Safehold Inc.

NYSE:SAFE Stock Report

Market Cap: US$1.3b

Safehold Future Growth

Future criteria checks 1/6

Safehold is forecast to grow earnings and revenue by 9.8% and 5.5% per annum respectively. EPS is expected to grow by 0.9% per annum. Return on equity is forecast to be 4.9% in 3 years.

Key information

9.8%

Earnings growth rate

0.9%

EPS growth rate

Specialized REITs earnings growth12.7%
Revenue growth rate5.5%
Future return on equity4.9%
Analyst coverage

Good

Last updated16 Dec 2024

Recent future growth updates

Recent updates

Safehold: Time To Cover This High-Beta Bond Proxy

Nov 04

Safehold To Star Holdings: A Paired Trade

Sep 23

Safehold: Two Requirements To Make It To $30

Jul 15

Are The 6.6% Yielding A Rated Bonds A Safehold?

Apr 26

After Q4 Results And Share Price Drop, Safehold Is Still A Buy

Feb 14

Safehold: All Eyes On Yields

Jan 23

Safehold: Greatly Positioned For An Outperformance (Rating Upgrade)

Dec 12

Take A Bite Of Star Holdings If You Are Bullish On Safehold

Nov 15

Safehold: A Billionaire's Bet On Ground Leases

Nov 07

Safehold Is About To Be Clobbered By Interest Rates

Oct 11

Safehold: Playing The Duration Risk Via A REIT Vehicle

Sep 26

Safehold The RINO: Defaults And Valuation

Sep 18

Safehold: Simply Irreplaceable

Aug 20

Safehold: An "All-In" Bet On Lower Rates

Aug 03

Safehold: Undervalued Play On Ground Leases

Jul 28

Safehold: Long Duration REIT With High Interest Rate Sensitivity

Jul 12

Safe With Safehold - Could Buy More For 2024 And Beyond

Jun 04

Earnings and Revenue Growth Forecasts

NYSE:SAFE - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/2026426140N/AN/A8
12/31/2025388123N/AN/A10
12/31/2024365109N/AN/A10
9/30/20244011215353N/A
6/30/2024396-214747N/A
3/31/2024396-291919N/A
12/31/2023377-551515N/A
9/30/2023325-7455N/A
6/30/202331411599N/A
3/31/20232971153333N/A
12/31/20222791356565N/A
9/30/20222581356666N/A
6/30/2022234897272N/A
3/31/2022212815656N/A
12/31/2021193732727N/A
9/30/2021180672323N/A
6/30/2021169611818N/A
3/31/2021162592323N/A
12/31/2020159593636N/A
9/30/2020148552828N/A
6/30/2020131461818N/A
3/31/20201123899N/A
12/31/20199328-2-2N/A
9/30/20197821-2-2N/A
6/30/2019681744N/A
3/31/2019581555N/A
12/31/201850121414N/A
9/30/20184061212N/A
6/30/2018353N/A13N/A
3/31/2018300N/A10N/A
12/31/201723-4N/A9N/A
9/30/2017241N/A8N/A
6/30/2017233N/A6N/A
3/31/2017226N/A5N/A
12/31/2016227N/A5N/A
9/30/2016217N/A5N/A
6/30/2016216N/A6N/A
3/31/2016206N/A7N/A
12/31/2015195N/A5N/A
12/31/2014135N/A7N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: SAFE's forecast earnings growth (9.8% per year) is above the savings rate (2.6%).

Earnings vs Market: SAFE's earnings (9.8% per year) are forecast to grow slower than the US market (15.3% per year).

High Growth Earnings: SAFE's earnings are forecast to grow, but not significantly.

Revenue vs Market: SAFE's revenue (5.5% per year) is forecast to grow slower than the US market (9.2% per year).

High Growth Revenue: SAFE's revenue (5.5% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: SAFE's Return on Equity is forecast to be low in 3 years time (4.9%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/30 21:37
End of Day Share Price 2024/12/30 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Safehold Inc. is covered by 17 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Nathan CrossettBerenberg
Nathan CrossettBNP Paribas Exane
Eric DrayBofA Global Research