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SM vs AMAT: Dividend Comparison 2026

SM yields 2.55% · AMAT yields 0.57%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SM wins by $190.69M in total portfolio value
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 →
AMAT
AMAT
● Live price
0.57%
Share price
$323.12
Annual div
$1.84
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$870.2K
Annual income
$650,683.47
Full AMAT calculator →

Portfolio growth — SM vs AMAT

📍 SM 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 PeriodSMAMAT
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 + AMAT cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SM pays
AMAT 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
AMAT
Annual income on $10K today (after 15% tax)
$48.40/yr
After 10yr DRIP, annual income (after tax)
$553,080.95/yr
At 15% tax rate, SM beats the other by $150,870,843.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SM: 50%AMAT: 50%
100% AMAT50/50100% SM
Portfolio after 10yr
$96.21M
Annual income
$89,398,238.34/yr
Blended yield
92.92%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on AMAT 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
AMAT
Analyst Ratings
1
Strong
41
Buy
11
Hold
Consensus: Buy
Price Target
$420.83
+30.2% upside vs current
Range: $290.00 — $470.00
Altman Z
14.2
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)

SM buys
1
AMAT buys
0
PoliticianChamberTickerTypeAmountDate
Chris Jacobs🏢 House$SM▼ Sell$1,001 - $15,0002022-07-18
Chris Jacobs🏢 House$SM▲ Buy$1,001 - $15,0002022-04-11
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMAMAT
Forward yield2.55%0.57%
Annual dividend / share$0.82$1.84
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%100%
Portfolio after 10y$191.56M$870.2K
Annual income after 10y$178,145,793.19$650,683.47
Total dividends collected$190.53M$830.8K
Payment frequencyquarterlyquarterly
SectorEnergyTechnology
Analyst consensusBuyBuy
Analyst price target$29.00$420.83

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

YearSM PortfolioSM Income/yrAMAT PortfolioAMAT Income/yrGap
1← crossover$11,210$510.43$10,814$113.89+$396.00SM
2$13,065$1,069.55$11,801$230.20+$1.3KSM
3$16,309$2,329.84$13,097$469.57+$3.2KSM
4$22,887$5,436.27$14,988$974.06+$7.9KSM
5$38,749$14,259.57$18,120$2,083.53+$20.6KSM
6$86,586$45,125.35$24,097$4,708.45+$62.5KSM
7$281,125$188,477.75$37,488$11,703.75+$243.6KSM
8$1,444,621$1,143,816.65$74,144$34,032.60+$1.37MSM
9$12,532,176$10,986,431.99$205,149$125,814.77+$12.33MSM
10$191,555,222$178,145,793.19$870,193$650,683.47+$190.69MSM

SM vs AMAT: 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.

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AMATTechnology

Applied Materials, Inc. provides manufacturing equipment, services, and software to the semiconductor, display, and related industries. It operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. The Semiconductor Systems segment develops, manufactures, and sells various manufacturing equipment that is used to fabricate semiconductor chips or integrated circuits. This segment also offers various technologies, including epitaxy, ion implantation, oxidation/nitridation, rapid thermal processing, physical vapor deposition, chemical vapor deposition, chemical mechanical planarization, electrochemical deposition, atomic layer deposition, etching, and selective deposition and removal, as well as metrology and inspection tools. The Applied Global Services segment provides integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, remanufactured earlier generation equipment, and factory automation software for semiconductor, display, and other products. The Display and Adjacent Markets segment offers products for manufacturing liquid crystal displays; organic light-emitting diodes; and other display technologies for TVs, monitors, laptops, personal computers, electronic tablets, smart phones, and other consumer-oriented devices. The company operates in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. Applied Materials, Inc. was incorporated in 1967 and is headquartered in Santa Clara, California.

Full AMAT 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.