vs
Side-by-side financial comparison of AMICUS THERAPEUTICS, INC. (FOLD) and Origin Bancorp, Inc. (OBK). Click either name above to swap in a different company.
AMICUS THERAPEUTICS, INC. is the larger business by last-quarter revenue ($185.2M vs $104.0M, roughly 1.8× Origin Bancorp, Inc.). Origin Bancorp, Inc. runs the higher net margin — 26.6% vs 0.9%, a 25.7% gap on every dollar of revenue. Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% CAGR vs 3.9%).
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.
Southern Bancorp is a community development financial institution headquartered in Arkadelphia, Arkansas. It was founded in 1986 as Southern Development Bancorporation, and is often referred to simply as "Southern".
FOLD vs OBK — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $185.2M | $104.0M |
| Net Profit | $1.7M | $27.7M |
| Gross Margin | 85.7% | — |
| Operating Margin | 8.6% | — |
| Net Margin | 0.9% | 26.6% |
| Revenue YoY | 23.7% | — |
| Net Profit YoY | -88.5% | -6.2% |
| EPS (diluted) | $0.00 | $0.89 |
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 | — | $104.0M | ||
| Q4 25 | $185.2M | $103.4M | ||
| Q3 25 | $169.1M | $109.8M | ||
| Q2 25 | $154.7M | $83.5M | ||
| Q1 25 | $125.2M | $94.1M | ||
| Q4 24 | $149.7M | $78.3M | ||
| Q3 24 | $141.5M | $90.8M | ||
| Q2 24 | $126.7M | $96.4M |
| Q1 26 | — | $27.7M | ||
| Q4 25 | $1.7M | $29.5M | ||
| Q3 25 | $17.3M | $8.6M | ||
| Q2 25 | $-24.4M | $14.6M | ||
| Q1 25 | $-21.7M | $22.4M | ||
| Q4 24 | $14.7M | $14.3M | ||
| Q3 24 | $-6.7M | $18.6M | ||
| Q2 24 | $-15.7M | $21.0M |
| 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 | — | — | ||
| Q4 25 | 8.6% | 36.2% | ||
| Q3 25 | 20.3% | 10.0% | ||
| Q2 25 | -6.1% | 22.3% | ||
| Q1 25 | -6.3% | 30.4% | ||
| Q4 24 | 10.7% | 23.0% | ||
| Q3 24 | 15.3% | 26.1% | ||
| Q2 24 | 11.8% | 27.7% |
| Q1 26 | — | 26.6% | ||
| Q4 25 | 0.9% | 28.5% | ||
| Q3 25 | 10.2% | 7.9% | ||
| Q2 25 | -15.8% | 17.5% | ||
| Q1 25 | -17.3% | 23.8% | ||
| Q4 24 | 9.8% | 18.2% | ||
| Q3 24 | -4.8% | 20.5% | ||
| Q2 24 | -12.4% | 21.8% |
| Q1 26 | — | $0.89 | ||
| Q4 25 | $0.00 | $0.95 | ||
| Q3 25 | $0.06 | $0.27 | ||
| Q2 25 | $-0.08 | $0.47 | ||
| Q1 25 | $-0.07 | $0.71 | ||
| Q4 24 | $0.05 | $0.45 | ||
| Q3 24 | $-0.02 | $0.60 | ||
| Q2 24 | $-0.05 | $0.67 |
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 | — |
| Total DebtLower is stronger | $392.7M | — |
| Stockholders' EquityBook value | $274.2M | $1.3B |
| Total Assets | $949.9M | $10.2B |
| Debt / EquityLower = less leverage | 1.43× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $293.5M | $424.2M | ||
| Q3 25 | $263.8M | $626.9M | ||
| Q2 25 | $231.0M | $334.1M | ||
| Q1 25 | $250.6M | $486.2M | ||
| Q4 24 | $249.9M | $470.2M | ||
| Q3 24 | $249.8M | $321.2M | ||
| Q2 24 | $260.1M | $288.1M |
| Q1 26 | — | — | ||
| 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 26 | — | $1.3B | ||
| Q4 25 | $274.2M | $1.2B | ||
| Q3 25 | $230.4M | $1.2B | ||
| Q2 25 | $204.3M | $1.2B | ||
| Q1 25 | $193.6M | $1.2B | ||
| Q4 24 | $194.0M | $1.1B | ||
| Q3 24 | $178.8M | $1.1B | ||
| Q2 24 | $132.5M | $1.1B |
| Q1 26 | — | $10.2B | ||
| Q4 25 | $949.9M | $9.7B | ||
| Q3 25 | $868.8M | $9.8B | ||
| Q2 25 | $815.3M | $9.7B | ||
| Q1 25 | $789.8M | $9.8B | ||
| Q4 24 | $785.0M | $9.7B | ||
| Q3 24 | $786.6M | $10.0B | ||
| Q2 24 | $749.5M | $9.9B |
| Q1 26 | — | — | ||
| 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× | — |
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 | $16.3M | $158.9M | ||
| Q3 25 | $35.7M | $59.3M | ||
| Q2 25 | $-26.5M | $20.6M | ||
| Q1 25 | $7.8M | $35.6M | ||
| Q4 24 | $-3.9M | $108.5M | ||
| Q3 24 | $-23.0M | $39.6M | ||
| Q2 24 | $22.7M | $11.9M |
| Q1 26 | — | — | ||
| Q4 25 | $16.0M | $151.1M | ||
| Q3 25 | $35.3M | $56.8M | ||
| Q2 25 | $-28.9M | $19.6M | ||
| Q1 25 | $7.5M | $34.8M | ||
| Q4 24 | $-4.2M | $86.4M | ||
| Q3 24 | $-23.3M | $32.2M | ||
| Q2 24 | $21.6M | $6.5M |
| Q1 26 | — | — | ||
| Q4 25 | 8.6% | 146.0% | ||
| Q3 25 | 20.9% | 51.7% | ||
| Q2 25 | -18.7% | 23.5% | ||
| Q1 25 | 6.0% | 37.0% | ||
| Q4 24 | -2.8% | 110.3% | ||
| Q3 24 | -16.5% | 35.5% | ||
| Q2 24 | 17.0% | 6.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 7.6% | ||
| Q3 25 | 0.2% | 2.3% | ||
| Q2 25 | 1.6% | 1.2% | ||
| Q1 25 | 0.2% | 0.8% | ||
| Q4 24 | 0.2% | 28.1% | ||
| Q3 24 | 0.3% | 8.1% | ||
| Q2 24 | 0.9% | 5.6% |
| Q1 26 | — | — | ||
| Q4 25 | 9.62× | 5.38× | ||
| Q3 25 | 2.06× | 6.88× | ||
| Q2 25 | — | 1.41× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | -0.27× | 7.60× | ||
| Q3 24 | — | 2.13× | ||
| Q2 24 | — | 0.57× |
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% |
OBK
| Net Interest Income | $87.2M | 84% |
| Noninterest Income | $16.8M | 16% |
