vs
AMICUS THERAPEUTICS, INC.（FOLD）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
Revolve Group, Inc.的季度营收约是AMICUS THERAPEUTICS, INC.的1.8倍（$324.4M vs $185.2M），Revolve Group, Inc.净利率更高（5.7% vs 0.9%，领先4.8%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 10.4%），AMICUS THERAPEUTICS, INC.自由现金流更多（$16.0M vs $-13.3M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 9.5%）
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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
FOLD vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.8倍
$185.2M
营收增速更快
FOLD
高出13.3%
10.4%
净利率更高
RVLV
高出4.8%
0.9%
自由现金流更多
FOLD
多$29.2M
$-13.3M
两年增速更快
FOLD
近两年复合增速
9.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $324.4M |
| 净利润 | $1.7M | $18.6M |
| 毛利率 | 85.7% | 53.3% |
| 营业利润率 | 8.6% | 6.3% |
| 净利率 | 0.9% | 5.7% |
| 营收同比 | 23.7% | 10.4% |
| 净利润同比 | -88.5% | 50.4% |
| 每股收益（稀释后） | $0.00 | $0.27 |
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FOLDRVLV
| Q4 25 | $185.2M | $324.4M | ||
| Q3 25 | $169.1M | $295.6M | ||
| Q2 25 | $154.7M | $309.0M | ||
| Q1 25 | $125.2M | $296.7M | ||
| Q4 24 | $149.7M | $293.7M | ||
| Q3 24 | $141.5M | $283.1M | ||
| Q2 24 | $126.7M | $282.5M | ||
| Q1 24 | $110.4M | $270.6M |
净利润FOLDRVLV
| Q4 25 | $1.7M | $18.6M | ||
| Q3 25 | $17.3M | $21.2M | ||
| Q2 25 | $-24.4M | $10.2M | ||
| Q1 25 | $-21.7M | $11.8M | ||
| Q4 24 | $14.7M | $12.3M | ||
| Q3 24 | $-6.7M | $11.0M | ||
| Q2 24 | $-15.7M | $15.4M | ||
| Q1 24 | $-48.4M | $10.9M |
毛利率FOLDRVLV
| Q4 25 | 85.7% | 53.3% | ||
| Q3 25 | 88.5% | 54.6% | ||
| Q2 25 | 90.2% | 54.1% | ||
| Q1 25 | 90.7% | 52.0% | ||
| Q4 24 | 90.1% | 52.5% | ||
| Q3 24 | 90.6% | 51.2% | ||
| Q2 24 | 91.1% | 54.0% | ||
| Q1 24 | 87.7% | 52.3% |
营业利润率FOLDRVLV
| Q4 25 | 8.6% | 6.3% | ||
| Q3 25 | 20.3% | 7.1% | ||
| Q2 25 | -6.1% | 5.8% | ||
| Q1 25 | -6.3% | 5.0% | ||
| Q4 24 | 10.7% | 3.9% | ||
| Q3 24 | 15.3% | 5.0% | ||
| Q2 24 | 11.8% | 5.8% | ||
| Q1 24 | -25.1% | 3.4% |
净利率FOLDRVLV
| Q4 25 | 0.9% | 5.7% | ||
| Q3 25 | 10.2% | 7.2% | ||
| Q2 25 | -15.8% | 3.3% | ||
| Q1 25 | -17.3% | 4.0% | ||
| Q4 24 | 9.8% | 4.2% | ||
| Q3 24 | -4.8% | 3.9% | ||
| Q2 24 | -12.4% | 5.4% | ||
| Q1 24 | -43.9% | 4.0% |
每股收益（稀释后）FOLDRVLV
| Q4 25 | $0.00 | $0.27 | ||
| Q3 25 | $0.06 | $0.29 | ||
| Q2 25 | $-0.08 | $0.14 | ||
| Q1 25 | $-0.07 | $0.16 | ||
| Q4 24 | $0.05 | $0.18 | ||
| Q3 24 | $-0.02 | $0.15 | ||
| Q2 24 | $-0.05 | $0.21 | ||
| Q1 24 | $-0.16 | $0.15 |
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 | $292.3M |
| 总债务越低越好 | $392.7M | — |
| 股东权益账面价值 | $274.2M | $512.5M |
| 总资产 | $949.9M | $765.0M |
| 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FOLDRVLV
| Q4 25 | $293.5M | $292.3M | ||
| Q3 25 | $263.8M | $315.4M | ||
| Q2 25 | $231.0M | $310.7M | ||
| Q1 25 | $250.6M | $300.8M | ||
| Q4 24 | $249.9M | $256.6M | ||
| Q3 24 | $249.8M | $252.8M | ||
| Q2 24 | $260.1M | $244.7M | ||
| Q1 24 | $239.6M | $273.4M |
总债务FOLDRVLV
| 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FOLDRVLV
| Q4 25 | $274.2M | $512.5M | ||
| Q3 25 | $230.4M | $490.2M | ||
| Q2 25 | $204.3M | $468.6M | ||
| Q1 25 | $193.6M | $453.4M | ||
| Q4 24 | $194.0M | $437.8M | ||
| Q3 24 | $178.8M | $420.8M | ||
| Q2 24 | $132.5M | $405.8M | ||
| Q1 24 | $130.7M | $389.9M |
总资产FOLDRVLV
| Q4 25 | $949.9M | $765.0M | ||
| Q3 25 | $868.8M | $751.3M | ||
| Q2 25 | $815.3M | $722.9M | ||
| Q1 25 | $789.8M | $713.9M | ||
| Q4 24 | $785.0M | $665.5M | ||
| Q3 24 | $786.6M | $670.9M | ||
| Q2 24 | $749.5M | $657.8M | ||
| Q1 24 | $721.8M | $650.0M |
负债/权益比FOLDRVLV
| 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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $-13.3M |
| 自由现金流率自由现金流/营收 | 8.6% | -4.1% |
| 资本支出强度资本支出/营收 | 0.2% | 1.0% |
| 现金转化率经营现金流/净利润 | 9.62× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $29.8M | $48.0M |
8季度趋势，按日历期对齐
经营现金流FOLDRVLV
| Q4 25 | $16.3M | $-10.2M | ||
| Q3 25 | $35.7M | $11.8M | ||
| Q2 25 | $-26.5M | $12.6M | ||
| Q1 25 | $7.8M | $45.1M | ||
| Q4 24 | $-3.9M | $3.9M | ||
| Q3 24 | $-23.0M | $9.1M | ||
| Q2 24 | $22.7M | $-24.7M | ||
| Q1 24 | $-29.7M | $38.4M |
自由现金流FOLDRVLV
| Q4 25 | $16.0M | $-13.3M | ||
| Q3 25 | $35.3M | $7.5M | ||
| Q2 25 | $-28.9M | $10.4M | ||
| Q1 25 | $7.5M | $43.4M | ||
| Q4 24 | $-4.2M | $2.1M | ||
| Q3 24 | $-23.3M | $8.0M | ||
| Q2 24 | $21.6M | $-25.7M | ||
| Q1 24 | $-31.5M | $36.7M |
自由现金流率FOLDRVLV
| Q4 25 | 8.6% | -4.1% | ||
| Q3 25 | 20.9% | 2.5% | ||
| Q2 25 | -18.7% | 3.4% | ||
| Q1 25 | 6.0% | 14.6% | ||
| Q4 24 | -2.8% | 0.7% | ||
| Q3 24 | -16.5% | 2.8% | ||
| Q2 24 | 17.0% | -9.1% | ||
| Q1 24 | -28.5% | 13.5% |
资本支出强度FOLDRVLV
| Q4 25 | 0.2% | 1.0% | ||
| Q3 25 | 0.2% | 1.5% | ||
| Q2 25 | 1.6% | 0.7% | ||
| Q1 25 | 0.2% | 0.6% | ||
| Q4 24 | 0.2% | 0.6% | ||
| Q3 24 | 0.3% | 0.4% | ||
| Q2 24 | 0.9% | 0.4% | ||
| Q1 24 | 1.6% | 0.6% |
现金转化率FOLDRVLV
| Q4 25 | 9.62× | -0.55× | ||
| Q3 25 | 2.06× | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | -0.27× | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | — | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
