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Side-by-side financial comparison of AMICUS THERAPEUTICS, INC. (FOLD) and National Storage Affiliates Trust (NSA). Click either name above to swap in a different company.
National Storage Affiliates Trust is the larger business by last-quarter revenue ($187.0M vs $185.2M, roughly 1.0× AMICUS THERAPEUTICS, INC.). National Storage Affiliates Trust runs the higher net margin — 12.2% vs 0.9%, a 11.3% gap on every dollar of revenue. On growth, AMICUS THERAPEUTICS, INC. posted the faster year-over-year revenue change (23.7% vs -1.6%). National Storage Affiliates Trust produced more free cash flow last quarter ($299.8M vs $16.0M). Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% CAGR vs -2.4%).
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.
National Storage Affiliates Trust is a U.S.-headquartered real estate investment trust focused on self-storage assets. It owns, operates and acquires self-storage facilities across dozens of U.S. states, offering secure storage solutions for residential and commercial customers.
FOLD vs NSA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $185.2M | $187.0M |
| Net Profit | $1.7M | $22.9M |
| Gross Margin | 85.7% | 72.5% |
| Operating Margin | 8.6% | 20.2% |
| Net Margin | 0.9% | 12.2% |
| Revenue YoY | 23.7% | -1.6% |
| Net Profit YoY | -88.5% | 36.8% |
| 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 | $187.0M | ||
| Q3 25 | $169.1M | $188.7M | ||
| Q2 25 | $154.7M | $188.8M | ||
| Q1 25 | $125.2M | $188.4M | ||
| Q4 24 | $149.7M | $190.1M | ||
| Q3 24 | $141.5M | $193.6M | ||
| Q2 24 | $126.7M | $190.4M | ||
| Q1 24 | $110.4M | $196.1M |
| Q4 25 | $1.7M | $22.9M | ||
| Q3 25 | $17.3M | $18.4M | ||
| Q2 25 | $-24.4M | $19.5M | ||
| Q1 25 | $-21.7M | $13.0M | ||
| Q4 24 | $14.7M | $16.7M | ||
| Q3 24 | $-6.7M | $18.7M | ||
| Q2 24 | $-15.7M | $17.1M | ||
| Q1 24 | $-48.4M | $59.0M |
| Q4 25 | 85.7% | 72.5% | ||
| Q3 25 | 88.5% | 70.7% | ||
| Q2 25 | 90.2% | 70.5% | ||
| Q1 25 | 90.7% | 70.7% | ||
| Q4 24 | 90.1% | 72.5% | ||
| Q3 24 | 90.6% | 72.8% | ||
| Q2 24 | 91.1% | 72.6% | ||
| Q1 24 | 87.7% | 72.1% |
| Q4 25 | 8.6% | 20.2% | ||
| Q3 25 | 20.3% | 15.8% | ||
| Q2 25 | -6.1% | 16.5% | ||
| Q1 25 | -6.3% | 11.0% | ||
| Q4 24 | 10.7% | 14.5% | ||
| Q3 24 | 15.3% | 15.8% | ||
| Q2 24 | 11.8% | 17.2% | ||
| Q1 24 | -25.1% | 48.9% |
| Q4 25 | 0.9% | 12.2% | ||
| Q3 25 | 10.2% | 9.8% | ||
| Q2 25 | -15.8% | 10.3% | ||
| Q1 25 | -17.3% | 6.9% | ||
| Q4 24 | 9.8% | 8.8% | ||
| Q3 24 | -4.8% | 9.7% | ||
| Q2 24 | -12.4% | 9.0% | ||
| Q1 24 | -43.9% | 30.1% |
| Q4 25 | $0.00 | $0.23 | ||
| Q3 25 | $0.06 | $0.17 | ||
| Q2 25 | $-0.08 | $0.19 | ||
| Q1 25 | $-0.07 | $0.10 | ||
| Q4 24 | $0.05 | $0.19 | ||
| Q3 24 | $-0.02 | $0.18 | ||
| Q2 24 | $-0.05 | $0.16 | ||
| Q1 24 | $-0.16 | $0.65 |
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 | $23.3M |
| Total DebtLower is stronger | $392.7M | — |
| Stockholders' EquityBook value | $274.2M | $946.0M |
| Total Assets | $949.9M | $5.1B |
| Debt / EquityLower = less leverage | 1.43× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $293.5M | $23.3M | ||
| Q3 25 | $263.8M | $26.3M | ||
| Q2 25 | $231.0M | $26.1M | ||
| Q1 25 | $250.6M | $19.3M | ||
| Q4 24 | $249.9M | $50.4M | ||
| Q3 24 | $249.8M | $69.9M | ||
| Q2 24 | $260.1M | $59.0M | ||
| Q1 24 | $239.6M | $64.2M |
| 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 | $946.0M | ||
| Q3 25 | $230.4M | $973.1M | ||
| Q2 25 | $204.3M | $1.0B | ||
| Q1 25 | $193.6M | $1.0B | ||
| Q4 24 | $194.0M | $1.1B | ||
| Q3 24 | $178.8M | $986.9M | ||
| Q2 24 | $132.5M | $1.2B | ||
| Q1 24 | $130.7M | $1.3B |
| Q4 25 | $949.9M | $5.1B | ||
| Q3 25 | $868.8M | $5.1B | ||
| Q2 25 | $815.3M | $5.2B | ||
| Q1 25 | $789.8M | $5.3B | ||
| Q4 24 | $785.0M | $5.4B | ||
| Q3 24 | $786.6M | $5.4B | ||
| Q2 24 | $749.5M | $5.3B | ||
| Q1 24 | $721.8M | $5.4B |
| 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 | $338.5M |
| Free Cash FlowOCF − Capex | $16.0M | $299.8M |
| FCF MarginFCF / Revenue | 8.6% | 160.3% |
| Capex IntensityCapex / Revenue | 0.2% | 20.7% |
| Cash ConversionOCF / Net Profit | 9.62× | 14.79× |
| TTM Free Cash FlowTrailing 4 quarters | $29.8M | $541.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $16.3M | $338.5M | ||
| Q3 25 | $35.7M | $100.2M | ||
| Q2 25 | $-26.5M | $79.9M | ||
| Q1 25 | $7.8M | $85.6M | ||
| Q4 24 | $-3.9M | $363.1M | ||
| Q3 24 | $-23.0M | $105.7M | ||
| Q2 24 | $22.7M | $83.2M | ||
| Q1 24 | $-29.7M | $94.0M |
| Q4 25 | $16.0M | $299.8M | ||
| Q3 25 | $35.3M | $88.0M | ||
| Q2 25 | $-28.9M | $73.8M | ||
| Q1 25 | $7.5M | $79.9M | ||
| Q4 24 | $-4.2M | $344.4M | ||
| Q3 24 | $-23.3M | $101.8M | ||
| Q2 24 | $21.6M | $79.5M | ||
| Q1 24 | $-31.5M | $88.6M |
| Q4 25 | 8.6% | 160.3% | ||
| Q3 25 | 20.9% | 46.6% | ||
| Q2 25 | -18.7% | 39.1% | ||
| Q1 25 | 6.0% | 42.4% | ||
| Q4 24 | -2.8% | 181.2% | ||
| Q3 24 | -16.5% | 52.6% | ||
| Q2 24 | 17.0% | 41.7% | ||
| Q1 24 | -28.5% | 45.2% |
| Q4 25 | 0.2% | 20.7% | ||
| Q3 25 | 0.2% | 6.5% | ||
| Q2 25 | 1.6% | 3.2% | ||
| Q1 25 | 0.2% | 3.0% | ||
| Q4 24 | 0.2% | 9.8% | ||
| Q3 24 | 0.3% | 2.0% | ||
| Q2 24 | 0.9% | 1.9% | ||
| Q1 24 | 1.6% | 2.7% |
| Q4 25 | 9.62× | 14.79× | ||
| Q3 25 | 2.06× | 5.44× | ||
| Q2 25 | — | 4.10× | ||
| Q1 25 | — | 6.59× | ||
| Q4 24 | -0.27× | 21.70× | ||
| Q3 24 | — | 5.65× | ||
| Q2 24 | — | 4.88× | ||
| Q1 24 | — | 1.59× |
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% |
NSA
Segment breakdown not available.
