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SRE vs SM: Dividend Comparison 2026

SRE yields 2.68% · SM yields 2.55%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SM wins by $191.53M 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 →
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 →

Portfolio growth — SRE vs SM

📍 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 PeriodSRESM
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 + SM cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SRE pays
SM 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
SM
Annual income on $10K today (after 15% tax)
$216.93/yr
After 10yr DRIP, annual income (after tax)
$151,423,924.21/yr
At 15% tax rate, SM beats the other by $151,423,137.85/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SRE: 50%SM: 50%
100% SM50/50100% SRE
Portfolio after 10yr
$95.79M
Annual income
$89,073,359.17/yr
Blended yield
92.99%
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Analyst Conviction Gap

Where Wall Street is most bullish on SM 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
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
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)

SRE buys
0
SM buys
0
No recent congressional trades found for SRE or SM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSRESM
Forward yield2.68%2.55%
Annual dividend / share$2.59$0.82
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR10.1%100%
Portfolio after 10y$26.8K$191.56M
Annual income after 10y$925.13$178,145,793.19
Total dividends collected$5.6K$190.53M
Payment frequencyquarterlyquarterly
SectorUtilitiesEnergy
Analyst consensusBuyBuy
Analyst price target$100.88$29.00

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

YearSRE PortfolioSRE Income/yrSM PortfolioSM Income/yrGap
1← crossover$10,996$295.54$11,210$510.43$214.00SM
2$12,100$334.38$13,065$1,069.55$965.00SM
3$13,325$378.61$16,309$2,329.84$3.0KSM
4$14,687$429.05$22,887$5,436.27$8.2KSM
5$16,202$486.59$38,749$14,259.57$22.5KSM
6$17,888$552.33$86,586$45,125.35$68.7KSM
7$19,768$627.49$281,125$188,477.75$261.4KSM
8$21,865$713.51$1,444,621$1,143,816.65$1.42MSM
9$24,208$812.08$12,532,176$10,986,431.99$12.51MSM
10$26,827$925.13$191,555,222$178,145,793.19$191.53MSM

SRE vs SM: 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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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.

Full SM 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.