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Side-by-side financial comparison of AMICUS THERAPEUTICS, INC. (FOLD) and CVR PARTNERS, LP (UAN). Click either name above to swap in a different company.
AMICUS THERAPEUTICS, INC. is the larger business by last-quarter revenue ($185.2M vs $180.0M, roughly 1.0× CVR PARTNERS, LP). CVR PARTNERS, LP runs the higher net margin — 27.7% vs 0.9%, a 26.8% gap on every dollar of revenue. On growth, CVR PARTNERS, LP posted the faster year-over-year revenue change (26.0% vs 23.7%). Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% CAGR vs 16.4%).
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.
CVR Partners, LP is a leading North American producer of nitrogen-based fertilizer products, primarily urea ammonium nitrate (UAN) and ammonia. It serves agricultural, industrial and commercial markets across the U.S. and Canada, delivering cost-effective, high-quality nutrient solutions for crop production and diverse industrial use cases.
FOLD vs UAN — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $185.2M | $180.0M |
| Net Profit | $1.7M | $49.9M |
| Gross Margin | 85.7% | 37.5% |
| Operating Margin | 8.6% | 32.0% |
| Net Margin | 0.9% | 27.7% |
| Revenue YoY | 23.7% | 26.0% |
| Net Profit YoY | -88.5% | 84.3% |
| EPS (diluted) | $0.00 | — |
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 | — | $180.0M | ||
| Q4 25 | $185.2M | $131.1M | ||
| Q3 25 | $169.1M | $163.5M | ||
| Q2 25 | $154.7M | $168.6M | ||
| Q1 25 | $125.2M | $142.9M | ||
| Q4 24 | $149.7M | $139.6M | ||
| Q3 24 | $141.5M | $125.2M | ||
| Q2 24 | $126.7M | $132.9M |
| Q1 26 | — | $49.9M | ||
| Q4 25 | $1.7M | $-10.3M | ||
| Q3 25 | $17.3M | $43.1M | ||
| Q2 25 | $-24.4M | $38.8M | ||
| Q1 25 | $-21.7M | $27.1M | ||
| Q4 24 | $14.7M | $18.3M | ||
| Q3 24 | $-6.7M | $3.8M | ||
| Q2 24 | $-15.7M | $26.2M |
| Q1 26 | — | 37.5% | ||
| Q4 25 | 85.7% | 4.4% | ||
| Q3 25 | 88.5% | 37.0% | ||
| Q2 25 | 90.2% | 32.4% | ||
| Q1 25 | 90.7% | 29.7% | ||
| Q4 24 | 90.1% | 23.8% | ||
| Q3 24 | 90.6% | 14.7% | ||
| Q2 24 | 91.1% | 30.0% |
| Q1 26 | — | 32.0% | ||
| Q4 25 | 8.6% | -2.2% | ||
| Q3 25 | 20.3% | 31.0% | ||
| Q2 25 | -6.1% | 27.5% | ||
| Q1 25 | -6.3% | 24.2% | ||
| Q4 24 | 10.7% | 18.4% | ||
| Q3 24 | 15.3% | 8.8% | ||
| Q2 24 | 11.8% | 25.3% |
| Q1 26 | — | 27.7% | ||
| Q4 25 | 0.9% | -7.8% | ||
| Q3 25 | 10.2% | 26.3% | ||
| Q2 25 | -15.8% | 23.0% | ||
| Q1 25 | -17.3% | 19.0% | ||
| Q4 24 | 9.8% | 13.1% | ||
| Q3 24 | -4.8% | 3.0% | ||
| Q2 24 | -12.4% | 19.7% |
| Q1 26 | — | — | ||
| Q4 25 | $0.00 | $-0.98 | ||
| Q3 25 | $0.06 | $4.08 | ||
| Q2 25 | $-0.08 | $3.67 | ||
| Q1 25 | $-0.07 | $2.56 | ||
| Q4 24 | $0.05 | $1.73 | ||
| Q3 24 | $-0.02 | $0.36 | ||
| Q2 24 | $-0.05 | $2.48 |
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 | $128.1M |
| Total DebtLower is stronger | $392.7M | — |
| Stockholders' EquityBook value | $274.2M | — |
| Total Assets | $949.9M | $1.0B |
| Debt / EquityLower = less leverage | 1.43× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $128.1M | ||
| Q4 25 | $293.5M | $69.2M | ||
| Q3 25 | $263.8M | $156.2M | ||
| Q2 25 | $231.0M | $114.4M | ||
| Q1 25 | $250.6M | $121.8M | ||
| Q4 24 | $249.9M | $90.9M | ||
| Q3 24 | $249.8M | $110.5M | ||
| Q2 24 | $260.1M | $47.5M |
| Q1 26 | — | — | ||
| Q4 25 | $392.7M | $569.1M | ||
| Q3 25 | $392.0M | $569.1M | ||
| Q2 25 | $391.3M | $569.2M | ||
| Q1 25 | $390.7M | $569.3M | ||
| Q4 24 | $390.1M | $568.0M | ||
| Q3 24 | $389.5M | $547.7M | ||
| Q2 24 | $388.9M | $547.6M |
| Q1 26 | — | — | ||
| Q4 25 | $274.2M | — | ||
| Q3 25 | $230.4M | — | ||
| Q2 25 | $204.3M | — | ||
| Q1 25 | $193.6M | — | ||
| Q4 24 | $194.0M | — | ||
| Q3 24 | $178.8M | — | ||
| Q2 24 | $132.5M | — |
| Q1 26 | — | $1.0B | ||
| Q4 25 | $949.9M | $969.5M | ||
| Q3 25 | $868.8M | $1.0B | ||
| Q2 25 | $815.3M | $998.0M | ||
| Q1 25 | $789.8M | $1.0B | ||
| Q4 24 | $785.0M | $1.0B | ||
| Q3 24 | $786.6M | $986.6M | ||
| Q2 24 | $749.5M | $959.4M |
| 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% | 7.6% |
| 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 | $-21.6M | ||
| Q3 25 | $35.7M | $91.7M | ||
| Q2 25 | $-26.5M | $24.1M | ||
| Q1 25 | $7.8M | $55.4M | ||
| Q4 24 | $-3.9M | $12.8M | ||
| Q3 24 | $-23.0M | $86.7M | ||
| Q2 24 | $22.7M | $8.6M |
| Q1 26 | — | — | ||
| Q4 25 | $16.0M | $-45.2M | ||
| Q3 25 | $35.3M | $80.1M | ||
| Q2 25 | $-28.9M | $18.4M | ||
| Q1 25 | $7.5M | $45.5M | ||
| Q4 24 | $-4.2M | $-5.6M | ||
| Q3 24 | $-23.3M | $82.3M | ||
| Q2 24 | $21.6M | $2.4M |
| Q1 26 | — | — | ||
| Q4 25 | 8.6% | -34.5% | ||
| Q3 25 | 20.9% | 49.0% | ||
| Q2 25 | -18.7% | 10.9% | ||
| Q1 25 | 6.0% | 31.9% | ||
| Q4 24 | -2.8% | -4.0% | ||
| Q3 24 | -16.5% | 65.7% | ||
| Q2 24 | 17.0% | 1.8% |
| Q1 26 | — | 7.6% | ||
| Q4 25 | 0.2% | 18.0% | ||
| Q3 25 | 0.2% | 7.1% | ||
| Q2 25 | 1.6% | 3.4% | ||
| Q1 25 | 0.2% | 6.9% | ||
| Q4 24 | 0.2% | 13.1% | ||
| Q3 24 | 0.3% | 3.6% | ||
| Q2 24 | 0.9% | 4.6% |
| Q1 26 | — | — | ||
| Q4 25 | 9.62× | — | ||
| Q3 25 | 2.06× | 2.13× | ||
| Q2 25 | — | 0.62× | ||
| Q1 25 | — | 2.04× | ||
| Q4 24 | -0.27× | 0.70× | ||
| Q3 24 | — | 22.78× | ||
| Q2 24 | — | 0.33× |
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% |
UAN
| Fertilizer sales | $166.1M | 92% |
| Other | $14.0M | 8% |
