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AMICUS THERAPEUTICS, INC.（FOLD）与MARCUS CORP（MCS）财务数据对比。点击上方公司名可切换其他公司
MARCUS CORP的季度营收约是AMICUS THERAPEUTICS, INC.的1.0倍（$193.5M vs $185.2M），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 2.8%），MARCUS CORP自由现金流更多（$26.4M vs $16.0M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 18.2%）
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。
马库斯公司是一家美国企业，主营商业地产领域相关服务，业务覆盖美国与加拿大，提供商业地产经纪、按揭经纪、行业研究以及咨询服务，首创了由单一经纪公司独家代理房源挂牌的行业模式，目前在美加两国设有超过80家办公室，拥有员工超1800名。
FOLD vs MCS — 直观对比
营收规模更大
MCS
是对方的1.0倍
$185.2M
营收增速更快
FOLD
高出21.0%
2.8%
自由现金流更多
MCS
多$10.4M
$16.0M
两年增速更快
FOLD
近两年复合增速
18.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $193.5M |
| 净利润 | $1.7M | — |
| 毛利率 | 85.7% | — |
| 营业利润率 | 8.6% | 0.9% |
| 净利率 | 0.9% | — |
| 营收同比 | 23.7% | 2.8% |
| 净利润同比 | -88.5% | — |
| 每股收益（稀释后） | $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FOLDMCS
| Q4 25 | $185.2M | $193.5M | ||
| Q3 25 | $169.1M | $210.2M | ||
| Q2 25 | $154.7M | $206.0M | ||
| Q1 25 | $125.2M | $148.8M | ||
| Q4 24 | $149.7M | $188.3M | ||
| Q3 24 | $141.5M | $232.7M | ||
| Q2 24 | $126.7M | $176.0M | ||
| Q1 24 | $110.4M | $138.5M |
净利润FOLDMCS
| Q4 25 | $1.7M | — | ||
| Q3 25 | $17.3M | $16.2M | ||
| Q2 25 | $-24.4M | $7.3M | ||
| Q1 25 | $-21.7M | $-16.8M | ||
| Q4 24 | $14.7M | $986.0K | ||
| Q3 24 | $-6.7M | $23.3M | ||
| Q2 24 | $-15.7M | $-20.2M | ||
| Q1 24 | $-48.4M | $-11.9M |
毛利率FOLDMCS
| 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FOLDMCS
| Q4 25 | 8.6% | 0.9% | ||
| Q3 25 | 20.3% | 10.8% | ||
| Q2 25 | -6.1% | 6.3% | ||
| Q1 25 | -6.3% | -13.7% | ||
| Q4 24 | 10.7% | -1.2% | ||
| Q3 24 | 15.3% | 14.1% | ||
| Q2 24 | 11.8% | 1.3% | ||
| Q1 24 | -25.1% | -12.0% |
净利率FOLDMCS
| Q4 25 | 0.9% | — | ||
| Q3 25 | 10.2% | 7.7% | ||
| Q2 25 | -15.8% | 3.6% | ||
| Q1 25 | -17.3% | -11.3% | ||
| Q4 24 | 9.8% | 0.5% | ||
| Q3 24 | -4.8% | 10.0% | ||
| Q2 24 | -12.4% | -11.5% | ||
| Q1 24 | -43.9% | -8.6% |
每股收益（稀释后）FOLDMCS
| Q4 25 | $0.00 | — | ||
| Q3 25 | $0.06 | — | ||
| Q2 25 | $-0.08 | — | ||
| Q1 25 | $-0.07 | — | ||
| Q4 24 | $0.05 | — | ||
| Q3 24 | $-0.02 | — | ||
| Q2 24 | $-0.05 | — | ||
| Q1 24 | $-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 | $293.5M | $23.4M |
| 总债务越低越好 | $392.7M | $159.0M |
| 股东权益账面价值 | $274.2M | $457.4M |
| 总资产 | $949.9M | $1.0B |
| 负债/权益比越低杠杆越低 | 1.43× | 0.35× |
8季度趋势，按日历期对齐
现金及短期投资FOLDMCS
| Q4 25 | $293.5M | $23.4M | ||
| Q3 25 | $263.8M | $7.4M | ||
| Q2 25 | $231.0M | $14.9M | ||
| Q1 25 | $250.6M | $11.9M | ||
| Q4 24 | $249.9M | $40.8M | ||
| Q3 24 | $249.8M | $28.4M | ||
| Q2 24 | $260.1M | $32.8M | ||
| Q1 24 | $239.6M | $17.3M |
总债务FOLDMCS
| Q4 25 | $392.7M | $159.0M | ||
| Q3 25 | $392.0M | $162.0M | ||
| Q2 25 | $391.3M | $179.9M | ||
| Q1 25 | $390.7M | $198.9M | ||
| Q4 24 | $390.1M | $159.1M | ||
| Q3 24 | $389.5M | $173.1M | ||
| Q2 24 | $388.9M | $175.7M | ||
| Q1 24 | $388.4M | $169.8M |
股东权益FOLDMCS
| Q4 25 | $274.2M | $457.4M | ||
| Q3 25 | $230.4M | $454.3M | ||
| Q2 25 | $204.3M | $448.4M | ||
| Q1 25 | $193.6M | $441.8M | ||
| Q4 24 | $194.0M | $464.9M | ||
| Q3 24 | $178.8M | $462.3M | ||
| Q2 24 | $132.5M | $449.4M | ||
| Q1 24 | $130.7M | $459.3M |
总资产FOLDMCS
| Q4 25 | $949.9M | $1.0B | ||
| Q3 25 | $868.8M | $1.0B | ||
| Q2 25 | $815.3M | $1.0B | ||
| Q1 25 | $789.8M | $1.0B | ||
| Q4 24 | $785.0M | $1.0B | ||
| Q3 24 | $786.6M | $1.0B | ||
| Q2 24 | $749.5M | $1.1B | ||
| Q1 24 | $721.8M | $1.0B |
负债/权益比FOLDMCS
| Q4 25 | 1.43× | 0.35× | ||
| Q3 25 | 1.70× | 0.36× | ||
| Q2 25 | 1.92× | 0.40× | ||
| Q1 25 | 2.02× | 0.45× | ||
| Q4 24 | 2.01× | 0.34× | ||
| Q3 24 | 2.18× | 0.37× | ||
| Q2 24 | 2.93× | 0.39× | ||
| Q1 24 | 2.97× | 0.37× |
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 | $48.8M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $26.4M |
| 自由现金流率自由现金流/营收 | 8.6% | 13.6% |
| 资本支出强度资本支出/营收 | 0.2% | 11.6% |
| 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 | $989.0K |
8季度趋势，按日历期对齐
经营现金流FOLDMCS
| Q4 25 | $16.3M | $48.8M | ||
| Q3 25 | $35.7M | $39.1M | ||
| Q2 25 | $-26.5M | $31.6M | ||
| Q1 25 | $7.8M | $-35.3M | ||
| Q4 24 | $-3.9M | $52.6M | ||
| Q3 24 | $-23.0M | $30.5M | ||
| Q2 24 | $22.7M | $36.0M | ||
| Q1 24 | $-29.7M | $-15.1M |
自由现金流FOLDMCS
| Q4 25 | $16.0M | $26.4M | ||
| Q3 25 | $35.3M | $18.2M | ||
| Q2 25 | $-28.9M | $14.7M | ||
| Q1 25 | $7.5M | $-58.3M | ||
| Q4 24 | $-4.2M | $27.1M | ||
| Q3 24 | $-23.3M | $12.0M | ||
| Q2 24 | $21.6M | $16.1M | ||
| Q1 24 | $-31.5M | $-30.5M |
自由现金流率FOLDMCS
| Q4 25 | 8.6% | 13.6% | ||
| Q3 25 | 20.9% | 8.7% | ||
| Q2 25 | -18.7% | 7.1% | ||
| Q1 25 | 6.0% | -39.2% | ||
| Q4 24 | -2.8% | 14.4% | ||
| Q3 24 | -16.5% | 5.2% | ||
| Q2 24 | 17.0% | 9.2% | ||
| Q1 24 | -28.5% | -22.0% |
资本支出强度FOLDMCS
| Q4 25 | 0.2% | 11.6% | ||
| Q3 25 | 0.2% | 9.9% | ||
| Q2 25 | 1.6% | 8.2% | ||
| Q1 25 | 0.2% | 15.5% | ||
| Q4 24 | 0.2% | 13.5% | ||
| Q3 24 | 0.3% | 7.9% | ||
| Q2 24 | 0.9% | 11.3% | ||
| Q1 24 | 1.6% | 11.1% |
现金转化率FOLDMCS
| Q4 25 | 9.62× | — | ||
| Q3 25 | 2.06× | 2.41× | ||
| Q2 25 | — | 4.32× | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.27× | 53.31× | ||
| Q3 24 | — | 1.31× | ||
| 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
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
MCS
| Theatres | $123.1M | 64% |
| Concessions | $51.0M | 26% |
| Food And Beverage | $21.2M | 11% |
