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SM vs AAPL: Dividend Comparison 2026

SM yields 2.55% · AAPL yields 0.42%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SM wins by $191.50M in total portfolio value· pulled ahead in Year 4
10 years
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 →
AAPL
Apple Inc.
● Live price
0.42%
Share price
$246.63
Annual div
$1.04
5Y div CAGR
27.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$57.7K
Annual income
$490.07
Full AAPL calculator →

Portfolio growth — SM vs AAPL

📍 SM pulled ahead of the other in Year 4

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 PeriodSMAAPL
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, SM + AAPL cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SM
Annual income on $10K today (after 15% tax)
$216.93/yr
After 10yr DRIP, annual income (after tax)
$151,423,924.21/yr
AAPL
Annual income on $10K today (after 15% tax)
$35.84/yr
After 10yr DRIP, annual income (after tax)
$416.56/yr
At 15% tax rate, SM beats the other by $151,423,507.65/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SM: 50%AAPL: 50%
100% AAPL50/50100% SM
Portfolio after 10yr
$95.81M
Annual income
$89,073,141.64/yr
Blended yield
92.97%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on AAPL right now

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
AAPL
Analyst Ratings
1
Strong
68
Buy
33
Hold
7
Sell
Consensus: Buy
Price Target
$316.36
+28.3% upside vs current
Range: $239.00 — $350.00
Altman Z
9.8
Piotroski
9/9
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)

SM buys
0
AAPL buys
0
No recent congressional trades found for SM or AAPL in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMAAPL
Forward yield2.55%0.42%
Annual dividend / share$0.82$1.04
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%27.1%
Portfolio after 10y$191.56M$57.7K
Annual income after 10y$178,145,793.19$490.07
Total dividends collected$190.53M$2.1K
Payment frequencyquarterlyquarterly
SectorEnergyTechnology
Analyst consensusBuyBuy
Analyst price target$29.00$316.36

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

YearSM PortfolioSM Income/yrAAPL PortfolioAAPL Income/yrGap
1$11,210$510.43$11,894$53.60$684.00AAPL
2$13,065$1,069.55$14,150$68.43$1.1KAAPL
3$16,309$2,329.84$16,842$87.40$533.00AAPL
4← crossover$22,887$5,436.27$20,052$111.66+$2.8KSM
5$38,749$14,259.57$23,884$142.71+$14.9KSM
6$86,586$45,125.35$28,462$182.48+$58.1KSM
7$281,125$188,477.75$33,932$233.43+$247.2KSM
8$1,444,621$1,143,816.65$40,474$298.74+$1.40MSM
9$12,532,176$10,986,431.99$48,304$382.53+$12.48MSM
10$191,555,222$178,145,793.19$57,682$490.07+$191.50MSM

SM vs AAPL: Complete Analysis 2026

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 →

AAPLTechnology

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. The company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; and wearables, home, and accessories comprising AirPods, Apple TV, Apple Watch, Beats products, and HomePod. It also provides AppleCare support and cloud services; and operates various platforms, including the App Store that allow customers to discover and download applications and digital content, such as books, music, video, games, and podcasts, as well as advertising services include third-party licensing arrangements and its own advertising platforms. In addition, the company offers various subscription-based services, such as Apple Arcade, a game subscription service; Apple Fitness+, a personalized fitness service; Apple Music, which offers users a curated listening experience with on-demand radio stations; Apple News+, a subscription news and magazine service; Apple TV+, which offers exclusive original content; Apple Card, a co-branded credit card; and Apple Pay, a cashless payment service, as well as licenses its intellectual property. The company serves consumers, and small and mid-sized businesses; and the education, enterprise, and government markets. It distributes third-party applications for its products through the App Store. The company also sells its products through its retail and online stores, and direct sales force; and third-party cellular network carriers, wholesalers, retailers, and resellers. Apple Inc. was founded in 1976 and is headquartered in Cupertino, California.

Full AAPL 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.