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SM vs JCI: Dividend Comparison 2026

SM yields 2.55% · JCI yields 1.21%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SM wins by $191.51M 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 →
JCI
JCI
● Live price
1.21%
Share price
$130.21
Annual div
$1.57
5Y div CAGR
42.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$41.5K
Annual income
$7,170.55
Full JCI calculator →

Portfolio growth — SM vs JCI

📍 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 PeriodSMJCI
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 + JCI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SM pays
JCI pays
Both pay
Neither
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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
JCI
Annual income on $10K today (after 15% tax)
$102.49/yr
After 10yr DRIP, annual income (after tax)
$6,094.97/yr
At 15% tax rate, SM beats the other by $151,417,829.24/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

SM: 50%JCI: 50%
100% JCI50/50100% SM
Portfolio after 10yr
$95.80M
Annual income
$89,076,481.88/yr
Blended yield
92.98%
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Analyst Conviction Gap

Where Wall Street is most bullish on JCI 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
JCI
Analyst Ratings
28
Buy
17
Hold
Consensus: Buy
Price Target
$136.75
+5.0% upside vs current
Range: $124.00 — $154.00
Altman Z
2.7
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SM buys
1
JCI 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 →
MetricSMJCI
Forward yield2.55%1.21%
Annual dividend / share$0.82$1.57
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%42.3%
Portfolio after 10y$191.56M$41.5K
Annual income after 10y$178,145,793.19$7,170.55
Total dividends collected$190.53M$19.3K
Payment frequencyquarterlyquarterly
SectorEnergyIndustrials
Analyst consensusBuyBuy
Analyst price target$29.00$136.75

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

YearSM PortfolioSM Income/yrJCI PortfolioJCI Income/yrGap
1← crossover$11,210$510.43$10,872$171.58+$338.00SM
2$13,065$1,069.55$11,881$248.07+$1.2KSM
3$16,309$2,329.84$13,073$360.53+$3.2KSM
4$22,887$5,436.27$14,516$527.59+$8.4KSM
5$38,749$14,259.57$16,311$779.07+$22.4KSM
6$86,586$45,125.35$18,617$1,164.23+$68.0KSM
7$281,125$188,477.75$21,687$1,767.21+$259.4KSM
8$1,444,621$1,143,816.65$25,943$2,737.84+$1.42MSM
9$12,532,176$10,986,431.99$32,115$4,355.61+$12.50MSM
10$191,555,222$178,145,793.19$41,533$7,170.55+$191.51MSM

SM vs JCI: 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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JCIIndustrials

Johnson Controls International plc, together with its subsidiaries, engages in engineering, manufacturing, commissioning, and retrofitting building products and systems in the United States, Europe, the Asia Pacific, and internationally. It operates in four segments: Building Solutions North America, Building Solutions EMEA/LA, Building Solutions Asia Pacific, and Global Products. The company designs, sells, installs, and services heating, ventilating, air conditioning, controls, building management, refrigeration, integrated electronic security, integrated fire detection and suppression systems, and fire protection and security products for commercial, industrial, retail, small business, institutional, and governmental customers; and provides energy efficiency solutions and technical services, including inspection, scheduled maintenance, and repair and replacement of mechanical and control systems, as well as data-driven smart building solutions to non-residential building and industrial applications. It also offers controls software and software services for residential and commercial applications. Johnson Controls International plc was founded in 1885 and is headquartered in Cork, Ireland.

Full JCI 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.