Bilaal.Raja
Company record

SAFE  Safehold Inc.

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

Scale

Market cap
$854m
Revenue TTM
$420m
Net income TTM
$116m
Free cash flow
—
Composite score
67.6
Sector rank
#2061

Valuation

P / E
7.4
EV / EBITDA
—
EV / sales
13.1
FCF yield
—
Yield vs 10-yr
8.33pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 5.28% 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
$-0.14m
Buyers
0
Sellers
1

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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