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Side-by-side financial comparison of VAALCO ENERGY INC (EGY) and Safehold Inc. (SAFE). Click either name above to swap in a different company.
Safehold Inc. is the larger business by last-quarter revenue ($97.9M vs $91.0M, roughly 1.1× VAALCO ENERGY INC). Safehold Inc. runs the higher net margin — 28.5% vs -64.4%, a 92.8% gap on every dollar of revenue. On growth, Safehold Inc. posted the faster year-over-year revenue change (6.5% vs -25.2%). Over the past eight quarters, Safehold Inc.'s revenue compounded faster (2.5% CAGR vs -4.7%).
VAALCO Energy is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Houston, Texas with operations primarily in the Etame Marin block offshore Gabon.
SAFE Investment Company Limited is a Chinese sovereign wealth fund based in Hong Kong.
EGY vs SAFE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $91.0M | $97.9M |
| Net Profit | $-58.6M | $27.9M |
| Gross Margin | — | 98.6% |
| Operating Margin | -71.3% | 27.4% |
| Net Margin | -64.4% | 28.5% |
| Revenue YoY | -25.2% | 6.5% |
| Net Profit YoY | -602.5% | 7.1% |
| EPS (diluted) | $-0.56 | $0.38 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $91.0M | $97.9M | ||
| Q3 25 | $61.0M | $96.2M | ||
| Q2 25 | $96.9M | $93.8M | ||
| Q1 25 | $110.3M | $97.7M | ||
| Q4 24 | $121.7M | $91.9M | ||
| Q3 24 | $140.3M | $90.7M | ||
| Q2 24 | $116.8M | $89.9M | ||
| Q1 24 | $100.2M | $93.2M |
| Q4 25 | $-58.6M | $27.9M | ||
| Q3 25 | $1.1M | $29.3M | ||
| Q2 25 | $8.4M | $27.9M | ||
| Q1 25 | $7.7M | $29.4M | ||
| Q4 24 | $11.7M | $26.0M | ||
| Q3 24 | $11.0M | $19.3M | ||
| Q2 24 | $28.2M | $29.7M | ||
| Q1 24 | $7.7M | $30.7M |
| Q4 25 | — | 98.6% | ||
| Q3 25 | — | 98.5% | ||
| Q2 25 | — | 99.1% | ||
| Q1 25 | — | 98.8% | ||
| Q4 24 | — | 98.8% | ||
| Q3 24 | — | 98.8% | ||
| Q2 24 | — | 98.8% | ||
| Q1 24 | — | 98.8% |
| Q4 25 | -71.3% | 27.4% | ||
| Q3 25 | 1.5% | 25.9% | ||
| Q2 25 | 17.7% | 25.5% | ||
| Q1 25 | 23.7% | 25.9% | ||
| Q4 24 | 32.7% | 24.6% | ||
| Q3 24 | 31.4% | 17.5% | ||
| Q2 24 | 17.5% | 26.7% | ||
| Q1 24 | 32.1% | 26.4% |
| Q4 25 | -64.4% | 28.5% | ||
| Q3 25 | 1.8% | 30.5% | ||
| Q2 25 | 8.6% | 29.8% | ||
| Q1 25 | 7.0% | 30.1% | ||
| Q4 24 | 9.6% | 28.3% | ||
| Q3 24 | 7.8% | 21.3% | ||
| Q2 24 | 24.1% | 33.0% | ||
| Q1 24 | 7.7% | 33.0% |
| Q4 25 | $-0.56 | $0.38 | ||
| Q3 25 | $0.01 | $0.41 | ||
| Q2 25 | $0.08 | $0.39 | ||
| Q1 25 | $0.07 | $0.41 | ||
| Q4 24 | $0.12 | $0.36 | ||
| Q3 24 | $0.10 | $0.27 | ||
| Q2 24 | $0.27 | $0.42 | ||
| Q1 24 | $0.07 | $0.43 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $58.9M | $21.7M |
| Total DebtLower is stronger | $60.0M | $4.6B |
| Stockholders' EquityBook value | $443.5M | $2.4B |
| Total Assets | $913.4M | $7.2B |
| Debt / EquityLower = less leverage | 0.14× | 1.90× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $58.9M | $21.7M | ||
| Q3 25 | $24.0M | $12.1M | ||
| Q2 25 | $67.9M | $13.9M | ||
| Q1 25 | $40.9M | $17.3M | ||
| Q4 24 | $82.7M | $8.3M | ||
| Q3 24 | $89.1M | $15.6M | ||
| Q2 24 | $62.9M | $13.4M | ||
| Q1 24 | $113.3M | $11.3M |
| Q4 25 | $60.0M | $4.6B | ||
| Q3 25 | $60.0M | $4.5B | ||
| Q2 25 | $60.0M | $4.4B | ||
| Q1 25 | $0 | $4.3B | ||
| Q4 24 | $0 | $4.3B | ||
| Q3 24 | $0 | $4.3B | ||
| Q2 24 | $0 | $4.2B | ||
| Q1 24 | $0 | $4.1B |
| Q4 25 | $443.5M | $2.4B | ||
| Q3 25 | $505.9M | $2.4B | ||
| Q2 25 | $511.6M | $2.4B | ||
| Q1 25 | $504.1M | $2.4B | ||
| Q4 24 | $501.6M | $2.3B | ||
| Q3 24 | $501.0M | $2.3B | ||
| Q2 24 | $493.6M | $2.3B | ||
| Q1 24 | $472.6M | $2.3B |
| Q4 25 | $913.4M | $7.2B | ||
| Q3 25 | $950.4M | $7.1B | ||
| Q2 25 | $964.9M | $7.1B | ||
| Q1 25 | $927.1M | $6.9B | ||
| Q4 24 | $955.0M | $6.9B | ||
| Q3 24 | $937.9M | $6.8B | ||
| Q2 24 | $917.4M | $6.8B | ||
| Q1 24 | $809.1M | $6.7B |
| Q4 25 | 0.14× | 1.90× | ||
| Q3 25 | 0.12× | 1.89× | ||
| Q2 25 | 0.12× | 1.87× | ||
| Q1 25 | 0.00× | 1.85× | ||
| Q4 24 | 0.00× | 1.84× | ||
| Q3 24 | 0.00× | 1.88× | ||
| Q2 24 | 0.00× | 1.81× | ||
| Q1 24 | 0.00× | 1.81× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $145.2M | $47.8M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 1.72× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $145.2M | $47.8M | ||
| Q3 25 | $16.4M | $-1.4M | ||
| Q2 25 | $18.3M | $28.0M | ||
| Q1 25 | $32.7M | $8.9M | ||
| Q4 24 | $44.5M | $37.9M | ||
| Q3 24 | $47.8M | $8.3M | ||
| Q2 24 | $-438.0K | $24.8M | ||
| Q1 24 | $21.8M | $-3.1M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $29.7M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 26.9% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 2.7% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | 1.72× | ||
| Q3 25 | 14.94× | -0.05× | ||
| Q2 25 | 2.19× | 1.00× | ||
| Q1 25 | 4.23× | 0.30× | ||
| Q4 24 | 3.82× | 1.45× | ||
| Q3 24 | 4.35× | 0.43× | ||
| Q2 24 | -0.02× | 0.83× | ||
| Q1 24 | 2.84× | -0.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EGY
| Crude Oil Sales And Purchase Agreements | $54.8M | 60% |
| Other | $31.9M | 35% |
| Crude Oil | $3.0M | 3% |
| Natural Gas Liquids Reserves | $1.4M | 2% |
SAFE
| Equity Method Investment Nonconsolidated Investee Or Group Of Investees | $60.3M | 62% |
| Other | $33.7M | 34% |
| Stabilized Properties | $3.8M | 4% |
