SAFE vs NTST

For growth investors, NETSTREIT Corp.

(NTST) is the stronger pick with 30. 0% revenue growth year-over-year, versus 5. 4% for Safehold Inc. (SAFE). Safehold Inc. (SAFE) offers the better valuation at 9. 5x trailing P/E (8. 9x forward), making it the more compelling value choice. Analysts rate Safehold Inc. (SAFE) a "Buy" — based on 17 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Safehold Inc.

(SAFE) is the cheapest at 9. 5x versus NETSTREIT Corp. at 257. 1x. On forward P/E, Safehold Inc. is actually cheaper at 8. 9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: NETSTREIT Corp. wins at 1. 12x versus Safehold Inc. 's 1. 41x — a reasonable growth-adjusted valuation.

Over the past 5 years, NETSTREIT Corp.

(NTST) delivered a total return of +17. 5%, compared to -71. 5% for Safehold Inc. (SAFE). Over 10 years, the gap is even starker: NTST returned +41. 9% versus SAFE's -48. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), NETSTREIT Corp.

(NTST) is the lower-risk stock at 0. 05β versus Safehold Inc. 's 0. 96β — meaning SAFE is approximately 1845% more volatile than NTST relative to the S&P 500.

By revenue growth (latest reported year), NETSTREIT Corp.

(NTST) is pulling ahead at 30. 0% versus 5. 4% for Safehold Inc. (SAFE). On earnings-per-share growth, the picture is similar: NETSTREIT Corp. grew EPS 150. 0% year-over-year, compared to 7. 4% for Safehold Inc.. Over a 3-year CAGR, NTST leads at 28. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Safehold Inc.

(SAFE) is the more profitable company, earning 29. 7% net margin versus 3. 5% for NETSTREIT Corp. — meaning it keeps 29. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SAFE leads at 79. 8% versus 25. 7% for NTST. At the gross margin level — before operating expenses — NTST leads at 99. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, NETSTREIT Corp. (NTST) is the more undervalued stock at a PEG of 1. 12x versus Safehold Inc. 's 1. 41x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Safehold Inc. (SAFE) trades at 8. 9x forward P/E versus 65. 4x for NETSTREIT Corp. — 56. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for NTST: 7. 1% to $22. 03.

All stocks in this comparison pay dividends.

Safehold Inc. (SAFE) offers the highest yield at 4. 7%, versus 4. 1% for NETSTREIT Corp. (NTST).

For long-horizon retirement investors, NETSTREIT Corp.

(NTST) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 05), 4. 1% yield). Both have compounded well over 10 years (NTST: +41. 9%, SAFE: -48. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: SAFE is a small-cap deep-value stock; NTST is a small-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.