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CARRIAGE SERVICES INC（CSV）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CARRIAGE SERVICES INC的1.8倍（$185.2M vs $105.5M），CARRIAGE SERVICES INC净利率更高（11.6% vs 0.9%，领先10.7%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 8.0%），AMICUS THERAPEUTICS, INC.自由现金流更多（$16.0M vs $6.2M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 1.0%）
怡和Cycle & Carriage有限公司是怡和集团在东南亚的投资控股公司，目前该集团持有其75%的股份，是怡和集团在东南亚区域开展资本布局与投资业务的核心平台。
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。
CSV vs FOLD — 直观对比
营收规模更大
FOLD
是对方的1.8倍
$105.5M
营收增速更快
FOLD
高出15.8%
8.0%
净利率更高
CSV
高出10.7%
0.9%
自由现金流更多
FOLD
多$9.7M
$6.2M
两年增速更快
FOLD
近两年复合增速
1.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $105.5M | $185.2M |
| 净利润 | $12.3M | $1.7M |
| 毛利率 | 34.8% | 85.7% |
| 营业利润率 | 23.3% | 8.6% |
| 净利率 | 11.6% | 0.9% |
| 营收同比 | 8.0% | 23.7% |
| 净利润同比 | 24.5% | -88.5% |
| 每股收益（稀释后） | $0.76 | $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CSVFOLD
| Q4 25 | $105.5M | $185.2M | ||
| Q3 25 | $102.7M | $169.1M | ||
| Q2 25 | $102.1M | $154.7M | ||
| Q1 25 | $107.1M | $125.2M | ||
| Q4 24 | $97.7M | $149.7M | ||
| Q3 24 | $100.7M | $141.5M | ||
| Q2 24 | $102.3M | $126.7M | ||
| Q1 24 | $103.5M | $110.4M |
净利润CSVFOLD
| Q4 25 | $12.3M | $1.7M | ||
| Q3 25 | $6.6M | $17.3M | ||
| Q2 25 | $11.7M | $-24.4M | ||
| Q1 25 | $20.9M | $-21.7M | ||
| Q4 24 | $9.9M | $14.7M | ||
| Q3 24 | $9.9M | $-6.7M | ||
| Q2 24 | $6.3M | $-15.7M | ||
| Q1 24 | $7.0M | $-48.4M |
毛利率CSVFOLD
| Q4 25 | 34.8% | 85.7% | ||
| Q3 25 | 35.3% | 88.5% | ||
| Q2 25 | 35.2% | 90.2% | ||
| Q1 25 | 35.3% | 90.7% | ||
| Q4 24 | 34.4% | 90.1% | ||
| Q3 24 | 35.2% | 90.6% | ||
| Q2 24 | 36.2% | 91.1% | ||
| Q1 24 | 36.0% | 87.7% |
营业利润率CSVFOLD
| Q4 25 | 23.3% | 8.6% | ||
| Q3 25 | 17.0% | 20.3% | ||
| Q2 25 | 23.5% | -6.1% | ||
| Q1 25 | 29.5% | -6.3% | ||
| Q4 24 | 21.6% | 10.7% | ||
| Q3 24 | 22.7% | 15.3% | ||
| Q2 24 | 18.0% | 11.8% | ||
| Q1 24 | 18.8% | -25.1% |
净利率CSVFOLD
| Q4 25 | 11.6% | 0.9% | ||
| Q3 25 | 6.4% | 10.2% | ||
| Q2 25 | 11.5% | -15.8% | ||
| Q1 25 | 19.5% | -17.3% | ||
| Q4 24 | 10.1% | 9.8% | ||
| Q3 24 | 9.8% | -4.8% | ||
| Q2 24 | 6.1% | -12.4% | ||
| Q1 24 | 6.7% | -43.9% |
每股收益（稀释后）CSVFOLD
| Q4 25 | $0.76 | $0.00 | ||
| Q3 25 | $0.41 | $0.06 | ||
| Q2 25 | $0.74 | $-0.08 | ||
| Q1 25 | $1.34 | $-0.07 | ||
| Q4 24 | $0.62 | $0.05 | ||
| Q3 24 | $0.63 | $-0.02 | ||
| Q2 24 | $0.40 | $-0.05 | ||
| Q1 24 | $0.45 | $-0.16 |
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 | $1.7M | $293.5M |
| 总债务越低越好 | — | $392.7M |
| 股东权益账面价值 | $254.8M | $274.2M |
| 总资产 | $1.3B | $949.9M |
| 负债/权益比越低杠杆越低 | — | 1.43× |
8季度趋势，按日历期对齐
现金及短期投资CSVFOLD
| Q4 25 | $1.7M | $293.5M | ||
| Q3 25 | $1.2M | $263.8M | ||
| Q2 25 | $1.4M | $231.0M | ||
| Q1 25 | $4.6M | $250.6M | ||
| Q4 24 | $1.2M | $249.9M | ||
| Q3 24 | $1.3M | $249.8M | ||
| Q2 24 | $1.5M | $260.1M | ||
| Q1 24 | $1.7M | $239.6M |
总债务CSVFOLD
| 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 |
股东权益CSVFOLD
| Q4 25 | $254.8M | $274.2M | ||
| Q3 25 | $242.1M | $230.4M | ||
| Q2 25 | $235.4M | $204.3M | ||
| Q1 25 | $223.1M | $193.6M | ||
| Q4 24 | $208.6M | $194.0M | ||
| Q3 24 | $198.1M | $178.8M | ||
| Q2 24 | $187.9M | $132.5M | ||
| Q1 24 | $179.6M | $130.7M |
总资产CSVFOLD
| Q4 25 | $1.3B | $949.9M | ||
| Q3 25 | $1.3B | $868.8M | ||
| Q2 25 | $1.3B | $815.3M | ||
| Q1 25 | $1.3B | $789.8M | ||
| Q4 24 | $1.3B | $785.0M | ||
| Q3 24 | $1.3B | $786.6M | ||
| Q2 24 | $1.3B | $749.5M | ||
| Q1 24 | $1.3B | $721.8M |
负债/权益比CSVFOLD
| 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× |
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 | $14.1M | $16.3M |
| 自由现金流经营现金流 - 资本支出 | $6.2M | $16.0M |
| 自由现金流率自由现金流/营收 | 5.9% | 8.6% |
| 资本支出强度资本支出/营收 | 7.5% | 0.2% |
| 现金转化率经营现金流/净利润 | 1.15× | 9.62× |
| 过去12个月自由现金流最近4个季度 | $40.1M | $29.8M |
8季度趋势，按日历期对齐
经营现金流CSVFOLD
| Q4 25 | $14.1M | $16.3M | ||
| Q3 25 | $24.7M | $35.7M | ||
| Q2 25 | $8.1M | $-26.5M | ||
| Q1 25 | $13.8M | $7.8M | ||
| Q4 24 | $9.3M | $-3.9M | ||
| Q3 24 | $20.9M | $-23.0M | ||
| Q2 24 | $2.2M | $22.7M | ||
| Q1 24 | $19.7M | $-29.7M |
自由现金流CSVFOLD
| Q4 25 | $6.2M | $16.0M | ||
| Q3 25 | $18.0M | $35.3M | ||
| Q2 25 | $5.2M | $-28.9M | ||
| Q1 25 | $10.6M | $7.5M | ||
| Q4 24 | $4.9M | $-4.2M | ||
| Q3 24 | $16.2M | $-23.3M | ||
| Q2 24 | $-1.4M | $21.6M | ||
| Q1 24 | $16.2M | $-31.5M |
自由现金流率CSVFOLD
| Q4 25 | 5.9% | 8.6% | ||
| Q3 25 | 17.5% | 20.9% | ||
| Q2 25 | 5.1% | -18.7% | ||
| Q1 25 | 9.9% | 6.0% | ||
| Q4 24 | 5.0% | -2.8% | ||
| Q3 24 | 16.1% | -16.5% | ||
| Q2 24 | -1.4% | 17.0% | ||
| Q1 24 | 15.6% | -28.5% |
资本支出强度CSVFOLD
| Q4 25 | 7.5% | 0.2% | ||
| Q3 25 | 6.5% | 0.2% | ||
| Q2 25 | 2.8% | 1.6% | ||
| Q1 25 | 3.0% | 0.2% | ||
| Q4 24 | 4.5% | 0.2% | ||
| Q3 24 | 4.6% | 0.3% | ||
| Q2 24 | 3.5% | 0.9% | ||
| Q1 24 | 3.4% | 1.6% |
现金转化率CSVFOLD
| Q4 25 | 1.15× | 9.62× | ||
| Q3 25 | 3.76× | 2.06× | ||
| Q2 25 | 0.69× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.94× | -0.27× | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 0.34× | — | ||
| Q1 24 | 2.83× | — |
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
CSV
| Propertyand Merchandise | $47.8M | 45% |
| Cemetery Interment Rights | $24.8M | 23% |
| Merchandise | $18.9M | 18% |
| Other Revenue | $10.2M | 10% |
| Other | $3.9M | 4% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
