SAFE (Safehold) Tariff Resilience Score: 9/10 (As of Jul. 14, 2026)

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SAFE Safehold Inc SAFE
84 GF Score
Price $16.44
GF Value $20.65
Valuation Modestly Undervalued
! 6 Warning Signs
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What is Safehold Tariff Resilience Score?

Safehold SAFE +0.55% 84 Tariff Resilience Score is 9 as of Jul. 14, 2026. GuruFocus rates SAFE with a GF Score™ of 84/100 and a GF Value™ of $20.65 (Modestly Undervalued). The stock has 6 warning signs investors should review. Among 981 REITs companies, Safehold ranks better than 99.69% on this metric.

Safehold has the Tariff Resilience Score of 9, which implies that the company might have Highly Resilient.

Safehold has Safehold focuses on ground leases in the U.S., with negligible exposure to international trade. Its business model is insulated from tariff impacts, providing high resilience.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Safehold might have Highly Resilient.


Safehold  (NYSE:SAFE) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Safehold Tariff Resilience Score Related Terms


SAFE vs ESRT, JBGS, AAT: Tariff Resilience Score Comparison

For the REIT - Diversified subindustry, Safehold's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Safehold Tariff Resilience Score vs REITs Industry

For the REITs industry and Real Estate sector, Safehold's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Safehold's Tariff Resilience Score falls into.


SAFE
84GF Score
Safehold Inc SAFE
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 9 mean?
Safehold (SAFE) has a Tariff Resilience Score of 9 as of Jul. 14, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Safehold ranks #3 out of 981 companies in the REITs industry, placing it in the top 0.3%.
Is Safehold's Tariff Resilience Score too high?
Safehold's current Tariff Resilience Score is 9. Based on the distribution chart, Safehold ranks #3 out of 981 companies in the REITs industry, which is in the top quartile — a strong position relative to peers. Overall, Safehold has a GF Score™ of 84/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Safehold's Tariff Resilience Score compare to ESRT and JBGS?
According to the REITs industry distribution chart, Safehold ranks #3 out of 981 companies for Tariff Resilience Score. This places Safehold in the top 0% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a REITs company?
A good Tariff Resilience Score depends on the REITs industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Safehold's current Tariff Resilience Score is 9. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Safehold stock overvalued right now?
Based on GuruFocus' analysis, Safehold (SAFE) is currently considered Modestly Undervalued. The stock's GF Value™ is $20.65, compared to a current price of $16.44 — trading 20.4% below its estimated fair value. The current Tariff Resilience Score is 9. Safehold's overall GF Score™ is 84/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Safehold (SAFE), the current Tariff Resilience Score is 9 as of Jul. 14, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Safehold (SAFE) Overvalued in 2026?

Based on GuruFocus' analysis, Safehold stock appears to be undervalued. The current stock price of $16.44 is trading 20.4% below its estimated GF Value™ of $20.65. GuruFocus considers Safehold to be Modestly Undervalued.

Key valuation signals for SAFE:

  • Tariff Resilience Score: 9
  • GF Value™: $20.65 vs. price of $16.44 (20.4% below fair value)
  • GF Score™: 84/100 with 6 warning signs

No single metric tells the full story. See the SAFE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Safehold Business Description

Industry Real EstateREITs
Other Exchanges J0W:Germany
Address 1114 Avenue of the Americas, 39th Floor, New York, NY, USA, 10036
Safehold Inc is a REIT that operates its business by acquiring, managing, and capitalizing ground leases. Ground leases are long-term contracts between the landlord (the Company) and a tenant or leaseholder. Ground leases generally represent ownership of the land underlying commercial real estate projects that are net leased by the fee owner of the land to the owners/operators of the real estate projects built thereon.
84GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$16.44
Price
$20.65
GF Value