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Side-by-side financial comparison of ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT) 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 $158.8M, roughly 1.2× ESSENTIAL PROPERTIES REALTY TRUST, INC.). ESSENTIAL PROPERTIES REALTY TRUST, INC. runs the higher net margin — 37.8% vs 0.9%, a 36.8% gap on every dollar of revenue. On growth, AMICUS THERAPEUTICS, INC. posted the faster year-over-year revenue change (23.7% vs 22.8%). Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% CAGR vs 20.6%).
Essential Properties Realty Trust is a publicly traded real estate investment trust (REIT) that acquires, owns and manages a diversified portfolio of single-tenant net-leased commercial properties across the United States. Its assets primarily cover essential service-oriented sectors including casual dining, automotive services, medical clinics, early childhood education centers and light industrial facilities, with tenants mostly holding robust long-term operating track records.
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.
EPRT vs FOLD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $158.8M | $185.2M |
| Net Profit | $60.0M | $1.7M |
| Gross Margin | — | 85.7% |
| Operating Margin | 56.5% | 8.6% |
| Net Margin | 37.8% | 0.9% |
| Revenue YoY | 22.8% | 23.7% |
| Net Profit YoY | 6.5% | -88.5% |
| EPS (diluted) | $0.28 | $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 | $158.8M | — | ||
| Q4 25 | $149.9M | $185.2M | ||
| Q3 25 | $144.9M | $169.1M | ||
| Q2 25 | $137.1M | $154.7M | ||
| Q1 25 | $129.4M | $125.2M | ||
| Q4 24 | $119.7M | $149.7M | ||
| Q3 24 | $117.1M | $141.5M | ||
| Q2 24 | $109.3M | $126.7M |
| Q1 26 | $60.0M | — | ||
| Q4 25 | $68.1M | $1.7M | ||
| Q3 25 | $65.6M | $17.3M | ||
| Q2 25 | $63.2M | $-24.4M | ||
| Q1 25 | $56.1M | $-21.7M | ||
| Q4 24 | $55.4M | $14.7M | ||
| Q3 24 | $49.1M | $-6.7M | ||
| Q2 24 | $51.5M | $-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 | 56.5% | — | ||
| Q4 25 | 65.9% | 8.6% | ||
| Q3 25 | 64.7% | 20.3% | ||
| Q2 25 | 64.1% | -6.1% | ||
| Q1 25 | 61.6% | -6.3% | ||
| Q4 24 | 66.1% | 10.7% | ||
| Q3 24 | 59.7% | 15.3% | ||
| Q2 24 | 61.1% | 11.8% |
| Q1 26 | 37.8% | — | ||
| Q4 25 | 45.4% | 0.9% | ||
| Q3 25 | 45.3% | 10.2% | ||
| Q2 25 | 46.1% | -15.8% | ||
| Q1 25 | 43.4% | -17.3% | ||
| Q4 24 | 46.3% | 9.8% | ||
| Q3 24 | 42.0% | -4.8% | ||
| Q2 24 | 47.1% | -12.4% |
| Q1 26 | $0.28 | — | ||
| Q4 25 | $0.34 | $0.00 | ||
| Q3 25 | $0.33 | $0.06 | ||
| Q2 25 | $0.32 | $-0.08 | ||
| Q1 25 | $0.29 | $-0.07 | ||
| Q4 24 | $0.31 | $0.05 | ||
| Q3 24 | $0.27 | $-0.02 | ||
| Q2 24 | $0.29 | $-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 | $15.2M | $293.5M |
| Total DebtLower is stronger | — | $392.7M |
| Stockholders' EquityBook value | $4.4B | $274.2M |
| Total Assets | $7.2B | $949.9M |
| Debt / EquityLower = less leverage | — | 1.43× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $15.2M | — | ||
| Q4 25 | $60.2M | $293.5M | ||
| Q3 25 | $23.8M | $263.8M | ||
| Q2 25 | $20.8M | $231.0M | ||
| Q1 25 | $47.0M | $250.6M | ||
| Q4 24 | $40.7M | $249.9M | ||
| Q3 24 | $32.7M | $249.8M | ||
| Q2 24 | $23.6M | $260.1M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $392.7M | ||
| Q3 25 | $2.6B | $392.0M | ||
| Q2 25 | $2.3B | $391.3M | ||
| Q1 25 | $2.1B | $390.7M | ||
| Q4 24 | $2.1B | $390.1M | ||
| Q3 24 | $2.2B | $389.5M | ||
| Q2 24 | $1.9B | $388.9M |
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.2B | $274.2M | ||
| Q3 25 | $3.8B | $230.4M | ||
| Q2 25 | $3.8B | $204.3M | ||
| Q1 25 | $3.8B | $193.6M | ||
| Q4 24 | $3.6B | $194.0M | ||
| Q3 24 | $3.2B | $178.8M | ||
| Q2 24 | $3.2B | $132.5M |
| Q1 26 | $7.2B | — | ||
| Q4 25 | $6.9B | $949.9M | ||
| Q3 25 | $6.6B | $868.8M | ||
| Q2 25 | $6.3B | $815.3M | ||
| Q1 25 | $6.1B | $789.8M | ||
| Q4 24 | $5.8B | $785.0M | ||
| Q3 24 | $5.5B | $786.6M | ||
| Q2 24 | $5.3B | $749.5M |
| Q1 26 | — | — | ||
| Q4 25 | 0.60× | 1.43× | ||
| Q3 25 | 0.69× | 1.70× | ||
| Q2 25 | 0.61× | 1.92× | ||
| Q1 25 | 0.56× | 2.02× | ||
| Q4 24 | 0.60× | 2.01× | ||
| Q3 24 | 0.69× | 2.18× | ||
| Q2 24 | 0.59× | 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 | $381.1M | $16.3M | ||
| Q3 25 | $99.0M | $35.7M | ||
| Q2 25 | $99.8M | $-26.5M | ||
| Q1 25 | $77.2M | $7.8M | ||
| Q4 24 | $308.5M | $-3.9M | ||
| Q3 24 | $73.5M | $-23.0M | ||
| Q2 24 | $81.1M | $22.7M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 5.60× | 9.62× | ||
| Q3 25 | 1.51× | 2.06× | ||
| Q2 25 | 1.58× | — | ||
| Q1 25 | 1.38× | — | ||
| Q4 24 | 5.57× | -0.27× | ||
| Q3 24 | 1.50× | — | ||
| Q2 24 | 1.57× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EPRT
| Rental revenue 1,2 | $149.4M | 94% |
| Other | $8.6M | 5% |
| Other revenue | $779.0K | 0% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
