vs
AMICUS THERAPEUTICS, INC.（FOLD）与OFG BANCORP（OFG）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OFG BANCORP的1.0倍（$185.2M vs $184.3M），OFG BANCORP净利率更高（30.3% vs 0.9%，领先29.4%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 0.9%），OFG BANCORP自由现金流更多（$199.3M vs $16.0M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 2.8%）
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。
OFG Bancorp成立于1964年，总部位于波多黎各圣胡安，是东方银行的金融控股公司。公司通过东方银行、东方金融服务有限责任公司、东方保险有限责任公司等核心子公司，主要面向波多黎各和美属维尔京群岛市场，提供多元化的零售与商业银行、贷款、财富管理相关产品、服务及技术解决方案。
FOLD vs OFG — 直观对比
营收规模更大
FOLD
是对方的1.0倍
$184.3M
营收增速更快
FOLD
高出22.8%
0.9%
净利率更高
OFG
高出29.4%
0.9%
自由现金流更多
OFG
多$183.4M
$16.0M
两年增速更快
FOLD
近两年复合增速
2.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $184.3M |
| 净利润 | $1.7M | $55.9M |
| 毛利率 | 85.7% | — |
| 营业利润率 | 8.6% | 25.7% |
| 净利率 | 0.9% | 30.3% |
| 营收同比 | 23.7% | 0.9% |
| 净利润同比 | -88.5% | 11.0% |
| 每股收益（稀释后） | $0.00 | $1.27 |
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FOLDOFG
| Q4 25 | $185.2M | $184.3M | ||
| Q3 25 | $169.1M | $186.2M | ||
| Q2 25 | $154.7M | $182.4M | ||
| Q1 25 | $125.2M | $178.6M | ||
| Q4 24 | $149.7M | $182.7M | ||
| Q3 24 | $141.5M | $174.7M | ||
| Q2 24 | $126.7M | $179.8M | ||
| Q1 24 | $110.4M | $174.4M |
净利润FOLDOFG
| Q4 25 | $1.7M | $55.9M | ||
| Q3 25 | $17.3M | $51.8M | ||
| Q2 25 | $-24.4M | $51.8M | ||
| Q1 25 | $-21.7M | $45.6M | ||
| Q4 24 | $14.7M | $50.3M | ||
| Q3 24 | $-6.7M | $47.0M | ||
| Q2 24 | $-15.7M | $51.1M | ||
| Q1 24 | $-48.4M | $49.7M |
毛利率FOLDOFG
| 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FOLDOFG
| Q4 25 | 8.6% | 25.7% | ||
| Q3 25 | 20.3% | 33.0% | ||
| Q2 25 | -6.1% | 36.1% | ||
| Q1 25 | -6.3% | 33.3% | ||
| Q4 24 | 10.7% | 28.9% | ||
| Q3 24 | 15.3% | 35.4% | ||
| Q2 24 | 11.8% | 39.6% | ||
| Q1 24 | -25.1% | 38.9% |
净利率FOLDOFG
| Q4 25 | 0.9% | 30.3% | ||
| Q3 25 | 10.2% | 27.8% | ||
| Q2 25 | -15.8% | 28.4% | ||
| Q1 25 | -17.3% | 25.5% | ||
| Q4 24 | 9.8% | 27.6% | ||
| Q3 24 | -4.8% | 26.9% | ||
| Q2 24 | -12.4% | 28.4% | ||
| Q1 24 | -43.9% | 28.5% |
每股收益（稀释后）FOLDOFG
| Q4 25 | $0.00 | $1.27 | ||
| Q3 25 | $0.06 | $1.16 | ||
| Q2 25 | $-0.08 | $1.15 | ||
| Q1 25 | $-0.07 | $1.00 | ||
| Q4 24 | $0.05 | $1.10 | ||
| Q3 24 | $-0.02 | $1.00 | ||
| Q2 24 | $-0.05 | $1.08 | ||
| Q1 24 | $-0.16 | $1.05 |
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 | $293.5M | $1.0B |
| 总债务越低越好 | $392.7M | — |
| 股东权益账面价值 | $274.2M | $1.4B |
| 总资产 | $949.9M | $12.5B |
| 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FOLDOFG
| Q4 25 | $293.5M | $1.0B | ||
| Q3 25 | $263.8M | $740.3M | ||
| Q2 25 | $231.0M | $851.8M | ||
| Q1 25 | $250.6M | $710.6M | ||
| Q4 24 | $249.9M | $591.1M | ||
| Q3 24 | $249.8M | $680.6M | ||
| Q2 24 | $260.1M | $740.4M | ||
| Q1 24 | $239.6M | $754.4M |
总债务FOLDOFG
| 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FOLDOFG
| Q4 25 | $274.2M | $1.4B | ||
| Q3 25 | $230.4M | $1.4B | ||
| Q2 25 | $204.3M | $1.3B | ||
| Q1 25 | $193.6M | $1.3B | ||
| Q4 24 | $194.0M | $1.3B | ||
| Q3 24 | $178.8M | $1.3B | ||
| Q2 24 | $132.5M | $1.2B | ||
| Q1 24 | $130.7M | $1.2B |
总资产FOLDOFG
| Q4 25 | $949.9M | $12.5B | ||
| Q3 25 | $868.8M | $12.2B | ||
| Q2 25 | $815.3M | $12.2B | ||
| Q1 25 | $789.8M | $11.7B | ||
| Q4 24 | $785.0M | $11.5B | ||
| Q3 24 | $786.6M | $11.5B | ||
| Q2 24 | $749.5M | $11.3B | ||
| Q1 24 | $721.8M | $11.2B |
负债/权益比FOLDOFG
| 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 | $16.3M | $217.7M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $199.3M |
| 自由现金流率自由现金流/营收 | 8.6% | 108.1% |
| 资本支出强度资本支出/营收 | 0.2% | 10.0% |
| 现金转化率经营现金流/净利润 | 9.62× | 3.90× |
| 过去12个月自由现金流最近4个季度 | $29.8M | $345.4M |
8季度趋势，按日历期对齐
经营现金流FOLDOFG
| Q4 25 | $16.3M | $217.7M | ||
| Q3 25 | $35.7M | $39.5M | ||
| Q2 25 | $-26.5M | $35.9M | ||
| Q1 25 | $7.8M | $83.1M | ||
| Q4 24 | $-3.9M | $252.5M | ||
| Q3 24 | $-23.0M | $58.1M | ||
| Q2 24 | $22.7M | $95.1M | ||
| Q1 24 | $-29.7M | $61.0M |
自由现金流FOLDOFG
| Q4 25 | $16.0M | $199.3M | ||
| Q3 25 | $35.3M | $35.5M | ||
| Q2 25 | $-28.9M | $31.8M | ||
| Q1 25 | $7.5M | $78.7M | ||
| Q4 24 | $-4.2M | $231.2M | ||
| Q3 24 | $-23.3M | $51.8M | ||
| Q2 24 | $21.6M | $90.4M | ||
| Q1 24 | $-31.5M | $54.8M |
自由现金流率FOLDOFG
| Q4 25 | 8.6% | 108.1% | ||
| Q3 25 | 20.9% | 19.1% | ||
| Q2 25 | -18.7% | 17.4% | ||
| Q1 25 | 6.0% | 44.1% | ||
| Q4 24 | -2.8% | 126.5% | ||
| Q3 24 | -16.5% | 29.6% | ||
| Q2 24 | 17.0% | 50.3% | ||
| Q1 24 | -28.5% | 31.4% |
资本支出强度FOLDOFG
| Q4 25 | 0.2% | 10.0% | ||
| Q3 25 | 0.2% | 2.1% | ||
| Q2 25 | 1.6% | 2.3% | ||
| Q1 25 | 0.2% | 2.4% | ||
| Q4 24 | 0.2% | 11.7% | ||
| Q3 24 | 0.3% | 3.6% | ||
| Q2 24 | 0.9% | 2.6% | ||
| Q1 24 | 1.6% | 3.5% |
现金转化率FOLDOFG
| Q4 25 | 9.62× | 3.90× | ||
| Q3 25 | 2.06× | 0.76× | ||
| Q2 25 | — | 0.69× | ||
| Q1 25 | — | 1.82× | ||
| Q4 24 | -0.27× | 5.02× | ||
| Q3 24 | — | 1.24× | ||
| Q2 24 | — | 1.86× | ||
| Q1 24 | — | 1.23× |
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% |
OFG
暂无分部数据
