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TMST vs PM: Dividend Comparison 2026

TMST yields 9.80% · PM yields 3.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PM wins by $11.4K in total portfolio value· pulled ahead in Year 2
10 years
TMST
TMST
● Live price
9.80%
Share price
$20.40
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.3K
Annual income
$1,816.11
Full TMST calculator →
PM
Philip Morris International
● Live price
3.49%
Share price
$164.83
Annual div
$5.76
5Y div CAGR
17.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.6K
Annual income
$2,502.61
Full PM calculator →

Portfolio growth — TMST vs PM

📍 PM pulled ahead of the other in Year 2

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 PeriodTMSTPM
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, TMST + PM cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

TMST
Annual income on $10K today (after 15% tax)
$833.33/yr
After 10yr DRIP, annual income (after tax)
$1,543.69/yr
PM
Annual income on $10K today (after 15% tax)
$297.03/yr
After 10yr DRIP, annual income (after tax)
$2,127.22/yr
At 15% tax rate, PM beats the other by $583.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of TMST + PM for your $10,000?

TMST: 50%PM: 50%
100% PM50/50100% TMST
Portfolio after 10yr
$44.0K
Annual income
$2,159.37/yr
Blended yield
4.91%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PM right now

TMST
Analyst Ratings
3
Buy
4
Hold
1
Sell
Consensus: Hold
Altman Z
2.4
Piotroski
5/9
PM
Analyst Ratings
17
Buy
7
Hold
1
Sell
Consensus: Buy
Price Target
$194.30
+17.9% upside vs current
Range: $180.00 — $205.00
Altman Z
4.0
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)

TMST buys
0
PM buys
5
PoliticianChamberTickerTypeAmountDate
Julia Letlow🏢 House$PM▼ Sell$1,001 - $15,0002026-02-05
Julie Johnson🏢 House$PM▼ Sell$1,001 - $15,0002025-12-18
Julie Johnson🏢 House$PM▼ Sell$1,001 - $15,0002025-11-13
Ro Khanna🏢 House$PM▼ Sell$1,001 - $15,0002025-10-30
Ro Khanna🏢 House$PM▼ Sell$1,001 - $15,0002025-10-30
Ro Khanna🏢 House$PM▲ Buy$1,001 - $15,0002025-09-29
Ro Khanna🏢 House$PM▲ Buy$15,001 - $50,0002025-09-05
Ro Khanna🏢 House$PM▲ Buy$15,001 - $50,0002025-08-26
Julie Johnson🏢 House$PM▼ Sell$1,001 - $15,0002025-08-14
Julie Johnson🏢 House$PM▼ Sell$1,001 - $15,0002025-07-22
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTMSTPM
Forward yield9.80%3.49%
Annual dividend / share$2.00$5.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%17.2%
Portfolio after 10y$38.3K$49.6K
Annual income after 10y$1,816.11$2,502.61
Total dividends collected$14.0K$11.8K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples
Analyst consensusHoldBuy

Year-by-year: TMST vs PM ($10,000, DRIP)

YearTMST PortfolioTMST Income/yrPM PortfolioPM Income/yrGap
1$11,680$980.39$11,650$409.56+$30.00TMST
2← crossover$13,568$1,070.22$13,592$497.49$24.00PM
3$15,680$1,161.87$15,882$605.21$202.00PM
4$18,032$1,254.85$18,589$737.41$557.00PM
5$20,643$1,348.70$21,794$899.94$1.2KPM
6$23,531$1,442.98$25,597$1,100.16$2.1KPM
7$26,716$1,537.24$30,118$1,347.30$3.4KPM
8$30,217$1,631.10$35,505$1,652.97$5.3KPM
9$34,056$1,724.17$41,940$2,031.88$7.9KPM
10$38,256$1,816.11$49,643$2,502.61$11.4KPM

TMST vs PM: Complete Analysis 2026

TMSTStock

TimkenSteel Corporation manufactures and sells alloy steel, and carbon and micro-alloy steel products in the United States and internationally. It offers carbon, micro-alloy, and alloy steel ingots, bars, tubes, and billets, as well as supplies machining and thermal treatment services. The company's products are used in gears; hubs; axles; crankshafts and connecting rods; oil country drill pipes; bits and collars; bearing races and rolling elements; bushings; fuel injectors; wind energy shafts; anti-friction bearings; and other applications. It also provides custom-make precision steel components. The company offers its products and services to the automotive; oil and gas; industrial equipment; mining; construction; rail; defense; heavy truck; agriculture; power generation; and oil country tubular goods sectors. TimkenSteel Corporation was founded in 1899 and is headquartered in Canton, Ohio.

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PMConsumer Staples

Philip Morris International Inc. operates as a tobacco company working to delivers a smoke-free future and evolving portfolio for the long-term to include products outside of the tobacco and nicotine sector. The company's product portfolio primarily consists of cigarettes and smoke-free products, including heat-not-burn, vapor, and oral nicotine products that are sold in markets outside the United States. The company offers its smoke-free products under the HEETS, HEETS Creations, HEETS Dimensions, HEETS Marlboro, HEETS FROM MARLBORO, Marlboro Dimensions, Marlboro HeatSticks, Parliament HeatSticks, and TEREA brands, as well as the KT&G-licensed brands, Fiit, and Miix. It also sells its products under the Marlboro, Parliament, Bond Street, Chesterfield, L&M, Lark, and Philip Morris brands. In addition, the company owns various cigarette brands, such as Dji Sam Soe, Sampoerna A, and Sampoerna U in Indonesia; and Fortune and Jackpot in the Philippines. The company sells its smoke-free products in 71 markets. Philip Morris International Inc. was incorporated in 1987 and is headquartered in New York, New York.

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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.