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Side-by-side financial comparison of Broadstone Net Lease, Inc. (BNL) 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 $121.4M, roughly 1.5× Broadstone Net Lease, Inc.). Broadstone Net Lease, Inc. runs the higher net margin — 38.2% vs 0.9%, a 37.3% gap on every dollar of revenue. On growth, AMICUS THERAPEUTICS, INC. posted the faster year-over-year revenue change (23.7% vs 11.7%). Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% CAGR vs 7.1%).
Broadstone Net Lease, Inc. is a real estate investment trust (REIT) that acquires, owns, and manages a diversified portfolio of single-tenant commercial real estate assets across the United States. Its portfolio covers key segments including industrial facilities, healthcare properties, retail locations, and office spaces, all leased to tenants under long-term net lease agreements.
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.
BNL vs FOLD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $121.4M | $185.2M |
| Net Profit | $46.4M | $1.7M |
| Gross Margin | — | 85.7% |
| Operating Margin | 52.2% | 8.6% |
| Net Margin | 38.2% | 0.9% |
| Revenue YoY | 11.7% | 23.7% |
| Net Profit YoY | — | -88.5% |
| EPS (diluted) | $0.24 | $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 | $121.4M | — | ||
| Q4 25 | $118.3M | $185.2M | ||
| Q3 25 | $114.2M | $169.1M | ||
| Q2 25 | $113.0M | $154.7M | ||
| Q1 25 | $108.7M | $125.2M | ||
| Q4 24 | $112.1M | $149.7M | ||
| Q3 24 | $108.4M | $141.5M | ||
| Q2 24 | $105.9M | $126.7M |
| Q1 26 | $46.4M | — | ||
| Q4 25 | $33.1M | $1.7M | ||
| Q3 25 | $26.5M | $17.3M | ||
| Q2 25 | $20.2M | $-24.4M | ||
| Q1 25 | $16.7M | $-21.7M | ||
| Q4 24 | $26.4M | $14.7M | ||
| Q3 24 | $35.6M | $-6.7M | ||
| Q2 24 | $35.3M | $-15.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 85.7% | ||
| Q3 25 | — | 88.5% | ||
| Q2 25 | — | 90.2% | ||
| Q1 25 | — | 90.7% | ||
| Q4 24 | — | 90.1% | ||
| Q3 24 | — | 90.6% | ||
| Q2 24 | — | 91.1% |
| Q1 26 | 52.2% | — | ||
| Q4 25 | — | 8.6% | ||
| Q3 25 | — | 20.3% | ||
| Q2 25 | — | -6.1% | ||
| Q1 25 | — | -6.3% | ||
| Q4 24 | — | 10.7% | ||
| Q3 24 | — | 15.3% | ||
| Q2 24 | — | 11.8% |
| Q1 26 | 38.2% | — | ||
| Q4 25 | 28.0% | 0.9% | ||
| Q3 25 | 23.2% | 10.2% | ||
| Q2 25 | 17.8% | -15.8% | ||
| Q1 25 | 15.4% | -17.3% | ||
| Q4 24 | 23.5% | 9.8% | ||
| Q3 24 | 32.8% | -4.8% | ||
| Q2 24 | 33.4% | -12.4% |
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.17 | $0.00 | ||
| Q3 25 | $0.14 | $0.06 | ||
| Q2 25 | $0.10 | $-0.08 | ||
| Q1 25 | $0.09 | $-0.07 | ||
| Q4 24 | $0.13 | $0.05 | ||
| Q3 24 | $0.19 | $-0.02 | ||
| Q2 24 | $0.19 | $-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 | $20.3M | $293.5M |
| Total DebtLower is stronger | — | $392.7M |
| Stockholders' EquityBook value | $3.0B | $274.2M |
| Total Assets | $5.8B | $949.9M |
| Debt / EquityLower = less leverage | — | 1.43× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $20.3M | — | ||
| Q4 25 | $30.5M | $293.5M | ||
| Q3 25 | $82.0M | $263.8M | ||
| Q2 25 | $20.8M | $231.0M | ||
| Q1 25 | $9.6M | $250.6M | ||
| Q4 24 | $14.8M | $249.9M | ||
| Q3 24 | $9.0M | $249.8M | ||
| Q2 24 | $18.3M | $260.1M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $392.7M | ||
| Q3 25 | $2.4B | $392.0M | ||
| Q2 25 | $2.1B | $391.3M | ||
| Q1 25 | $2.0B | $390.7M | ||
| Q4 24 | $1.9B | $390.1M | ||
| Q3 24 | $2.0B | $389.5M | ||
| Q2 24 | $1.9B | $388.9M |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $274.2M | ||
| Q3 25 | $2.9B | $230.4M | ||
| Q2 25 | $2.9B | $204.3M | ||
| Q1 25 | $2.9B | $193.6M | ||
| Q4 24 | $3.0B | $194.0M | ||
| Q3 24 | $3.0B | $178.8M | ||
| Q2 24 | $3.1B | $132.5M |
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.7B | $949.9M | ||
| Q3 25 | $5.5B | $868.8M | ||
| Q2 25 | $5.3B | $815.3M | ||
| Q1 25 | $5.2B | $789.8M | ||
| Q4 24 | $5.2B | $785.0M | ||
| Q3 24 | $5.3B | $786.6M | ||
| Q2 24 | $5.3B | $749.5M |
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | 1.43× | ||
| Q3 25 | 0.82× | 1.70× | ||
| Q2 25 | 0.73× | 1.92× | ||
| Q1 25 | 0.68× | 2.02× | ||
| Q4 24 | 0.64× | 2.01× | ||
| Q3 24 | 0.65× | 2.18× | ||
| Q2 24 | 0.62× | 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 | — | 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 | $299.5M | $16.3M | ||
| Q3 25 | $64.2M | $35.7M | ||
| Q2 25 | $79.3M | $-26.5M | ||
| Q1 25 | $71.5M | $7.8M | ||
| Q4 24 | $276.3M | $-3.9M | ||
| Q3 24 | $67.3M | $-23.0M | ||
| Q2 24 | $74.2M | $22.7M |
| Q1 26 | — | — | ||
| Q4 25 | $269.8M | $16.0M | ||
| Q3 25 | $58.0M | $35.3M | ||
| Q2 25 | $76.7M | $-28.9M | ||
| Q1 25 | $57.1M | $7.5M | ||
| Q4 24 | $259.5M | $-4.2M | ||
| Q3 24 | $60.3M | $-23.3M | ||
| Q2 24 | $74.0M | $21.6M |
| Q1 26 | — | — | ||
| Q4 25 | 228.1% | 8.6% | ||
| Q3 25 | 50.8% | 20.9% | ||
| Q2 25 | 67.9% | -18.7% | ||
| Q1 25 | 52.5% | 6.0% | ||
| Q4 24 | 231.4% | -2.8% | ||
| Q3 24 | 55.6% | -16.5% | ||
| Q2 24 | 69.9% | 17.0% |
| Q1 26 | — | — | ||
| Q4 25 | 25.1% | 0.2% | ||
| Q3 25 | 5.4% | 0.2% | ||
| Q2 25 | 2.3% | 1.6% | ||
| Q1 25 | 13.2% | 0.2% | ||
| Q4 24 | 15.0% | 0.2% | ||
| Q3 24 | 6.5% | 0.3% | ||
| Q2 24 | 0.2% | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | 9.04× | 9.62× | ||
| Q3 25 | 2.43× | 2.06× | ||
| Q2 25 | 3.93× | — | ||
| Q1 25 | 4.27× | — | ||
| Q4 24 | 10.47× | -0.27× | ||
| Q3 24 | 1.89× | — | ||
| Q2 24 | 2.10× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BNL
Segment breakdown not available.
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
