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SUM vs EPRT: Dividend Comparison 2026

SUM yields 3.81% · EPRT yields 3.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SUM wins by $1397.87M in total portfolio value
10 years
SUM
SUM
● Live price
3.81%
Share price
$52.49
Annual div
$2.00
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1397.93M
Annual income
$1,330,836,594.57
Full SUM calculator →
EPRT
EPRT
● Live price
3.92%
Share price
$30.77
Annual div
$1.21
5Y div CAGR
29%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$63.4K
Annual income
$12,840.73
Full EPRT calculator →

Portfolio growth — SUM vs EPRT

📍 SUM 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 PeriodSUMEPRT
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, SUM + EPRT cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SUM pays
EPRT pays
Both pay
Neither
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Tax Bracket Optimizer

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

SUM
Annual income on $10K today (after 15% tax)
$323.87/yr
After 10yr DRIP, annual income (after tax)
$1,131,211,105.38/yr
EPRT
Annual income on $10K today (after 15% tax)
$332.87/yr
After 10yr DRIP, annual income (after tax)
$10,914.62/yr
At 15% tax rate, SUM beats the other by $1,131,200,190.76/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SUM + EPRT for your $10,000?

SUM: 50%EPRT: 50%
100% EPRT50/50100% SUM
Portfolio after 10yr
$699.00M
Annual income
$665,424,717.64/yr
Blended yield
95.20%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

SUM
Analyst Ratings
9
Buy
16
Hold
1
Sell
Consensus: Hold
Price Target
$46.61
-11.2% upside vs current
Range: $35.00 — $55.00
Altman Z
2.3
Piotroski
6/9
EPRT
Analyst Ratings
1
Strong
17
Buy
3
Hold
1
Sell
Consensus: Buy
Price Target
$35.50
+15.4% upside vs current
Range: $33.00 — $37.00
Altman Z
1.8
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SUM buys
0
EPRT buys
0
No recent congressional trades found for SUM or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSUMEPRT
Forward yield3.81%3.92%
Annual dividend / share$2.00$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%29%
Portfolio after 10y$1397.93M$63.4K
Annual income after 10y$1,330,836,594.57$12,840.73
Total dividends collected$1393.11M$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT
Analyst consensusHoldBuy
Analyst price target$46.61$35.50

Year-by-year: SUM vs EPRT ($10,000, DRIP)

YearSUM PortfolioSUM Income/yrEPRT PortfolioEPRT Income/yrGap
1← crossover$11,462$762.05$11,205$505.18+$257.00SUM
2$13,897$1,632.65$12,672$682.46+$1.2KSUM
3$18,570$3,699.97$14,490$930.48+$4.1KSUM
4$29,111$9,241.22$16,786$1,282.69+$12.3KSUM
5$58,227$27,078.46$19,753$1,791.56+$38.5KSUM
6$163,540$101,237.16$23,677$2,541.64+$139.9KSUM
7$706,466$531,477.92$29,008$3,672.99+$677.5KSUM
8$5,047,310$4,291,391.78$36,463$5,425.08+$5.01MSUM
9$62,708,347$57,307,725.12$47,238$8,221.57+$62.66MSUM
10$1,397,934,526$1,330,836,594.57$63,385$12,840.73+$1397.87MSUM

SUM vs EPRT: Complete Analysis 2026

SUMStock

Summit Materials, Inc., through its subsidiaries, produces and sells construction materials and related downstream products for the public infrastructure, and residential and nonresidential end markets. It operates through three segments: West, East, and Cement. The company's products include aggregates, cement, ready-mix concrete, asphalt paving mixes, and concrete products, as well as plastics components. It also provides asphalt paving and related services to the private and public infrastructure sectors. In addition, the company operates municipal waste, construction, and demolition debris landfills; and liquid asphalt terminals. It has operations in the United States; and in British Columbia, Canada. The company was founded in 2009 and is headquartered in Denver, Colorado.

Full SUM Calculator →

EPRTREIT

Essential Properties Realty Trust, Inc., a real estate company, acquires, owns, and manages single-tenant properties in the United States. The company leases its properties to middle-market companies, such as restaurants, car washes, automotive services, medical and dental services, convenience stores, equipment rental, entertainment, early childhood education, grocery, and health and fitness on a long-term basis. As of December 31, 2021, it had a portfolio of 1, 451 properties. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was founded in 2016 and is headquartered in Princeton, New Jersey.

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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.