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SPGI vs AMAT: Dividend Comparison 2026

SPGI yields 0.92% · AMAT yields 0.57%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AMAT wins by $833.9K in total portfolio value· pulled ahead in Year 2
10 years
SPGI
SPGI
● Live price
0.92%
Share price
$417.59
Annual div
$3.85
5Y div CAGR
43.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.3K
Annual income
$5,331.63
Full SPGI 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 — SPGI vs AMAT

📍 AMAT 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 PeriodSPGIAMAT
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, SPGI + AMAT cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SPGI pays
AMAT pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

SPGI
Annual income on $10K today (after 15% tax)
$78.37/yr
After 10yr DRIP, annual income (after tax)
$4,531.89/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, AMAT beats the other by $548,549.06/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SPGI: 50%AMAT: 50%
100% AMAT50/50100% SPGI
Portfolio after 10yr
$453.2K
Annual income
$328,007.56/yr
Blended yield
72.37%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on AMAT right now

SPGI
Analyst Ratings
24
Buy
4
Hold
Consensus: Buy
Price Target
$547.30
+31.1% upside vs current
Range: $482.00 — $627.00
Altman Z
4.1
Piotroski
7/9
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)

SPGI buys
11
AMAT buys
0
PoliticianChamberTickerTypeAmountDate
Richard W. Allen🏢 House$SPGI▲ Buy$15,001 - $50,0002026-01-14
Ro Khanna🏢 House$SPGI▼ Sell$15,001 - $50,0002025-10-07
Ro Khanna🏢 House$SPGI▼ Sell$15,001 - $50,0002025-09-29
Ro Khanna🏢 House$SPGI▲ Buy$1,001 - $15,0002025-08-26
Dan Newhouse🏢 House$SPGI▲ Buy$1,001 - $15,0002025-08-18
Ro Khanna🏢 House$SPGI▲ Buy$1,001 - $15,0002025-07-25
Rob Bresnahan🏢 House$SPGI▲ Buy$15,001 - $50,0002025-04-08
Daniel Goldman🏢 House$SPGI▼ Sell$15,001 - $50,0002025-02-11
Valerie Hoyle🏢 House$SPGI▲ Buy$1,001 - $15,0002024-10-29
Shelley Moore Capito🏛 Senate$SPGI▼ Sell$1,001 - $15,0002024-04-09
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSPGIAMAT
Forward yield0.92%0.57%
Annual dividend / share$3.85$1.84
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR43.4%100%
Portfolio after 10y$36.3K$870.2K
Annual income after 10y$5,331.63$650,683.47
Total dividends collected$14.6K$830.8K
Payment frequencyquarterlyquarterly
SectorFinancialsTechnology
Analyst consensusBuyBuy
Analyst price target$547.30$420.83

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

YearSPGI PortfolioSPGI Income/yrAMAT PortfolioAMAT Income/yrGap
1$10,832$132.21$10,814$113.89+$18.00SPGI
2← crossover$11,782$191.93$11,801$230.20$19.00AMAT
3$12,887$279.78$13,097$469.57$210.00AMAT
4$14,199$410.12$14,988$974.06$789.00AMAT
5$15,799$605.60$18,120$2,083.53$2.3KAMAT
6$17,808$903.04$24,097$4,708.45$6.3KAMAT
7$20,418$1,364.14$37,488$11,703.75$17.1KAMAT
8$23,944$2,096.22$74,144$34,032.60$50.2KAMAT
9$28,914$3,294.40$205,149$125,814.77$176.2KAMAT
10$36,270$5,331.63$870,193$650,683.47$833.9KAMAT

SPGI vs AMAT: Complete Analysis 2026

SPGIFinancials

S&P Global Inc., together with its subsidiaries, provides credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets. It operates in six divisions: S&P Global Ratings, S&P Dow Jones Indices, S&P Global Commodity Insights, S&P Global Market Intelligence, S&P Global Mobility, and S&P Global Engineering Solutions. The S&P Global Ratings division operates as an independent provider of credit ratings, research, and analytics, offering investors and other market participants information, ratings, and benchmarks. The S&P Dow Jones Indices division is an index provider that maintains various valuation and index benchmarks for investment advisors, wealth managers, and institutional investors. The S&P Global Commodity Insights division offers data and insights for global energy and commodity markets and enable its customers to make decisions. The S&P Global Market Intelligence division delivers data and technology solutions for customers to provide insights for making decisions. It offers data and services that bring end-to-end workflow solutions, including capital formation, data and distribution, ESG and sustainability, leveraged loans, private markets, sector coverage, supply chain, and issuer solutions, as well as credit, risk, and regulatory solutions. The S&P Global Mobility division provides insights derived from unmatched automotive data, enabling its customers to anticipate change and make decisions. The S&P Global Engineering Solutions division offers engineering expertise and solutions in industries, such as aerospace and defense, energy, architecture, construction, and transportation. Its solutions empower business and technical leaders to transform workflows and make decisions. S&P Global Inc. was founded in 1860 and is headquartered in New York, New York.

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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.

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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.