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Side-by-side financial comparison of American Assets Trust, Inc. (AAT) and AMICUS THERAPEUTICS, INC. (FOLD). Click either name above to swap in a different company.
AMICUS THERAPEUTICS, INC. is the larger business by last-quarter revenue ($185.2M vs $110.6M, roughly 1.7× American Assets Trust, Inc.). American Assets Trust, Inc. runs the higher net margin — 6.1% vs 0.9%, a 5.2% gap on every dollar of revenue. On growth, AMICUS THERAPEUTICS, INC. posted the faster year-over-year revenue change (23.7% vs 1.8%). Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% CAGR vs -0.1%).
Personal Assets Trust is a large British investment trust. The company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. The chairman is Iain Ferguson CBE.
Amicus Therapeutics, Inc. is a public American biopharmaceutical company based in Philadelphia, Pennsylvania. The company went public in 2007 under the Nasdaq trading symbol FOLD. This followed a 2006 planned offering and subsequent withdrawal, which would have established the trading symbol as AMTX Prior to their IPO, Amicus was funded by a variety of venture capital firms including Radius Ventures, Canaan Partners and New Enterprise Associates.
AAT vs FOLD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $110.6M | $185.2M |
| Net Profit | $6.7M | $1.7M |
| Gross Margin | — | 85.7% |
| Operating Margin | 23.4% | 8.6% |
| Net Margin | 6.1% | 0.9% |
| Revenue YoY | 1.8% | 23.7% |
| Net Profit YoY | -16.3% | -88.5% |
| EPS (diluted) | $0.08 | $0.00 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $110.6M | — | ||
| Q4 25 | $110.1M | $185.2M | ||
| Q3 25 | $109.6M | $169.1M | ||
| Q2 25 | $107.9M | $154.7M | ||
| Q1 25 | $108.6M | $125.2M | ||
| Q4 24 | $113.5M | $149.7M | ||
| Q3 24 | $122.8M | $141.5M | ||
| Q2 24 | $110.9M | $126.7M |
| Q1 26 | $6.7M | — | ||
| Q4 25 | — | $1.7M | ||
| Q3 25 | $4.5M | $17.3M | ||
| Q2 25 | $5.5M | $-24.4M | ||
| Q1 25 | $42.5M | $-21.7M | ||
| Q4 24 | — | $14.7M | ||
| Q3 24 | $16.7M | $-6.7M | ||
| Q2 24 | $11.9M | $-15.7M |
| Q1 26 | — | — | ||
| Q4 25 | 59.4% | 85.7% | ||
| Q3 25 | 60.5% | 88.5% | ||
| Q2 25 | 62.6% | 90.2% | ||
| Q1 25 | 62.0% | 90.7% | ||
| Q4 24 | 61.3% | 90.1% | ||
| Q3 24 | 65.5% | 90.6% | ||
| Q2 24 | 63.6% | 91.1% |
| Q1 26 | 23.4% | — | ||
| Q4 25 | 21.1% | 8.6% | ||
| Q3 25 | 22.6% | 20.3% | ||
| Q2 25 | 24.1% | -6.1% | ||
| Q1 25 | 66.3% | -6.3% | ||
| Q4 24 | 26.5% | 10.7% | ||
| Q3 24 | 30.8% | 15.3% | ||
| Q2 24 | 27.8% | 11.8% |
| Q1 26 | 6.1% | — | ||
| Q4 25 | — | 0.9% | ||
| Q3 25 | 4.1% | 10.2% | ||
| Q2 25 | 5.1% | -15.8% | ||
| Q1 25 | 39.2% | -17.3% | ||
| Q4 24 | — | 9.8% | ||
| Q3 24 | 13.6% | -4.8% | ||
| Q2 24 | 10.7% | -12.4% |
| Q1 26 | $0.08 | — | ||
| Q4 25 | $0.06 | $0.00 | ||
| Q3 25 | $0.07 | $0.06 | ||
| Q2 25 | $0.09 | $-0.08 | ||
| Q1 25 | $0.70 | $-0.07 | ||
| Q4 24 | $0.14 | $0.05 | ||
| Q3 24 | $0.28 | $-0.02 | ||
| Q2 24 | $0.20 | $-0.05 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $118.3M | $293.5M |
| Total DebtLower is stronger | — | $392.7M |
| Stockholders' EquityBook value | $1.1B | $274.2M |
| Total Assets | $2.9B | $949.9M |
| Debt / EquityLower = less leverage | — | 1.43× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $118.3M | — | ||
| Q4 25 | $129.4M | $293.5M | ||
| Q3 25 | $138.7M | $263.8M | ||
| Q2 25 | $143.7M | $231.0M | ||
| Q1 25 | $143.9M | $250.6M | ||
| Q4 24 | $425.7M | $249.9M | ||
| Q3 24 | $533.0M | $249.8M | ||
| Q2 24 | $114.9M | $260.1M |
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $392.7M | ||
| Q3 25 | — | $392.0M | ||
| Q2 25 | — | $391.3M | ||
| Q1 25 | — | $390.7M | ||
| Q4 24 | $2.0B | $390.1M | ||
| Q3 24 | — | $389.5M | ||
| Q2 24 | — | $388.9M |
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.2B | $274.2M | ||
| Q3 25 | $1.2B | $230.4M | ||
| Q2 25 | $1.2B | $204.3M | ||
| Q1 25 | $1.2B | $193.6M | ||
| Q4 24 | $1.2B | $194.0M | ||
| Q3 24 | $1.2B | $178.8M | ||
| Q2 24 | $1.2B | $132.5M |
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $949.9M | ||
| Q3 25 | $2.9B | $868.8M | ||
| Q2 25 | $3.0B | $815.3M | ||
| Q1 25 | $3.0B | $789.8M | ||
| Q4 24 | $3.3B | $785.0M | ||
| Q3 24 | $3.4B | $786.6M | ||
| Q2 24 | $3.0B | $749.5M |
| Q1 26 | — | — | ||
| Q4 25 | 1.48× | 1.43× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.02× | ||
| Q4 24 | 1.72× | 2.01× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.93× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $16.3M |
| Free Cash FlowOCF − Capex | — | $16.0M |
| FCF MarginFCF / Revenue | — | 8.6% |
| Capex IntensityCapex / Revenue | 14.5% | 0.2% |
| Cash ConversionOCF / Net Profit | — | 9.62× |
| TTM Free Cash FlowTrailing 4 quarters | — | $29.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $167.1M | $16.3M | ||
| Q3 25 | $40.5M | $35.7M | ||
| Q2 25 | $49.2M | $-26.5M | ||
| Q1 25 | $36.9M | $7.8M | ||
| Q4 24 | $207.1M | $-3.9M | ||
| Q3 24 | $52.4M | $-23.0M | ||
| Q2 24 | $59.3M | $22.7M |
| Q1 26 | — | — | ||
| Q4 25 | $94.9M | $16.0M | ||
| Q3 25 | $23.1M | $35.3M | ||
| Q2 25 | $28.4M | $-28.9M | ||
| Q1 25 | $20.4M | $7.5M | ||
| Q4 24 | $136.9M | $-4.2M | ||
| Q3 24 | $28.0M | $-23.3M | ||
| Q2 24 | $43.6M | $21.6M |
| Q1 26 | — | — | ||
| Q4 25 | 86.2% | 8.6% | ||
| Q3 25 | 21.1% | 20.9% | ||
| Q2 25 | 26.3% | -18.7% | ||
| Q1 25 | 18.8% | 6.0% | ||
| Q4 24 | 120.7% | -2.8% | ||
| Q3 24 | 22.8% | -16.5% | ||
| Q2 24 | 39.3% | 17.0% |
| Q1 26 | 14.5% | — | ||
| Q4 25 | 65.6% | 0.2% | ||
| Q3 25 | 15.9% | 0.2% | ||
| Q2 25 | 19.3% | 1.6% | ||
| Q1 25 | 15.1% | 0.2% | ||
| Q4 24 | 61.9% | 0.2% | ||
| Q3 24 | 19.9% | 0.3% | ||
| Q2 24 | 14.1% | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 9.62× | ||
| Q3 25 | 8.98× | 2.06× | ||
| Q2 25 | 9.01× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | — | -0.27× | ||
| Q3 24 | 3.15× | — | ||
| Q2 24 | 4.98× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AAT
| Rental income | $104.4M | 94% |
| Other | $6.2M | 6% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
