HomeCompareSJM vs PAA

SJM vs PAA: Dividend Comparison 2026

SJM yields 4.61% · PAA yields 6.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PAA wins by $6.60M in total portfolio value
10 years
SJM
SJM
● Live price
4.61%
Share price
$95.06
Annual div
$4.38
5Y div CAGR
23%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$54.1K
Annual income
$8,473.85
Full SJM calculator →
PAA
PAA
● Live price
6.92%
Share price
$22.52
Annual div
$1.56
5Y div CAGR
57%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$6.65M
Annual income
$5,067,155.67
Full PAA calculator →

Portfolio growth — SJM vs PAA

📍 PAA 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 PeriodSJMPAA
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, SJM + PAA cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SJM
Annual income on $10K today (after 15% tax)
$391.65/yr
After 10yr DRIP, annual income (after tax)
$7,202.77/yr
PAA
Annual income on $10K today (after 15% tax)
$587.87/yr
After 10yr DRIP, annual income (after tax)
$4,307,082.32/yr
At 15% tax rate, PAA beats the other by $4,299,879.55/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SJM + PAA for your $10,000?

SJM: 50%PAA: 50%
100% PAA50/50100% SJM
Portfolio after 10yr
$3.35M
Annual income
$2,537,814.76/yr
Blended yield
75.70%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PAA right now

SJM
Analyst Ratings
13
Buy
14
Hold
2
Sell
Consensus: Hold
Price Target
$111.25
+17.0% upside vs current
Range: $105.00 — $117.00
Altman Z
0.9
Piotroski
4/9
PAA
Analyst Ratings
1
Strong
23
Buy
16
Hold
2
Sell
Consensus: Buy
Price Target
$21.83
-3.1% upside vs current
Range: $17.00 — $25.00
Altman Z
2.3
Piotroski
5/9
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)

SJM buys
8
PAA buys
16
PoliticianChamberTickerTypeAmountDate
Lisa McClain🏢 House$SJM▲ Buy$1,001 - $15,0002025-06-24
David Taylor🏢 House$SJM▼ Sell$1,001 - $15,0002025-02-20
David Taylor🏢 House$SJM▲ Buy$1,001 - $15,0002025-02-10
Gilbert Cisneros🏢 House$SJM▼ Sell$1,001 - $15,0002025-01-24
Ro Khanna🏢 House$SJM▲ Buy$1,001 - $15,0002023-10-31
Virginia Foxx🏢 House$PAA▼ Sell$15,001 - $50,0002023-10-03
Ro Khanna🏢 House$SJM▼ Sell$1,001 - $15,0002023-08-29
Virginia Foxx🏢 House$PAA▲ Buy$15,001 - $50,0002023-03-24
Virginia Foxx🏢 House$PAA▼ Sell$100,001 - $250,0002022-06-23
David P. Joyce🏢 House$PAA▲ Buy$1,001 - $15,0002022-05-19
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSJMPAA
Forward yield4.61%6.92%
Annual dividend / share$4.38$1.56
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR23%57%
Portfolio after 10y$54.1K$6.65M
Annual income after 10y$8,473.85$5,067,155.67
Total dividends collected$29.1K$6.48M
Payment frequencyquarterlyquarterly
SectorConsumer StaplesStock
Analyst consensusHoldBuy
Analyst price target$111.25$21.83

Year-by-year: SJM vs PAA ($10,000, DRIP)

YearSJM PortfolioSJM Income/yrPAA PortfolioPAA Income/yrGap
1← crossover$11,267$566.74$11,786$1,085.82$519.00PAA
2$12,789$734.01$14,489$1,877.74$1.7KPAA
3$14,642$957.80$18,890$3,387.01$4.2KPAA
4$16,928$1,260.55$26,691$6,479.39$9.8KPAA
5$19,788$1,675.22$41,994$13,433.68$22.2KPAA
6$23,424$2,251.10$75,944$31,011.38$52.5KPAA
7$28,127$3,063.22$163,551$82,290.69$135.4KPAA
8$34,325$4,228.24$435,030$260,030.53$400.7KPAA
9$42,659$5,931.40$1,480,342$1,014,859.46$1.44MPAA
10$54,119$8,473.85$6,651,122$5,067,155.67$6.60MPAA

SJM vs PAA: Complete Analysis 2026

SJMConsumer Staples

The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide. It operates in three segments: U.S. Retail Pet Foods, U.S. Retail Coffee, and U.S. Retail Consumer Foods. The company offers mainstream roast, ground, single serve, and premium coffee; peanut butter and specialty spreads; fruit spreads, shortening and oils, and frozen sandwiches and snacks; pet food and pet snacks; and foodservice hot beverage, foodservice portion control, and flour products, as well as dog and cat food, frozen handheld products, juices and beverages, and baking mixes and ingredients. It provides its products under the Meow Mix, 9Lives, Kibbles 'n Bits, Milk-Bone, Pup-Peroni, Rachael Ray Nutrish and Nature's Recipe, Folgers, Café Bustelo, Dunkin', Folgers, Café Bustelo, 1850, Jif, Smucker's, Smucker's Uncrustables, Robin Hood, and Five Roses. The company sells its products through direct sales and brokers to food retailers, club stores, discount and dollar stores, online retailers, pet specialty stores, natural foods stores and distributors, drug stores, military commissaries, and mass merchandisers. Smucker Company was founded in 1897 and is headquartered in Orrville, Ohio.

Full SJM Calculator →

PAAStock

Plains All American Pipeline, L.P., through its subsidiaries, engages in the pipeline transportation, terminalling, storage, and gathering of crude oil and natural gas liquids (NGL) in the United States and Canada. The company operates in two segments, Crude Oil and NGL. The Crude Oil segment offers gathering and transporting crude oil through pipelines, gathering systems, trucks, and at times on barges or railcars. This segment provides terminalling, storage, and other facilities-related services, as well as merchant activities. As of December 31, 2021, this segment owned and leased 18,300 miles of active crude oil transportation pipelines and gathering systems, as well as an additional 110 miles of pipelines that supports crude oil storage and terminalling facilities; 74 million barrels of commercial crude oil storage capacity; 38 million barrels of active, above-ground tank capacity; four marine facilities; a condensate processing facility; seven crude oil rail terminals and 2,100 crude oil railcars; and 640 trucks and 1,275 trailers. The Natural Gas Liquids segment engages in the natural gas processing, NGL fractionation, storage, transportation, and terminalling activities. As of December 31, 2021, this segment owned and operated four natural gas processing plants; nine fractionation plants; 28 million barrels of NGL storage capacity; approximately 1,620 miles of active NGL transportation pipelines, as well as an additional 55 miles of pipeline that supports NGL storage facilities; 16 NGL rail terminals and approximately 3,900 NGL rail cars; and approximately 220 trailers. The company was founded in 1981 and is headquartered in Houston, Texas. Plains All American Pipeline, L.P. operates as a subsidiary of Plains GP Holdings, L.P.

Full PAA 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.