445.3K ✓	$11.7K
Payment frequency	quarterly	quarterly
Sector	Stock	Consumer Staples

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

Year	SESPF Portfolio	SESPF Income/yr	PM Portfolio	PM Income/yr	Gap
1	$10,932	$231.72	$11,648	$408.29	$716.00 → PM
2	$12,111	$413.83	$13,589	$495.90	$1.5K → PM
3	$13,707	$748.96	$15,877	$603.21	$2.2K → PM
4	$16,052	$1,384.85	$18,580	$734.88	$2.5K → PM
5	$19,825	$2,649.27	$21,781	$896.75	$2.0K → PM
6← crossover	$26,558	$5,345.24	$25,578	$1,096.12	+$980.00 → SESPF
7	$40,115	$11,697.89	$30,092	$1,342.17	+$10.0K → SESPF
8	$71,788	$28,865.39	$35,470	$1,646.46	+$36.3K → SESPF
9	$161,202	$84,388.72	$41,892	$2,023.58	+$119.3K → SESPF
10	$482,057	$309,570.83	$49,578	$2,492.02	+$432.5K → SESPF

SESPF vs PM: Complete Analysis 2026

SESPF — Stock

SeSa S.p.A., together with its subsidiaries, distributes value-added information technology (IT) products and solutions in Italy and internationally. The company operates Value- Added Distribution, Software and System Integration, and Business Services segments. The company provides enterprise software solutions, which includes solutions for storage, data management, and data analysis; data centre solutions include cloud server and storage solutions for data processing; device and digital workspace; networking and collaboration, and digital green solutions. It offers technological solutions, digital services, and business applications for the SME and enterprise sector; security solutions; ERP and industry solutions; digital engineering; and digital platform solutions. The company is headquartered in Empoli, Italy. SeSa S.p.A. is a subsidiary of ITH SpA.

Full SESPF Calculator →

PM — Consumer 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.

Full PM Calculator →

📬

Get this SESPF vs PM comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SESPF vs SCHD SESPF vs JEPI SESPF vs O SESPF vs KO SESPF vs MAIN SESPF vs MO SESPF vs BTI SESPF vs PEP

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