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Side-by-side financial comparison of Safehold Inc. (SAFE) and SITIME Corp (SITM). Click either name above to swap in a different company.
SITIME Corp is the larger business by last-quarter revenue ($113.3M vs $97.9M, roughly 1.2× Safehold Inc.). Safehold Inc. runs the higher net margin — 28.5% vs 8.1%, a 20.4% gap on every dollar of revenue. On growth, SITIME Corp posted the faster year-over-year revenue change (66.3% vs 6.5%). Over the past eight quarters, SITIME Corp's revenue compounded faster (85.2% CAGR vs 2.5%).
SAFE Investment Company Limited is a Chinese sovereign wealth fund based in Hong Kong.
SiTime Corporation is a publicly traded fabless chipmaker based in Santa Clara, California that develops micro-electromechanical systems (MEMS), used for timing devices in electronics.
SAFE vs SITM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $97.9M | $113.3M |
| Net Profit | $27.9M | $9.2M |
| Gross Margin | 98.6% | 56.4% |
| Operating Margin | 27.4% | 1.6% |
| Net Margin | 28.5% | 8.1% |
| Revenue YoY | 6.5% | 66.3% |
| Net Profit YoY | 7.1% | 148.7% |
| EPS (diluted) | $0.38 | $0.44 |
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 | $97.9M | $113.3M | ||
| Q3 25 | $96.2M | $83.6M | ||
| Q2 25 | $93.8M | $69.5M | ||
| Q1 25 | $97.7M | $60.3M | ||
| Q4 24 | $91.9M | $68.1M | ||
| Q3 24 | $90.7M | $57.7M | ||
| Q2 24 | $89.9M | $43.9M | ||
| Q1 24 | $93.2M | $33.0M |
| Q4 25 | $27.9M | $9.2M | ||
| Q3 25 | $29.3M | $-8.0M | ||
| Q2 25 | $27.9M | $-20.2M | ||
| Q1 25 | $29.4M | $-23.9M | ||
| Q4 24 | $26.0M | $-18.8M | ||
| Q3 24 | $19.3M | $-19.3M | ||
| Q2 24 | $29.7M | $-26.8M | ||
| Q1 24 | $30.7M | $-28.7M |
| Q4 25 | 98.6% | 56.4% | ||
| Q3 25 | 98.5% | 53.5% | ||
| Q2 25 | 99.1% | 51.9% | ||
| Q1 25 | 98.8% | 50.3% | ||
| Q4 24 | 98.8% | 52.6% | ||
| Q3 24 | 98.8% | 51.1% | ||
| Q2 24 | 98.8% | 49.1% | ||
| Q1 24 | 98.8% | 53.5% |
| Q4 25 | 27.4% | 1.6% | ||
| Q3 25 | 25.9% | -19.2% | ||
| Q2 25 | 25.5% | -35.4% | ||
| Q1 25 | 25.9% | -46.6% | ||
| Q4 24 | 24.6% | -33.8% | ||
| Q3 24 | 17.5% | -43.1% | ||
| Q2 24 | 26.7% | -73.7% | ||
| Q1 24 | 26.4% | -106.1% |
| Q4 25 | 28.5% | 8.1% | ||
| Q3 25 | 30.5% | -9.6% | ||
| Q2 25 | 29.8% | -29.0% | ||
| Q1 25 | 30.1% | -39.6% | ||
| Q4 24 | 28.3% | -27.6% | ||
| Q3 24 | 21.3% | -33.5% | ||
| Q2 24 | 33.0% | -61.0% | ||
| Q1 24 | 33.0% | -86.9% |
| Q4 25 | $0.38 | $0.44 | ||
| Q3 25 | $0.41 | $-0.31 | ||
| Q2 25 | $0.39 | $-0.84 | ||
| Q1 25 | $0.41 | $-1.01 | ||
| Q4 24 | $0.36 | $-0.80 | ||
| Q3 24 | $0.27 | $-0.83 | ||
| Q2 24 | $0.42 | $-1.16 | ||
| Q1 24 | $0.43 | $-1.26 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $21.7M | — |
| Total DebtLower is stronger | $4.6B | — |
| Stockholders' EquityBook value | $2.4B | $1.2B |
| Total Assets | $7.2B | $1.3B |
| Debt / EquityLower = less leverage | 1.90× | — |
8-quarter trend — quarters aligned by calendar period.
| 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 | — |
| 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 | $2.4B | $1.2B | ||
| Q3 25 | $2.4B | $1.1B | ||
| Q2 25 | $2.4B | $1.1B | ||
| Q1 25 | $2.4B | $692.5M | ||
| Q4 24 | $2.3B | $699.7M | ||
| Q3 24 | $2.3B | $696.2M | ||
| Q2 24 | $2.3B | $692.5M | ||
| Q1 24 | $2.3B | $696.2M |
| Q4 25 | $7.2B | $1.3B | ||
| Q3 25 | $7.1B | $1.3B | ||
| Q2 25 | $7.1B | $1.3B | ||
| Q1 25 | $6.9B | $872.1M | ||
| Q4 24 | $6.9B | $885.0M | ||
| Q3 24 | $6.8B | $877.9M | ||
| Q2 24 | $6.8B | $878.6M | ||
| Q1 24 | $6.7B | $942.6M |
| 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 | $47.8M | $25.4M |
| Free Cash FlowOCF − Capex | — | $13.0M |
| FCF MarginFCF / Revenue | — | 11.5% |
| Capex IntensityCapex / Revenue | — | 10.9% |
| Cash ConversionOCF / Net Profit | 1.72× | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | — | $35.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $47.8M | $25.4M | ||
| Q3 25 | $-1.4M | $31.4M | ||
| Q2 25 | $28.0M | $15.3M | ||
| Q1 25 | $8.9M | $15.0M | ||
| Q4 24 | $37.9M | $13.5M | ||
| Q3 24 | $8.3M | $8.2M | ||
| Q2 24 | $24.8M | $-181.0K | ||
| Q1 24 | $-3.1M | $1.7M |
| Q4 25 | — | $13.0M | ||
| Q3 25 | — | $26.3M | ||
| Q2 25 | — | $-2.9M | ||
| Q1 25 | — | $-1.3M | ||
| Q4 24 | — | $-2.4M | ||
| Q3 24 | — | $-6.7M | ||
| Q2 24 | — | $-2.7M | ||
| Q1 24 | — | $-1.2M |
| Q4 25 | — | 11.5% | ||
| Q3 25 | — | 31.5% | ||
| Q2 25 | — | -4.2% | ||
| Q1 25 | — | -2.1% | ||
| Q4 24 | — | -3.5% | ||
| Q3 24 | — | -11.6% | ||
| Q2 24 | — | -6.3% | ||
| Q1 24 | — | -3.6% |
| Q4 25 | — | 10.9% | ||
| Q3 25 | — | 6.1% | ||
| Q2 25 | — | 26.2% | ||
| Q1 25 | — | 27.0% | ||
| Q4 24 | — | 23.3% | ||
| Q3 24 | — | 25.7% | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | — | 8.8% |
| Q4 25 | 1.72× | 2.77× | ||
| 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
SAFE
| Equity Method Investment Nonconsolidated Investee Or Group Of Investees | $60.3M | 62% |
| Other | $33.7M | 34% |
| Stabilized Properties | $3.8M | 4% |
SITM
Segment breakdown not available.
