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WTRG vs SM: Dividend Comparison 2026

WTRG yields 3.30% · SM yields 2.55%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SM wins by $191.41M in total portfolio value
10 years
WTRG
WTRG
● Live price
3.30%
Share price
$41.05
Annual div
$1.35
5Y div CAGR
43.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$140.7K
Annual income
$53,649.05
Full WTRG 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 — WTRG 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 PeriodWTRGSM
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, WTRG + SM cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

WTRG
Annual income on $10K today (after 15% tax)
$280.22/yr
After 10yr DRIP, annual income (after tax)
$45,601.69/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 $151,378,322.52/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WTRG: 50%SM: 50%
100% SM50/50100% WTRG
Portfolio after 10yr
$95.85M
Annual income
$89,099,721.12/yr
Blended yield
92.96%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SM right now

WTRG
Analyst Ratings
9
Buy
8
Hold
1
Sell
Consensus: Buy
Price Target
$42.25
+2.9% upside vs current
Range: $38.00 — $45.00
Altman Z
1.0
Piotroski
6/9
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)

WTRG buys
2
SM buys
0
PoliticianChamberTickerTypeAmountDate
Lisa McClain🏢 House$WTRG▲ Buy$1,001 - $15,0002025-09-25
Dan Newhouse🏢 House$WTRG▼ Sell$1,001 - $15,0002025-04-11
Michael Patrick Guest🏢 House$WTRG▼ Sell$1,001 - $15,0002023-01-11
Susie Lee🏢 House$WTRG▼ Sell$1,001 - $15,0002020-06-04
Susie Lee🏢 House$WTRG▲ Buy$1,001 - $15,0002020-04-27
Angus King🏛 Senate$WTRG▼ Sell$1,001 - $15,0002020-03-05
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWTRGSM
Forward yield3.30%2.55%
Annual dividend / share$1.35$0.82
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR43.4%100%
Portfolio after 10y$140.7K$191.56M
Annual income after 10y$53,649.05$178,145,793.19
Total dividends collected$110.9K$190.53M
Payment frequencyquarterlyquarterly
SectorStockEnergy
Analyst consensusBuyBuy
Analyst price target$42.25$29.00

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

YearWTRG PortfolioWTRG Income/yrSM PortfolioSM Income/yrGap
1← crossover$11,173$472.75$11,210$510.43$37.00SM
2$12,663$707.87$13,065$1,069.55$402.00SM
3$14,624$1,075.20$16,309$2,329.84$1.7KSM
4$17,312$1,664.18$22,887$5,436.27$5.6KSM
5$21,164$2,640.24$38,749$14,259.57$17.6KSM
6$26,972$4,325.74$86,586$45,125.35$59.6KSM
7$36,248$7,388.01$281,125$188,477.75$244.9KSM
8$52,091$13,306.57$1,444,621$1,143,816.65$1.39MSM
9$81,366$25,628.28$12,532,176$10,986,431.99$12.45MSM
10$140,711$53,649.05$191,555,222$178,145,793.19$191.41MSM

WTRG vs SM: Complete Analysis 2026

WTRGStock

Essential Utilities, Inc., through its subsidiaries, operates regulated utilities that provide water, wastewater, or natural gas services in the United States. It offers water services through operating and maintenance contract with municipal authorities and other parties. The company also provides non-utility raw water supply services for firms in the natural gas drilling industry; and water and sewer line protection solutions, and repair services to households through a third-party. It serves approximately 7.5 million residential water, commercial water, fire protection, industrial water, wastewater, and other water and utility customers in Pennsylvania, Ohio, Texas, Illinois, North Carolina, New Jersey, Indiana, Virginia, West Virginia, and Kentucky under the Aqua and Peoples brands. The company was formerly known as Aqua America, Inc. and changed its name to Essential Utilities, Inc. in February 2020. Essential Utilities, Inc. was founded in 1886 and is headquartered in Bryn Mawr, Pennsylvania.

Full WTRG 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.