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Certara, Inc.（CERT）与AMICUS THERAPEUTICS, INC.（FOLD）财务数据对比。点击上方公司名可切换其他公司
AMICUS THERAPEUTICS, INC.的季度营收约是Certara, Inc.的1.7倍（$185.2M vs $106.9M），AMICUS THERAPEUTICS, INC.净利率更高（0.9% vs -8.2%，领先9.1%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 0.8%），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 7.0%）
Certara是全球领先的生物制药软件及咨询服务提供商，专注于建模模拟、监管科学领域的解决方案，服务药企、生物技术企业及医疗相关方，覆盖药物研发全周期，助力加快新疗法上市，降低研发风险与综合成本。
Amicus Therapeutics是总部位于美国宾夕法尼亚州费城的生物制药上市企业，2007年在纳斯达克挂牌上市，股票代码为FOLD。上市前，公司曾获得Radius Ventures、迦南合伙人、恩颐投资等多家风险投资机构的资金支持，专注于生物医药领域的研发与商业化布局。
CERT vs FOLD — 直观对比
营收规模更大
FOLD
是对方的1.7倍
$106.9M
营收增速更快
FOLD
高出22.9%
0.8%
净利率更高
FOLD
高出9.1%
-8.2%
两年增速更快
FOLD
近两年复合增速
7.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $106.9M | $185.2M |
| 净利润 | $-8.8M | $1.7M |
| 毛利率 | 61.1% | 85.7% |
| 营业利润率 | 34.9% | 8.6% |
| 净利率 | -8.2% | 0.9% |
| 营收同比 | 0.8% | 23.7% |
| 净利润同比 | -287.2% | -88.5% |
| 每股收益（稀释后） | $-0.06 | $0.00 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收CERTFOLD
| Q1 26 | $106.9M | — | ||
| Q4 25 | $103.6M | $185.2M | ||
| Q3 25 | $104.6M | $169.1M | ||
| Q2 25 | $104.6M | $154.7M | ||
| Q1 25 | $106.0M | $125.2M | ||
| Q4 24 | $100.4M | $149.7M | ||
| Q3 24 | $94.8M | $141.5M | ||
| Q2 24 | $93.3M | $126.7M |
净利润CERTFOLD
| Q1 26 | $-8.8M | — | ||
| Q4 25 | $-5.9M | $1.7M | ||
| Q3 25 | $1.5M | $17.3M | ||
| Q2 25 | $-2.0M | $-24.4M | ||
| Q1 25 | $4.7M | $-21.7M | ||
| Q4 24 | $6.6M | $14.7M | ||
| Q3 24 | $-1.4M | $-6.7M | ||
| Q2 24 | $-12.6M | $-15.7M |
毛利率CERTFOLD
| Q1 26 | 61.1% | — | ||
| 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% |
营业利润率CERTFOLD
| Q1 26 | 34.9% | — | ||
| Q4 25 | 0.8% | 8.6% | ||
| Q3 25 | 2.9% | 20.3% | ||
| Q2 25 | 9.1% | -6.1% | ||
| Q1 25 | 7.2% | -6.3% | ||
| Q4 24 | 6.0% | 10.7% | ||
| Q3 24 | 2.7% | 15.3% | ||
| Q2 24 | -9.7% | 11.8% |
净利率CERTFOLD
| Q1 26 | -8.2% | — | ||
| Q4 25 | -5.7% | 0.9% | ||
| Q3 25 | 1.5% | 10.2% | ||
| Q2 25 | -1.9% | -15.8% | ||
| Q1 25 | 4.5% | -17.3% | ||
| Q4 24 | 6.6% | 9.8% | ||
| Q3 24 | -1.4% | -4.8% | ||
| Q2 24 | -13.5% | -12.4% |
每股收益（稀释后）CERTFOLD
| Q1 26 | $-0.06 | — | ||
| Q4 25 | $-0.04 | $0.00 | ||
| Q3 25 | $0.01 | $0.06 | ||
| Q2 25 | $-0.01 | $-0.08 | ||
| Q1 25 | $0.03 | $-0.07 | ||
| Q4 24 | $0.04 | $0.05 | ||
| Q3 24 | $-0.01 | $-0.02 | ||
| Q2 24 | $-0.08 | $-0.05 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $149.5M | $293.5M |
| 总债务越低越好 | $3.0M | $392.7M |
| 股东权益账面价值 | $1.0B | $274.2M |
| 总资产 | $1.5B | $949.9M |
| 负债/权益比越低杠杆越低 | 0.00× | 1.43× |
8季度趋势，按日历期对齐
现金及短期投资CERTFOLD
| Q1 26 | $149.5M | — | ||
| Q4 25 | $189.4M | $293.5M | ||
| Q3 25 | $172.7M | $263.8M | ||
| Q2 25 | $162.3M | $231.0M | ||
| Q1 25 | $179.1M | $250.6M | ||
| Q4 24 | $179.2M | $249.9M | ||
| Q3 24 | $233.0M | $249.8M | ||
| Q2 24 | $224.6M | $260.1M |
总债务CERTFOLD
| Q1 26 | $3.0M | — | ||
| Q4 25 | $293.1M | $392.7M | ||
| Q3 25 | $293.5M | $392.0M | ||
| Q2 25 | $294.2M | $391.3M | ||
| Q1 25 | $294.8M | $390.7M | ||
| Q4 24 | $295.4M | $390.1M | ||
| Q3 24 | $296.1M | $389.5M | ||
| Q2 24 | $296.7M | $388.9M |
股东权益CERTFOLD
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.1B | $274.2M | ||
| Q3 25 | $1.1B | $230.4M | ||
| Q2 25 | $1.1B | $204.3M | ||
| Q1 25 | $1.1B | $193.6M | ||
| Q4 24 | $1.1B | $194.0M | ||
| Q3 24 | $1.1B | $178.8M | ||
| Q2 24 | $1.0B | $132.5M |
总资产CERTFOLD
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.6B | $949.9M | ||
| Q3 25 | $1.5B | $868.8M | ||
| Q2 25 | $1.5B | $815.3M | ||
| Q1 25 | $1.6B | $789.8M | ||
| Q4 24 | $1.6B | $785.0M | ||
| Q3 24 | $1.5B | $786.6M | ||
| Q2 24 | $1.5B | $749.5M |
负债/权益比CERTFOLD
| Q1 26 | 0.00× | — | ||
| Q4 25 | 0.28× | 1.43× | ||
| Q3 25 | 0.28× | 1.70× | ||
| Q2 25 | 0.27× | 1.92× | ||
| Q1 25 | 0.27× | 2.02× | ||
| Q4 24 | 0.28× | 2.01× | ||
| Q3 24 | 0.28× | 2.18× | ||
| Q2 24 | 0.28× | 2.93× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $11.7M | $16.3M |
| 自由现金流经营现金流 - 资本支出 | — | $16.0M |
| 自由现金流率自由现金流/营收 | — | 8.6% |
| 资本支出强度资本支出/营收 | 0.6% | 0.2% |
| 现金转化率经营现金流/净利润 | — | 9.62× |
| 过去12个月自由现金流最近4个季度 | — | $29.8M |
8季度趋势，按日历期对齐
经营现金流CERTFOLD
| Q1 26 | $11.7M | — | ||
| Q4 25 | $28.8M | $16.3M | ||
| Q3 25 | $32.3M | $35.7M | ||
| Q2 25 | $17.8M | $-26.5M | ||
| Q1 25 | $17.4M | $7.8M | ||
| Q4 24 | $49.4M | $-3.9M | ||
| Q3 24 | $17.0M | $-23.0M | ||
| Q2 24 | $9.8M | $22.7M |
自由现金流CERTFOLD
| Q1 26 | — | — | ||
| Q4 25 | $27.8M | $16.0M | ||
| Q3 25 | $32.1M | $35.3M | ||
| Q2 25 | $17.8M | $-28.9M | ||
| Q1 25 | $16.8M | $7.5M | ||
| Q4 24 | $49.0M | $-4.2M | ||
| Q3 24 | $16.8M | $-23.3M | ||
| Q2 24 | $9.4M | $21.6M |
自由现金流率CERTFOLD
| Q1 26 | — | — | ||
| Q4 25 | 26.8% | 8.6% | ||
| Q3 25 | 30.7% | 20.9% | ||
| Q2 25 | 17.0% | -18.7% | ||
| Q1 25 | 15.8% | 6.0% | ||
| Q4 24 | 48.8% | -2.8% | ||
| Q3 24 | 17.7% | -16.5% | ||
| Q2 24 | 10.1% | 17.0% |
资本支出强度CERTFOLD
| Q1 26 | 0.6% | — | ||
| Q4 25 | 1.0% | 0.2% | ||
| Q3 25 | 0.2% | 0.2% | ||
| Q2 25 | 0.1% | 1.6% | ||
| Q1 25 | 0.6% | 0.2% | ||
| Q4 24 | 0.4% | 0.2% | ||
| Q3 24 | 0.2% | 0.3% | ||
| Q2 24 | 0.5% | 0.9% |
现金转化率CERTFOLD
| Q1 26 | — | — | ||
| Q4 25 | — | 9.62× | ||
| Q3 25 | 21.19× | 2.06× | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.66× | — | ||
| Q4 24 | 7.51× | -0.27× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
CERT
暂无分部数据
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
