HomeCompareSRE vs BAX

SRE vs BAX: Dividend Comparison 2026

SRE yields 2.68% · BAX yields 2.28%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SRE wins by $6.2K in total portfolio value
10 years
SRE
SRE
● Live price
2.68%
Share price
$96.58
Annual div
$2.59
5Y div CAGR
10.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.8K
Annual income
$925.13
Full SRE calculator →
BAX
BAX
● Live price
2.28%
Share price
$15.80
Annual div
$0.36
5Y div CAGR
-27%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.6K
Annual income
$10.26
Full BAX calculator →

Portfolio growth — SRE vs BAX

📍 SRE 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 PeriodSREBAX
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, SRE + BAX cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SRE
Annual income on $10K today (after 15% tax)
$228.17/yr
After 10yr DRIP, annual income (after tax)
$786.36/yr
BAX
Annual income on $10K today (after 15% tax)
$193.67/yr
After 10yr DRIP, annual income (after tax)
$8.72/yr
At 15% tax rate, SRE beats the other by $777.64/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 SRE + BAX for your $10,000?

SRE: 50%BAX: 50%
100% BAX50/50100% SRE
Portfolio after 10yr
$23.7K
Annual income
$467.70/yr
Blended yield
1.97%
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Analyst Conviction Gap

Where Wall Street is most bullish on SRE right now

SRE
Analyst Ratings
1
Strong
19
Buy
5
Hold
Consensus: Buy
Price Target
$100.88
+4.5% upside vs current
Range: $89.00 — $112.00
Altman Z
1.1
Piotroski
7/9
BAX
Analyst Ratings
15
Buy
20
Hold
1
Sell
Consensus: Hold
Price Target
$19.75
+25.0% upside vs current
Range: $15.00 — $25.00
Altman Z
2.1
Piotroski
5/9
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)

SRE buys
0
BAX buys
0
No recent congressional trades found for SRE or BAX in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSREBAX
Forward yield2.68%2.28%
Annual dividend / share$2.59$0.36
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR10.1%-27%
Portfolio after 10y$26.8K$20.6K
Annual income after 10y$925.13$10.26
Total dividends collected$5.6K$602.00
Payment frequencyquarterlyquarterly
SectorUtilitiesHealthcare
Analyst consensusBuyHold
Analyst price target$100.88$19.75

Year-by-year: SRE vs BAX ($10,000, DRIP)

YearSRE PortfolioSRE Income/yrBAX PortfolioBAX Income/yrGap
1← crossover$10,996$295.54$10,866$166.33+$130.00SRE
2$12,100$334.38$11,750$123.31+$350.00SRE
3$13,325$378.61$12,664$90.97+$661.00SRE
4$14,687$429.05$13,617$66.89+$1.1KSRE
5$16,202$486.59$14,619$49.07+$1.6KSRE
6$17,888$552.33$15,679$35.94+$2.2KSRE
7$19,768$627.49$16,802$26.30+$3.0KSRE
8$21,865$713.51$17,998$19.23+$3.9KSRE
9$24,208$812.08$19,272$14.05+$4.9KSRE
10$26,827$925.13$20,631$10.26+$6.2KSRE

SRE vs BAX: Complete Analysis 2026

SREUtilities

Sempra operates as an energy-services holding company in the United States and internationally. The company's San Diego Gas & Electric Company segment provides electric services; and supplies natural gas. It offers electric services to approximately 3.6 million population and natural gas services to approximately 3.3 million population that covers 4,100 square miles. Its Southern California Gas Company segment owns and operates a natural gas distribution, transmission, and storage system that supplies natural gas to a population of approximately 22 million covering an area of 24,000 square miles. The company's Sempra Texas Utilities segment engages in the regulated transmission and distribution of electricity serving 3.8 million homes and businesses, and operation of 140,000 miles of transmission and distribution lines. Its transmission system includes 18,249 circuit miles of transmission lines, a total of 1,174 transmission and distribution substations, and interconnection to 130 third-party generation facilities totaling 45,403 megawatts. The company was formerly known as Sempra Energy and changed its name to Sempra in July 2021. Sempra was founded in 1998 and is headquartered in San Diego, California.

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BAXHealthcare

Baxter International Inc., through its subsidiaries, develops and provides a portfolio of healthcare products worldwide. The company offers peritoneal dialysis and hemodialysis, and additional dialysis therapies and services; intravenous therapies, infusion pumps, administration sets, and drug reconstitution devices; remixed and oncology drug platforms, inhaled anesthesia and critical care products and pharmacy compounding services; parenteral nutrition therapies and related products; biological products and medical devices used in surgical procedures for hemostasis, tissue sealing and adhesion prevention; and continuous renal replacement therapies and other organ support therapies focused in the intensive care unit. It also provides connected care solutions, including devices, software, communications, and integration technologies; integrated patient monitoring and diagnostic technologies to help diagnose, treat, and manage a various illness and diseases, including respiratory therapy, cardiology, vision screening, and physical assessment; surgical video technologies, tables, lights, pendants, precision positioning devices and other accessories. In addition, the company offers contracted services to various pharmaceutical and biopharmaceutical companies. Its products are used in hospitals, kidney dialysis centers, nursing homes, rehabilitation centers, doctors' offices, and patients at home under physician supervision. The company sells its products through direct sales force, as well as through independent distributors, drug wholesalers, and specialty pharmacy or other alternate site providers in approximately 100 countries. It has an agreement with Celerity Pharmaceutical, LLC to develop acute care generic injectable premix and oncolytic molecules. Baxter International Inc. was incorporated in 1931 and is headquartered in Deerfield, Illinois.

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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.