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Side-by-side financial comparison of AMICUS THERAPEUTICS, INC. (FOLD) and GCM Grosvenor Inc. (GCMG). Click either name above to swap in a different company.
AMICUS THERAPEUTICS, INC. is the larger business by last-quarter revenue ($185.2M vs $177.1M, roughly 1.0× GCM Grosvenor Inc.). GCM Grosvenor Inc. runs the higher net margin — 32.8% vs 0.9%, a 31.9% gap on every dollar of revenue. On growth, AMICUS THERAPEUTICS, INC. posted the faster year-over-year revenue change (23.7% vs 7.2%). GCM Grosvenor Inc. produced more free cash flow last quarter ($175.0M vs $16.0M). Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% CAGR vs 27.5%).
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.
GCM Grosvenor is an American alternative asset management firm, with approximately $76 billion in assets under management and approximately 530 professionals as of 2023.
FOLD vs GCMG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $185.2M | $177.1M |
| Net Profit | $1.7M | $58.2M |
| Gross Margin | 85.7% | — |
| Operating Margin | 8.6% | 30.9% |
| Net Margin | 0.9% | 32.8% |
| Revenue YoY | 23.7% | 7.2% |
| Net Profit YoY | -88.5% | 149.2% |
| EPS (diluted) | $0.00 | $0.23 |
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 | $177.1M | ||
| Q3 25 | $169.1M | $135.0M | ||
| Q2 25 | $154.7M | $119.7M | ||
| Q1 25 | $125.2M | $125.8M | ||
| Q4 24 | $149.7M | $165.3M | ||
| Q3 24 | $141.5M | $122.9M | ||
| Q2 24 | $126.7M | $117.0M | ||
| Q1 24 | $110.4M | $108.9M |
| Q4 25 | $1.7M | $58.2M | ||
| Q3 25 | $17.3M | $10.5M | ||
| Q2 25 | $-24.4M | $15.4M | ||
| Q1 25 | $-21.7M | $463.0K | ||
| Q4 24 | $14.7M | $7.6M | ||
| Q3 24 | $-6.7M | $4.2M | ||
| Q2 24 | $-15.7M | $4.8M | ||
| Q1 24 | $-48.4M | $2.1M |
| 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 | 8.6% | 30.9% | ||
| Q3 25 | 20.3% | 32.7% | ||
| Q2 25 | -6.1% | 16.1% | ||
| Q1 25 | -6.3% | 12.2% | ||
| Q4 24 | 10.7% | 26.4% | ||
| Q3 24 | 15.3% | 20.3% | ||
| Q2 24 | 11.8% | 17.8% | ||
| Q1 24 | -25.1% | -14.7% |
| Q4 25 | 0.9% | 32.8% | ||
| Q3 25 | 10.2% | 7.8% | ||
| Q2 25 | -15.8% | 12.9% | ||
| Q1 25 | -17.3% | 0.4% | ||
| Q4 24 | 9.8% | 4.6% | ||
| Q3 24 | -4.8% | 3.4% | ||
| Q2 24 | -12.4% | 4.1% | ||
| Q1 24 | -43.9% | 2.0% |
| Q4 25 | $0.00 | $0.23 | ||
| Q3 25 | $0.06 | $0.16 | ||
| Q2 25 | $-0.08 | $0.05 | ||
| Q1 25 | $-0.07 | $-0.02 | ||
| Q4 24 | $0.05 | $0.09 | ||
| Q3 24 | $-0.02 | $0.03 | ||
| Q2 24 | $-0.05 | $0.04 | ||
| Q1 24 | $-0.16 | $-0.13 |
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 | $242.1M |
| Total DebtLower is stronger | $392.7M | $428.4M |
| Stockholders' EquityBook value | $274.2M | $27.0M |
| Total Assets | $949.9M | $813.8M |
| Debt / EquityLower = less leverage | 1.43× | 15.87× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $293.5M | $242.1M | ||
| Q3 25 | $263.8M | $182.7M | ||
| Q2 25 | $231.0M | $136.3M | ||
| Q1 25 | $250.6M | $94.5M | ||
| Q4 24 | $249.9M | $89.5M | ||
| Q3 24 | $249.8M | $98.4M | ||
| Q2 24 | $260.1M | $73.9M | ||
| Q1 24 | $239.6M | $41.9M |
| Q4 25 | $392.7M | $428.4M | ||
| Q3 25 | $392.0M | $429.3M | ||
| Q2 25 | $391.3M | $430.2M | ||
| Q1 25 | $390.7M | $431.1M | ||
| Q4 24 | $390.1M | $432.0M | ||
| Q3 24 | $389.5M | $432.9M | ||
| Q2 24 | $388.9M | $433.8M | ||
| Q1 24 | $388.4M | $384.0M |
| Q4 25 | $274.2M | $27.0M | ||
| Q3 25 | $230.4M | $-7.4M | ||
| Q2 25 | $204.3M | $-12.3M | ||
| Q1 25 | $193.6M | $-28.3M | ||
| Q4 24 | $194.0M | $-27.6M | ||
| Q3 24 | $178.8M | $-31.9M | ||
| Q2 24 | $132.5M | $-28.5M | ||
| Q1 24 | $130.7M | $-26.4M |
| Q4 25 | $949.9M | $813.8M | ||
| Q3 25 | $868.8M | $685.9M | ||
| Q2 25 | $815.3M | $636.9M | ||
| Q1 25 | $789.8M | $579.8M | ||
| Q4 24 | $785.0M | $612.7M | ||
| Q3 24 | $786.6M | $575.0M | ||
| Q2 24 | $749.5M | $543.9M | ||
| Q1 24 | $721.8M | $497.3M |
| Q4 25 | 1.43× | 15.87× | ||
| 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 | $183.5M |
| Free Cash FlowOCF − Capex | $16.0M | $175.0M |
| FCF MarginFCF / Revenue | 8.6% | 98.8% |
| Capex IntensityCapex / Revenue | 0.2% | 4.8% |
| Cash ConversionOCF / Net Profit | 9.62× | 3.16× |
| TTM Free Cash FlowTrailing 4 quarters | $29.8M | $326.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $16.3M | $183.5M | ||
| Q3 25 | $35.7M | $79.8M | ||
| Q2 25 | $-26.5M | $42.0M | ||
| Q1 25 | $7.8M | $33.3M | ||
| Q4 24 | $-3.9M | $148.8M | ||
| Q3 24 | $-23.0M | $69.0M | ||
| Q2 24 | $22.7M | $17.5M | ||
| Q1 24 | $-29.7M | $24.2M |
| Q4 25 | $16.0M | $175.0M | ||
| Q3 25 | $35.3M | $78.3M | ||
| Q2 25 | $-28.9M | $40.8M | ||
| Q1 25 | $7.5M | $32.1M | ||
| Q4 24 | $-4.2M | $132.0M | ||
| Q3 24 | $-23.3M | $62.2M | ||
| Q2 24 | $21.6M | $12.8M | ||
| Q1 24 | $-31.5M | $20.0M |
| Q4 25 | 8.6% | 98.8% | ||
| Q3 25 | 20.9% | 58.0% | ||
| Q2 25 | -18.7% | 34.1% | ||
| Q1 25 | 6.0% | 25.5% | ||
| Q4 24 | -2.8% | 79.9% | ||
| Q3 24 | -16.5% | 50.6% | ||
| Q2 24 | 17.0% | 10.9% | ||
| Q1 24 | -28.5% | 18.4% |
| Q4 25 | 0.2% | 4.8% | ||
| Q3 25 | 0.2% | 1.1% | ||
| Q2 25 | 1.6% | 1.0% | ||
| Q1 25 | 0.2% | 0.9% | ||
| Q4 24 | 0.2% | 10.1% | ||
| Q3 24 | 0.3% | 5.5% | ||
| Q2 24 | 0.9% | 4.0% | ||
| Q1 24 | 1.6% | 3.9% |
| Q4 25 | 9.62× | 3.16× | ||
| Q3 25 | 2.06× | 7.61× | ||
| Q2 25 | — | 2.72× | ||
| Q1 25 | — | 71.84× | ||
| Q4 24 | -0.27× | 19.54× | ||
| Q3 24 | — | 16.60× | ||
| Q2 24 | — | 3.64× | ||
| Q1 24 | — | 11.40× |
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% |
GCMG
| Asset Management1 | $108.6M | 61% |
| Management Service Incentive Performance Fees | $61.7M | 35% |
| Management Service Incentive Carried Interest | $5.1M | 3% |
| Service Other | $1.8M | 1% |
