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Side-by-side financial comparison of BLACKLINE, INC. (BL) 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 $183.2M, roughly 1.0× BLACKLINE, INC.). BLACKLINE, INC. runs the higher net margin — 2.7% vs 0.9%, a 1.8% gap on every dollar of revenue. On growth, AMICUS THERAPEUTICS, INC. posted the faster year-over-year revenue change (23.7% vs 8.1%). BLACKLINE, INC. produced more free cash flow last quarter ($26.1M vs $16.0M). Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% CAGR vs 7.9%).
BlackLine Systems, Inc., is an American enterprise software company that develops cloud-based services designed to automate and manage the entire financial close process as well as consolidation, invoice-to-cash, and intercompany accounting. The Los Angeles–based company has 17 offices worldwide.
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.
BL vs FOLD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $183.2M | $185.2M |
| Net Profit | $4.9M | $1.7M |
| Gross Margin | 75.2% | 85.7% |
| Operating Margin | 3.7% | 8.6% |
| Net Margin | 2.7% | 0.9% |
| Revenue YoY | 8.1% | 23.7% |
| Net Profit YoY | -91.3% | -88.5% |
| EPS (diluted) | $0.07 | $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.
| Q4 25 | $183.2M | $185.2M | ||
| Q3 25 | $178.3M | $169.1M | ||
| Q2 25 | $172.0M | $154.7M | ||
| Q1 25 | $166.9M | $125.2M | ||
| Q4 24 | $169.5M | $149.7M | ||
| Q3 24 | $165.9M | $141.5M | ||
| Q2 24 | $160.5M | $126.7M | ||
| Q1 24 | $157.5M | $110.4M |
| Q4 25 | $4.9M | $1.7M | ||
| Q3 25 | $5.3M | $17.3M | ||
| Q2 25 | $8.3M | $-24.4M | ||
| Q1 25 | $6.1M | $-21.7M | ||
| Q4 24 | $56.4M | $14.7M | ||
| Q3 24 | $17.2M | $-6.7M | ||
| Q2 24 | $76.7M | $-15.7M | ||
| Q1 24 | $10.8M | $-48.4M |
| Q4 25 | 75.2% | 85.7% | ||
| Q3 25 | 75.1% | 88.5% | ||
| Q2 25 | 75.2% | 90.2% | ||
| Q1 25 | 75.5% | 90.7% | ||
| Q4 24 | 75.6% | 90.1% | ||
| Q3 24 | 75.2% | 90.6% | ||
| Q2 24 | 74.9% | 91.1% | ||
| Q1 24 | 75.2% | 87.7% |
| Q4 25 | 3.7% | 8.6% | ||
| Q3 25 | 4.3% | 20.3% | ||
| Q2 25 | 4.4% | -6.1% | ||
| Q1 25 | 2.1% | -6.3% | ||
| Q4 24 | 3.7% | 10.7% | ||
| Q3 24 | 5.0% | 15.3% | ||
| Q2 24 | 1.4% | 11.8% | ||
| Q1 24 | 1.1% | -25.1% |
| Q4 25 | 2.7% | 0.9% | ||
| Q3 25 | 3.0% | 10.2% | ||
| Q2 25 | 4.8% | -15.8% | ||
| Q1 25 | 3.6% | -17.3% | ||
| Q4 24 | 33.3% | 9.8% | ||
| Q3 24 | 10.4% | -4.8% | ||
| Q2 24 | 47.8% | -12.4% | ||
| Q1 24 | 6.9% | -43.9% |
| Q4 25 | $0.07 | $0.00 | ||
| Q3 25 | $0.09 | $0.06 | ||
| Q2 25 | $0.13 | $-0.08 | ||
| Q1 25 | $0.10 | $-0.07 | ||
| Q4 24 | $0.79 | $0.05 | ||
| Q3 24 | $0.27 | $-0.02 | ||
| Q2 24 | $0.22 | $-0.05 | ||
| Q1 24 | $0.17 | $-0.16 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $390.0M | $293.5M |
| Total DebtLower is stronger | — | $392.7M |
| Stockholders' EquityBook value | $332.3M | $274.2M |
| Total Assets | $1.8B | $949.9M |
| Debt / EquityLower = less leverage | — | 1.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $390.0M | $293.5M | ||
| Q3 25 | $419.9M | $263.8M | ||
| Q2 25 | $459.1M | $231.0M | ||
| Q1 25 | $479.5M | $250.6M | ||
| Q4 24 | $885.9M | $249.9M | ||
| Q3 24 | $725.3M | $249.8M | ||
| Q2 24 | $616.6M | $260.1M | ||
| Q1 24 | $331.4M | $239.6M |
| Q4 25 | — | $392.7M | ||
| Q3 25 | — | $392.0M | ||
| Q2 25 | — | $391.3M | ||
| Q1 25 | — | $390.7M | ||
| Q4 24 | — | $390.1M | ||
| Q3 24 | — | $389.5M | ||
| Q2 24 | — | $388.9M | ||
| Q1 24 | — | $388.4M |
| Q4 25 | $332.3M | $274.2M | ||
| Q3 25 | $328.3M | $230.4M | ||
| Q2 25 | $414.0M | $204.3M | ||
| Q1 25 | $417.9M | $193.6M | ||
| Q4 24 | $446.7M | $194.0M | ||
| Q3 24 | $367.9M | $178.8M | ||
| Q2 24 | $325.8M | $132.5M | ||
| Q1 24 | $279.8M | $130.7M |
| Q4 25 | $1.8B | $949.9M | ||
| Q3 25 | $1.7B | $868.8M | ||
| Q2 25 | $1.8B | $815.3M | ||
| Q1 25 | $1.8B | $789.8M | ||
| Q4 24 | $1.8B | $785.0M | ||
| Q3 24 | $1.7B | $786.6M | ||
| Q2 24 | $1.9B | $749.5M | ||
| Q1 24 | $2.1B | $721.8M |
| Q4 25 | — | 1.43× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.02× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.93× | ||
| Q1 24 | — | 2.97× |
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 | $26.7M | $16.3M |
| Free Cash FlowOCF − Capex | $26.1M | $16.0M |
| FCF MarginFCF / Revenue | 14.2% | 8.6% |
| Capex IntensityCapex / Revenue | 0.3% | 0.2% |
| Cash ConversionOCF / Net Profit | 5.46× | 9.62× |
| TTM Free Cash FlowTrailing 4 quarters | $161.5M | $29.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $26.7M | $16.3M | ||
| Q3 25 | $63.8M | $35.7M | ||
| Q2 25 | $32.3M | $-26.5M | ||
| Q1 25 | $46.7M | $7.8M | ||
| Q4 24 | $43.8M | $-3.9M | ||
| Q3 24 | $55.9M | $-23.0M | ||
| Q2 24 | $40.7M | $22.7M | ||
| Q1 24 | $50.4M | $-29.7M |
| Q4 25 | $26.1M | $16.0M | ||
| Q3 25 | $63.3M | $35.3M | ||
| Q2 25 | $31.4M | $-28.9M | ||
| Q1 25 | $40.8M | $7.5M | ||
| Q4 24 | $43.0M | $-4.2M | ||
| Q3 24 | $55.5M | $-23.3M | ||
| Q2 24 | $40.0M | $21.6M | ||
| Q1 24 | $50.1M | $-31.5M |
| Q4 25 | 14.2% | 8.6% | ||
| Q3 25 | 35.5% | 20.9% | ||
| Q2 25 | 18.2% | -18.7% | ||
| Q1 25 | 24.4% | 6.0% | ||
| Q4 24 | 25.4% | -2.8% | ||
| Q3 24 | 33.5% | -16.5% | ||
| Q2 24 | 24.9% | 17.0% | ||
| Q1 24 | 31.8% | -28.5% |
| Q4 25 | 0.3% | 0.2% | ||
| Q3 25 | 0.3% | 0.2% | ||
| Q2 25 | 0.6% | 1.6% | ||
| Q1 25 | 3.6% | 0.2% | ||
| Q4 24 | 0.4% | 0.2% | ||
| Q3 24 | 0.2% | 0.3% | ||
| Q2 24 | 0.4% | 0.9% | ||
| Q1 24 | 0.2% | 1.6% |
| Q4 25 | 5.46× | 9.62× | ||
| Q3 25 | 12.07× | 2.06× | ||
| Q2 25 | 3.90× | — | ||
| Q1 25 | 7.72× | — | ||
| Q4 24 | 0.78× | -0.27× | ||
| Q3 24 | 3.24× | — | ||
| Q2 24 | 0.53× | — | ||
| Q1 24 | 4.66× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BL
| Subscription And Circulation | $173.2M | 95% |
| Technology Service | $10.0M | 5% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |