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AMICUS THERAPEUTICS, INC.(FOLD)与Purple Innovation, Inc.(PRPL)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Purple Innovation, Inc.的1.3倍($185.2M vs $140.7M),AMICUS THERAPEUTICS, INC.净利率更高(0.9% vs -2.3%,领先3.2%),AMICUS THERAPEUTICS, INC.同比增速更快(23.7% vs 9.1%),AMICUS THERAPEUTICS, INC.自由现金流更多($16.0M vs $-7.8M),过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高(29.5% vs 8.3%)
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。
Purple Carrot是一家总部位于马萨诸塞州尼达姆市的全植物性餐包品牌,由安迪·莱维特创立,每周为订阅用户提供预制餐品和自制餐包。据《大都会》2022年报道,对比美式标准餐食,该品牌每份餐包的碳排放量可降低72%,主打低碳环保的纯植物饮食方案。
FOLD vs PRPL — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $185.2M | $140.7M |
| 净利润 | $1.7M | $-3.2M |
| 毛利率 | 85.7% | 41.9% |
| 营业利润率 | 8.6% | -1.6% |
| 净利率 | 0.9% | -2.3% |
| 营收同比 | 23.7% | 9.1% |
| 净利润同比 | -88.5% | 62.1% |
| 每股收益(稀释后) | $0.00 | $0.03 |
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 | $140.7M | ||
| Q3 25 | $169.1M | $118.8M | ||
| Q2 25 | $154.7M | $105.1M | ||
| Q1 25 | $125.2M | $104.2M | ||
| Q4 24 | $149.7M | $129.0M | ||
| Q3 24 | $141.5M | $118.6M | ||
| Q2 24 | $126.7M | $120.3M | ||
| Q1 24 | $110.4M | $120.0M |
| Q4 25 | $1.7M | $-3.2M | ||
| Q3 25 | $17.3M | $-11.7M | ||
| Q2 25 | $-24.4M | $-17.3M | ||
| Q1 25 | $-21.7M | $-19.1M | ||
| Q4 24 | $14.7M | $-8.5M | ||
| Q3 24 | $-6.7M | $-39.2M | ||
| Q2 24 | $-15.7M | $27.0K | ||
| Q1 24 | $-48.4M | $-50.2M |
| Q4 25 | 85.7% | 41.9% | ||
| Q3 25 | 88.5% | 42.8% | ||
| Q2 25 | 90.2% | 35.9% | ||
| Q1 25 | 90.7% | 39.4% | ||
| Q4 24 | 90.1% | 42.9% | ||
| Q3 24 | 90.6% | 29.7% | ||
| Q2 24 | 91.1% | 40.7% | ||
| Q1 24 | 87.7% | 34.8% |
| Q4 25 | 8.6% | -1.6% | ||
| Q3 25 | 20.3% | -10.2% | ||
| Q2 25 | -6.1% | -13.5% | ||
| Q1 25 | -6.3% | -13.9% | ||
| Q4 24 | 10.7% | -6.0% | ||
| Q3 24 | 15.3% | -39.5% | ||
| Q2 24 | 11.8% | -12.1% | ||
| Q1 24 | -25.1% | -19.3% |
| Q4 25 | 0.9% | -2.3% | ||
| Q3 25 | 10.2% | -9.9% | ||
| Q2 25 | -15.8% | -16.5% | ||
| Q1 25 | -17.3% | -18.4% | ||
| Q4 24 | 9.8% | -6.6% | ||
| Q3 24 | -4.8% | -33.1% | ||
| Q2 24 | -12.4% | 0.0% | ||
| Q1 24 | -43.9% | -41.8% |
| Q4 25 | $0.00 | $0.03 | ||
| Q3 25 | $0.06 | $0.11 | ||
| Q2 25 | $-0.08 | $0.16 | ||
| Q1 25 | $-0.07 | $0.18 | ||
| Q4 24 | $0.05 | $0.08 | ||
| Q3 24 | $-0.02 | $0.36 | ||
| Q2 24 | $-0.05 | $0.00 | ||
| Q1 24 | $-0.16 | $0.47 |
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 | $24.3M |
| 总债务越低越好 | $392.7M | $126.7M |
| 股东权益账面价值 | $274.2M | $-29.7M |
| 总资产 | $949.9M | $296.3M |
| 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 | $24.3M | ||
| Q3 25 | $263.8M | $32.4M | ||
| Q2 25 | $231.0M | $34.2M | ||
| Q1 25 | $250.6M | $21.6M | ||
| Q4 24 | $249.9M | $29.0M | ||
| Q3 24 | $249.8M | $23.4M | ||
| Q2 24 | $260.1M | $23.4M | ||
| Q1 24 | $239.6M | $34.5M |
| Q4 25 | $392.7M | $126.7M | ||
| Q3 25 | $392.0M | — | ||
| Q2 25 | $391.3M | — | ||
| Q1 25 | $390.7M | — | ||
| Q4 24 | $390.1M | $70.7M | ||
| Q3 24 | $389.5M | $50.8M | ||
| Q2 24 | $388.9M | — | ||
| Q1 24 | $388.4M | — |
| Q4 25 | $274.2M | $-29.7M | ||
| Q3 25 | $230.4M | $-26.9M | ||
| Q2 25 | $204.3M | $-15.6M | ||
| Q1 25 | $193.6M | $1.3M | ||
| Q4 24 | $194.0M | $20.2M | ||
| Q3 24 | $178.8M | $28.0M | ||
| Q2 24 | $132.5M | $66.4M | ||
| Q1 24 | $130.7M | $65.5M |
| Q4 25 | $949.9M | $296.3M | ||
| Q3 25 | $868.8M | $302.1M | ||
| Q2 25 | $815.3M | $303.8M | ||
| Q1 25 | $789.8M | $293.8M | ||
| Q4 24 | $785.0M | $307.8M | ||
| Q3 24 | $786.6M | $309.3M | ||
| Q2 24 | $749.5M | $362.1M | ||
| Q1 24 | $721.8M | $382.1M |
| Q4 25 | 1.43× | — | ||
| Q3 25 | 1.70× | — | ||
| Q2 25 | 1.92× | — | ||
| Q1 25 | 2.02× | — | ||
| Q4 24 | 2.01× | 3.50× | ||
| Q3 24 | 2.18× | 1.82× | ||
| 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 | $-5.8M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $-7.8M |
| 自由现金流率自由现金流/营收 | 8.6% | -5.5% |
| 资本支出强度资本支出/营收 | 0.2% | 1.4% |
| 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 | $-41.9M |
8季度趋势,按日历期对齐
| Q4 25 | $16.3M | $-5.8M | ||
| Q3 25 | $35.7M | $-968.0K | ||
| Q2 25 | $-26.5M | $-4.0M | ||
| Q1 25 | $7.8M | $-23.1M | ||
| Q4 24 | $-3.9M | $6.8M | ||
| Q3 24 | $-23.0M | $1.1M | ||
| Q2 24 | $22.7M | $-8.9M | ||
| Q1 24 | $-29.7M | $-16.8M |
| Q4 25 | $16.0M | $-7.8M | ||
| Q3 25 | $35.3M | $-1.8M | ||
| Q2 25 | $-28.9M | $-7.0M | ||
| Q1 25 | $7.5M | $-25.3M | ||
| Q4 24 | $-4.2M | $5.7M | ||
| Q3 24 | $-23.3M | $101.0K | ||
| Q2 24 | $21.6M | $-11.0M | ||
| Q1 24 | $-31.5M | $-19.9M |
| Q4 25 | 8.6% | -5.5% | ||
| Q3 25 | 20.9% | -1.5% | ||
| Q2 25 | -18.7% | -6.6% | ||
| Q1 25 | 6.0% | -24.3% | ||
| Q4 24 | -2.8% | 4.4% | ||
| Q3 24 | -16.5% | 0.1% | ||
| Q2 24 | 17.0% | -9.2% | ||
| Q1 24 | -28.5% | -16.5% |
| Q4 25 | 0.2% | 1.4% | ||
| Q3 25 | 0.2% | 0.7% | ||
| Q2 25 | 1.6% | 2.8% | ||
| Q1 25 | 0.2% | 2.2% | ||
| Q4 24 | 0.2% | 0.8% | ||
| Q3 24 | 0.3% | 0.9% | ||
| Q2 24 | 0.9% | 1.7% | ||
| Q1 24 | 1.6% | 2.5% |
| Q4 25 | 9.62× | — | ||
| Q3 25 | 2.06× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.27× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -330.22× | ||
| 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% |
PRPL
| Cost Of Revenues | $81.7M | 58% |
| Other | $59.0M | 42% |