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Side-by-side financial comparison of AMICUS THERAPEUTICS, INC. (FOLD) and Lovesac Co (LOVE). Click either name above to swap in a different company.
AMICUS THERAPEUTICS, INC. is the larger business by last-quarter revenue ($185.2M vs $150.2M, roughly 1.2× Lovesac Co). AMICUS THERAPEUTICS, INC. runs the higher net margin — 0.9% vs -7.0%, a 7.9% gap on every dollar of revenue. On growth, AMICUS THERAPEUTICS, INC. posted the faster year-over-year revenue change (23.7% vs 0.2%). AMICUS THERAPEUTICS, INC. produced more free cash flow last quarter ($16.0M vs $-10.2M). Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% CAGR vs -22.6%).
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.
The Lovesac Company is an American furniture retailer, specializing in a patented modular furniture system called Sactionals. Sactionals consist of two combinable pieces, “Seats” and “Sides,” as well as custom-fit covers and associated accessories. Lovesac also sells Sacs, a bag seat filled with a proprietary foam mixture.
FOLD vs LOVE — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $185.2M | $150.2M |
| Net Profit | $1.7M | $-10.6M |
| Gross Margin | 85.7% | 56.1% |
| Operating Margin | 8.6% | -10.5% |
| Net Margin | 0.9% | -7.0% |
| Revenue YoY | 23.7% | 0.2% |
| Net Profit YoY | -88.5% | -114.0% |
| EPS (diluted) | $0.00 | $-0.72 |
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 | $150.2M | ||
| Q3 25 | $169.1M | $160.5M | ||
| Q2 25 | $154.7M | $138.4M | ||
| Q1 25 | $125.2M | $241.5M | ||
| Q4 24 | $149.7M | $149.9M | ||
| Q3 24 | $141.5M | $156.6M | ||
| Q2 24 | $126.7M | $132.6M | ||
| Q1 24 | $110.4M | $250.5M |
| Q4 25 | $1.7M | $-10.6M | ||
| Q3 25 | $17.3M | $-6.7M | ||
| Q2 25 | $-24.4M | $-10.8M | ||
| Q1 25 | $-21.7M | $35.3M | ||
| Q4 24 | $14.7M | $-4.9M | ||
| Q3 24 | $-6.7M | $-5.9M | ||
| Q2 24 | $-15.7M | $-13.0M | ||
| Q1 24 | $-48.4M | $31.0M |
| Q4 25 | 85.7% | 56.1% | ||
| Q3 25 | 88.5% | 56.4% | ||
| Q2 25 | 90.2% | 53.7% | ||
| Q1 25 | 90.7% | 60.4% | ||
| Q4 24 | 90.1% | 58.5% | ||
| Q3 24 | 90.6% | 59.0% | ||
| Q2 24 | 91.1% | 54.3% | ||
| Q1 24 | 87.7% | 59.7% |
| Q4 25 | 8.6% | -10.5% | ||
| Q3 25 | 20.3% | -5.5% | ||
| Q2 25 | -6.1% | -10.8% | ||
| Q1 25 | -6.3% | 19.7% | ||
| Q4 24 | 10.7% | -5.2% | ||
| Q3 24 | 15.3% | -5.3% | ||
| Q2 24 | 11.8% | -13.5% | ||
| Q1 24 | -25.1% | 16.1% |
| Q4 25 | 0.9% | -7.0% | ||
| Q3 25 | 10.2% | -4.1% | ||
| Q2 25 | -15.8% | -7.8% | ||
| Q1 25 | -17.3% | 14.6% | ||
| Q4 24 | 9.8% | -3.3% | ||
| Q3 24 | -4.8% | -3.7% | ||
| Q2 24 | -12.4% | -9.8% | ||
| Q1 24 | -43.9% | 12.4% |
| Q4 25 | $0.00 | $-0.72 | ||
| Q3 25 | $0.06 | $-0.45 | ||
| Q2 25 | $-0.08 | $-0.73 | ||
| Q1 25 | $-0.07 | $2.22 | ||
| Q4 24 | $0.05 | $-0.32 | ||
| Q3 24 | $-0.02 | $-0.38 | ||
| Q2 24 | $-0.05 | $-0.83 | ||
| Q1 24 | $-0.16 | $1.91 |
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 | $23.7M |
| Total DebtLower is stronger | $392.7M | — |
| Stockholders' EquityBook value | $274.2M | $189.3M |
| Total Assets | $949.9M | $495.5M |
| Debt / EquityLower = less leverage | 1.43× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $293.5M | $23.7M | ||
| Q3 25 | $263.8M | $34.2M | ||
| Q2 25 | $231.0M | $26.9M | ||
| Q1 25 | $250.6M | $83.7M | ||
| Q4 24 | $249.9M | $61.7M | ||
| Q3 24 | $249.8M | $72.1M | ||
| Q2 24 | $260.1M | $72.4M | ||
| Q1 24 | $239.6M | $87.0M |
| 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 | $189.3M | ||
| Q3 25 | $230.4M | $197.5M | ||
| Q2 25 | $204.3M | $201.2M | ||
| Q1 25 | $193.6M | $216.4M | ||
| Q4 24 | $194.0M | $196.5M | ||
| Q3 24 | $178.8M | $202.1M | ||
| Q2 24 | $132.5M | $205.3M | ||
| Q1 24 | $130.7M | $217.5M |
| Q4 25 | $949.9M | $495.5M | ||
| Q3 25 | $868.8M | $493.7M | ||
| Q2 25 | $815.3M | $483.7M | ||
| Q1 25 | $789.8M | $532.3M | ||
| Q4 24 | $785.0M | $499.7M | ||
| Q3 24 | $786.6M | $481.1M | ||
| Q2 24 | $749.5M | $477.2M | ||
| Q1 24 | $721.8M | $482.2M |
| 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 | $-4.9M |
| Free Cash FlowOCF − Capex | $16.0M | $-10.2M |
| FCF MarginFCF / Revenue | 8.6% | -6.8% |
| Capex IntensityCapex / Revenue | 0.2% | 3.5% |
| Cash ConversionOCF / Net Profit | 9.62× | — |
| TTM Free Cash FlowTrailing 4 quarters | $29.8M | $-13.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $16.3M | $-4.9M | ||
| Q3 25 | $35.7M | $12.2M | ||
| Q2 25 | $-26.5M | $-41.4M | ||
| Q1 25 | $7.8M | $44.0M | ||
| Q4 24 | $-3.9M | $-4.2M | ||
| Q3 24 | $-23.0M | $6.2M | ||
| Q2 24 | $22.7M | $-7.0M | ||
| Q1 24 | $-29.7M | $56.3M |
| Q4 25 | $16.0M | $-10.2M | ||
| Q3 25 | $35.3M | $7.8M | ||
| Q2 25 | $-28.9M | $-50.0M | ||
| Q1 25 | $7.5M | $38.7M | ||
| Q4 24 | $-4.2M | $-6.6M | ||
| Q3 24 | $-23.3M | $119.0K | ||
| Q2 24 | $21.6M | $-14.3M | ||
| Q1 24 | $-31.5M | $49.5M |
| Q4 25 | 8.6% | -6.8% | ||
| Q3 25 | 20.9% | 4.9% | ||
| Q2 25 | -18.7% | -36.1% | ||
| Q1 25 | 6.0% | 16.0% | ||
| Q4 24 | -2.8% | -4.4% | ||
| Q3 24 | -16.5% | 0.1% | ||
| Q2 24 | 17.0% | -10.8% | ||
| Q1 24 | -28.5% | 19.8% |
| Q4 25 | 0.2% | 3.5% | ||
| Q3 25 | 0.2% | 2.7% | ||
| Q2 25 | 1.6% | 6.2% | ||
| Q1 25 | 0.2% | 2.2% | ||
| Q4 24 | 0.2% | 1.6% | ||
| Q3 24 | 0.3% | 3.9% | ||
| Q2 24 | 0.9% | 5.5% | ||
| Q1 24 | 1.6% | 2.7% |
| Q4 25 | 9.62× | — | ||
| Q3 25 | 2.06× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.25× | ||
| Q4 24 | -0.27× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.82× |
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% |
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
