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AMICUS THERAPEUTICS, INC.（FOLD）与MACERICH CO（MAC）财务数据对比。点击上方公司名可切换其他公司
MACERICH CO的季度营收约是AMICUS THERAPEUTICS, INC.的1.4倍（$261.7M vs $185.2M），AMICUS THERAPEUTICS, INC.净利率更高（0.9% vs -7.2%，领先8.1%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs -4.4%），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 12.0%）
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。
Macerich是一家专注于购物中心投资的房地产投资信托基金，为美国第三大购物中心持有及运营商。截至2024年12月31日，公司共持有43处物业的权益，可租赁总面积达4300万平方英尺，公司名称由创始人Mace Siegel与Richard Cohen的名字组合而来。
FOLD vs MAC — 直观对比
营收规模更大
MAC
是对方的1.4倍
$185.2M
营收增速更快
FOLD
高出28.1%
-4.4%
净利率更高
FOLD
高出8.1%
-7.2%
两年增速更快
FOLD
近两年复合增速
12.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $261.7M |
| 净利润 | $1.7M | $-18.8M |
| 毛利率 | 85.7% | — |
| 营业利润率 | 8.6% | — |
| 净利率 | 0.9% | -7.2% |
| 营收同比 | 23.7% | -4.4% |
| 净利润同比 | -88.5% | 91.1% |
| 每股收益（稀释后） | $0.00 | $-0.08 |
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FOLDMAC
| Q4 25 | $185.2M | $261.7M | ||
| Q3 25 | $169.1M | $253.3M | ||
| Q2 25 | $154.7M | $249.8M | ||
| Q1 25 | $125.2M | $249.2M | ||
| Q4 24 | $149.7M | $273.7M | ||
| Q3 24 | $141.5M | $220.2M | ||
| Q2 24 | $126.7M | $215.5M | ||
| Q1 24 | $110.4M | $208.8M |
净利润FOLDMAC
| Q4 25 | $1.7M | $-18.8M | ||
| Q3 25 | $17.3M | $-87.4M | ||
| Q2 25 | $-24.4M | $-40.9M | ||
| Q1 25 | $-21.7M | $-50.1M | ||
| Q4 24 | $14.7M | $-211.2M | ||
| Q3 24 | $-6.7M | $-108.2M | ||
| Q2 24 | $-15.7M | $252.0M | ||
| Q1 24 | $-48.4M | $-126.7M |
毛利率FOLDMAC
| 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FOLDMAC
| Q4 25 | 8.6% | — | ||
| Q3 25 | 20.3% | — | ||
| Q2 25 | -6.1% | — | ||
| Q1 25 | -6.3% | — | ||
| Q4 24 | 10.7% | — | ||
| Q3 24 | 15.3% | — | ||
| Q2 24 | 11.8% | — | ||
| Q1 24 | -25.1% | — |
净利率FOLDMAC
| Q4 25 | 0.9% | -7.2% | ||
| Q3 25 | 10.2% | -34.5% | ||
| Q2 25 | -15.8% | -16.4% | ||
| Q1 25 | -17.3% | -20.1% | ||
| Q4 24 | 9.8% | -77.2% | ||
| Q3 24 | -4.8% | -49.1% | ||
| Q2 24 | -12.4% | 116.9% | ||
| Q1 24 | -43.9% | -60.7% |
每股收益（稀释后）FOLDMAC
| Q4 25 | $0.00 | $-0.08 | ||
| Q3 25 | $0.06 | $-0.34 | ||
| Q2 25 | $-0.08 | $-0.16 | ||
| Q1 25 | $-0.07 | $-0.20 | ||
| Q4 24 | $0.05 | $-0.95 | ||
| Q3 24 | $-0.02 | $-0.50 | ||
| Q2 24 | $-0.05 | $1.16 | ||
| Q1 24 | $-0.16 | $-0.59 |
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 | $293.5M | $280.2M |
| 总债务越低越好 | $392.7M | $5.1B |
| 股东权益账面价值 | $274.2M | $2.4B |
| 总资产 | $949.9M | $8.4B |
| 负债/权益比越低杠杆越低 | 1.43× | 2.07× |
8季度趋势，按日历期对齐
现金及短期投资FOLDMAC
| Q4 25 | $293.5M | $280.2M | ||
| Q3 25 | $263.8M | $290.2M | ||
| Q2 25 | $231.0M | $131.1M | ||
| Q1 25 | $250.6M | $253.2M | ||
| Q4 24 | $249.9M | $89.9M | ||
| Q3 24 | $249.8M | $116.5M | ||
| Q2 24 | $260.1M | $70.7M | ||
| Q1 24 | $239.6M | $120.1M |
总债务FOLDMAC
| Q4 25 | $392.7M | $5.1B | ||
| Q3 25 | $392.0M | $5.1B | ||
| Q2 25 | $391.3M | $5.2B | ||
| Q1 25 | $390.7M | $5.2B | ||
| Q4 24 | $390.1M | $4.9B | ||
| Q3 24 | $389.5M | $4.3B | ||
| Q2 24 | $388.9M | $4.4B | ||
| Q1 24 | $388.4M | $4.1B |
股东权益FOLDMAC
| Q4 25 | $274.2M | $2.4B | ||
| Q3 25 | $230.4M | $2.5B | ||
| Q2 25 | $204.3M | $2.6B | ||
| Q1 25 | $193.6M | $2.7B | ||
| Q4 24 | $194.0M | $2.8B | ||
| Q3 24 | $178.8M | $2.5B | ||
| Q2 24 | $132.5M | $2.5B | ||
| Q1 24 | $130.7M | $2.3B |
总资产FOLDMAC
| Q4 25 | $949.9M | $8.4B | ||
| Q3 25 | $868.8M | $8.4B | ||
| Q2 25 | $815.3M | $8.7B | ||
| Q1 25 | $789.8M | $8.7B | ||
| Q4 24 | $785.0M | $8.6B | ||
| Q3 24 | $786.6M | $7.6B | ||
| Q2 24 | $749.5M | $7.8B | ||
| Q1 24 | $721.8M | $7.4B |
负债/权益比FOLDMAC
| Q4 25 | 1.43× | 2.07× | ||
| Q3 25 | 1.70× | 2.02× | ||
| Q2 25 | 1.92× | 2.02× | ||
| Q1 25 | 2.02× | 1.96× | ||
| Q4 24 | 2.01× | 1.78× | ||
| Q3 24 | 2.18× | 1.73× | ||
| Q2 24 | 2.93× | 1.75× | ||
| Q1 24 | 2.97× | 1.79× |
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 | $16.3M | $50.2M |
| 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 | 0.2% | — |
| 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FOLDMAC
| Q4 25 | $16.3M | $50.2M | ||
| Q3 25 | $35.7M | $112.4M | ||
| Q2 25 | $-26.5M | $70.5M | ||
| Q1 25 | $7.8M | $88.5M | ||
| Q4 24 | $-3.9M | $54.9M | ||
| Q3 24 | $-23.0M | $100.0M | ||
| Q2 24 | $22.7M | $67.4M | ||
| Q1 24 | $-29.7M | $61.1M |
自由现金流FOLDMAC
| 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 24 | $-31.5M | — |
自由现金流率FOLDMAC
| 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 24 | -28.5% | — |
资本支出强度FOLDMAC
| 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 24 | 1.6% | — |
现金转化率FOLDMAC
| Q4 25 | 9.62× | — | ||
| Q3 25 | 2.06× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.27× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.27× | ||
| 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
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
MAC
暂无分部数据
