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Side-by-side financial comparison of AMICUS THERAPEUTICS, INC. (FOLD) and ServisFirst Bancshares, Inc. (SFBS). Click either name above to swap in a different company.
AMICUS THERAPEUTICS, INC. is the larger business by last-quarter revenue ($185.2M vs $159.0M, roughly 1.2× ServisFirst Bancshares, Inc.). ServisFirst Bancshares, Inc. runs the higher net margin — 52.2% vs 0.9%, a 51.3% gap on every dollar of revenue. Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% CAGR vs 17.7%).
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.
ServisFirst Bancshares, Inc. is a U.S.-based bank holding company operating full-service banking locations primarily across the Southeastern United States. It offers a full suite of commercial banking, consumer banking, wealth management, and mortgage lending services to small and medium-sized businesses, professional clients, and individual consumers.
FOLD vs SFBS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $185.2M | $159.0M |
| Net Profit | $1.7M | $83.0M |
| Gross Margin | 85.7% | — |
| Operating Margin | 8.6% | — |
| Net Margin | 0.9% | 52.2% |
| Revenue YoY | 23.7% | — |
| Net Profit YoY | -88.5% | 31.2% |
| EPS (diluted) | $0.00 | $1.52 |
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 | — | $159.0M | ||
| Q4 25 | $185.2M | $162.2M | ||
| Q3 25 | $169.1M | $136.3M | ||
| Q2 25 | $154.7M | $132.1M | ||
| Q1 25 | $125.2M | $131.8M | ||
| Q4 24 | $149.7M | $131.9M | ||
| Q3 24 | $141.5M | $123.7M | ||
| Q2 24 | $126.7M | $114.8M |
| Q1 26 | — | $83.0M | ||
| Q4 25 | $1.7M | $86.4M | ||
| Q3 25 | $17.3M | $65.6M | ||
| Q2 25 | $-24.4M | $61.4M | ||
| Q1 25 | $-21.7M | $63.2M | ||
| Q4 24 | $14.7M | $65.2M | ||
| Q3 24 | $-6.7M | $59.9M | ||
| Q2 24 | $-15.7M | $52.1M |
| 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% | 66.3% | ||
| Q3 25 | 20.3% | 57.8% | ||
| Q2 25 | -6.1% | 58.0% | ||
| Q1 25 | -6.3% | 60.0% | ||
| Q4 24 | 10.7% | 60.2% | ||
| Q3 24 | 15.3% | 58.5% | ||
| Q2 24 | 11.8% | 58.0% |
| Q1 26 | — | 52.2% | ||
| Q4 25 | 0.9% | 59.0% | ||
| Q3 25 | 10.2% | 48.1% | ||
| Q2 25 | -15.8% | 46.5% | ||
| Q1 25 | -17.3% | 48.0% | ||
| Q4 24 | 9.8% | 52.9% | ||
| Q3 24 | -4.8% | 48.4% | ||
| Q2 24 | -12.4% | 45.4% |
| Q1 26 | — | $1.52 | ||
| Q4 25 | $0.00 | $1.58 | ||
| Q3 25 | $0.06 | $1.20 | ||
| Q2 25 | $-0.08 | $1.12 | ||
| Q1 25 | $-0.07 | $1.16 | ||
| Q4 24 | $0.05 | $1.19 | ||
| Q3 24 | $-0.02 | $1.10 | ||
| Q2 24 | $-0.05 | $0.95 |
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 | $1.8B |
| Total DebtLower is stronger | $392.7M | — |
| Stockholders' EquityBook value | $274.2M | $1.9B |
| Total Assets | $949.9M | $18.2B |
| Debt / EquityLower = less leverage | 1.43× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | $293.5M | — | ||
| Q3 25 | $263.8M | — | ||
| Q2 25 | $231.0M | — | ||
| Q1 25 | $250.6M | — | ||
| Q4 24 | $249.9M | — | ||
| Q3 24 | $249.8M | — | ||
| Q2 24 | $260.1M | — |
| 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 | — | $1.9B | ||
| Q4 25 | $274.2M | $1.8B | ||
| Q3 25 | $230.4M | $1.8B | ||
| Q2 25 | $204.3M | $1.7B | ||
| Q1 25 | $193.6M | $1.7B | ||
| Q4 24 | $194.0M | $1.6B | ||
| Q3 24 | $178.8M | $1.6B | ||
| Q2 24 | $132.5M | $1.5B |
| Q1 26 | — | $18.2B | ||
| Q4 25 | $949.9M | $17.7B | ||
| Q3 25 | $868.8M | $17.6B | ||
| Q2 25 | $815.3M | $17.4B | ||
| Q1 25 | $789.8M | $18.6B | ||
| Q4 24 | $785.0M | $17.4B | ||
| Q3 24 | $786.6M | $16.4B | ||
| Q2 24 | $749.5M | $16.0B |
| 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 | $355.2M | ||
| Q3 25 | $35.7M | $140.9M | ||
| Q2 25 | $-26.5M | $67.6M | ||
| Q1 25 | $7.8M | $48.0M | ||
| Q4 24 | $-3.9M | $252.9M | ||
| Q3 24 | $-23.0M | $84.0M | ||
| Q2 24 | $22.7M | $48.3M |
| Q1 26 | — | — | ||
| Q4 25 | $16.0M | — | ||
| Q3 25 | $35.3M | — | ||
| Q2 25 | $-28.9M | — | ||
| Q1 25 | $7.5M | — | ||
| Q4 24 | $-4.2M | — | ||
| Q3 24 | $-23.3M | — | ||
| Q2 24 | $21.6M | — |
| Q1 26 | — | — | ||
| Q4 25 | 8.6% | — | ||
| Q3 25 | 20.9% | — | ||
| Q2 25 | -18.7% | — | ||
| Q1 25 | 6.0% | — | ||
| Q4 24 | -2.8% | — | ||
| Q3 24 | -16.5% | — | ||
| Q2 24 | 17.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.3% | — | ||
| Q2 24 | 0.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | 9.62× | 4.11× | ||
| Q3 25 | 2.06× | 2.15× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 0.76× | ||
| Q4 24 | -0.27× | 3.88× | ||
| Q3 24 | — | 1.40× | ||
| Q2 24 | — | 0.93× |
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% |
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
