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

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SAFESafehold Inc.

WELLWelltower Inc.

Price

Mkt cap

Revenue

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

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Earnings history

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

Earnings history

last 4 reports each · paired by recencyMethod ›

SAFE

0 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26thin chain±14.8%▼−4.10%×0.28

Q2 FY26±15.0%▲+2.15%×0.14

Q1 FY26±7.7%▼−7.24%×0.94

Feb 12 '26±4.1%▼−1.40%×0.34

WELL

1 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±5.3%▼−5.77%×1.09

Q2 FY26±5.5%▼−1.92%×0.35

= impliedSAFE realized, solidWELL realized, hatchedOne scale, both sides: full bar = 16%× = |realized| ÷ impliedSource: market data

Q1 FY26

±5.1%

▼−1.00%

×0.20

Feb 11 '26±4.4%▲+3.51%×0.80

SAFESafehold Inc.

10.84· pre 10.64· delayed

Mkt cap$764.5MRevenue$119MQ3 FY26Revenue$386MFY25

WELLWelltower Inc.

244.94· pre 245.00· delayed

Pre-marketNov 6 '26delayed

Mkt cap$180.0BRevenue$3.5BQ3 FY26Revenue$10.7BFY25

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Pre-marketNov 6 '26delayed

SAFESafehold Inc.

WELLWelltower Inc.

10.84pre 10.64delayed

Price

244.94pre 245.00delayed

$764.5M

Mkt cap

$180.0B

Q3 FY26$119M

Revenue

$3.5BQ3 FY26

FY25$386M

Revenue

$10.7BFY25

SAFE10.84vsWELL244.94Pre-marketNov 6 '26delayed