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AMICUS THERAPEUTICS, INC.(FOLD)与WSFS FINANCIAL CORP(WSFS)财务数据对比。点击上方公司名可切换其他公司
WSFS FINANCIAL CORP的季度营收约是AMICUS THERAPEUTICS, INC.的1.5倍($275.3M vs $185.2M),WSFS FINANCIAL CORP净利率更高(31.5% vs 0.9%,领先30.6%),AMICUS THERAPEUTICS, INC.同比增速更快(23.7% vs 7.5%),过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高(29.5% vs 1.7%)
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。
WSFS金融集团是一家金融服务企业,核心子公司WSFS银行是总部位于特拉华州及大特拉华谷地区规模最大、经营历史最久的本地管理银行与财富管理机构。集团共运营115个网点,其中88个为银行网点,分布在宾夕法尼亚、特拉华、新泽西、佛罗里达、弗吉尼亚、内华达六州,提供全面金融服务。
FOLD vs WSFS — 直观对比
营收规模更大
WSFS
是对方的1.5倍
$185.2M
营收增速更快
FOLD
高出16.2%
7.5%
净利率更高
WSFS
高出30.6%
0.9%
两年增速更快
FOLD
近两年复合增速
1.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $185.2M | $275.3M |
| 净利润 | $1.7M | $86.8M |
| 毛利率 | 85.7% | — |
| 营业利润率 | 8.6% | — |
| 净利率 | 0.9% | 31.5% |
| 营收同比 | 23.7% | 7.5% |
| 净利润同比 | -88.5% | 31.7% |
| 每股收益(稀释后) | $0.00 | $1.64 |
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
WSFS
| Q1 26 | — | $275.3M | ||
| Q4 25 | $185.2M | $271.9M | ||
| Q3 25 | $169.1M | $270.5M | ||
| Q2 25 | $154.7M | $267.5M | ||
| Q1 25 | $125.2M | $256.1M | ||
| Q4 24 | $149.7M | $261.5M | ||
| Q3 24 | $141.5M | $267.7M | ||
| Q2 24 | $126.7M | $266.0M |
净利润
FOLD
WSFS
| Q1 26 | — | $86.8M | ||
| Q4 25 | $1.7M | $72.7M | ||
| Q3 25 | $17.3M | $76.4M | ||
| Q2 25 | $-24.4M | $72.3M | ||
| Q1 25 | $-21.7M | $65.9M | ||
| Q4 24 | $14.7M | $64.2M | ||
| Q3 24 | $-6.7M | $64.4M | ||
| Q2 24 | $-15.7M | $69.3M |
毛利率
FOLD
WSFS
| 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
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 8.6% | 35.8% | ||
| Q3 25 | 20.3% | 37.3% | ||
| Q2 25 | -6.1% | 35.7% | ||
| Q1 25 | -6.3% | 34.0% | ||
| Q4 24 | 10.7% | 32.3% | ||
| Q3 24 | 15.3% | 31.9% | ||
| Q2 24 | 11.8% | 34.0% |
净利率
FOLD
WSFS
| Q1 26 | — | 31.5% | ||
| Q4 25 | 0.9% | 26.7% | ||
| Q3 25 | 10.2% | 28.3% | ||
| Q2 25 | -15.8% | 27.0% | ||
| Q1 25 | -17.3% | 25.7% | ||
| Q4 24 | 9.8% | 24.6% | ||
| Q3 24 | -4.8% | 24.1% | ||
| Q2 24 | -12.4% | 26.0% |
每股收益(稀释后)
FOLD
WSFS
| Q1 26 | — | $1.64 | ||
| Q4 25 | $0.00 | $1.33 | ||
| Q3 25 | $0.06 | $1.37 | ||
| Q2 25 | $-0.08 | $1.27 | ||
| Q1 25 | $-0.07 | $1.12 | ||
| Q4 24 | $0.05 | $1.08 | ||
| Q3 24 | $-0.02 | $1.08 | ||
| Q2 24 | $-0.05 | $1.16 |
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 | $2.7B |
| 总资产 | $949.9M | $22.1B |
| 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
WSFS
| Q1 26 | — | — | ||
| Q4 25 | $293.5M | $1.7B | ||
| Q3 25 | $263.8M | — | ||
| Q2 25 | $231.0M | — | ||
| Q1 25 | $250.6M | — | ||
| Q4 24 | $249.9M | $1.2B | ||
| Q3 24 | $249.8M | — | ||
| Q2 24 | $260.1M | — |
总债务
FOLD
WSFS
| 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
WSFS
| Q1 26 | — | $2.7B | ||
| Q4 25 | $274.2M | $2.7B | ||
| Q3 25 | $230.4M | $2.8B | ||
| Q2 25 | $204.3M | $2.7B | ||
| Q1 25 | $193.6M | $2.7B | ||
| Q4 24 | $194.0M | $2.6B | ||
| Q3 24 | $178.8M | $2.7B | ||
| Q2 24 | $132.5M | $2.5B |
总资产
FOLD
WSFS
| Q1 26 | — | $22.1B | ||
| Q4 25 | $949.9M | $21.3B | ||
| Q3 25 | $868.8M | $20.8B | ||
| Q2 25 | $815.3M | $20.8B | ||
| Q1 25 | $789.8M | $20.5B | ||
| Q4 24 | $785.0M | $20.8B | ||
| Q3 24 | $786.6M | $20.9B | ||
| Q2 24 | $749.5M | $20.7B |
负债/权益比
FOLD
WSFS
| 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
WSFS
| Q1 26 | — | — | ||
| Q4 25 | $16.3M | $220.0M | ||
| Q3 25 | $35.7M | $121.5M | ||
| Q2 25 | $-26.5M | $37.2M | ||
| Q1 25 | $7.8M | $8.7M | ||
| Q4 24 | $-3.9M | $219.9M | ||
| Q3 24 | $-23.0M | $3.1M | ||
| Q2 24 | $22.7M | $44.8M |
自由现金流
FOLD
WSFS
| Q1 26 | — | — | ||
| Q4 25 | $16.0M | $213.6M | ||
| Q3 25 | $35.3M | $120.3M | ||
| Q2 25 | $-28.9M | $35.2M | ||
| Q1 25 | $7.5M | $6.3M | ||
| Q4 24 | $-4.2M | $205.6M | ||
| Q3 24 | $-23.3M | $-489.0K | ||
| Q2 24 | $21.6M | $42.1M |
自由现金流率
FOLD
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 8.6% | 78.6% | ||
| Q3 25 | 20.9% | 44.5% | ||
| Q2 25 | -18.7% | 13.2% | ||
| Q1 25 | 6.0% | 2.5% | ||
| Q4 24 | -2.8% | 78.6% | ||
| Q3 24 | -16.5% | -0.2% | ||
| Q2 24 | 17.0% | 15.8% |
资本支出强度
FOLD
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 2.3% | ||
| Q3 25 | 0.2% | 0.5% | ||
| Q2 25 | 1.6% | 0.7% | ||
| Q1 25 | 0.2% | 0.9% | ||
| Q4 24 | 0.2% | 5.5% | ||
| Q3 24 | 0.3% | 1.4% | ||
| Q2 24 | 0.9% | 1.0% |
现金转化率
FOLD
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 9.62× | 3.03× | ||
| Q3 25 | 2.06× | 1.59× | ||
| Q2 25 | — | 0.51× | ||
| Q1 25 | — | 0.13× | ||
| Q4 24 | -0.27× | 3.43× | ||
| Q3 24 | — | 0.05× | ||
| Q2 24 | — | 0.65× |
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% |
WSFS
暂无分部数据