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AMICUS THERAPEUTICS, INC.（FOLD）与LiveRamp Holdings, Inc.（RAMP）财务数据对比。点击上方公司名可切换其他公司
LiveRamp Holdings, Inc.的季度营收约是AMICUS THERAPEUTICS, INC.的1.1倍（$212.2M vs $185.2M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 0.9%，领先17.9%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 8.6%），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 11.1%）
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。
LiveRamp Holdings, Inc.是一家美国SaaS企业，核心业务为提供数据连接平台，服务涵盖数据导入、线下数据线上迁移等能力，助力企业开展营销相关的数据应用，为品牌及营销从业者的数字化运营提供技术支撑。
FOLD vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.1倍
$185.2M
营收增速更快
FOLD
高出15.1%
8.6%
净利率更高
RAMP
高出17.9%
0.9%
两年增速更快
FOLD
近两年复合增速
11.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $212.2M |
| 净利润 | $1.7M | $39.9M |
| 毛利率 | 85.7% | 71.9% |
| 营业利润率 | 8.6% | 18.6% |
| 净利率 | 0.9% | 18.8% |
| 营收同比 | 23.7% | 8.6% |
| 净利润同比 | -88.5% | 255.7% |
| 每股收益（稀释后） | $0.00 | $0.62 |
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FOLDRAMP
| Q4 25 | $185.2M | $212.2M | ||
| Q3 25 | $169.1M | $199.8M | ||
| Q2 25 | $154.7M | $194.8M | ||
| Q1 25 | $125.2M | $188.7M | ||
| Q4 24 | $149.7M | $195.4M | ||
| Q3 24 | $141.5M | $185.5M | ||
| Q2 24 | $126.7M | $176.0M | ||
| Q1 24 | $110.4M | $171.9M |
净利润FOLDRAMP
| Q4 25 | $1.7M | $39.9M | ||
| Q3 25 | $17.3M | $27.4M | ||
| Q2 25 | $-24.4M | $7.7M | ||
| Q1 25 | $-21.7M | $-6.3M | ||
| Q4 24 | $14.7M | $11.2M | ||
| Q3 24 | $-6.7M | $1.7M | ||
| Q2 24 | $-15.7M | $-7.5M | ||
| Q1 24 | $-48.4M | $-5.4M |
毛利率FOLDRAMP
| Q4 25 | 85.7% | 71.9% | ||
| Q3 25 | 88.5% | 70.2% | ||
| Q2 25 | 90.2% | 70.1% | ||
| Q1 25 | 90.7% | 69.3% | ||
| Q4 24 | 90.1% | 71.9% | ||
| Q3 24 | 90.6% | 72.4% | ||
| Q2 24 | 91.1% | 70.6% | ||
| Q1 24 | 87.7% | 72.2% |
营业利润率FOLDRAMP
| Q4 25 | 8.6% | 18.6% | ||
| Q3 25 | 20.3% | 10.7% | ||
| Q2 25 | -6.1% | 3.7% | ||
| Q1 25 | -6.3% | -6.1% | ||
| Q4 24 | 10.7% | 7.5% | ||
| Q3 24 | 15.3% | 4.0% | ||
| Q2 24 | 11.8% | -3.0% | ||
| Q1 24 | -25.1% | -8.3% |
净利率FOLDRAMP
| Q4 25 | 0.9% | 18.8% | ||
| Q3 25 | 10.2% | 13.7% | ||
| Q2 25 | -15.8% | 4.0% | ||
| Q1 25 | -17.3% | -3.3% | ||
| Q4 24 | 9.8% | 5.7% | ||
| Q3 24 | -4.8% | 0.9% | ||
| Q2 24 | -12.4% | -4.3% | ||
| Q1 24 | -43.9% | -3.1% |
每股收益（稀释后）FOLDRAMP
| Q4 25 | $0.00 | $0.62 | ||
| Q3 25 | $0.06 | $0.42 | ||
| Q2 25 | $-0.08 | $0.12 | ||
| Q1 25 | $-0.07 | $-0.10 | ||
| Q4 24 | $0.05 | $0.17 | ||
| Q3 24 | $-0.02 | $0.03 | ||
| Q2 24 | $-0.05 | $-0.11 | ||
| Q1 24 | $-0.16 | $-0.09 |
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 | $403.4M |
| 总债务越低越好 | $392.7M | — |
| 股东权益账面价值 | $274.2M | $962.3M |
| 总资产 | $949.9M | $1.3B |
| 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FOLDRAMP
| Q4 25 | $293.5M | $403.4M | ||
| Q3 25 | $263.8M | $376.9M | ||
| Q2 25 | $231.0M | $371.1M | ||
| Q1 25 | $250.6M | $420.8M | ||
| Q4 24 | $249.9M | $384.3M | ||
| Q3 24 | $249.8M | $348.4M | ||
| Q2 24 | $260.1M | $342.7M | ||
| Q1 24 | $239.6M | $368.9M |
总债务FOLDRAMP
| 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FOLDRAMP
| Q4 25 | $274.2M | $962.3M | ||
| Q3 25 | $230.4M | $943.8M | ||
| Q2 25 | $204.3M | $947.8M | ||
| Q1 25 | $193.6M | $948.9M | ||
| Q4 24 | $194.0M | $957.7M | ||
| Q3 24 | $178.8M | $932.1M | ||
| Q2 24 | $132.5M | $951.9M | ||
| Q1 24 | $130.7M | $949.1M |
总资产FOLDRAMP
| Q4 25 | $949.9M | $1.3B | ||
| Q3 25 | $868.8M | $1.2B | ||
| Q2 25 | $815.3M | $1.2B | ||
| Q1 25 | $789.8M | $1.3B | ||
| Q4 24 | $785.0M | $1.3B | ||
| Q3 24 | $786.6M | $1.2B | ||
| Q2 24 | $749.5M | $1.2B | ||
| Q1 24 | $721.8M | $1.2B |
负债/权益比FOLDRAMP
| 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 | — |
| 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% | 0.1% |
| 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FOLDRAMP
| Q4 25 | $16.3M | — | ||
| Q3 25 | $35.7M | $57.4M | ||
| Q2 25 | $-26.5M | $-15.8M | ||
| Q1 25 | $7.8M | — | ||
| Q4 24 | $-3.9M | $45.1M | ||
| Q3 24 | $-23.0M | $55.6M | ||
| Q2 24 | $22.7M | $-9.3M | ||
| Q1 24 | $-29.7M | — |
自由现金流FOLDRAMP
| Q4 25 | $16.0M | — | ||
| Q3 25 | $35.3M | $56.8M | ||
| Q2 25 | $-28.9M | $-16.2M | ||
| Q1 25 | $7.5M | — | ||
| Q4 24 | $-4.2M | $44.8M | ||
| Q3 24 | $-23.3M | $55.4M | ||
| Q2 24 | $21.6M | $-9.6M | ||
| Q1 24 | $-31.5M | — |
自由现金流率FOLDRAMP
| Q4 25 | 8.6% | — | ||
| Q3 25 | 20.9% | 28.4% | ||
| Q2 25 | -18.7% | -8.3% | ||
| Q1 25 | 6.0% | — | ||
| Q4 24 | -2.8% | 22.9% | ||
| Q3 24 | -16.5% | 29.8% | ||
| Q2 24 | 17.0% | -5.4% | ||
| Q1 24 | -28.5% | — |
资本支出强度FOLDRAMP
| Q4 25 | 0.2% | 0.1% | ||
| Q3 25 | 0.2% | 0.3% | ||
| Q2 25 | 1.6% | 0.2% | ||
| Q1 25 | 0.2% | 0.2% | ||
| Q4 24 | 0.2% | 0.1% | ||
| Q3 24 | 0.3% | 0.1% | ||
| Q2 24 | 0.9% | 0.1% | ||
| Q1 24 | 1.6% | 1.0% |
现金转化率FOLDRAMP
| Q4 25 | 9.62× | — | ||
| Q3 25 | 2.06× | 2.09× | ||
| Q2 25 | — | -2.04× | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.27× | 4.02× | ||
| Q3 24 | — | 32.10× | ||
| 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% |
RAMP
暂无分部数据
