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Side-by-side financial comparison of COGENT COMMUNICATIONS HOLDINGS, INC. (CCOI) and AMICUS THERAPEUTICS, INC. (FOLD). Click either name above to swap in a different company.
COGENT COMMUNICATIONS HOLDINGS, INC. is the larger business by last-quarter revenue ($240.5M vs $185.2M, roughly 1.3× AMICUS THERAPEUTICS, INC.). AMICUS THERAPEUTICS, INC. runs the higher net margin — 0.9% vs -12.8%, a 13.7% gap on every dollar of revenue. On growth, AMICUS THERAPEUTICS, INC. posted the faster year-over-year revenue change (23.7% vs -4.7%). AMICUS THERAPEUTICS, INC. produced more free cash flow last quarter ($16.0M vs $-43.0M). Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% CAGR vs -4.9%).
Cogent Communications Holdings, Inc. is a multinational internet service provider based in the United States. Cogent's primary services consist of Internet access and data transport, offered on a fiber optic, IP data-only network, along with colocation in data centers.
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.
CCOI vs FOLD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $240.5M | $185.2M |
| Net Profit | $-30.8M | $1.7M |
| Gross Margin | 46.6% | 85.7% |
| Operating Margin | -4.7% | 8.6% |
| Net Margin | -12.8% | 0.9% |
| Revenue YoY | -4.7% | 23.7% |
| Net Profit YoY | 28.9% | -88.5% |
| EPS (diluted) | $-0.63 | $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 | $240.5M | $185.2M | ||
| Q3 25 | $241.9M | $169.1M | ||
| Q2 25 | $246.2M | $154.7M | ||
| Q1 25 | $247.0M | $125.2M | ||
| Q4 24 | $252.3M | $149.7M | ||
| Q3 24 | $257.2M | $141.5M | ||
| Q2 24 | $260.4M | $126.7M | ||
| Q1 24 | $266.2M | $110.4M |
| Q4 25 | $-30.8M | $1.7M | ||
| Q3 25 | $-41.5M | $17.3M | ||
| Q2 25 | $-57.8M | $-24.4M | ||
| Q1 25 | $-52.0M | $-21.7M | ||
| Q4 24 | $-43.3M | $14.7M | ||
| Q3 24 | $-63.1M | $-6.7M | ||
| Q2 24 | $-32.3M | $-15.7M | ||
| Q1 24 | $-65.3M | $-48.4M |
| Q4 25 | 46.6% | 85.7% | ||
| Q3 25 | 45.6% | 88.5% | ||
| Q2 25 | 44.2% | 90.2% | ||
| Q1 25 | 44.4% | 90.7% | ||
| Q4 24 | 38.5% | 90.1% | ||
| Q3 24 | 37.2% | 90.6% | ||
| Q2 24 | 40.0% | 91.1% | ||
| Q1 24 | 36.5% | 87.7% |
| Q4 25 | -4.7% | 8.6% | ||
| Q3 25 | -7.5% | 20.3% | ||
| Q2 25 | -12.8% | -6.1% | ||
| Q1 25 | -16.3% | -6.3% | ||
| Q4 24 | -13.2% | 10.7% | ||
| Q3 24 | -22.5% | 15.3% | ||
| Q2 24 | -18.1% | 11.8% | ||
| Q1 24 | -22.3% | -25.1% |
| Q4 25 | -12.8% | 0.9% | ||
| Q3 25 | -17.2% | 10.2% | ||
| Q2 25 | -23.5% | -15.8% | ||
| Q1 25 | -21.1% | -17.3% | ||
| Q4 24 | -17.2% | 9.8% | ||
| Q3 24 | -24.5% | -4.8% | ||
| Q2 24 | -12.4% | -12.4% | ||
| Q1 24 | -24.5% | -43.9% |
| Q4 25 | $-0.63 | $0.00 | ||
| Q3 25 | $-0.87 | $0.06 | ||
| Q2 25 | $-1.21 | $-0.08 | ||
| Q1 25 | $-1.09 | $-0.07 | ||
| Q4 24 | $-0.89 | $0.05 | ||
| Q3 24 | $-1.33 | $-0.02 | ||
| Q2 24 | $-0.68 | $-0.05 | ||
| Q1 24 | $-1.38 | $-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 | $148.5M | $293.5M |
| Total DebtLower is stronger | $1.7B | $392.7M |
| Stockholders' EquityBook value | $-63.8M | $274.2M |
| Total Assets | $3.1B | $949.9M |
| Debt / EquityLower = less leverage | — | 1.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $148.5M | $293.5M | ||
| Q3 25 | $147.1M | $263.8M | ||
| Q2 25 | $213.7M | $231.0M | ||
| Q1 25 | $153.8M | $250.6M | ||
| Q4 24 | $198.5M | $249.9M | ||
| Q3 24 | $279.2M | $249.8M | ||
| Q2 24 | $384.4M | $260.1M | ||
| Q1 24 | $118.4M | $239.6M |
| Q4 25 | $1.7B | $392.7M | ||
| Q3 25 | — | $392.0M | ||
| Q2 25 | — | $391.3M | ||
| Q1 25 | — | $390.7M | ||
| Q4 24 | $1.5B | $390.1M | ||
| Q3 24 | — | $389.5M | ||
| Q2 24 | — | $388.9M | ||
| Q1 24 | — | $388.4M |
| Q4 25 | $-63.8M | $274.2M | ||
| Q3 25 | $-39.2M | $230.4M | ||
| Q2 25 | $46.7M | $204.3M | ||
| Q1 25 | $142.8M | $193.6M | ||
| Q4 24 | $222.8M | $194.0M | ||
| Q3 24 | $323.6M | $178.8M | ||
| Q2 24 | $415.5M | $132.5M | ||
| Q1 24 | $500.6M | $130.7M |
| Q4 25 | $3.1B | $949.9M | ||
| Q3 25 | $3.1B | $868.8M | ||
| Q2 25 | $3.3B | $815.3M | ||
| Q1 25 | $3.1B | $789.8M | ||
| Q4 24 | $3.2B | $785.0M | ||
| Q3 24 | $3.2B | $786.6M | ||
| Q2 24 | $3.3B | $749.5M | ||
| Q1 24 | $3.1B | $721.8M |
| Q4 25 | — | 1.43× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.02× | ||
| Q4 24 | 6.53× | 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 | $-6.0M | $16.3M |
| Free Cash FlowOCF − Capex | $-43.0M | $16.0M |
| FCF MarginFCF / Revenue | -17.9% | 8.6% |
| Capex IntensityCapex / Revenue | 15.4% | 0.2% |
| Cash ConversionOCF / Net Profit | — | 9.62× |
| TTM Free Cash FlowTrailing 4 quarters | $-198.1M | $29.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-6.0M | $16.3M | ||
| Q3 25 | $3.1M | $35.7M | ||
| Q2 25 | $-44.0M | $-26.5M | ||
| Q1 25 | $36.4M | $7.8M | ||
| Q4 24 | $14.5M | $-3.9M | ||
| Q3 24 | $-20.2M | $-23.0M | ||
| Q2 24 | $-22.2M | $22.7M | ||
| Q1 24 | $19.2M | $-29.7M |
| Q4 25 | $-43.0M | $16.0M | ||
| Q3 25 | $-33.1M | $35.3M | ||
| Q2 25 | $-100.2M | $-28.9M | ||
| Q1 25 | $-21.7M | $7.5M | ||
| Q4 24 | $-31.6M | $-4.2M | ||
| Q3 24 | $-79.5M | $-23.3M | ||
| Q2 24 | $-70.9M | $21.6M | ||
| Q1 24 | $-21.7M | $-31.5M |
| Q4 25 | -17.9% | 8.6% | ||
| Q3 25 | -13.7% | 20.9% | ||
| Q2 25 | -40.7% | -18.7% | ||
| Q1 25 | -8.8% | 6.0% | ||
| Q4 24 | -12.5% | -2.8% | ||
| Q3 24 | -30.9% | -16.5% | ||
| Q2 24 | -27.2% | 17.0% | ||
| Q1 24 | -8.1% | -28.5% |
| Q4 25 | 15.4% | 0.2% | ||
| Q3 25 | 15.0% | 0.2% | ||
| Q2 25 | 22.8% | 1.6% | ||
| Q1 25 | 23.5% | 0.2% | ||
| Q4 24 | 18.3% | 0.2% | ||
| Q3 24 | 23.0% | 0.3% | ||
| Q2 24 | 18.7% | 0.9% | ||
| Q1 24 | 15.4% | 1.6% |
| Q4 25 | — | 9.62× | ||
| Q3 25 | — | 2.06× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -0.27× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CCOI
Segment breakdown not available.
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
