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Safehold (SAFE) Competitors

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$15.35 -0.02 (-0.13%)
As of 08/21/2026 03:58 PM Eastern

SAFE vs. AAT, AKR, BNL, BRX, and CUBE

Should you buy Safehold stock or one of its competitors? Safehold's main competitors and comparable companies include American Assets Trust (AAT), Acadia Realty Trust (AKR), Broadstone Net Lease (BNL), Brixmor Property Group (BRX), and CubeSmart (CUBE). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "real estate" sector.

How does Safehold compare to American Assets Trust?

Safehold (NYSE:SAFE) and American Assets Trust (NYSE:AAT) are both small-cap real estate companies, but which is the superior business? We will compare the two businesses based on the strength of their institutional ownership, valuation, earnings, profitability, analyst recommendations, dividends, media sentiment and risk.

Safehold has higher earnings, but lower revenue than American Assets Trust. Safehold is trading at a lower price-to-earnings ratio than American Assets Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Safehold$385.55M2.82$114.47M$1.629.48
American Assets Trust$436.20M3.21$71.37M$0.2978.69

Safehold presently has a consensus target price of $17.17, suggesting a potential upside of 11.83%. American Assets Trust has a consensus target price of $21.50, suggesting a potential downside of 5.78%. Given Safehold's stronger consensus rating and higher possible upside, research analysts clearly believe Safehold is more favorable than American Assets Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Safehold
1 Sell rating(s)
7 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.10
American Assets Trust
1 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.50

Safehold has a net margin of 27.70% compared to American Assets Trust's net margin of 4.09%. Safehold's return on equity of 4.76% beat American Assets Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Safehold27.70% 4.76% 1.62%
American Assets Trust 4.09%1.66%0.62%

Safehold has a beta of 1.75, suggesting that its share price is 75% more volatile than the broader market. Comparatively, American Assets Trust has a beta of 0.96, suggesting that its share price is 4% less volatile than the broader market.

70.4% of Safehold shares are held by institutional investors. Comparatively, 90.4% of American Assets Trust shares are held by institutional investors. 3.8% of Safehold shares are held by insiders. Comparatively, 37.9% of American Assets Trust shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Safehold pays an annual dividend of $0.71 per share and has a dividend yield of 4.6%. American Assets Trust pays an annual dividend of $1.36 per share and has a dividend yield of 6.0%. Safehold pays out 43.8% of its earnings in the form of a dividend. American Assets Trust pays out 469.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Safehold has raised its dividend for 1 consecutive years and American Assets Trust has raised its dividend for 4 consecutive years. American Assets Trust is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

In the previous week, Safehold had 5 more articles in the media than American Assets Trust. MarketBeat recorded 7 mentions for Safehold and 2 mentions for American Assets Trust. American Assets Trust's average media sentiment score of 1.45 beat Safehold's score of 0.58 indicating that American Assets Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Safehold
3 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
American Assets Trust
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Safehold beats American Assets Trust on 11 of the 19 factors compared between the two stocks.

How does Safehold compare to Acadia Realty Trust?

Acadia Realty Trust (NYSE:AKR) and Safehold (NYSE:SAFE) are both real estate companies, but which is the better business? We will compare the two businesses based on the strength of their dividends, media sentiment, earnings, profitability, valuation, analyst recommendations, institutional ownership and risk.

Acadia Realty Trust pays an annual dividend of $0.80 per share and has a dividend yield of 3.8%. Safehold pays an annual dividend of $0.71 per share and has a dividend yield of 4.6%. Acadia Realty Trust pays out 235.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Safehold pays out 43.8% of its earnings in the form of a dividend. Acadia Realty Trust has increased its dividend for 2 consecutive years and Safehold has increased its dividend for 1 consecutive years. Safehold is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Acadia Realty Trust had 3 more articles in the media than Safehold. MarketBeat recorded 10 mentions for Acadia Realty Trust and 7 mentions for Safehold. Acadia Realty Trust's average media sentiment score of 1.64 beat Safehold's score of 0.58 indicating that Acadia Realty Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Acadia Realty Trust
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Safehold
3 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

97.7% of Acadia Realty Trust shares are held by institutional investors. Comparatively, 70.4% of Safehold shares are held by institutional investors. 3.1% of Acadia Realty Trust shares are held by company insiders. Comparatively, 3.8% of Safehold shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Acadia Realty Trust presently has a consensus target price of $24.20, indicating a potential upside of 14.96%. Safehold has a consensus target price of $17.17, indicating a potential upside of 11.83%. Given Acadia Realty Trust's stronger consensus rating and higher probable upside, analysts plainly believe Acadia Realty Trust is more favorable than Safehold.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Acadia Realty Trust
0 Sell rating(s)
2 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.88
Safehold
1 Sell rating(s)
7 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.10

Safehold has a net margin of 27.70% compared to Acadia Realty Trust's net margin of 12.14%. Safehold's return on equity of 4.76% beat Acadia Realty Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Acadia Realty Trust12.14% 1.85% 1.04%
Safehold 27.70%4.76%1.62%

Acadia Realty Trust has a beta of 1.1, indicating that its stock price is 10% more volatile than the broader market. Comparatively, Safehold has a beta of 1.75, indicating that its stock price is 75% more volatile than the broader market.

Safehold has lower revenue, but higher earnings than Acadia Realty Trust. Safehold is trading at a lower price-to-earnings ratio than Acadia Realty Trust, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Acadia Realty Trust$410.76M7.04$16.90M$0.3461.91
Safehold$385.55M2.82$114.47M$1.629.48

Summary

Acadia Realty Trust beats Safehold on 11 of the 20 factors compared between the two stocks.

How does Safehold compare to Broadstone Net Lease?

Broadstone Net Lease (NYSE:BNL) and Safehold (NYSE:SAFE) are both real estate companies, but which is the better stock? We will compare the two companies based on the strength of their analyst recommendations, profitability, media sentiment, institutional ownership, risk, valuation, earnings and dividends.

Broadstone Net Lease presently has a consensus target price of $22.78, suggesting a potential upside of 8.05%. Safehold has a consensus target price of $17.17, suggesting a potential upside of 11.83%. Given Safehold's higher probable upside, analysts clearly believe Safehold is more favorable than Broadstone Net Lease.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Broadstone Net Lease
0 Sell rating(s)
4 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.64
Safehold
1 Sell rating(s)
7 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.10

Safehold has lower revenue, but higher earnings than Broadstone Net Lease. Safehold is trading at a lower price-to-earnings ratio than Broadstone Net Lease, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Broadstone Net Lease$454.14M8.91$96.50M$0.7627.74
Safehold$385.55M2.82$114.47M$1.629.48

In the previous week, Safehold had 3 more articles in the media than Broadstone Net Lease. MarketBeat recorded 7 mentions for Safehold and 4 mentions for Broadstone Net Lease. Broadstone Net Lease's average media sentiment score of 1.79 beat Safehold's score of 0.58 indicating that Broadstone Net Lease is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Broadstone Net Lease
4 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Safehold
3 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

89.1% of Broadstone Net Lease shares are owned by institutional investors. Comparatively, 70.4% of Safehold shares are owned by institutional investors. 1.0% of Broadstone Net Lease shares are owned by insiders. Comparatively, 3.8% of Safehold shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Broadstone Net Lease has a beta of 0.92, indicating that its share price is 8% less volatile than the broader market. Comparatively, Safehold has a beta of 1.75, indicating that its share price is 75% more volatile than the broader market.

Broadstone Net Lease has a net margin of 30.61% compared to Safehold's net margin of 27.70%. Broadstone Net Lease's return on equity of 4.83% beat Safehold's return on equity.

Company Net Margins Return on Equity Return on Assets
Broadstone Net Lease30.61% 4.83% 2.54%
Safehold 27.70%4.76%1.62%

Broadstone Net Lease pays an annual dividend of $1.17 per share and has a dividend yield of 5.6%. Safehold pays an annual dividend of $0.71 per share and has a dividend yield of 4.6%. Broadstone Net Lease pays out 153.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Safehold pays out 43.8% of its earnings in the form of a dividend. Broadstone Net Lease has increased its dividend for 4 consecutive years and Safehold has increased its dividend for 1 consecutive years. Broadstone Net Lease is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Summary

Broadstone Net Lease beats Safehold on 12 of the 19 factors compared between the two stocks.

How does Safehold compare to Brixmor Property Group?

Brixmor Property Group (NYSE:BRX) and Safehold (NYSE:SAFE) are both real estate companies, but which is the superior investment? We will contrast the two businesses based on the strength of their dividends, risk, earnings, institutional ownership, media sentiment, profitability, valuation and analyst recommendations.

Brixmor Property Group has higher revenue and earnings than Safehold. Safehold is trading at a lower price-to-earnings ratio than Brixmor Property Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Brixmor Property Group$1.37B6.56$386.23M$1.4020.94
Safehold$385.55M2.82$114.47M$1.629.48

In the previous week, Brixmor Property Group had 6 more articles in the media than Safehold. MarketBeat recorded 13 mentions for Brixmor Property Group and 7 mentions for Safehold. Brixmor Property Group's average media sentiment score of 1.54 beat Safehold's score of 0.58 indicating that Brixmor Property Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Brixmor Property Group
12 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Safehold
3 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Brixmor Property Group has a beta of 0.98, meaning that its share price is 2% less volatile than the broader market. Comparatively, Safehold has a beta of 1.75, meaning that its share price is 75% more volatile than the broader market.

Brixmor Property Group pays an annual dividend of $1.23 per share and has a dividend yield of 4.2%. Safehold pays an annual dividend of $0.71 per share and has a dividend yield of 4.6%. Brixmor Property Group pays out 87.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Safehold pays out 43.8% of its earnings in the form of a dividend. Brixmor Property Group has increased its dividend for 5 consecutive years and Safehold has increased its dividend for 1 consecutive years. Safehold is clearly the better dividend stock, given its higher yield and lower payout ratio.

Brixmor Property Group has a net margin of 30.82% compared to Safehold's net margin of 27.70%. Brixmor Property Group's return on equity of 14.38% beat Safehold's return on equity.

Company Net Margins Return on Equity Return on Assets
Brixmor Property Group30.82% 14.38% 4.77%
Safehold 27.70%4.76%1.62%

98.4% of Brixmor Property Group shares are owned by institutional investors. Comparatively, 70.4% of Safehold shares are owned by institutional investors. 0.9% of Brixmor Property Group shares are owned by insiders. Comparatively, 3.8% of Safehold shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Brixmor Property Group currently has a consensus price target of $34.33, suggesting a potential upside of 17.14%. Safehold has a consensus price target of $17.17, suggesting a potential upside of 11.83%. Given Brixmor Property Group's stronger consensus rating and higher possible upside, analysts clearly believe Brixmor Property Group is more favorable than Safehold.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Brixmor Property Group
0 Sell rating(s)
3 Hold rating(s)
9 Buy rating(s)
2 Strong Buy rating(s)
2.93
Safehold
1 Sell rating(s)
7 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.10

Summary

Brixmor Property Group beats Safehold on 15 of the 20 factors compared between the two stocks.

How does Safehold compare to CubeSmart?

Safehold (NYSE:SAFE) and CubeSmart (NYSE:CUBE) are both real estate companies, but which is the superior investment? We will compare the two companies based on the strength of their dividends, institutional ownership, valuation, media sentiment, analyst recommendations, risk, profitability and earnings.

Safehold currently has a consensus target price of $17.17, indicating a potential upside of 11.83%. CubeSmart has a consensus target price of $43.50, indicating a potential upside of 6.23%. Given Safehold's higher possible upside, analysts plainly believe Safehold is more favorable than CubeSmart.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Safehold
1 Sell rating(s)
7 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.10
CubeSmart
0 Sell rating(s)
9 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.40

CubeSmart has higher revenue and earnings than Safehold. Safehold is trading at a lower price-to-earnings ratio than CubeSmart, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Safehold$385.55M2.82$114.47M$1.629.48
CubeSmart$1.12B8.21$333.78M$1.4528.24

CubeSmart has a net margin of 29.41% compared to Safehold's net margin of 27.70%. CubeSmart's return on equity of 12.35% beat Safehold's return on equity.

Company Net Margins Return on Equity Return on Assets
Safehold27.70% 4.76% 1.62%
CubeSmart 29.41%12.35%5.03%

Safehold has a beta of 1.75, meaning that its stock price is 75% more volatile than the broader market. Comparatively, CubeSmart has a beta of 1.07, meaning that its stock price is 7% more volatile than the broader market.

Safehold pays an annual dividend of $0.71 per share and has a dividend yield of 4.6%. CubeSmart pays an annual dividend of $2.12 per share and has a dividend yield of 5.2%. Safehold pays out 43.8% of its earnings in the form of a dividend. CubeSmart pays out 146.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Safehold has raised its dividend for 1 consecutive years and CubeSmart has raised its dividend for 16 consecutive years. CubeSmart is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

In the previous week, CubeSmart had 9 more articles in the media than Safehold. MarketBeat recorded 16 mentions for CubeSmart and 7 mentions for Safehold. CubeSmart's average media sentiment score of 1.51 beat Safehold's score of 0.58 indicating that CubeSmart is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Safehold
3 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
CubeSmart
14 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

70.4% of Safehold shares are owned by institutional investors. Comparatively, 97.6% of CubeSmart shares are owned by institutional investors. 3.8% of Safehold shares are owned by insiders. Comparatively, 1.8% of CubeSmart shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Summary

CubeSmart beats Safehold on 14 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SAFE and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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SAFE vs. The Competition

MetricSafeholdSpecialized REITs IndustryReal Estate SectorNYSE Exchange
Market Cap$1.09B$19.13B$5.69B$24.30B
Dividend Yield4.61%5.07%6.30%3.70%
P/E Ratio9.4828.5528.9430.23
Price / Sales2.826.88128.9021.05
Price / Cash8.0179.7034.3419.80
Price / Book0.453.281.914.90
Net Income$114.47M$557.35M-$63.99M$1.07B
7 Day Performance0.57%-0.76%-0.45%-0.65%
1 Month Performance-4.49%1.98%-0.25%3.38%
1 Year Performance-5.24%0.46%11.29%14.90%

Safehold Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SAFE
Safehold
3.8325 of 5 stars
$15.35
-0.1%
$17.17
+11.8%
-5.2%$1.09B$385.55M9.48120
AAT
American Assets Trust
2.2947 of 5 stars
$22.52
-1.4%
$21.50
-4.5%
+11.2%$1.40B$436.20M77.66220
AKR
Acadia Realty Trust
3.1708 of 5 stars
$20.28
-1.8%
$24.00
+18.3%
+5.1%$2.84B$410.76M59.65120
BNL
Broadstone Net Lease
4.1186 of 5 stars
$20.49
-2.1%
$22.78
+11.2%
+15.6%$4.02B$454.14M26.9670
BRX
Brixmor Property Group
4.5212 of 5 stars
$29.79
-1.9%
$34.00
+14.1%
+5.1%$9.32B$1.37B21.28500

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This page (NYSE:SAFE) was last updated on 8/23/2026 by MarketBeat.com Staff.
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