SAFE compared with WELL: revenue, margins and what each company keeps, and the suppliers and customers both name

SAFESafehold Inc.

Mkt capRevenueRevenue

WELLWelltower Inc.

Mkt capRevenueRevenue

Compare

SAFESafehold Inc.

WELLWelltower Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Revenue flow

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

SAFESafehold Inc.

11.54· pre 11.50· delayed

Mkt cap$826.8MRevenue$115MQ2 FY26Revenue$386MFY25

WELLWelltower Inc.

238.59· pre 239.81· delayed

Pre-marketNov 3 '26delayed

Mkt cap$175.3BRevenue$3.5BQ3 FY26Revenue$10.7BFY25

Compare

Pre-marketNov 3 '26delayed

SAFESafehold Inc.

WELLWelltower Inc.

11.54pre 11.50delayed

Price

238.59pre 239.81delayed

$826.8M

Mkt cap

$175.3B

Q2 FY26$115M

Revenue

$3.5BQ3 FY26

FY25$386M

Revenue

$10.7BFY25

SAFE11.54vsWELL238.59Pre-marketNov 3 '26delayed

Price

Supply-chain overlap

Revenue flow

WELL: latest quarter not drawable.Method ›

Price

rebased to 0%

SAFE, solidWELL, dashed

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only SAFE 4

—Computershareunlistedsupplier

—Portfoliounlistedsupplier

—S&P Global Ratingsunlistedsupplier

—Treppunlistedsupplier

Shared 0

No shared counterparties.

Only WELL 11

BKDBrookdale Senior Livingcustomer

—Reveraunlistedsupplier

—Cogir Managementunlistedsupplier

—

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

Oakmont Management

unlistedsupplier

7 more · WELL chain ›