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Side-by-side financial comparison of PLAYSTUDIOS, Inc. (MYPS) 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 $55.4M, roughly 1.8× PLAYSTUDIOS, Inc.). Safehold Inc. runs the higher net margin — 28.5% vs -24.7%, a 53.2% gap on every dollar of revenue. On growth, Safehold Inc. posted the faster year-over-year revenue change (6.5% vs -18.3%). Over the past eight quarters, Safehold Inc.'s revenue compounded faster (2.5% CAGR vs -15.6%).
PLAYSTUDIOS, Inc. develops and publishes free-to-play social and casual casino games for mobile, desktop and social platforms. It operates a loyalty rewards program that lets players redeem in-game achievements for real-world benefits including travel, dining and event tickets, serving markets across North America, Europe and Asia Pacific.
SAFE Investment Company Limited is a Chinese sovereign wealth fund based in Hong Kong.
MYPS vs SAFE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $55.4M | $97.9M |
| Net Profit | $-13.7M | $27.9M |
| Gross Margin | — | 98.6% |
| Operating Margin | -17.7% | 27.4% |
| Net Margin | -24.7% | 28.5% |
| Revenue YoY | -18.3% | 6.5% |
| Net Profit YoY | 38.9% | 7.1% |
| EPS (diluted) | $-0.12 | $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 | $55.4M | $97.9M | ||
| Q3 25 | $57.6M | $96.2M | ||
| Q2 25 | $59.3M | $93.8M | ||
| Q1 25 | $62.7M | $97.7M | ||
| Q4 24 | $67.8M | $91.9M | ||
| Q3 24 | $71.2M | $90.7M | ||
| Q2 24 | $72.6M | $89.9M | ||
| Q1 24 | $77.8M | $93.2M |
| Q4 25 | $-13.7M | $27.9M | ||
| Q3 25 | $-9.1M | $29.3M | ||
| Q2 25 | $-2.9M | $27.9M | ||
| Q1 25 | $-2.9M | $29.4M | ||
| Q4 24 | $-22.4M | $26.0M | ||
| Q3 24 | $-3.1M | $19.3M | ||
| Q2 24 | $-2.6M | $29.7M | ||
| Q1 24 | $-567.0K | $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 | -17.7% | 27.4% | ||
| Q3 25 | -13.6% | 25.9% | ||
| Q2 25 | -5.9% | 25.5% | ||
| Q1 25 | -4.4% | 25.9% | ||
| Q4 24 | -33.1% | 24.6% | ||
| Q3 24 | -6.7% | 17.5% | ||
| Q2 24 | -5.5% | 26.7% | ||
| Q1 24 | -2.2% | 26.4% |
| Q4 25 | -24.7% | 28.5% | ||
| Q3 25 | -15.8% | 30.5% | ||
| Q2 25 | -5.0% | 29.8% | ||
| Q1 25 | -4.6% | 30.1% | ||
| Q4 24 | -33.1% | 28.3% | ||
| Q3 24 | -4.3% | 21.3% | ||
| Q2 24 | -3.6% | 33.0% | ||
| Q1 24 | -0.7% | 33.0% |
| Q4 25 | $-0.12 | $0.38 | ||
| Q3 25 | $-0.07 | $0.41 | ||
| Q2 25 | $-0.02 | $0.39 | ||
| Q1 25 | $-0.02 | $0.41 | ||
| Q4 24 | $-0.18 | $0.36 | ||
| Q3 24 | $-0.02 | $0.27 | ||
| Q2 24 | $-0.02 | $0.42 | ||
| Q1 24 | $0.00 | $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 | $104.9M | $21.7M |
| Total DebtLower is stronger | — | $4.6B |
| Stockholders' EquityBook value | $227.9M | $2.4B |
| Total Assets | $290.6M | $7.2B |
| Debt / EquityLower = less leverage | — | 1.90× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $104.9M | $21.7M | ||
| Q3 25 | $106.3M | $12.1M | ||
| Q2 25 | $112.9M | $13.9M | ||
| Q1 25 | $107.1M | $17.3M | ||
| Q4 24 | $109.2M | $8.3M | ||
| Q3 24 | $105.2M | $15.6M | ||
| Q2 24 | $106.3M | $13.4M | ||
| Q1 24 | $127.0M | $11.3M |
| Q4 25 | — | $4.6B | ||
| Q3 25 | — | $4.5B | ||
| Q2 25 | — | $4.4B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.2B | ||
| Q1 24 | — | $4.1B |
| Q4 25 | $227.9M | $2.4B | ||
| Q3 25 | $238.9M | $2.4B | ||
| Q2 25 | $245.3M | $2.4B | ||
| Q1 25 | $244.1M | $2.4B | ||
| Q4 24 | $244.7M | $2.3B | ||
| Q3 24 | $265.2M | $2.3B | ||
| Q2 24 | $263.6M | $2.3B | ||
| Q1 24 | $288.4M | $2.3B |
| Q4 25 | $290.6M | $7.2B | ||
| Q3 25 | $299.2M | $7.1B | ||
| Q2 25 | $316.2M | $7.1B | ||
| Q1 25 | $313.8M | $6.9B | ||
| Q4 24 | $323.0M | $6.9B | ||
| Q3 24 | $330.6M | $6.8B | ||
| Q2 24 | $333.4M | $6.8B | ||
| Q1 24 | $357.5M | $6.7B |
| Q4 25 | — | 1.90× | ||
| Q3 25 | — | 1.89× | ||
| Q2 25 | — | 1.87× | ||
| Q1 25 | — | 1.85× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | — | 1.88× | ||
| Q2 24 | — | 1.81× | ||
| Q1 24 | — | 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 | $3.7M | $47.8M |
| Free Cash FlowOCF − Capex | $3.6M | — |
| FCF MarginFCF / Revenue | 6.5% | — |
| Capex IntensityCapex / Revenue | 0.2% | — |
| Cash ConversionOCF / Net Profit | — | 1.72× |
| TTM Free Cash FlowTrailing 4 quarters | $25.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.7M | $47.8M | ||
| Q3 25 | $5.7M | $-1.4M | ||
| Q2 25 | $13.6M | $28.0M | ||
| Q1 25 | $3.3M | $8.9M | ||
| Q4 24 | $11.6M | $37.9M | ||
| Q3 24 | $14.6M | $8.3M | ||
| Q2 24 | $14.5M | $24.8M | ||
| Q1 24 | $5.0M | $-3.1M |
| Q4 25 | $3.6M | — | ||
| Q3 25 | $5.4M | — | ||
| Q2 25 | $13.2M | — | ||
| Q1 25 | $3.2M | — | ||
| Q4 24 | $11.5M | — | ||
| Q3 24 | $13.9M | — | ||
| Q2 24 | $12.8M | — | ||
| Q1 24 | $3.6M | — |
| Q4 25 | 6.5% | — | ||
| Q3 25 | 9.3% | — | ||
| Q2 25 | 22.3% | — | ||
| Q1 25 | 5.1% | — | ||
| Q4 24 | 16.9% | — | ||
| Q3 24 | 19.6% | — | ||
| Q2 24 | 17.6% | — | ||
| Q1 24 | 4.6% | — |
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.9% | — | ||
| Q2 24 | 2.4% | — | ||
| Q1 24 | 1.9% | — |
| Q4 25 | — | 1.72× | ||
| Q3 25 | — | -0.05× | ||
| Q2 25 | — | 1.00× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | 0.43× | ||
| Q2 24 | — | 0.83× | ||
| Q1 24 | — | -0.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MYPS
Segment breakdown not available.
SAFE
| Equity Method Investment Nonconsolidated Investee Or Group Of Investees | $60.3M | 62% |
| Other | $33.7M | 34% |
| Stabilized Properties | $3.8M | 4% |
