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SAFE Safehold Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-07-31, not restated
Real Estate

Scale

Market cap
$1.1bn
Revenue TTM
$420m
Net income TTM
$116m
Free cash flow
Composite score
62.9
Sector rank
#1981

Valuation

P / E
9.4
EV / EBITDA
EV / sales
13.6
FCF yield
Earnings yield vs 10-yr
5.97pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
27.7%
EBITDA margin
ROE
4.8%
ROIC
1.5%
Revenue growth
12.2%

Insider activity, last 90 days

Net open-market
$0.00m
Buyers
0
Sellers
0

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

As of June 30, 2026, we had $143.8 million of such commitments. Results of Operations for the Three Months Ended June 30, 2026 compared to the Three Months Ended June 30, 2025 ​ Interest income from sales-type leases increased to $76.9 million for the three months ended June 30, 2026 from $70.6 million for the same period in 2025. The increase was due primarily to originations of Ground Leases and additional fundings on existing Ground Leases classified as sales-type leases and Ground Lease receivables. The increase in 2026 was due primarily to the origination of leasehold loans beginning in the second quarter of 2025. …Safehold Inc., 10-Q, period ended 2026-06-30, filed 2026-07-31

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