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Side-by-side financial comparison of AMICUS THERAPEUTICS, INC. (FOLD) and JFrog Ltd (FROG). Click either name above to swap in a different company.
AMICUS THERAPEUTICS, INC. is the larger business by last-quarter revenue ($185.2M vs $145.3M, roughly 1.3× JFrog Ltd). AMICUS THERAPEUTICS, INC. runs the higher net margin — 0.9% vs -10.5%, a 11.4% gap on every dollar of revenue. On growth, JFrog Ltd posted the faster year-over-year revenue change (25.2% vs 23.7%). JFrog Ltd produced more free cash flow last quarter ($49.9M vs $16.0M). Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% CAGR vs 20.4%).
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.
JFrog Ltd is a global DevOps technology provider that delivers end-to-end software release, artifact management, and security solutions. It serves clients across tech, finance, retail, and manufacturing sectors, helping teams streamline development and delivery workflows for cloud, on-premises, and hybrid infrastructure.
FOLD vs FROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $185.2M | $145.3M |
| Net Profit | $1.7M | $-15.2M |
| Gross Margin | 85.7% | 77.9% |
| Operating Margin | 8.6% | -14.7% |
| Net Margin | 0.9% | -10.5% |
| Revenue YoY | 23.7% | 25.2% |
| Net Profit YoY | -88.5% | 34.4% |
| EPS (diluted) | $0.00 | $-0.13 |
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 | $185.2M | $145.3M | ||
| Q3 25 | $169.1M | $136.9M | ||
| Q2 25 | $154.7M | $127.2M | ||
| Q1 25 | $125.2M | $122.4M | ||
| Q4 24 | $149.7M | $116.1M | ||
| Q3 24 | $141.5M | $109.1M | ||
| Q2 24 | $126.7M | $103.0M | ||
| Q1 24 | $110.4M | $100.3M |
| Q4 25 | $1.7M | $-15.2M | ||
| Q3 25 | $17.3M | $-16.4M | ||
| Q2 25 | $-24.4M | $-21.7M | ||
| Q1 25 | $-21.7M | $-18.5M | ||
| Q4 24 | $14.7M | $-23.2M | ||
| Q3 24 | $-6.7M | $-22.9M | ||
| Q2 24 | $-15.7M | $-14.3M | ||
| Q1 24 | $-48.4M | $-8.8M |
| Q4 25 | 85.7% | 77.9% | ||
| Q3 25 | 88.5% | 77.4% | ||
| Q2 25 | 90.2% | 76.3% | ||
| Q1 25 | 90.7% | 75.3% | ||
| Q4 24 | 90.1% | 75.4% | ||
| Q3 24 | 90.6% | 75.0% | ||
| Q2 24 | 91.1% | 78.8% | ||
| Q1 24 | 87.7% | 79.5% |
| Q4 25 | 8.6% | -14.7% | ||
| Q3 25 | 20.3% | -15.8% | ||
| Q2 25 | -6.1% | -20.4% | ||
| Q1 25 | -6.3% | -18.8% | ||
| Q4 24 | 10.7% | -21.9% | ||
| Q3 24 | 15.3% | -27.4% | ||
| Q2 24 | 11.8% | -18.6% | ||
| Q1 24 | -25.1% | -16.6% |
| Q4 25 | 0.9% | -10.5% | ||
| Q3 25 | 10.2% | -12.0% | ||
| Q2 25 | -15.8% | -17.0% | ||
| Q1 25 | -17.3% | -15.1% | ||
| Q4 24 | 9.8% | -20.0% | ||
| Q3 24 | -4.8% | -21.0% | ||
| Q2 24 | -12.4% | -13.9% | ||
| Q1 24 | -43.9% | -8.8% |
| Q4 25 | $0.00 | $-0.13 | ||
| Q3 25 | $0.06 | $-0.14 | ||
| Q2 25 | $-0.08 | $-0.19 | ||
| Q1 25 | $-0.07 | $-0.16 | ||
| Q4 24 | $0.05 | $-0.21 | ||
| Q3 24 | $-0.02 | $-0.21 | ||
| Q2 24 | $-0.05 | $-0.13 | ||
| Q1 24 | $-0.16 | $-0.08 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $293.5M | $704.4M |
| Total DebtLower is stronger | $392.7M | — |
| Stockholders' EquityBook value | $274.2M | $887.4M |
| Total Assets | $949.9M | $1.3B |
| Debt / EquityLower = less leverage | 1.43× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $293.5M | $704.4M | ||
| Q3 25 | $263.8M | $651.1M | ||
| Q2 25 | $231.0M | $611.7M | ||
| Q1 25 | $250.6M | $563.5M | ||
| Q4 24 | $249.9M | $522.0M | ||
| Q3 24 | $249.8M | $467.8M | ||
| Q2 24 | $260.1M | $591.3M | ||
| Q1 24 | $239.6M | $579.6M |
| 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 | $887.4M | ||
| Q3 25 | $230.4M | $859.4M | ||
| Q2 25 | $204.3M | $826.5M | ||
| Q1 25 | $193.6M | $800.0M | ||
| Q4 24 | $194.0M | $773.5M | ||
| Q3 24 | $178.8M | $756.2M | ||
| Q2 24 | $132.5M | $721.4M | ||
| Q1 24 | $130.7M | $707.8M |
| Q4 25 | $949.9M | $1.3B | ||
| Q3 25 | $868.8M | $1.3B | ||
| Q2 25 | $815.3M | $1.2B | ||
| Q1 25 | $789.8M | $1.2B | ||
| Q4 24 | $785.0M | $1.1B | ||
| Q3 24 | $786.6M | $1.1B | ||
| Q2 24 | $749.5M | $1.0B | ||
| Q1 24 | $721.8M | $997.1M |
| 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 | $16.3M | $50.7M |
| Free Cash FlowOCF − Capex | $16.0M | $49.9M |
| FCF MarginFCF / Revenue | 8.6% | 34.3% |
| Capex IntensityCapex / Revenue | 0.2% | 0.6% |
| Cash ConversionOCF / Net Profit | 9.62× | — |
| TTM Free Cash FlowTrailing 4 quarters | $29.8M | $142.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $16.3M | $50.7M | ||
| Q3 25 | $35.7M | $30.2M | ||
| Q2 25 | $-26.5M | $36.1M | ||
| Q1 25 | $7.8M | $28.8M | ||
| Q4 24 | $-3.9M | $49.1M | ||
| Q3 24 | $-23.0M | $27.6M | ||
| Q2 24 | $22.7M | $16.7M | ||
| Q1 24 | $-29.7M | $17.5M |
| Q4 25 | $16.0M | $49.9M | ||
| Q3 25 | $35.3M | $28.8M | ||
| Q2 25 | $-28.9M | $35.5M | ||
| Q1 25 | $7.5M | $28.1M | ||
| Q4 24 | $-4.2M | $48.5M | ||
| Q3 24 | $-23.3M | $26.7M | ||
| Q2 24 | $21.6M | $16.0M | ||
| Q1 24 | $-31.5M | $16.6M |
| Q4 25 | 8.6% | 34.3% | ||
| Q3 25 | 20.9% | 21.0% | ||
| Q2 25 | -18.7% | 27.9% | ||
| Q1 25 | 6.0% | 23.0% | ||
| Q4 24 | -2.8% | 41.8% | ||
| Q3 24 | -16.5% | 24.5% | ||
| Q2 24 | 17.0% | 15.5% | ||
| Q1 24 | -28.5% | 16.6% |
| Q4 25 | 0.2% | 0.6% | ||
| Q3 25 | 0.2% | 1.0% | ||
| Q2 25 | 1.6% | 0.5% | ||
| Q1 25 | 0.2% | 0.5% | ||
| Q4 24 | 0.2% | 0.5% | ||
| Q3 24 | 0.3% | 0.9% | ||
| Q2 24 | 0.9% | 0.7% | ||
| Q1 24 | 1.6% | 0.8% |
| 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
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
FROG
Segment breakdown not available.
