Safeguard Scientifics Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Safeguard Scientifics Inc (SFE) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Safeguard Scientifics Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 12M vs 1,224,594M combined for tracked competitors (0.0% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-85.0% annualized vs trailing 12 months), vs decelerating (-22.9%) for its tracked peer group.
- Growth: Safeguard Scientifics Inc generated -81.3% revenue growth year over year in Q4 2023, vs 9.0% for its tracked competitors combined.
- Profitability: Its -968.0% net margin compares with 12.0% for the peer group.
- Peer revenue share: Safeguard Scientifics Inc accounted for 0.0% of combined revenue among its tracked peer group, up from 0.0% a year earlier.
- Peer differentiation: Revenue per employee of $0.21M compares with $0.75M for the peer group (0.3x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
SFE Sales vs. its Competitors, Q4 2023
Safeguard Scientifics Inc reported revenue contraction of 81.33 % year on year in Q4 2023, below its competitors' combined revenue growth of 8.95 %.
With a net margin of -967.98 %, Safeguard Scientifics Inc reported lower profitability than its competitors (12.04 %).
Safeguard Scientifics Inc generated 0.00 % of the combined sales of its peer group, up from 0.00 % a year earlier.
Safeguard Scientifics Inc vs. its Competitors, Q4 2023
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Safeguard Scientifics Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Safeguard Scientifics Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Safeguard Scientifics Inc's competitor groups requires a Commercial License.
For context: the Investment Services industry grew revenue -2.0% year over year, combined, vs -81.3% for Safeguard Scientifics Inc. Safeguard Scientifics Inc's share of combined industry revenue moved from 0.00% to 0.00%, a gain of 0.00 percentage points.
Safeguard Scientifics Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Safeguard Scientifics Inc | - | - | - | Yes |
| Competitors combined (86) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
SFE Stock Performance relative to its Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | The Bank Of New York Mellon Corporation | 282.9% | Outperformed |
| 2 | Wisdomtree Inc | 282.9% | Outperformed |
| 3 | Principal Financial Group inc | 282.9% | Outperformed |
| 4 | Franklin Resources Inc | 282.9% | Outperformed |
| 5 | Diamond Hill Investment Group Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Safeguard Scientifics Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Safeguard Scientifics Inc's Comment on Competition and Industry Peers
responsive operational assistance, including strategy design and execution, business development, corporate development, sales, marketing, finance, risk management, talent recruitment and legal support;
the flexibility to structure transactions, with or without debt;
occasional liquidity opportunities for founders and existing investors;
a focus on maximizing risk-adjusted value growth, rather than absolute value growth within a narrow or predetermined time frame;
interim C-level management support, as needed; and
opportunities to leverage Safeguard’s balance sheet for borrowing and stability.
Publicly Traded Peers of Safeguard Scientifics Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Safeguard Scientifics Inc | 7.38 | 12.12 |
| Jpmorgan Chase and Co | 906,840.78 | 186,328.00 |
| Bank Of America Corporation | 404,609.27 | 121,098.00 |
| Morgan Stanley | 303,821.16 | 68,350.00 |
| The Goldman Sachs Group Inc | 279,373.77 | 52,259.00 |
| Wells Fargo and Company | 248,473.80 | 83,940.00 |
| SUBTOTAL | 3,529,333.32 | 1,256,790.61 |
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Sources: Safeguard Scientifics Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Safeguard Scientifics Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Safeguard Scientifics Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Citigroup inc | Markets 29.42 % |
| Apollo Global Management Inc | Retirement Services 36.50 % |
| Prudential Financial Inc | Total Reconciling Items 1.88 % |
| American International Group Inc | North America Operating 30.08 % |
| The Hartford Insurance Group Inc | P&C Business Insurance 55.32 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Safeguard Scientifics Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Safeguard Scientifics Inc | 7 | 209,000 | -169,448 |
| Jpmorgan Chase and Co | 906,841 | 584,995 | 200,752 |
| Bank Of America Corporation | 404,609 | 568,535 | 158,005 |
| Morgan Stanley | 303,821 | 823,494 | 245,422 |
| The Goldman Sachs Group Inc | 279,374 | 1,102,511 | 442,468 |
| Wells Fargo and Company | 248,474 | 351,213 | 95,100 |
| PEERS TOTAL | 3,529,326 | 754,095 | 163,513 |
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Safeguard Scientifics Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Blackrock Inc | Americas 64.41 % |
| Franklin Resources Inc | United States 72.53 % |
| Up Fintech Holding Limited | NZ 35.88 % |
| Stifel Financial Corp | Americas 55.21 % |
| Stonex Group Inc | Middle East and Asia 90.47 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
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Safeguard Scientifics Inc's Valuation vs Competitive Position
Valuation multiples vs the Investment Services industry average (78 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 23.9x | - |
| EV / EBITDA | - | 12.8x | - |
| P/B | 0.5x | 3.0x | -2.5x |
| Return on Equity | -35.72 % | industry aggregate | -45.47 % |
| Return on Invested Capital | -10.14 % | 8.46 % (avg) | -18.60 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Safeguard Scientifics Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | - | -500.00 % | - | 195.15 % | -130.83 % | - | -93.45 % | - |
| Operating Margin | -1,287.69 % | 46.62 % | -206.99 % | -16.38 % | 71.06 % | -59.01 % | -601.39 % | - |
| Return on Invested Capital | -8.20 % | -10.62 % | -23.20 % | -4.86 % | -9.70 % | -4.58 % | -5.81 % | -10.14 % |
| P/E | - | - | - | 4.3x | - | 5.8x | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Safeguard Scientifics Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
No rule matched.
Weaknesses
- Return on equity 45.5 points below the industry aggregate.
- Latest-quarter revenue run-rate is decelerating (-85.0% annualized vs trailing 12 months).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
No rule matched.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-22.9% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Safeguard Scientifics Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Safeguard Scientifics Inc | 8.38 | 10.48 | - |
| Jpmorgan Chase and Co | 0.17 | 0.42 | 1.40 |
| Bank Of America Corporation | 0.09 | 0.52 | 1.25 |
| Morgan Stanley | 0.40 | 1.12 | 3.16 |
| The Goldman Sachs Group Inc | 0.50 | 0.79 | 3.11 |
| Wells Fargo and Company | 0.11 | 0.80 | 1.41 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Safeguard Scientifics Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Safeguard Scientifics Inc | Q4 2023 | -81.3 % | - |
| Jpmorgan Chase and Co | Q2 2026 | +30.4 % | +44.0 % |
| Bank Of America Corporation | Q2 2026 | +15.0 % | +27.5 % |
| Morgan Stanley | Q2 2026 | -30.6 % | +58.1 % |
| The Goldman Sachs Group Inc | Q2 2026 | -65.3 % | +78.0 % |
| Wells Fargo and Company | Q2 2026 | +14.2 % | +21.6 % |
| PEERS TOTAL | +8.9 % | +23.3 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Safeguard Scientifics Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Safeguard Scientifics Inc | Q4 2023 | - | - |
| Jpmorgan Chase and Co | Q2 2026 | -6.4 % | - |
| Bank Of America Corporation | Q2 2026 | - | - |
| Morgan Stanley | Q2 2026 | - | +7.3 % |
| The Goldman Sachs Group Inc | Q2 2026 | -73.4 % | +5.5 % |
| Wells Fargo and Company | Q2 2026 | -16.2 % | - |
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Safeguard Scientifics Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Safeguard Scientifics Inc | - | - | - |
| Jpmorgan Chase and Co | 1.35% | 3.71% | 17.50% |
| Bank Of America Corporation | 0.97% | 2.76% | 11.13% |
| Morgan Stanley | 1.35% | 1.95% | 17.85% |
| The Goldman Sachs Group Inc | 1.07% | 1.86% | 16.95% |
| Wells Fargo and Company | 1.05% | 2.94% | 12.48% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Safeguard Scientifics Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Safeguard Scientifics Inc | - | 0.61 |
| Jpmorgan Chase and Co | 14.17 | 4.87 |
| Bank Of America Corporation | 12.78 | 3.34 |
| Morgan Stanley | 15.67 | 4.45 |
| The Goldman Sachs Group Inc | 14.19 | 5.35 |
| Wells Fargo and Company | 11.82 | 2.96 |
| PEERS AVERAGE | 12.95 | 2.81 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.