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WPC vs SM: Dividend Comparison 2026

WPC yields 5.33% · SM yields 2.55%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SM wins by $191.55M in total portfolio value
10 years
WPC
W. P. Carey Inc.
● Live price
5.33%
Share price
$67.91
Annual div
$3.62
5Y div CAGR
-14%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$6.1K
Annual income
$167.01
Full WPC calculator →
SM
SM
● Live price
2.55%
Share price
$32.13
Annual div
$0.82
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$191.56M
Annual income
$178,145,793.19
Full SM calculator →

Portfolio growth — WPC vs SM

📍 SM 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 PeriodWPCSM
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%.
📅

Dividend Calendar Overlap

Combined, WPC + SM cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

WPC
Annual income on $10K today (after 15% tax)
$453.10/yr
After 10yr DRIP, annual income (after tax)
$141.96/yr
SM
Annual income on $10K today (after 15% tax)
$216.93/yr
After 10yr DRIP, annual income (after tax)
$151,423,924.21/yr
At 15% tax rate, SM beats the other by $151,423,782.25/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of WPC + SM for your $10,000?

WPC: 50%SM: 50%
100% SM50/50100% WPC
Portfolio after 10yr
$95.78M
Annual income
$89,072,980.11/yr
Blended yield
93.00%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SM right now

WPC
Analyst Ratings
7
Buy
10
Hold
3
Sell
Consensus: Hold
Price Target
$70.75
+4.2% upside vs current
Range: $65.00 — $74.00
Altman Z
0.8
Piotroski
5/9
SM
Analyst Ratings
31
Buy
17
Hold
5
Sell
Consensus: Buy
Price Target
$29.00
-9.7% upside vs current
Range: $19.00 — $49.00
Altman Z
1.7
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)

WPC buys
0
SM buys
1
PoliticianChamberTickerTypeAmountDate
Chris Jacobs🏢 House$SM▼ Sell$1,001 - $15,0002022-07-18
Chris Jacobs🏢 House$SM▲ Buy$1,001 - $15,0002022-04-11
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWPCSM
Forward yield5.33%2.55%
Annual dividend / share$3.62$0.82
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-14%100%
Portfolio after 10y$6.1K$191.56M
Annual income after 10y$167.01$178,145,793.19
Total dividends collected$3.0K$190.53M
Payment frequencyquarterlyquarterly
SectorREITEnergy
Analyst consensusHoldBuy
Analyst price target$70.75$29.00

Year-by-year: WPC vs SM ($10,000, DRIP)

YearWPC PortfolioWPC Income/yrSM PortfolioSM Income/yrGap
1← crossover$9,618$458.43$11,210$510.43$1.6KSM
2$9,224$413.98$13,065$1,069.55$3.8KSM
3$8,822$372.75$16,309$2,329.84$7.5KSM
4$8,416$334.71$22,887$5,436.27$14.5KSM
5$8,009$299.77$38,749$14,259.57$30.7KSM
6$7,604$267.83$86,586$45,125.35$79.0KSM
7$7,204$238.74$281,125$188,477.75$273.9KSM
8$6,811$212.36$1,444,621$1,143,816.65$1.44MSM
9$6,428$188.50$12,532,176$10,986,431.99$12.53MSM
10$6,055$167.01$191,555,222$178,145,793.19$191.55MSM

WPC vs SM: Complete Analysis 2026

WPCREIT

W. P. Carey ranks among the largest net lease REITs with an enterprise value of approximately $18 billion and a diversified portfolio of operationally-critical commercial real estate that includes 1,215 net lease properties covering approximately 142 million square feet as of September 30, 2020. For nearly five decades, the company has invested in high-quality single-tenant industrial, warehouse, office, retail and self-storage properties subject to long-term net leases with built-in rent escalators. Its portfolio is located primarily in the U.S. and Northern and Western Europe and is well-diversified by tenant, property type, geographic location and tenant industry.

Full WPC Calculator →

SMEnergy

SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, natural gas, and natural gas liquids in the state of Texas. As of February 24, 2022, it had 492.0 million barrels of oil equivalent of estimated proved reserves. It also has working interests in 825 gross productive oil wells and 483 gross productive gas wells in the Midland Basin and South Texas. The company was formerly known as St. Mary Land & Exploration Company and changed its name to SM Energy Company in May 2010. SM Energy Company was founded in 1908 and is headquartered in Denver, Colorado.

Full SM 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.