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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) 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 $172.5M, roughly 1.1× Donnelley Financial Solutions, Inc.). Donnelley Financial Solutions, Inc. runs the higher net margin — 3.6% vs 0.9%, a 2.7% gap on every dollar of revenue. On growth, AMICUS THERAPEUTICS, INC. posted the faster year-over-year revenue change (23.7% vs 10.4%). Donnelley Financial Solutions, Inc. produced more free cash flow last quarter ($47.9M vs $16.0M). Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% CAGR vs -7.9%).
Donnelley Financial Solutions (DFIN) is a financial compliance company based in Chicago, Illinois, United States. The company provides software as a service (SaaS) products, software-enabled services (SeS), print, and compliance services related to US Securities and Exchange Commission regulations to companies in capital and investment markets.
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.
DFIN vs FOLD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.5M | $185.2M |
| Net Profit | $6.2M | $1.7M |
| Gross Margin | — | 85.7% |
| Operating Margin | 8.3% | 8.6% |
| Net Margin | 3.6% | 0.9% |
| Revenue YoY | 10.4% | 23.7% |
| Net Profit YoY | -1.6% | -88.5% |
| EPS (diluted) | $0.31 | $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 | $172.5M | $185.2M | ||
| Q3 25 | $175.3M | $169.1M | ||
| Q2 25 | $218.1M | $154.7M | ||
| Q1 25 | $201.1M | $125.2M | ||
| Q4 24 | $156.3M | $149.7M | ||
| Q3 24 | $179.5M | $141.5M | ||
| Q2 24 | $242.7M | $126.7M | ||
| Q1 24 | $203.4M | $110.4M |
| Q4 25 | $6.2M | $1.7M | ||
| Q3 25 | $-40.9M | $17.3M | ||
| Q2 25 | $36.1M | $-24.4M | ||
| Q1 25 | $31.0M | $-21.7M | ||
| Q4 24 | $6.3M | $14.7M | ||
| Q3 24 | $8.7M | $-6.7M | ||
| Q2 24 | $44.1M | $-15.7M | ||
| Q1 24 | $33.3M | $-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 | 8.3% | 8.6% | ||
| Q3 25 | 16.1% | 20.3% | ||
| Q2 25 | 24.2% | -6.1% | ||
| Q1 25 | 22.8% | -6.3% | ||
| Q4 24 | 6.0% | 10.7% | ||
| Q3 24 | 10.1% | 15.3% | ||
| Q2 24 | 26.6% | 11.8% | ||
| Q1 24 | 21.9% | -25.1% |
| Q4 25 | 3.6% | 0.9% | ||
| Q3 25 | -23.3% | 10.2% | ||
| Q2 25 | 16.6% | -15.8% | ||
| Q1 25 | 15.4% | -17.3% | ||
| Q4 24 | 4.0% | 9.8% | ||
| Q3 24 | 4.8% | -4.8% | ||
| Q2 24 | 18.2% | -12.4% | ||
| Q1 24 | 16.4% | -43.9% |
| Q4 25 | $0.31 | $0.00 | ||
| Q3 25 | $-1.49 | $0.06 | ||
| Q2 25 | $1.28 | $-0.08 | ||
| Q1 25 | $1.05 | $-0.07 | ||
| Q4 24 | $0.21 | $0.05 | ||
| Q3 24 | $0.29 | $-0.02 | ||
| Q2 24 | $1.47 | $-0.05 | ||
| Q1 24 | $1.09 | $-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 | $24.5M | $293.5M |
| Total DebtLower is stronger | $171.3M | $392.7M |
| Stockholders' EquityBook value | $379.2M | $274.2M |
| Total Assets | $800.4M | $949.9M |
| Debt / EquityLower = less leverage | 0.45× | 1.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.5M | $293.5M | ||
| Q3 25 | $22.7M | $263.8M | ||
| Q2 25 | $33.8M | $231.0M | ||
| Q1 25 | $16.2M | $250.6M | ||
| Q4 24 | $57.3M | $249.9M | ||
| Q3 24 | $33.6M | $249.8M | ||
| Q2 24 | $35.0M | $260.1M | ||
| Q1 24 | $43.7M | $239.6M |
| Q4 25 | $171.3M | $392.7M | ||
| Q3 25 | $154.7M | $392.0M | ||
| Q2 25 | $190.1M | $391.3M | ||
| Q1 25 | $189.5M | $390.7M | ||
| Q4 24 | $124.7M | $390.1M | ||
| Q3 24 | — | $389.5M | ||
| Q2 24 | — | $388.9M | ||
| Q1 24 | — | $388.4M |
| Q4 25 | $379.2M | $274.2M | ||
| Q3 25 | $423.1M | $230.4M | ||
| Q2 25 | $432.1M | $204.3M | ||
| Q1 25 | $419.9M | $193.6M | ||
| Q4 24 | $436.1M | $194.0M | ||
| Q3 24 | $444.5M | $178.8M | ||
| Q2 24 | $441.5M | $132.5M | ||
| Q1 24 | $408.9M | $130.7M |
| Q4 25 | $800.4M | $949.9M | ||
| Q3 25 | $816.3M | $868.8M | ||
| Q2 25 | $874.7M | $815.3M | ||
| Q1 25 | $852.8M | $789.8M | ||
| Q4 24 | $841.6M | $785.0M | ||
| Q3 24 | $843.6M | $786.6M | ||
| Q2 24 | $882.9M | $749.5M | ||
| Q1 24 | $867.8M | $721.8M |
| Q4 25 | 0.45× | 1.43× | ||
| Q3 25 | 0.37× | 1.70× | ||
| Q2 25 | 0.44× | 1.92× | ||
| Q1 25 | 0.45× | 2.02× | ||
| Q4 24 | 0.29× | 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 | $59.8M | $16.3M |
| Free Cash FlowOCF − Capex | $47.9M | $16.0M |
| FCF MarginFCF / Revenue | 27.8% | 8.6% |
| Capex IntensityCapex / Revenue | 6.9% | 0.2% |
| Cash ConversionOCF / Net Profit | 9.65× | 9.62× |
| TTM Free Cash FlowTrailing 4 quarters | $107.8M | $29.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $59.8M | $16.3M | ||
| Q3 25 | $74.4M | $35.7M | ||
| Q2 25 | $68.4M | $-26.5M | ||
| Q1 25 | $-37.7M | $7.8M | ||
| Q4 24 | $56.4M | $-3.9M | ||
| Q3 24 | $86.4M | $-23.0M | ||
| Q2 24 | $56.2M | $22.7M | ||
| Q1 24 | $-27.9M | $-29.7M |
| Q4 25 | $47.9M | $16.0M | ||
| Q3 25 | $59.2M | $35.3M | ||
| Q2 25 | $51.7M | $-28.9M | ||
| Q1 25 | $-51.0M | $7.5M | ||
| Q4 24 | $41.3M | $-4.2M | ||
| Q3 24 | $67.3M | $-23.3M | ||
| Q2 24 | $36.8M | $21.6M | ||
| Q1 24 | $-40.2M | $-31.5M |
| Q4 25 | 27.8% | 8.6% | ||
| Q3 25 | 33.8% | 20.9% | ||
| Q2 25 | 23.7% | -18.7% | ||
| Q1 25 | -25.4% | 6.0% | ||
| Q4 24 | 26.4% | -2.8% | ||
| Q3 24 | 37.5% | -16.5% | ||
| Q2 24 | 15.2% | 17.0% | ||
| Q1 24 | -19.8% | -28.5% |
| Q4 25 | 6.9% | 0.2% | ||
| Q3 25 | 8.7% | 0.2% | ||
| Q2 25 | 7.7% | 1.6% | ||
| Q1 25 | 6.6% | 0.2% | ||
| Q4 24 | 9.7% | 0.2% | ||
| Q3 24 | 10.6% | 0.3% | ||
| Q2 24 | 8.0% | 0.9% | ||
| Q1 24 | 6.0% | 1.6% |
| Q4 25 | 9.65× | 9.62× | ||
| Q3 25 | — | 2.06× | ||
| Q2 25 | 1.89× | — | ||
| Q1 25 | -1.22× | — | ||
| Q4 24 | 8.95× | -0.27× | ||
| Q3 24 | 9.93× | — | ||
| Q2 24 | 1.27× | — | ||
| Q1 24 | -0.84× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DFIN
| Technology Service | $68.0M | 39% |
| Capital Markets Compliance And Communications Management | $61.6M | 36% |
| Investment Companies Software Solutions | $30.9M | 18% |
| Print And Distribution Service | $13.6M | 8% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
