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SM vs WSO: Dividend Comparison 2026

SM yields 2.55% · WSO yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SM wins by $189.55M in total portfolio value· pulled ahead in Year 2
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 →
WSO
WSO
● Live price
3.44%
Share price
$348.91
Annual div
$12.00
5Y div CAGR
65%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$2.01M
Annual income
$1,453,019.57
Full WSO calculator →

Portfolio growth — SM vs WSO

📍 SM pulled ahead of the other in Year 2

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 PeriodSMWSO
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 + WSO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SM pays
WSO 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
WSO
Annual income on $10K today (after 15% tax)
$292.34/yr
After 10yr DRIP, annual income (after tax)
$1,235,066.63/yr
At 15% tax rate, SM beats the other by $150,188,857.58/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SM: 50%WSO: 50%
100% WSO50/50100% SM
Portfolio after 10yr
$96.78M
Annual income
$89,799,406.38/yr
Blended yield
92.79%
📊

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
WSO
Analyst Ratings
8
Buy
16
Hold
2
Sell
Consensus: Hold
Price Target
$378.50
+8.5% upside vs current
Range: $349.00 — $425.00
Altman Z
10.0
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
WSO buys
0
No recent congressional trades found for SM or WSO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMWSO
Forward yield2.55%3.44%
Annual dividend / share$0.82$12.00
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%65%
Portfolio after 10y$191.56M$2.01M
Annual income after 10y$178,145,793.19$1,453,019.57
Total dividends collected$190.53M$1.93M
Payment frequencyquarterlyquarterly
SectorEnergyStock
Analyst consensusBuyHold
Analyst price target$29.00$378.50

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

YearSM PortfolioSM Income/yrWSO PortfolioWSO Income/yrGap
1$11,210$510.43$11,267$567.48$57.00WSO
2← crossover$13,065$1,069.55$13,042$986.00+$23.00SM
3$16,309$2,329.84$15,715$1,759.96+$594.00SM
4$22,887$5,436.27$20,085$3,270.17+$2.8KSM
5$38,749$14,259.57$27,936$6,445.13+$10.8KSM
6$86,586$45,125.35$43,716$13,823.69+$42.9KSM
7$281,125$188,477.75$80,133$33,357.25+$201.0KSM
8$1,444,621$1,143,816.65$180,032$94,289.78+$1.26MSM
9$12,532,176$10,986,431.99$519,300$326,665.44+$12.01MSM
10$191,555,222$178,145,793.19$2,008,670$1,453,019.57+$189.55MSM

SM vs WSO: 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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WSOStock

Watsco, Inc., together with its subsidiaries, distributes air conditioning, heating, refrigeration equipment, and related parts and supplies. The company distributes equipment comprising residential ducted and ductless air conditioners, such as gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other specialized equipment. It also offers parts, including replacement compressors, evaporator coils, motors, and other component parts; and supplies, such as thermostats, insulation materials, refrigerants, ductworks, grills, registers, sheet metals, tools, copper tubing, concrete pads, tapes, adhesives, and other ancillary supplies, as well as plumbing and bathroom remodeling supplies. The company serves contractors and dealers that service the replacement and new construction markets for residential and light commercial central air conditioning, heating, and refrigeration systems. As of December 31, 2021, it operated from 671 locations in the United States, Canada, Mexico, and Puerto Rico, as well as exports its products to Latin America and the Caribbean Basin. Watsco, Inc. was founded in 1945 and is headquartered in Miami, Florida.

Full WSO 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.