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SM vs OWL: Dividend Comparison 2026

SM yields 2.55% · OWL yields 9.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 OWL wins by $414161.18M 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 →
OWL
OWL
● Live price
9.92%
Share price
$9.07
Annual div
$0.90
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$414352.74M
Annual income
$406,483,270,930.14
Full OWL calculator →

Portfolio growth — SM vs OWL

📍 OWL pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodSMOWL
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%.
📅

Dividend Calendar Overlap

Combined, SM + OWL cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
SM pays
OWL 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
OWL
Annual income on $10K today (after 15% tax)
$843.44/yr
After 10yr DRIP, annual income (after tax)
$345,510,780,290.62/yr
At 15% tax rate, OWL beats the other by $345,359,356,366.41/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SM: 50%OWL: 50%
100% OWL50/50100% SM
Portfolio after 10yr
$207272.15M
Annual income
$203,330,708,361.67/yr
Blended yield
98.10%
📊

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
OWL
Analyst Ratings
1
Strong
11
Buy
7
Hold
Consensus: Buy
Price Target
$16.33
+80.0% upside vs current
Range: $10.00 — $27.00
Altman Z
1.4
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
0
OWL buys
0
No recent congressional trades found for SM or OWL in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMOWL
Forward yield2.55%9.92% ✓
Annual dividend / share$0.82$0.90 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%100%
Portfolio after 10y$191.56M$414352.74M ✓
Annual income after 10y$178,145,793.19$406,483,270,930.14 ✓
Total dividends collected$190.53M$413819.97M ✓
Payment frequencyquarterlyquarterly
SectorEnergyStock
Analyst consensusBuyBuy
Analyst price target$29.00 ✓$16.33

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

YearSM PortfolioSM Income/yrOWL PortfolioOWL Income/yrGap
1← crossover$11,210$510.43$12,685$1,984.56$1.5K → OWL
2$13,065$1,069.55$18,278$4,705.30$5.2K → OWL
3$16,309$2,329.84$32,230$12,673.05$15.9K → OWL
4$22,887$5,436.27$76,257$41,770.33$53.4K → OWL
5$38,749$14,259.57$266,321$184,726.08$227.6K → OWL
6$86,586$45,125.35$1,490,836$1,205,872.37$1.40M → OWL
7$281,125$188,477.75$14,212,664$12,617,469.92$13.93M → OWL
8$1,444,621$1,143,816.65$240,042,713$224,835,162.78$238.60M → OWL
9$12,532,176$10,986,431.99$7,354,641,310$7,097,795,606.72$7342.11M → OWL
10$191,555,222$178,145,793.19$414,352,737,132$406,483,270,930.14$414161.18M → OWL

SM vs OWL: Complete Analysis 2026

SM — Energy

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 →

OWL — Stock

Blue Owl Capital Inc. operates as an asset manager. It offers permanent capital base solutions that enables it to offer a holistic platform to middle market companies, large alternative asset managers, and corporate real estate owners and tenants. The company provides direct lending products that offer private credit products comprising diversified, technology, first lien, and opportunistic lending to middle-market companies; GP capital solutions products, which offers capital solutions, including GP minority equity investments, GP debt financing, and professional sports minority investments to large private capital managers; and real estate products that focuses on structuring sale-leaseback transactions, which includes triple net leases. It offers its solutions through permanent capital vehicles, as well as long-dated private funds. The company is headquartered in New York, New York.

Full OWL 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.