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SRE vs WSO: Dividend Comparison 2026

SRE yields 2.68% · WSO yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 WSO wins by $1.98M 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 →
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 — SRE vs WSO

📍 WSO 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 PeriodSREWSO
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 + WSO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SRE pays
WSO 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
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, WSO beats the other by $1,234,280.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SRE: 50%WSO: 50%
100% WSO50/50100% SRE
Portfolio after 10yr
$1.02M
Annual income
$726,972.35/yr
Blended yield
71.43%
📊

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
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)

SRE buys
0
WSO buys
0
No recent congressional trades found for SRE or WSO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSREWSO
Forward yield2.68%3.44%
Annual dividend / share$2.59$12.00
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR10.1%65%
Portfolio after 10y$26.8K$2.01M
Annual income after 10y$925.13$1,453,019.57
Total dividends collected$5.6K$1.93M
Payment frequencyquarterlyquarterly
SectorUtilitiesStock
Analyst consensusBuyHold
Analyst price target$100.88$378.50

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

YearSRE PortfolioSRE Income/yrWSO PortfolioWSO Income/yrGap
1← crossover$10,996$295.54$11,267$567.48$271.00WSO
2$12,100$334.38$13,042$986.00$942.00WSO
3$13,325$378.61$15,715$1,759.96$2.4KWSO
4$14,687$429.05$20,085$3,270.17$5.4KWSO
5$16,202$486.59$27,936$6,445.13$11.7KWSO
6$17,888$552.33$43,716$13,823.69$25.8KWSO
7$19,768$627.49$80,133$33,357.25$60.4KWSO
8$21,865$713.51$180,032$94,289.78$158.2KWSO
9$24,208$812.08$519,300$326,665.44$495.1KWSO
10$26,827$925.13$2,008,670$1,453,019.57$1.98MWSO

SRE vs WSO: 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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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.