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AMICUS THERAPEUTICS, INC.(FOLD)与COMSCORE, INC.(SCOR)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COMSCORE, INC.的2.0倍($185.2M vs $93.5M),COMSCORE, INC.净利率更高(3.2% vs 0.9%,领先2.3%),AMICUS THERAPEUTICS, INC.同比增速更快(23.7% vs -1.5%),AMICUS THERAPEUTICS, INC.自由现金流更多($16.0M vs $2.9M),过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高(29.5% vs 3.8%)
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。
Comscore是总部设于美国的全球媒体测量与分析企业,为企业、广告代理商、品牌营销方及媒体出版方提供专业营销数据与分析服务,在全球媒体行业和营销领域拥有广泛影响力。
FOLD vs SCOR — 直观对比
营收规模更大
FOLD
是对方的2.0倍
$93.5M
营收增速更快
FOLD
高出25.3%
-1.5%
净利率更高
SCOR
高出2.3%
0.9%
自由现金流更多
FOLD
多$13.0M
$2.9M
两年增速更快
FOLD
近两年复合增速
3.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $185.2M | $93.5M |
| 净利润 | $1.7M | $3.0M |
| 毛利率 | 85.7% | 41.0% |
| 营业利润率 | 8.6% | 7.0% |
| 净利率 | 0.9% | 3.2% |
| 营收同比 | 23.7% | -1.5% |
| 净利润同比 | -88.5% | -3.7% |
| 每股收益(稀释后) | $0.00 | $9.50 |
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
FOLD
SCOR
| Q4 25 | $185.2M | $93.5M | ||
| Q3 25 | $169.1M | $88.9M | ||
| Q2 25 | $154.7M | $89.4M | ||
| Q1 25 | $125.2M | $85.7M | ||
| Q4 24 | $149.7M | $94.9M | ||
| Q3 24 | $141.5M | $88.5M | ||
| Q2 24 | $126.7M | $85.8M | ||
| Q1 24 | $110.4M | $86.8M |
净利润
FOLD
SCOR
| Q4 25 | $1.7M | $3.0M | ||
| Q3 25 | $17.3M | $453.0K | ||
| Q2 25 | $-24.4M | $-9.5M | ||
| Q1 25 | $-21.7M | $-4.0M | ||
| Q4 24 | $14.7M | $3.1M | ||
| Q3 24 | $-6.7M | $-60.6M | ||
| Q2 24 | $-15.7M | $-1.7M | ||
| Q1 24 | $-48.4M | $-1.1M |
毛利率
FOLD
SCOR
| Q4 25 | 85.7% | 41.0% | ||
| Q3 25 | 88.5% | 40.6% | ||
| Q2 25 | 90.2% | 40.6% | ||
| Q1 25 | 90.7% | 39.6% | ||
| Q4 24 | 90.1% | 42.4% | ||
| Q3 24 | 90.6% | 41.2% | ||
| Q2 24 | 91.1% | 39.5% | ||
| Q1 24 | 87.7% | 42.3% |
营业利润率
FOLD
SCOR
| Q4 25 | 8.6% | 7.0% | ||
| Q3 25 | 20.3% | 1.9% | ||
| Q2 25 | -6.1% | -1.9% | ||
| Q1 25 | -6.3% | -2.4% | ||
| Q4 24 | 10.7% | 4.1% | ||
| Q3 24 | 15.3% | -67.4% | ||
| Q2 24 | 11.8% | -2.2% | ||
| Q1 24 | -25.1% | -2.2% |
净利率
FOLD
SCOR
| Q4 25 | 0.9% | 3.2% | ||
| Q3 25 | 10.2% | 0.5% | ||
| Q2 25 | -15.8% | -10.6% | ||
| Q1 25 | -17.3% | -4.7% | ||
| Q4 24 | 9.8% | 3.3% | ||
| Q3 24 | -4.8% | -68.5% | ||
| Q2 24 | -12.4% | -2.0% | ||
| Q1 24 | -43.9% | -1.2% |
每股收益(稀释后)
FOLD
SCOR
| Q4 25 | $0.00 | $9.50 | ||
| Q3 25 | $0.06 | $-0.86 | ||
| Q2 25 | $-0.08 | $-2.73 | ||
| Q1 25 | $-0.07 | $-1.66 | ||
| Q4 24 | $0.05 | $-0.47 | ||
| Q3 24 | $-0.02 | $-12.79 | ||
| Q2 24 | $-0.05 | $-1.19 | ||
| Q1 24 | $-0.16 | $-1.08 |
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 | $23.6M |
| 总债务越低越好 | $392.7M | $41.5M |
| 股东权益账面价值 | $274.2M | $111.4M |
| 总资产 | $949.9M | $407.7M |
| 负债/权益比越低杠杆越低 | 1.43× | 0.37× |
8季度趋势,按日历期对齐
现金及短期投资
FOLD
SCOR
| Q4 25 | $293.5M | $23.6M | ||
| Q3 25 | $263.8M | $26.7M | ||
| Q2 25 | $231.0M | $26.0M | ||
| Q1 25 | $250.6M | $31.0M | ||
| Q4 24 | $249.9M | $29.9M | ||
| Q3 24 | $249.8M | $20.0M | ||
| Q2 24 | $260.1M | $14.7M | ||
| Q1 24 | $239.6M | $18.7M |
总债务
FOLD
SCOR
| Q4 25 | $392.7M | $41.5M | ||
| Q3 25 | $392.0M | $41.4M | ||
| Q2 25 | $391.3M | $41.3M | ||
| Q1 25 | $390.7M | $41.3M | ||
| Q4 24 | $390.1M | $41.2M | ||
| Q3 24 | $389.5M | — | ||
| Q2 24 | $388.9M | — | ||
| Q1 24 | $388.4M | — |
股东权益
FOLD
SCOR
| Q4 25 | $274.2M | $111.4M | ||
| Q3 25 | $230.4M | $-26.3M | ||
| Q2 25 | $204.3M | $-21.7M | ||
| Q1 25 | $193.6M | $-13.5M | ||
| Q4 24 | $194.0M | $-8.3M | ||
| Q3 24 | $178.8M | $-2.7M | ||
| Q2 24 | $132.5M | $45.8M | ||
| Q1 24 | $130.7M | $51.4M |
总资产
FOLD
SCOR
| Q4 25 | $949.9M | $407.7M | ||
| Q3 25 | $868.8M | $406.9M | ||
| Q2 25 | $815.3M | $415.9M | ||
| Q1 25 | $789.8M | $421.5M | ||
| Q4 24 | $785.0M | $430.2M | ||
| Q3 24 | $786.6M | $412.5M | ||
| Q2 24 | $749.5M | $474.1M | ||
| Q1 24 | $721.8M | $477.7M |
负债/权益比
FOLD
SCOR
| Q4 25 | 1.43× | 0.37× | ||
| 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 | $3.2M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $2.9M |
| 自由现金流率自由现金流/营收 | 8.6% | 3.1% |
| 资本支出强度资本支出/营收 | 0.2% | 0.3% |
| 现金转化率经营现金流/净利润 | 9.62× | 1.07× |
| 过去12个月自由现金流最近4个季度 | $29.8M | $21.8M |
8季度趋势,按日历期对齐
经营现金流
FOLD
SCOR
| Q4 25 | $16.3M | $3.2M | ||
| Q3 25 | $35.7M | $9.5M | ||
| Q2 25 | $-26.5M | $932.0K | ||
| Q1 25 | $7.8M | $9.1M | ||
| Q4 24 | $-3.9M | $-10.0M | ||
| Q3 24 | $-23.0M | $12.5M | ||
| Q2 24 | $22.7M | $8.7M | ||
| Q1 24 | $-29.7M | $6.9M |
自由现金流
FOLD
SCOR
| Q4 25 | $16.0M | $2.9M | ||
| Q3 25 | $35.3M | $9.4M | ||
| Q2 25 | $-28.9M | $787.0K | ||
| Q1 25 | $7.5M | $8.7M | ||
| Q4 24 | $-4.2M | $-10.3M | ||
| Q3 24 | $-23.3M | $12.4M | ||
| Q2 24 | $21.6M | $8.5M | ||
| Q1 24 | $-31.5M | $6.6M |
自由现金流率
FOLD
SCOR
| Q4 25 | 8.6% | 3.1% | ||
| Q3 25 | 20.9% | 10.5% | ||
| Q2 25 | -18.7% | 0.9% | ||
| Q1 25 | 6.0% | 10.1% | ||
| Q4 24 | -2.8% | -10.8% | ||
| Q3 24 | -16.5% | 14.0% | ||
| Q2 24 | 17.0% | 10.0% | ||
| Q1 24 | -28.5% | 7.6% |
资本支出强度
FOLD
SCOR
| Q4 25 | 0.2% | 0.3% | ||
| Q3 25 | 0.2% | 0.1% | ||
| Q2 25 | 1.6% | 0.2% | ||
| Q1 25 | 0.2% | 0.4% | ||
| Q4 24 | 0.2% | 0.2% | ||
| Q3 24 | 0.3% | 0.1% | ||
| Q2 24 | 0.9% | 0.2% | ||
| Q1 24 | 1.6% | 0.3% |
现金转化率
FOLD
SCOR
| Q4 25 | 9.62× | 1.07× | ||
| Q3 25 | 2.06× | 20.96× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.27× | -3.19× | ||
| 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% |
SCOR
| Transferred Over Time | $77.1M | 83% |
| Research Insight Solutions | $14.6M | 16% |
| Related Party | $2.5M | 3% |