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Douglas Elliman Inc.（DOUG）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
Douglas Elliman Inc.的季度营收约是AMICUS THERAPEUTICS, INC.的1.3倍（$245.4M vs $185.2M），Douglas Elliman Inc.净利率更高（27.9% vs 0.9%，领先27.0%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 0.9%），AMICUS THERAPEUTICS, INC.自由现金流更多（$16.0M vs $-14.7M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 10.7%）
Douglas Elliman Inc.是美国领先的住宅房地产经纪企业，提供高端房产买卖、租赁、物业管理及相关咨询服务，核心业务覆盖纽约、加州、佛罗里达、得克萨斯等都会区，主要服务高净值客户群体。
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。
DOUG vs FOLD — 直观对比
营收规模更大
DOUG
是对方的1.3倍
$185.2M
营收增速更快
FOLD
高出22.8%
0.9%
净利率更高
DOUG
高出27.0%
0.9%
自由现金流更多
FOLD
多$30.6M
$-14.7M
两年增速更快
FOLD
近两年复合增速
10.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $245.4M | $185.2M |
| 净利润 | $68.6M | $1.7M |
| 毛利率 | — | 85.7% |
| 营业利润率 | 27.3% | 8.6% |
| 净利率 | 27.9% | 0.9% |
| 营收同比 | 0.9% | 23.7% |
| 净利润同比 | 1243.4% | -88.5% |
| 每股收益（稀释后） | $0.80 | $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DOUGFOLD
| Q4 25 | $245.4M | $185.2M | ||
| Q3 25 | $262.8M | $169.1M | ||
| Q2 25 | $271.4M | $154.7M | ||
| Q1 25 | $253.4M | $125.2M | ||
| Q4 24 | $243.3M | $149.7M | ||
| Q3 24 | $266.3M | $141.5M | ||
| Q2 24 | $285.8M | $126.7M | ||
| Q1 24 | $200.2M | $110.4M |
净利润DOUGFOLD
| Q4 25 | $68.6M | $1.7M | ||
| Q3 25 | $-24.7M | $17.3M | ||
| Q2 25 | $-22.7M | $-24.4M | ||
| Q1 25 | $-6.0M | $-21.7M | ||
| Q4 24 | $-6.0M | $14.7M | ||
| Q3 24 | $-27.2M | $-6.7M | ||
| Q2 24 | $-1.7M | $-15.7M | ||
| Q1 24 | $-41.5M | $-48.4M |
毛利率DOUGFOLD
| 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 24 | — | 87.7% |
营业利润率DOUGFOLD
| Q4 25 | 27.3% | 8.6% | ||
| Q3 25 | -4.1% | 20.3% | ||
| Q2 25 | -2.0% | -6.1% | ||
| Q1 25 | -2.1% | -6.3% | ||
| Q4 24 | -6.7% | 10.7% | ||
| Q3 24 | -2.8% | 15.3% | ||
| Q2 24 | -1.3% | 11.8% | ||
| Q1 24 | -20.7% | -25.1% |
净利率DOUGFOLD
| Q4 25 | 27.9% | 0.9% | ||
| Q3 25 | -9.4% | 10.2% | ||
| Q2 25 | -8.4% | -15.8% | ||
| Q1 25 | -2.4% | -17.3% | ||
| Q4 24 | -2.5% | 9.8% | ||
| Q3 24 | -10.2% | -4.8% | ||
| Q2 24 | -0.6% | -12.4% | ||
| Q1 24 | -20.7% | -43.9% |
每股收益（稀释后）DOUGFOLD
| Q4 25 | $0.80 | $0.00 | ||
| Q3 25 | $-0.29 | $0.06 | ||
| Q2 25 | $-0.27 | $-0.08 | ||
| Q1 25 | $-0.07 | $-0.07 | ||
| Q4 24 | $-0.06 | $0.05 | ||
| Q3 24 | $-0.33 | $-0.02 | ||
| Q2 24 | $-0.02 | $-0.05 | ||
| Q1 24 | $-0.50 | $-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 | $115.5M | $293.5M |
| 总债务越低越好 | — | $392.7M |
| 股东权益账面价值 | $183.9M | $274.2M |
| 总资产 | $444.4M | $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DOUGFOLD
| Q4 25 | $115.5M | $293.5M | ||
| Q3 25 | $143.0M | $263.8M | ||
| Q2 25 | $136.3M | $231.0M | ||
| Q1 25 | $136.8M | $250.6M | ||
| Q4 24 | $145.5M | $249.9M | ||
| Q3 24 | $151.4M | $249.8M | ||
| Q2 24 | $92.9M | $260.1M | ||
| Q1 24 | $91.5M | $239.6M |
总债务DOUGFOLD
| 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DOUGFOLD
| Q4 25 | $183.9M | $274.2M | ||
| Q3 25 | $115.1M | $230.4M | ||
| Q2 25 | $137.6M | $204.3M | ||
| Q1 25 | $158.2M | $193.6M | ||
| Q4 24 | $162.2M | $194.0M | ||
| Q3 24 | $173.6M | $178.8M | ||
| Q2 24 | $196.9M | $132.5M | ||
| Q1 24 | $195.1M | $130.7M |
总资产DOUGFOLD
| Q4 25 | $444.4M | $949.9M | ||
| Q3 25 | $480.6M | $868.8M | ||
| Q2 25 | $489.0M | $815.3M | ||
| Q1 25 | $493.9M | $789.8M | ||
| Q4 24 | $493.9M | $785.0M | ||
| Q3 24 | $502.7M | $786.6M | ||
| Q2 24 | $463.9M | $749.5M | ||
| Q1 24 | $461.1M | $721.8M |
负债/权益比DOUGFOLD
| 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 | $-14.4M | $16.3M |
| 自由现金流经营现金流 - 资本支出 | $-14.7M | $16.0M |
| 自由现金流率自由现金流/营收 | -6.0% | 8.6% |
| 资本支出强度资本支出/营收 | 0.1% | 0.2% |
| 现金转化率经营现金流/净利润 | -0.21× | 9.62× |
| 过去12个月自由现金流最近4个季度 | $-17.2M | $29.8M |
8季度趋势，按日历期对齐
经营现金流DOUGFOLD
| Q4 25 | $-14.4M | $16.3M | ||
| Q3 25 | $5.5M | $35.7M | ||
| Q2 25 | $642.0K | $-26.5M | ||
| Q1 25 | $-5.6M | $7.8M | ||
| Q4 24 | $-9.0M | $-3.9M | ||
| Q3 24 | $9.0M | $-23.0M | ||
| Q2 24 | $1.3M | $22.7M | ||
| Q1 24 | $-27.3M | $-29.7M |
自由现金流DOUGFOLD
| Q4 25 | $-14.7M | $16.0M | ||
| Q3 25 | $4.7M | $35.3M | ||
| Q2 25 | $-575.0K | $-28.9M | ||
| Q1 25 | $-6.7M | $7.5M | ||
| Q4 24 | $-10.2M | $-4.2M | ||
| Q3 24 | $7.7M | $-23.3M | ||
| Q2 24 | $432.0K | $21.6M | ||
| Q1 24 | $-29.4M | $-31.5M |
自由现金流率DOUGFOLD
| Q4 25 | -6.0% | 8.6% | ||
| Q3 25 | 1.8% | 20.9% | ||
| Q2 25 | -0.2% | -18.7% | ||
| Q1 25 | -2.6% | 6.0% | ||
| Q4 24 | -4.2% | -2.8% | ||
| Q3 24 | 2.9% | -16.5% | ||
| Q2 24 | 0.2% | 17.0% | ||
| Q1 24 | -14.7% | -28.5% |
资本支出强度DOUGFOLD
| Q4 25 | 0.1% | 0.2% | ||
| Q3 25 | 0.3% | 0.2% | ||
| Q2 25 | 0.4% | 1.6% | ||
| Q1 25 | 0.4% | 0.2% | ||
| Q4 24 | 0.5% | 0.2% | ||
| Q3 24 | 0.5% | 0.3% | ||
| Q2 24 | 0.3% | 0.9% | ||
| Q1 24 | 1.0% | 1.6% |
现金转化率DOUGFOLD
| Q4 25 | -0.21× | 9.62× | ||
| Q3 25 | — | 2.06× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -0.27× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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
DOUG
| Commissions And Other Brokerage Income | $240.3M | 98% |
| Property Management Income | $2.8M | 1% |
| Property Management | $2.2M | 1% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
