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SM vs CARR: Dividend Comparison 2026

SM yields 2.55% · CARR yields 1.68%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SM wins by $160.39M 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 →
CARR
CARR
● Live price
1.68%
Share price
$54.36
Annual div
$0.92
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.17M
Annual income
$27,977,126.68
Full CARR calculator →

Portfolio growth — SM vs CARR

📍 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 PeriodSMCARR
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 + CARR cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SM pays
CARR 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
CARR
Annual income on $10K today (after 15% tax)
$143.07/yr
After 10yr DRIP, annual income (after tax)
$23,780,557.68/yr
At 15% tax rate, SM beats the other by $127,643,366.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SM: 50%CARR: 50%
100% CARR50/50100% SM
Portfolio after 10yr
$111.36M
Annual income
$103,061,459.94/yr
Blended yield
92.55%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SM 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
CARR
Analyst Ratings
13
Buy
11
Hold
1
Sell
Consensus: Buy
Price Target
$67.88
+24.9% upside vs current
Range: $55.00 — $74.00
Altman Z
2.4
Piotroski
6/9
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
CARR buys
5
PoliticianChamberTickerTypeAmountDate
Julie Johnson🏢 House$CARR▼ Sell$1,001 - $15,0002025-12-18
Julie Johnson🏢 House$CARR▼ Sell$1,001 - $15,0002025-11-13
Jared Moskowitz🏢 House$CARR▼ Sell$1,001 - $15,0002025-10-10
Jared Moskowitz🏢 House$CARR▼ Sell$1,001 - $15,0002025-10-10
Jared Moskowitz🏢 House$CARR▼ Sell$1,001 - $15,0002025-10-10
Julie Johnson🏢 House$CARR▲ Buy$1,001 - $15,0002025-10-07
Julie Johnson🏢 House$CARR▼ Sell$1,001 - $15,0002025-10-06
Ro Khanna🏢 House$CARR▲ Buy$1,001 - $15,0002025-09-29
Lisa McClain🏢 House$CARR▼ Sell$1,001 - $15,0002025-09-11
Ro Khanna🏢 House$CARR▼ Sell$1,001 - $15,0002025-08-26
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMCARR
Forward yield2.55%1.68%
Annual dividend / share$0.82$0.92
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%100%
Portfolio after 10y$191.56M$31.17M
Annual income after 10y$178,145,793.19$27,977,126.68
Total dividends collected$190.53M$30.90M
Payment frequencyquarterlyquarterly
SectorEnergyIndustrials
Analyst consensusBuyBuy
Analyst price target$29.00$67.88

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

YearSM PortfolioSM Income/yrCARR PortfolioCARR Income/yrGap
1← crossover$11,210$510.43$11,037$336.64+$173.00SM
2$13,065$1,069.55$12,504$694.47+$561.00SM
3$16,309$2,329.84$14,850$1,470.63+$1.5KSM
4$22,887$5,436.27$19,154$3,264.56+$3.7KSM
5$38,749$14,259.57$28,365$7,870.58+$10.4KSM
6$86,586$45,125.35$52,137$21,786.34+$34.4KSM
7$281,125$188,477.75$130,637$74,850.27+$150.5KSM
8$1,444,621$1,143,816.65$490,339$350,558.26+$954.3KSM
9$12,532,176$10,986,431.99$2,984,115$2,459,451.41+$9.55MSM
10$191,555,222$178,145,793.19$31,170,129$27,977,126.68+$160.39MSM

SM vs CARR: 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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CARRIndustrials

Carrier Global Corporation provides heating, ventilating, and air conditioning (HVAC), refrigeration, fire, security, and building automation technologies worldwide. It operates through three segments: HVAC, Refrigeration, and Fire & Security. The HVAC segment provides products, controls, services, and solutions to meet the heating, cooling, and ventilation needs of residential and commercial customers. Its products include air conditioners, heating systems, controls, and aftermarket components, as well as aftermarket repair and maintenance services and building automation solutions. The Refrigeration segment offers transport refrigeration and monitoring products and services, as well as digital solutions for trucks, trailers, shipping containers, intermodal applications, food retail, and warehouse cooling; and commercial refrigeration solutions, such as refrigerated cabinets, freezers, systems, and controls. The Fire & Security segment provides various residential, commercial, and industrial technologies, including fire, flame, gas, smoke, and carbon monoxide detection; portable fire extinguishers; fire suppression systems; intruder alarms; access control systems; video management systems; and electronic controls. Its other fire and security service offerings comprise audit, design, installation, and system integration, as well as aftermarket maintenance and repair and monitoring services. The company offers its products under the Autronica, Det-Tronics, Edwards, Fireye, GST, Kidde, LenelS2, Marioff, Onity, and Supra; Carrier, Automated Logic, Bryant, CIAT, Day & Night, Heil, NORESCO, and Riello; and Carrier Commercial Refrigeration, Carrier Transicold, and Sensitech brands. The company was incorporated in 2019 and is headquartered in Palm Beach Gardens, Florida.

Full CARR 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.