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SUM vs STAG: Dividend Comparison 2026

SUM yields 3.81% · STAG yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SUM wins by $1397.92M 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 →
STAG
STAG Industrial Inc.
● Live price
3.44%
Share price
$36.09
Annual div
$1.24
5Y div CAGR
0.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$18.3K
Annual income
$462.22
Full STAG calculator →

Portfolio growth — SUM vs STAG

📍 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 PeriodSUMSTAG
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 + STAG cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SUM pays
STAG 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
STAG
Annual income on $10K today (after 15% tax)
$292.45/yr
After 10yr DRIP, annual income (after tax)
$392.89/yr
At 15% tax rate, SUM beats the other by $1,131,210,712.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SUM: 50%STAG: 50%
100% STAG50/50100% SUM
Portfolio after 10yr
$698.98M
Annual income
$665,418,528.39/yr
Blended yield
95.20%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SUM 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
STAG
Analyst Ratings
9
Buy
9
Hold
3
Sell
Consensus: Buy
Price Target
$45.00
+24.7% upside vs current
Range: $39.00 — $59.00
Altman Z
1.2
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
STAG buys
0
No recent congressional trades found for SUM or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSUMSTAG
Forward yield3.81%3.44%
Annual dividend / share$2.00$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0.3%
Portfolio after 10y$1397.93M$18.3K
Annual income after 10y$1,330,836,594.57$462.22
Total dividends collected$1393.11M$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT
Analyst consensusHoldBuy
Analyst price target$46.61$45.00

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

YearSUM PortfolioSUM Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,462$762.05$10,665$345.09+$797.00SUM
2$13,897$1,632.65$11,364$357.70+$2.5KSUM
3$18,570$3,699.97$12,098$370.43+$6.5KSUM
4$29,111$9,241.22$12,869$383.28+$16.2KSUM
5$58,227$27,078.46$13,677$396.23+$44.5KSUM
6$163,540$101,237.16$14,524$409.27+$149.0KSUM
7$706,466$531,477.92$15,411$422.41+$691.1KSUM
8$5,047,310$4,291,391.78$16,339$435.61+$5.03MSUM
9$62,708,347$57,307,725.12$17,311$448.89+$62.69MSUM
10$1,397,934,526$1,330,836,594.57$18,327$462.22+$1397.92MSUM

SUM vs STAG: 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 →

STAGREIT

STAG Industrial, Inc. (NYSE: STAG) is a real estate investment trust focused on the acquisition and operation of single-tenant, industrial properties throughout the United States. By targeting this type of property, STAG has developed an investment strategy that helps investors find a powerful balance of income plus growth.

Full STAG 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.