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AMICUS THERAPEUTICS, INC.(FOLD)与WESBANCO INC(WSBC)财务数据对比。点击上方公司名可切换其他公司
WESBANCO INC的季度营收约是AMICUS THERAPEUTICS, INC.的1.4倍($257.2M vs $185.2M),WESBANCO INC净利率更高(34.5% vs 0.9%,领先33.5%),过去两年WESBANCO INC的营收复合增速更高(31.9% vs 29.5%)
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。
WesBanco是一家总部位于美国西弗吉尼亚州惠灵的银行控股公司,业务覆盖广泛,目前在西弗吉尼亚州、俄亥俄州、宾夕法尼亚州西部、肯塔基州、马里兰州及印第安纳州南部拥有超过200家营业网点,为当地客户提供多元金融服务。
FOLD vs WSBC — 直观对比
营收规模更大
WSBC
是对方的1.4倍
$185.2M
净利率更高
WSBC
高出33.5%
0.9%
两年增速更快
WSBC
近两年复合增速
29.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $185.2M | $257.2M |
| 净利润 | $1.7M | $88.6M |
| 毛利率 | 85.7% | — |
| 营业利润率 | 8.6% | — |
| 净利率 | 0.9% | 34.5% |
| 营收同比 | 23.7% | — |
| 净利润同比 | -88.5% | 54.4% |
| 每股收益(稀释后) | $0.00 | $0.88 |
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
WSBC
| Q1 26 | — | $257.2M | ||
| Q4 25 | $185.2M | $265.6M | ||
| Q3 25 | $169.1M | $261.6M | ||
| Q2 25 | $154.7M | $260.7M | ||
| Q1 25 | $125.2M | $193.2M | ||
| Q4 24 | $149.7M | $162.9M | ||
| Q3 24 | $141.5M | $150.8M | ||
| Q2 24 | $126.7M | $147.9M |
净利润
FOLD
WSBC
| Q1 26 | — | $88.6M | ||
| Q4 25 | $1.7M | $91.1M | ||
| Q3 25 | $17.3M | $83.6M | ||
| Q2 25 | $-24.4M | $57.4M | ||
| Q1 25 | $-21.7M | $-9.0M | ||
| Q4 24 | $14.7M | $49.6M | ||
| Q3 24 | $-6.7M | $37.3M | ||
| Q2 24 | $-15.7M | $28.9M |
毛利率
FOLD
WSBC
| Q1 26 | — | — | ||
| Q4 25 | 85.7% | — | ||
| Q3 25 | 88.5% | — | ||
| Q2 25 | 90.2% | — | ||
| Q1 25 | 90.7% | — | ||
| Q4 24 | 90.1% | — | ||
| Q3 24 | 90.6% | — | ||
| Q2 24 | 91.1% | — |
营业利润率
FOLD
WSBC
| Q1 26 | — | — | ||
| Q4 25 | 8.6% | 43.2% | ||
| Q3 25 | 20.3% | 39.5% | ||
| Q2 25 | -6.1% | 27.2% | ||
| Q1 25 | -6.3% | -5.0% | ||
| Q4 24 | 10.7% | 38.0% | ||
| Q3 24 | 15.3% | 29.7% | ||
| Q2 24 | 11.8% | 23.7% |
净利率
FOLD
WSBC
| Q1 26 | — | 34.5% | ||
| Q4 25 | 0.9% | 34.3% | ||
| Q3 25 | 10.2% | 31.9% | ||
| Q2 25 | -15.8% | 22.0% | ||
| Q1 25 | -17.3% | -4.7% | ||
| Q4 24 | 9.8% | 30.5% | ||
| Q3 24 | -4.8% | 24.7% | ||
| Q2 24 | -12.4% | 19.5% |
每股收益(稀释后)
FOLD
WSBC
| Q1 26 | — | $0.88 | ||
| Q4 25 | $0.00 | $0.97 | ||
| Q3 25 | $0.06 | $0.84 | ||
| Q2 25 | $-0.08 | $0.57 | ||
| Q1 25 | $-0.07 | $-0.15 | ||
| Q4 24 | $0.05 | $0.72 | ||
| Q3 24 | $-0.02 | $0.54 | ||
| Q2 24 | $-0.05 | $0.44 |
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 | — |
| 总债务越低越好 | $392.7M | — |
| 股东权益账面价值 | $274.2M | $4.1B |
| 总资产 | $949.9M | $27.5B |
| 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
FOLD
WSBC
| Q1 26 | — | — | ||
| Q4 25 | $293.5M | $956.1M | ||
| Q3 25 | $263.8M | $1.0B | ||
| Q2 25 | $231.0M | $1.2B | ||
| Q1 25 | $250.6M | $1.1B | ||
| Q4 24 | $249.9M | $568.1M | ||
| Q3 24 | $249.8M | $620.9M | ||
| Q2 24 | $260.1M | $486.8M |
总债务
FOLD
WSBC
| Q1 26 | — | — | ||
| 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 | — |
股东权益
FOLD
WSBC
| Q1 26 | — | $4.1B | ||
| Q4 25 | $274.2M | $4.0B | ||
| Q3 25 | $230.4M | $4.1B | ||
| Q2 25 | $204.3M | $3.8B | ||
| Q1 25 | $193.6M | $3.8B | ||
| Q4 24 | $194.0M | $2.8B | ||
| Q3 24 | $178.8M | $2.8B | ||
| Q2 24 | $132.5M | $2.5B |
总资产
FOLD
WSBC
| Q1 26 | — | $27.5B | ||
| Q4 25 | $949.9M | $27.7B | ||
| Q3 25 | $868.8M | $27.5B | ||
| Q2 25 | $815.3M | $27.6B | ||
| Q1 25 | $789.8M | $27.4B | ||
| Q4 24 | $785.0M | $18.7B | ||
| Q3 24 | $786.6M | $18.5B | ||
| Q2 24 | $749.5M | $18.1B |
负债/权益比
FOLD
WSBC
| Q1 26 | — | — | ||
| 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× | — |
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% | — |
| 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
FOLD
WSBC
| Q1 26 | — | — | ||
| Q4 25 | $16.3M | $290.4M | ||
| Q3 25 | $35.7M | $116.9M | ||
| Q2 25 | $-26.5M | $105.0M | ||
| Q1 25 | $7.8M | $-26.4M | ||
| Q4 24 | $-3.9M | $211.0M | ||
| Q3 24 | $-23.0M | $60.7M | ||
| Q2 24 | $22.7M | $18.2M |
自由现金流
FOLD
WSBC
| Q1 26 | — | — | ||
| Q4 25 | $16.0M | $280.0M | ||
| Q3 25 | $35.3M | $114.9M | ||
| Q2 25 | $-28.9M | $98.3M | ||
| Q1 25 | $7.5M | $-30.7M | ||
| Q4 24 | $-4.2M | $200.7M | ||
| Q3 24 | $-23.3M | $56.9M | ||
| Q2 24 | $21.6M | $17.3M |
自由现金流率
FOLD
WSBC
| Q1 26 | — | — | ||
| Q4 25 | 8.6% | 105.4% | ||
| Q3 25 | 20.9% | 43.9% | ||
| Q2 25 | -18.7% | 37.7% | ||
| Q1 25 | 6.0% | -15.9% | ||
| Q4 24 | -2.8% | 123.2% | ||
| Q3 24 | -16.5% | 37.7% | ||
| Q2 24 | 17.0% | 11.7% |
资本支出强度
FOLD
WSBC
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 3.9% | ||
| Q3 25 | 0.2% | 0.8% | ||
| Q2 25 | 1.6% | 2.6% | ||
| Q1 25 | 0.2% | 2.2% | ||
| Q4 24 | 0.2% | 6.3% | ||
| Q3 24 | 0.3% | 2.5% | ||
| Q2 24 | 0.9% | 0.6% |
现金转化率
FOLD
WSBC
| Q1 26 | — | — | ||
| Q4 25 | 9.62× | 3.19× | ||
| Q3 25 | 2.06× | 1.40× | ||
| Q2 25 | — | 1.83× | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.27× | 4.25× | ||
| Q3 24 | — | 1.63× | ||
| Q2 24 | — | 0.63× |
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% |
WSBC
| Net Interest Income | $215.4M | 84% |
| Noninterest Income | $41.8M | 16% |