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Safehold Inc.

SAFEReal EstateNASDAQ

REIT - Diversified · Last scanned Jun 2, 2026

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Financials · Annual
Revenue
$385.6M
+5.4% YoY
Net Income
$114.5M
+8.2% YoY
EBITDA
$335.1M
+4.6% YoY
Free Cash Flow
-$303.4M

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About Safehold Inc.

Safehold Inc. is revolutionizing real estate ownership by providing a new and better way for owners to unlock the value of the land beneath their buildings. The company carries a $1.05B market cap, placing it firmly in the small-cap category. Having created the modern ground lease industry in 2017, Safehold continues to help owners of high quality multifamily, affordable housing, office, industrial, hospitality, student housing, life science and mixed-use properties generate higher returns with less risk.

Key stats
Market Cap$1.05B
P/E (TTM)9.30
Fwd P/E8.44
EPS$1.58
Beta1.89
52W Change-1.5%
Dividend Yield4.82%
ROE4.7%
Analysis

On the balance sheet, SAFE has $19.3M in cash with $4.70B in obligations. The ability to service this debt comfortably depends on continued operational cash generation. The company is burning cash, with free cash flow at -$303.4M. This typically occurs when a company is investing aggressively in growth, but sustained cash burn can strain the balance sheet. ROE of 4.7% points to modest capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. ROA of 2.9% is on the lower side, which is common in asset-heavy industries. Revenue has grown from $270.3M (2022) to $385.6M (2025), reflecting a 43% increase over the period.

Safehold Inc.'s elevated beta suggests the stock experiences more pronounced price movements than the overall market, which increases both upside potential and downside risk. The debt-to-cash ratio suggests meaningful leverage on the balance sheet, a factor worth monitoring if credit conditions tighten. Negative free cash flow means the company is currently spending more than it generates, which may require future fundraising or debt if the trend continues. It is important to consider these factors alongside broader market conditions and individual financial goals when reviewing SAFE.

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