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SUM vs EQR: Dividend Comparison 2026

SUM yields 3.81% · EQR yields 4.73%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SUM wins by $1397.89M 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 →
EQR
EQR
● Live price
4.73%
Share price
$58.58
Annual div
$2.77
5Y div CAGR
15.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.5K
Annual income
$3,819.61
Full EQR calculator →

Portfolio growth — SUM vs EQR

📍 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 PeriodSUMEQR
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 + EQR cover 0 of 12 monthsgood coverage

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

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
EQR
Annual income on $10K today (after 15% tax)
$401.93/yr
After 10yr DRIP, annual income (after tax)
$3,246.67/yr
At 15% tax rate, SUM beats the other by $1,131,207,858.72/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SUM: 50%EQR: 50%
100% EQR50/50100% SUM
Portfolio after 10yr
$698.99M
Annual income
$665,420,207.08/yr
Blended yield
95.20%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EQR 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
EQR
Analyst Ratings
16
Buy
28
Hold
2
Sell
Consensus: Hold
Price Target
$70.35
+20.1% upside vs current
Range: $63.00 — $78.50
Altman Z
1.8
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)

SUM buys
0
EQR buys
0
No recent congressional trades found for SUM or EQR in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSUMEQR
Forward yield3.81%4.73%
Annual dividend / share$2.00$2.77
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%15.8%
Portfolio after 10y$1397.93M$40.5K
Annual income after 10y$1,330,836,594.57$3,819.61
Total dividends collected$1393.11M$16.9K
Payment frequencyquarterlyquarterly
SectorStockREIT
Analyst consensusHoldHold
Analyst price target$46.61$70.35

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

YearSUM PortfolioSUM Income/yrEQR PortfolioEQR Income/yrGap
1← crossover$11,462$762.05$11,248$547.57+$214.00SUM
2$13,897$1,632.65$12,701$666.53+$1.2KSUM
3$18,570$3,699.97$14,405$814.59+$4.2KSUM
4$29,111$9,241.22$16,413$999.84+$12.7KSUM
5$58,227$27,078.46$18,795$1,232.92+$39.4KSUM
6$163,540$101,237.16$21,639$1,527.95+$141.9KSUM
7$706,466$531,477.92$25,057$1,903.80+$681.4KSUM
8$5,047,310$4,291,391.78$29,197$2,385.87+$5.02MSUM
9$62,708,347$57,307,725.12$34,250$3,008.70+$62.67MSUM
10$1,397,934,526$1,330,836,594.57$40,467$3,819.61+$1397.89MSUM

SUM vs EQR: 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.

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EQRREIT

Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.

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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.