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AMICUS THERAPEUTICS, INC.（FOLD）与Stitch Fix, Inc.（SFIX）财务数据对比。点击上方公司名可切换其他公司
Stitch Fix, Inc.的季度营收约是AMICUS THERAPEUTICS, INC.的1.8倍（$342.1M vs $185.2M），AMICUS THERAPEUTICS, INC.净利率更高（0.9% vs -1.9%，领先2.8%），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 7.3%），AMICUS THERAPEUTICS, INC.自由现金流更多（$16.0M vs $5.6M），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% vs 1.8%）
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。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
FOLD vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.8倍
$185.2M
营收增速更快
FOLD
高出16.4%
7.3%
净利率更高
FOLD
高出2.8%
-1.9%
自由现金流更多
FOLD
多$10.4M
$5.6M
两年增速更快
FOLD
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $342.1M |
| 净利润 | $1.7M | $-6.4M |
| 毛利率 | 85.7% | 43.6% |
| 营业利润率 | 8.6% | -2.5% |
| 净利率 | 0.9% | -1.9% |
| 营收同比 | 23.7% | 7.3% |
| 净利润同比 | -88.5% | -1.7% |
| 每股收益（稀释后） | $0.00 | $-0.05 |
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FOLDSFIX
| Q4 25 | $185.2M | $342.1M | ||
| Q3 25 | $169.1M | $311.2M | ||
| Q2 25 | $154.7M | $325.0M | ||
| Q1 25 | $125.2M | $312.1M | ||
| Q4 24 | $149.7M | $318.8M | ||
| Q3 24 | $141.5M | $319.6M | ||
| Q2 24 | $126.7M | $322.7M | ||
| Q1 24 | $110.4M | $330.4M |
净利润FOLDSFIX
| Q4 25 | $1.7M | $-6.4M | ||
| Q3 25 | $17.3M | $-8.6M | ||
| Q2 25 | $-24.4M | $-7.4M | ||
| Q1 25 | $-21.7M | $-6.5M | ||
| Q4 24 | $14.7M | $-6.3M | ||
| Q3 24 | $-6.7M | $-36.5M | ||
| Q2 24 | $-15.7M | $-21.3M | ||
| Q1 24 | $-48.4M | $-35.5M |
毛利率FOLDSFIX
| Q4 25 | 85.7% | 43.6% | ||
| Q3 25 | 88.5% | 43.6% | ||
| Q2 25 | 90.2% | 44.2% | ||
| Q1 25 | 90.7% | 44.5% | ||
| Q4 24 | 90.1% | 45.4% | ||
| Q3 24 | 90.6% | 44.6% | ||
| Q2 24 | 91.1% | 45.5% | ||
| Q1 24 | 87.7% | 43.4% |
营业利润率FOLDSFIX
| Q4 25 | 8.6% | -2.5% | ||
| Q3 25 | 20.3% | -3.6% | ||
| Q2 25 | -6.1% | -3.0% | ||
| Q1 25 | -6.3% | -2.9% | ||
| Q4 24 | 10.7% | -2.8% | ||
| Q3 24 | 15.3% | -13.1% | ||
| Q2 24 | 11.8% | -7.7% | ||
| Q1 24 | -25.1% | -11.5% |
净利率FOLDSFIX
| Q4 25 | 0.9% | -1.9% | ||
| Q3 25 | 10.2% | -2.8% | ||
| Q2 25 | -15.8% | -2.3% | ||
| Q1 25 | -17.3% | -2.1% | ||
| Q4 24 | 9.8% | -2.0% | ||
| Q3 24 | -4.8% | -11.4% | ||
| Q2 24 | -12.4% | -6.6% | ||
| Q1 24 | -43.9% | -10.8% |
每股收益（稀释后）FOLDSFIX
| Q4 25 | $0.00 | $-0.05 | ||
| Q3 25 | $0.06 | $-0.06 | ||
| Q2 25 | $-0.08 | $-0.06 | ||
| Q1 25 | $-0.07 | $-0.05 | ||
| Q4 24 | $0.05 | $-0.05 | ||
| Q3 24 | $-0.02 | $-0.29 | ||
| Q2 24 | $-0.05 | $-0.18 | ||
| Q1 24 | $-0.16 | $-0.30 |
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 | $244.2M |
| 总债务越低越好 | $392.7M | — |
| 股东权益账面价值 | $274.2M | $204.1M |
| 总资产 | $949.9M | $530.7M |
| 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FOLDSFIX
| Q4 25 | $293.5M | $244.2M | ||
| Q3 25 | $263.8M | $234.9M | ||
| Q2 25 | $231.0M | $234.2M | ||
| Q1 25 | $250.6M | $219.1M | ||
| Q4 24 | $249.9M | $253.3M | ||
| Q3 24 | $249.8M | $247.0M | ||
| Q2 24 | $260.1M | $244.5M | ||
| Q1 24 | $239.6M | $229.8M |
总债务FOLDSFIX
| 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FOLDSFIX
| Q4 25 | $274.2M | $204.1M | ||
| Q3 25 | $230.4M | $203.0M | ||
| Q2 25 | $204.3M | $200.4M | ||
| Q1 25 | $193.6M | $197.8M | ||
| Q4 24 | $194.0M | $190.5M | ||
| Q3 24 | $178.8M | $187.0M | ||
| Q2 24 | $132.5M | $208.9M | ||
| Q1 24 | $130.7M | $213.3M |
总资产FOLDSFIX
| Q4 25 | $949.9M | $530.7M | ||
| Q3 25 | $868.8M | $480.6M | ||
| Q2 25 | $815.3M | $484.7M | ||
| Q1 25 | $789.8M | $472.6M | ||
| Q4 24 | $785.0M | $507.1M | ||
| Q3 24 | $786.6M | $486.9M | ||
| Q2 24 | $749.5M | $537.0M | ||
| Q1 24 | $721.8M | $538.3M |
负债/权益比FOLDSFIX
| 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 | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $16.0M | $5.6M |
| 自由现金流率自由现金流/营收 | 8.6% | 1.6% |
| 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 | $4.9M |
8季度趋势，按日历期对齐
经营现金流FOLDSFIX
| Q4 25 | $16.3M | $10.9M | ||
| Q3 25 | $35.7M | $7.0M | ||
| Q2 25 | $-26.5M | $20.5M | ||
| Q1 25 | $7.8M | $-16.2M | ||
| Q4 24 | $-3.9M | $14.3M | ||
| Q3 24 | $-23.0M | $8.2M | ||
| Q2 24 | $22.7M | $21.7M | ||
| Q1 24 | $-29.7M | $-22.3M |
自由现金流FOLDSFIX
| Q4 25 | $16.0M | $5.6M | ||
| Q3 25 | $35.3M | $2.8M | ||
| Q2 25 | $-28.9M | $16.0M | ||
| Q1 25 | $7.5M | $-19.4M | ||
| Q4 24 | $-4.2M | $9.9M | ||
| Q3 24 | $-23.3M | $4.5M | ||
| Q2 24 | $21.6M | $18.9M | ||
| Q1 24 | $-31.5M | $-26.1M |
自由现金流率FOLDSFIX
| Q4 25 | 8.6% | 1.6% | ||
| Q3 25 | 20.9% | 0.9% | ||
| Q2 25 | -18.7% | 4.9% | ||
| Q1 25 | 6.0% | -6.2% | ||
| Q4 24 | -2.8% | 3.1% | ||
| Q3 24 | -16.5% | 1.4% | ||
| Q2 24 | 17.0% | 5.9% | ||
| Q1 24 | -28.5% | -7.9% |
资本支出强度FOLDSFIX
| Q4 25 | 0.2% | 1.6% | ||
| Q3 25 | 0.2% | 1.4% | ||
| Q2 25 | 1.6% | 1.4% | ||
| Q1 25 | 0.2% | 1.0% | ||
| Q4 24 | 0.2% | 1.4% | ||
| Q3 24 | 0.3% | 1.2% | ||
| Q2 24 | 0.9% | 0.9% | ||
| Q1 24 | 1.6% | 1.1% |
现金转化率FOLDSFIX
| 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% |
SFIX
暂无分部数据
