How do Portillo's Inc. and Safehold Inc. compare by revenue?

Portillo's Inc. reported revenue of $185.7M in Q4 FY2025, while Safehold Inc. reported $97.9M in Q4 FY2025. Portillo's Inc. is 1.9× larger by last-quarter revenue.

Which is growing revenue faster, Portillo's Inc. or Safehold Inc.?

Portillo's Inc.'s latest revenue grew 0.6% year-over-year, versus 6.5% for Safehold Inc.. Safehold Inc. is growing faster on a YoY basis.

Which has a higher net margin, Portillo's Inc. or Safehold Inc.?

Portillo's Inc.'s net margin is 3.4% vs Safehold Inc.'s 28.5%. Safehold Inc. has the higher bottom-line margin.

What is the 2-year revenue CAGR for Portillo's Inc. vs Safehold Inc.?

Over the trailing 8 quarters, Portillo's Inc. compounded revenue at roughly 5.8% per year, versus 2.5% for Safehold Inc.. Portillo's Inc. has the faster medium-term growth trajectory.

Where does this PTLO vs SAFE data come from?

All figures are parsed directly from SEC EDGAR 10-Q / 10-K / 20-F / 6-K filings (for US-listed issuers) or EDINET filings (for Japanese issuers), then normalised into a common schema. Numbers update automatically as new filings are released.

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Side-by-side financial comparison of Portillo's Inc. (PTLO) and Safehold Inc. (SAFE). Click either name above to swap in a different company.

Portillo's Inc. is the larger business by last-quarter revenue ($185.7M vs $97.9M, roughly 1.9× Safehold Inc.). Safehold Inc. runs the higher net margin — 28.5% vs 3.4%, a 25.1% gap on every dollar of revenue. On growth, Safehold Inc. posted the faster year-over-year revenue change (6.5% vs 0.6%). Over the past eight quarters, Portillo's Inc.'s revenue compounded faster (5.8% CAGR vs 2.5%).

Portillo's Inc.PTLOEarnings & Financial Report

Nasdaq · Consumer Discretionary · Retail-Eating Places

Portillo's Restaurant Group, Inc. is an American fast casual restaurant chain based in the Chicago area that specializes in serving Chicago-style food such as hot dogs, Maxwell Street Polish, and Italian beef. The company was founded by Dick Portillo on April 9, 1963, in Villa Park, Illinois, under the name "The Dog House".

Safehold Inc.SAFEEarnings & Financial Report

NYSE · Financials · Real Estate Investment Trusts

SAFE Investment Company Limited is a Chinese sovereign wealth fund based in Hong Kong.

PTLO vs SAFE — Head-to-Head

Bigger by revenue

PTLO

1.9× larger

$185.7M

$97.9M

Growing faster (revenue YoY)

SAFE

+5.9% gap

6.5%

0.6%

Higher net margin

SAFE

25.1% more per $

28.5%

3.4%

Faster 2-yr revenue CAGR

PTLO

Annualised

5.8%

2.5%

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric	PTLO	SAFE
Revenue	$185.7M	$97.9M
Net Profit	$6.3M	$27.9M
Gross Margin	—	98.6%
Operating Margin	5.6%	27.4%
Net Margin	3.4%	28.5%
Revenue YoY	0.6%	6.5%
Net Profit YoY	-49.5%	7.1%
EPS (diluted)	$0.08	$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.

Revenue

PTLO

SAFE

Q4 25	$185.7M	$97.9M
Q3 25	$181.4M	$96.2M
Q2 25	$188.5M	$93.8M
Q1 25	$176.4M	$97.7M
Q4 24	$184.6M	$91.9M
Q3 24	$178.3M	$90.7M
Q2 24	$181.9M	$89.9M
Q1 24	$165.8M	$93.2M

Net Profit

PTLO

SAFE

Q4 25	$6.3M	$27.9M
Q3 25	$1.2M	$29.3M
Q2 25	$8.7M	$27.9M
Q1 25	$3.3M	$29.4M
Q4 24	$12.4M	$26.0M
Q3 24	$7.2M	$19.3M
Q2 24	$6.5M	$29.7M
Q1 24	$4.6M	$30.7M

Gross Margin

PTLO

SAFE

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%

Operating Margin

PTLO

SAFE

Q4 25	5.6%	27.4%
Q3 25	3.0%	25.9%
Q2 25	9.3%	25.5%
Q1 25	5.9%	25.9%
Q4 24	7.5%	24.6%
Q3 24	9.0%	17.5%
Q2 24	10.0%	26.7%
Q1 24	6.1%	26.4%

Net Margin

PTLO

SAFE

Q4 25	3.4%	28.5%
Q3 25	0.7%	30.5%
Q2 25	4.6%	29.8%
Q1 25	1.9%	30.1%
Q4 24	6.7%	28.3%
Q3 24	4.1%	21.3%
Q2 24	3.6%	33.0%
Q1 24	2.8%	33.0%

EPS (diluted)

PTLO

SAFE

Q4 25	$0.08	$0.38
Q3 25	$0.02	$0.41
Q2 25	$0.12	$0.39
Q1 25	$0.05	$0.41
Q4 24	$0.17	$0.36
Q3 24	$0.11	$0.27
Q2 24	$0.10	$0.42
Q1 24	$0.08	$0.43

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric	PTLO	SAFE
Cash + ST InvestmentsLiquidity on hand	—	$21.7M
Total DebtLower is stronger	$334.2M	$4.6B
Stockholders' EquityBook value	$467.8M	$2.4B
Total Assets	$1.6B	$7.2B
Debt / EquityLower = less leverage	0.71×	1.90×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments

PTLO

SAFE

Q4 25	—	$21.7M
Q3 25	—	$12.1M
Q2 25	—	$13.9M
Q1 25	—	$17.3M
Q4 24	—	$8.3M
Q3 24	—	$15.6M
Q2 24	—	$13.4M
Q1 24	—	$11.3M

Total Debt

PTLO

SAFE

Q4 25	$334.2M	$4.6B
Q3 25	$322.6M	$4.5B
Q2 25	$317.0M	$4.4B
Q1 25	$319.8M	$4.3B
Q4 24	$311.7M	$4.3B
Q3 24	$302.2M	$4.3B
Q2 24	$305.1M	$4.2B
Q1 24	$321.7M	$4.1B

Stockholders' Equity

PTLO

SAFE

Q4 25	$467.8M	$2.4B
Q3 25	$459.4M	$2.4B
Q2 25	$458.9M	$2.4B
Q1 25	$406.9M	$2.4B
Q4 24	$401.1M	$2.3B
Q3 24	$382.4M	$2.3B
Q2 24	$370.2M	$2.3B
Q1 24	$360.5M	$2.3B

Total Assets

PTLO

SAFE

Q4 25	$1.6B	$7.2B
Q3 25	$1.6B	$7.1B
Q2 25	$1.6B	$7.1B
Q1 25	$1.5B	$6.9B
Q4 24	$1.5B	$6.9B
Q3 24	$1.5B	$6.8B
Q2 24	$1.4B	$6.8B
Q1 24	$1.4B	$6.7B

Debt / Equity

PTLO

SAFE

Q4 25	0.71×	1.90×
Q3 25	0.70×	1.89×
Q2 25	0.69×	1.87×
Q1 25	0.79×	1.85×
Q4 24	0.78×	1.84×
Q3 24	0.79×	1.88×
Q2 24	0.82×	1.81×
Q1 24	0.89×	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	PTLO	SAFE
Operating Cash FlowLast quarter	$23.2M	$47.8M
Free Cash FlowOCF − Capex	$-9.2M	—
FCF MarginFCF / Revenue	-4.9%	—
Capex IntensityCapex / Revenue	17.4%	—
Cash ConversionOCF / Net Profit	3.69×	1.72×
TTM Free Cash FlowTrailing 4 quarters	$-18.5M	—