vs
AMICUS THERAPEUTICS, INC.（FOLD）与PROCORE TECHNOLOGIES, INC.（PCOR）财务数据对比。点击上方公司名可切换其他公司
PROCORE TECHNOLOGIES, INC.的季度营收约是AMICUS THERAPEUTICS, INC.的1.9倍（$349.1M vs $185.2M），AMICUS THERAPEUTICS, INC.净利率更高（0.9% vs -10.8%，领先11.7%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 15.6%），PROCORE TECHNOLOGIES, INC.自由现金流更多（$109.2M vs $16.0M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 13.8%）
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。
Procore Technologies是2002年成立的美国建筑管理软件即服务（SaaS）企业，总部位于加利福尼亚州卡平特里亚。公司打造的全球平台可连接建筑行业从业者，支持搭建简化工作流，统一展现建筑项目信息，覆盖任务追踪、项目流程管理、日程排期等核心功能。
FOLD vs PCOR — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $349.1M |
| 净利润 | $1.7M | $-37.6M |
| 毛利率 | 85.7% | 80.1% |
| 营业利润率 | 8.6% | -12.3% |
| 净利率 | 0.9% | -10.8% |
| 营收同比 | 23.7% | 15.6% |
| 净利润同比 | -88.5% | 39.6% |
| 每股收益（稀释后） | $0.00 | $-0.25 |
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
| Q4 25 | $185.2M | $349.1M | ||
| Q3 25 | $169.1M | $338.9M | ||
| Q2 25 | $154.7M | $323.9M | ||
| Q1 25 | $125.2M | $310.6M | ||
| Q4 24 | $149.7M | $302.0M | ||
| Q3 24 | $141.5M | $295.9M | ||
| Q2 24 | $126.7M | $284.3M | ||
| Q1 24 | $110.4M | $269.4M |
| Q4 25 | $1.7M | $-37.6M | ||
| Q3 25 | $17.3M | $-9.1M | ||
| Q2 25 | $-24.4M | $-21.1M | ||
| Q1 25 | $-21.7M | $-33.0M | ||
| Q4 24 | $14.7M | $-62.3M | ||
| Q3 24 | $-6.7M | $-26.4M | ||
| Q2 24 | $-15.7M | $-6.3M | ||
| Q1 24 | $-48.4M | $-11.0M |
| Q4 25 | 85.7% | 80.1% | ||
| Q3 25 | 88.5% | 79.7% | ||
| Q2 25 | 90.2% | 79.1% | ||
| Q1 25 | 90.7% | 79.1% | ||
| Q4 24 | 90.1% | 81.2% | ||
| Q3 24 | 90.6% | 81.4% | ||
| Q2 24 | 91.1% | 83.1% | ||
| Q1 24 | 87.7% | 83.0% |
| Q4 25 | 8.6% | -12.3% | ||
| Q3 25 | 20.3% | -4.4% | ||
| Q2 25 | -6.1% | -9.3% | ||
| Q1 25 | -6.3% | -11.7% | ||
| Q4 24 | 10.7% | -21.9% | ||
| Q3 24 | 15.3% | -12.3% | ||
| Q2 24 | 11.8% | -5.2% | ||
| Q1 24 | -25.1% | -7.0% |
| Q4 25 | 0.9% | -10.8% | ||
| Q3 25 | 10.2% | -2.7% | ||
| Q2 25 | -15.8% | -6.5% | ||
| Q1 25 | -17.3% | -10.6% | ||
| Q4 24 | 9.8% | -20.6% | ||
| Q3 24 | -4.8% | -8.9% | ||
| Q2 24 | -12.4% | -2.2% | ||
| Q1 24 | -43.9% | -4.1% |
| Q4 25 | $0.00 | $-0.25 | ||
| Q3 25 | $0.06 | $-0.06 | ||
| Q2 25 | $-0.08 | $-0.14 | ||
| Q1 25 | $-0.07 | $-0.22 | ||
| Q4 24 | $0.05 | $-0.42 | ||
| Q3 24 | $-0.02 | $-0.18 | ||
| Q2 24 | $-0.05 | $-0.04 | ||
| Q1 24 | $-0.16 | $-0.08 |
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 | $768.5M |
| 总债务越低越好 | $392.7M | — |
| 股东权益账面价值 | $274.2M | $1.3B |
| 总资产 | $949.9M | $2.2B |
| 负债/权益比越低杠杆越低 | 1.43× | — |
8季度趋势，按日历期对齐
| Q4 25 | $293.5M | $768.5M | ||
| Q3 25 | $263.8M | $684.0M | ||
| Q2 25 | $231.0M | $620.9M | ||
| Q1 25 | $250.6M | $566.7M | ||
| Q4 24 | $249.9M | $775.4M | ||
| Q3 24 | $249.8M | $756.9M | ||
| Q2 24 | $260.1M | $735.4M | ||
| Q1 24 | $239.6M | $744.6M |
| 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 | — |
| Q4 25 | $274.2M | $1.3B | ||
| Q3 25 | $230.4M | $1.2B | ||
| Q2 25 | $204.3M | $1.2B | ||
| Q1 25 | $193.6M | $1.2B | ||
| Q4 24 | $194.0M | $1.3B | ||
| Q3 24 | $178.8M | $1.3B | ||
| Q2 24 | $132.5M | $1.3B | ||
| Q1 24 | $130.7M | $1.2B |
| Q4 25 | $949.9M | $2.2B | ||
| Q3 25 | $868.8M | $2.1B | ||
| Q2 25 | $815.3M | $2.0B | ||
| Q1 25 | $789.8M | $1.9B | ||
| Q4 24 | $785.0M | $2.1B | ||
| Q3 24 | $786.6M | $2.0B | ||
| Q2 24 | $749.5M | $2.0B | ||
| Q1 24 | $721.8M | $1.9B |
| 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 | $114.9M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $109.2M |
| 自由现金流率自由现金流/营收 | 8.6% | 31.3% |
| 资本支出强度资本支出/营收 | 0.2% | 1.6% |
| 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 | $282.2M |
8季度趋势，按日历期对齐
| Q4 25 | $16.3M | $114.9M | ||
| Q3 25 | $35.7M | $88.5M | ||
| Q2 25 | $-26.5M | $30.8M | ||
| Q1 25 | $7.8M | $66.0M | ||
| Q4 24 | $-3.9M | $29.1M | ||
| Q3 24 | $-23.0M | $39.3M | ||
| Q2 24 | $22.7M | $58.7M | ||
| Q1 24 | $-29.7M | $69.1M |
| Q4 25 | $16.0M | $109.2M | ||
| Q3 25 | $35.3M | $83.1M | ||
| Q2 25 | $-28.9M | $27.9M | ||
| Q1 25 | $7.5M | $62.0M | ||
| Q4 24 | $-4.2M | $17.4M | ||
| Q3 24 | $-23.3M | $35.7M | ||
| Q2 24 | $21.6M | $56.8M | ||
| Q1 24 | $-31.5M | $67.1M |
| Q4 25 | 8.6% | 31.3% | ||
| Q3 25 | 20.9% | 24.5% | ||
| Q2 25 | -18.7% | 8.6% | ||
| Q1 25 | 6.0% | 20.0% | ||
| Q4 24 | -2.8% | 5.8% | ||
| Q3 24 | -16.5% | 12.1% | ||
| Q2 24 | 17.0% | 20.0% | ||
| Q1 24 | -28.5% | 24.9% |
| Q4 25 | 0.2% | 1.6% | ||
| Q3 25 | 0.2% | 1.6% | ||
| Q2 25 | 1.6% | 0.9% | ||
| Q1 25 | 0.2% | 1.3% | ||
| Q4 24 | 0.2% | 3.9% | ||
| Q3 24 | 0.3% | 1.2% | ||
| Q2 24 | 0.9% | 0.7% | ||
| Q1 24 | 1.6% | 0.8% |
| Q4 25 | 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
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
PCOR
| US | $298.3M | 85% |
| Non Us | $50.9M | 15% |
