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Side-by-side financial comparison of AMICUS THERAPEUTICS, INC. (FOLD) and Paymentus Holdings, Inc. (PAY). Click either name above to swap in a different company.
Paymentus Holdings, Inc. is the larger business by last-quarter revenue ($330.5M vs $185.2M, roughly 1.8× AMICUS THERAPEUTICS, INC.). Paymentus Holdings, Inc. runs the higher net margin — 6.3% vs 0.9%, a 5.3% gap on every dollar of revenue. On growth, Paymentus Holdings, Inc. posted the faster year-over-year revenue change (28.1% vs 23.7%). Paymentus Holdings, Inc. produced more free cash flow last quarter ($45.0M vs $16.0M). Over the past eight quarters, Paymentus Holdings, Inc.'s revenue compounded faster (33.7% CAGR vs 29.5%).
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.
Paymentus Holdings, Inc. is a leading cloud-based bill payment and customer engagement technology provider. It offers integrated digital payment solutions, billing automation tools, and self-service portals for enterprises across utilities, financial services, government, healthcare, and telecommunications segments, primarily operating in the North American market.
FOLD vs PAY — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $185.2M | $330.5M |
| Net Profit | $1.7M | $20.7M |
| Gross Margin | 85.7% | 25.4% |
| Operating Margin | 8.6% | 7.3% |
| Net Margin | 0.9% | 6.3% |
| Revenue YoY | 23.7% | 28.1% |
| Net Profit YoY | -88.5% | 57.2% |
| EPS (diluted) | $0.00 | $0.16 |
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 | $330.5M | ||
| Q3 25 | $169.1M | $310.7M | ||
| Q2 25 | $154.7M | $280.1M | ||
| Q1 25 | $125.2M | $275.2M | ||
| Q4 24 | $149.7M | $257.9M | ||
| Q3 24 | $141.5M | $231.6M | ||
| Q2 24 | $126.7M | $197.4M | ||
| Q1 24 | $110.4M | $184.9M |
| Q4 25 | $1.7M | $20.7M | ||
| Q3 25 | $17.3M | $17.7M | ||
| Q2 25 | $-24.4M | $14.7M | ||
| Q1 25 | $-21.7M | $13.8M | ||
| Q4 24 | $14.7M | $13.1M | ||
| Q3 24 | $-6.7M | $14.4M | ||
| Q2 24 | $-15.7M | $9.4M | ||
| Q1 24 | $-48.4M | $7.2M |
| Q4 25 | 85.7% | 25.4% | ||
| Q3 25 | 88.5% | 24.1% | ||
| Q2 25 | 90.2% | 25.5% | ||
| Q1 25 | 90.7% | 24.0% | ||
| Q4 24 | 90.1% | 25.6% | ||
| Q3 24 | 90.6% | 26.2% | ||
| Q2 24 | 91.1% | 29.8% | ||
| Q1 24 | 87.7% | 28.5% |
| Q4 25 | 8.6% | 7.3% | ||
| Q3 25 | 20.3% | 6.4% | ||
| Q2 25 | -6.1% | 5.7% | ||
| Q1 25 | -6.3% | 5.7% | ||
| Q4 24 | 10.7% | 5.5% | ||
| Q3 24 | 15.3% | 5.2% | ||
| Q2 24 | 11.8% | 5.2% | ||
| Q1 24 | -25.1% | 4.5% |
| Q4 25 | 0.9% | 6.3% | ||
| Q3 25 | 10.2% | 5.7% | ||
| Q2 25 | -15.8% | 5.3% | ||
| Q1 25 | -17.3% | 5.0% | ||
| Q4 24 | 9.8% | 5.1% | ||
| Q3 24 | -4.8% | 6.2% | ||
| Q2 24 | -12.4% | 4.7% | ||
| Q1 24 | -43.9% | 3.9% |
| Q4 25 | $0.00 | $0.16 | ||
| Q3 25 | $0.06 | $0.14 | ||
| Q2 25 | $-0.08 | $0.11 | ||
| Q1 25 | $-0.07 | $0.11 | ||
| Q4 24 | $0.05 | $0.11 | ||
| Q3 24 | $-0.02 | $0.11 | ||
| Q2 24 | $-0.05 | $0.07 | ||
| Q1 24 | $-0.16 | $0.06 |
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 | $320.9M |
| Total DebtLower is stronger | $392.7M | — |
| Stockholders' EquityBook value | $274.2M | $560.4M |
| Total Assets | $949.9M | $667.9M |
| Debt / EquityLower = less leverage | 1.43× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $293.5M | $320.9M | ||
| Q3 25 | $263.8M | $287.9M | ||
| Q2 25 | $231.0M | $266.4M | ||
| Q1 25 | $250.6M | $245.8M | ||
| Q4 24 | $249.9M | $205.9M | ||
| Q3 24 | $249.8M | $187.5M | ||
| Q2 24 | $260.1M | $188.8M | ||
| Q1 24 | $239.6M | $180.1M |
| 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 | $560.4M | ||
| Q3 25 | $230.4M | $537.4M | ||
| Q2 25 | $204.3M | $516.7M | ||
| Q1 25 | $193.6M | $500.4M | ||
| Q4 24 | $194.0M | $485.6M | ||
| Q3 24 | $178.8M | $468.8M | ||
| Q2 24 | $132.5M | $451.6M | ||
| Q1 24 | $130.7M | $439.4M |
| Q4 25 | $949.9M | $667.9M | ||
| Q3 25 | $868.8M | $644.4M | ||
| Q2 25 | $815.3M | $609.5M | ||
| Q1 25 | $789.8M | $590.9M | ||
| Q4 24 | $785.0M | $576.2M | ||
| Q3 24 | $786.6M | $552.9M | ||
| Q2 24 | $749.5M | $527.7M | ||
| Q1 24 | $721.8M | $514.0M |
| 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 | $45.1M |
| Free Cash FlowOCF − Capex | $16.0M | $45.0M |
| FCF MarginFCF / Revenue | 8.6% | 13.6% |
| Capex IntensityCapex / Revenue | 0.2% | 0.0% |
| Cash ConversionOCF / Net Profit | 9.62× | 2.18× |
| TTM Free Cash FlowTrailing 4 quarters | $29.8M | $161.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $16.3M | $45.1M | ||
| Q3 25 | $35.7M | $35.1M | ||
| Q2 25 | $-26.5M | $31.5M | ||
| Q1 25 | $7.8M | $50.4M | ||
| Q4 24 | $-3.9M | $27.9M | ||
| Q3 24 | $-23.0M | $6.7M | ||
| Q2 24 | $22.7M | $18.0M | ||
| Q1 24 | $-29.7M | $11.0M |
| Q4 25 | $16.0M | $45.0M | ||
| Q3 25 | $35.3M | $35.0M | ||
| Q2 25 | $-28.9M | $31.4M | ||
| Q1 25 | $7.5M | $50.4M | ||
| Q4 24 | $-4.2M | $27.8M | ||
| Q3 24 | $-23.3M | $6.7M | ||
| Q2 24 | $21.6M | $17.8M | ||
| Q1 24 | $-31.5M | $10.8M |
| Q4 25 | 8.6% | 13.6% | ||
| Q3 25 | 20.9% | 11.3% | ||
| Q2 25 | -18.7% | 11.2% | ||
| Q1 25 | 6.0% | 18.3% | ||
| Q4 24 | -2.8% | 10.8% | ||
| Q3 24 | -16.5% | 2.9% | ||
| Q2 24 | 17.0% | 9.0% | ||
| Q1 24 | -28.5% | 5.9% |
| Q4 25 | 0.2% | 0.0% | ||
| Q3 25 | 0.2% | 0.0% | ||
| Q2 25 | 1.6% | 0.0% | ||
| Q1 25 | 0.2% | 0.0% | ||
| Q4 24 | 0.2% | 0.0% | ||
| Q3 24 | 0.3% | 0.0% | ||
| Q2 24 | 0.9% | 0.1% | ||
| Q1 24 | 1.6% | 0.1% |
| Q4 25 | 9.62× | 2.18× | ||
| Q3 25 | 2.06× | 1.98× | ||
| Q2 25 | — | 2.14× | ||
| Q1 25 | — | 3.65× | ||
| Q4 24 | -0.27× | 2.12× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 1.93× | ||
| Q1 24 | — | 1.52× |
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% |
PAY
| Payment Transaction Processing Revenue | $326.9M | 99% |
| Other | $3.5M | 1% |
