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Side-by-side financial comparison of Black Stone Minerals, L.P. (BSM) 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 $95.2M, roughly 1.9× Black Stone Minerals, L.P.). Black Stone Minerals, L.P. runs the higher net margin — 75.9% vs 0.9%, a 75.0% gap on every dollar of revenue. On growth, AMICUS THERAPEUTICS, INC. posted the faster year-over-year revenue change (23.7% vs -8.7%). Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% CAGR vs -9.7%).
Black Stone Minerals, L.P., or Black Stone Minerals, is a Houston, Texas-based oil and natural gas corporation.
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.
BSM vs FOLD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $95.2M | $185.2M |
| Net Profit | $72.2M | $1.7M |
| Gross Margin | — | 85.7% |
| Operating Margin | 78.6% | 8.6% |
| Net Margin | 75.9% | 0.9% |
| Revenue YoY | -8.7% | 23.7% |
| Net Profit YoY | 55.8% | -88.5% |
| EPS (diluted) | — | $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 | $95.2M | $185.2M | ||
| Q3 25 | $105.2M | $169.1M | ||
| Q2 25 | $106.7M | $154.7M | ||
| Q1 25 | $115.3M | $125.2M | ||
| Q4 24 | $104.3M | $149.7M | ||
| Q3 24 | $103.2M | $141.5M | ||
| Q2 24 | $115.2M | $126.7M | ||
| Q1 24 | $116.8M | $110.4M |
| Q4 25 | $72.2M | $1.7M | ||
| Q3 25 | $91.7M | $17.3M | ||
| Q2 25 | $120.0M | $-24.4M | ||
| Q1 25 | $15.9M | $-21.7M | ||
| Q4 24 | $46.3M | $14.7M | ||
| Q3 24 | $92.7M | $-6.7M | ||
| Q2 24 | $68.3M | $-15.7M | ||
| Q1 24 | $63.9M | $-48.4M |
| 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 24 | — | 87.7% |
| Q4 25 | 78.6% | 8.6% | ||
| Q3 25 | 89.5% | 20.3% | ||
| Q2 25 | — | -6.1% | ||
| Q1 25 | 14.9% | -6.3% | ||
| Q4 24 | 45.6% | 10.7% | ||
| Q3 24 | 90.2% | 15.3% | ||
| Q2 24 | 59.5% | 11.8% | ||
| Q1 24 | 54.8% | -25.1% |
| Q4 25 | 75.9% | 0.9% | ||
| Q3 25 | 87.2% | 10.2% | ||
| Q2 25 | 112.5% | -15.8% | ||
| Q1 25 | 13.8% | -17.3% | ||
| Q4 24 | 44.4% | 9.8% | ||
| Q3 24 | 89.9% | -4.8% | ||
| Q2 24 | 59.3% | -12.4% | ||
| Q1 24 | 54.7% | -43.9% |
| Q4 25 | — | $0.00 | ||
| Q3 25 | — | $0.06 | ||
| Q2 25 | — | $-0.08 | ||
| Q1 25 | — | $-0.07 | ||
| Q4 24 | — | $0.05 | ||
| Q3 24 | — | $-0.02 | ||
| Q2 24 | — | $-0.05 | ||
| Q1 24 | — | $-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 | $1.5M | $293.5M |
| Total DebtLower is stronger | — | $392.7M |
| Stockholders' EquityBook value | — | $274.2M |
| Total Assets | $1.3B | $949.9M |
| Debt / EquityLower = less leverage | — | 1.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.5M | $293.5M | ||
| Q3 25 | $2.9M | $263.8M | ||
| Q2 25 | $2.5M | $231.0M | ||
| Q1 25 | $2.4M | $250.6M | ||
| Q4 24 | $2.5M | $249.9M | ||
| Q3 24 | $21.0M | $249.8M | ||
| Q2 24 | $26.7M | $260.1M | ||
| Q1 24 | $40.5M | $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 | — | $274.2M | ||
| Q3 25 | — | $230.4M | ||
| Q2 25 | — | $204.3M | ||
| Q1 25 | — | $193.6M | ||
| Q4 24 | — | $194.0M | ||
| Q3 24 | — | $178.8M | ||
| Q2 24 | — | $132.5M | ||
| Q1 24 | — | $130.7M |
| Q4 25 | $1.3B | $949.9M | ||
| Q3 25 | $1.3B | $868.8M | ||
| Q2 25 | $1.3B | $815.3M | ||
| Q1 25 | $1.2B | $789.8M | ||
| Q4 24 | $1.2B | $785.0M | ||
| Q3 24 | $1.2B | $786.6M | ||
| Q2 24 | $1.2B | $749.5M | ||
| Q1 24 | $1.2B | $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 | $65.1M | $16.3M |
| Free Cash FlowOCF − Capex | — | $16.0M |
| FCF MarginFCF / Revenue | — | 8.6% |
| Capex IntensityCapex / Revenue | — | 0.2% |
| Cash ConversionOCF / Net Profit | 0.90× | 9.62× |
| TTM Free Cash FlowTrailing 4 quarters | — | $29.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $65.1M | $16.3M | ||
| Q3 25 | $99.8M | $35.7M | ||
| Q2 25 | $80.5M | $-26.5M | ||
| Q1 25 | $64.8M | $7.8M | ||
| Q4 24 | $91.0M | $-3.9M | ||
| Q3 24 | $93.2M | $-23.0M | ||
| Q2 24 | $100.4M | $22.7M | ||
| Q1 24 | $104.5M | $-29.7M |
| Q4 25 | — | $16.0M | ||
| Q3 25 | — | $35.3M | ||
| Q2 25 | — | $-28.9M | ||
| Q1 25 | — | $7.5M | ||
| Q4 24 | — | $-4.2M | ||
| Q3 24 | — | $-23.3M | ||
| Q2 24 | — | $21.6M | ||
| Q1 24 | — | $-31.5M |
| Q4 25 | — | 8.6% | ||
| Q3 25 | — | 20.9% | ||
| Q2 25 | — | -18.7% | ||
| Q1 25 | — | 6.0% | ||
| Q4 24 | — | -2.8% | ||
| Q3 24 | — | -16.5% | ||
| Q2 24 | — | 17.0% | ||
| Q1 24 | — | -28.5% |
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | 1.6% |
| Q4 25 | 0.90× | 9.62× | ||
| Q3 25 | 1.09× | 2.06× | ||
| Q2 25 | 0.67× | — | ||
| Q1 25 | 4.07× | — | ||
| Q4 24 | 1.96× | -0.27× | ||
| Q3 24 | 1.01× | — | ||
| Q2 24 | 1.47× | — | ||
| Q1 24 | 1.63× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BSM
| Oil Reserves | $46.4M | 49% |
| Natural Gas Reserves | $44.1M | 46% |
| Real Estate | $4.7M | 5% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
