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Company Analysis

Amicus Therapeutics, Inc. FOLD

A comprehensive view of key metrics, scores, and financial health for Amicus Therapeutics, Inc.

Overview of Amicus Therapeutics, Inc.

FOLD NGM
Healthcare Biotechnology Framework: Biotech / Pre-Revenue Mid Cap
Amicus Therapeutics, Inc. (FOLD), is a Mid Cap company, in the Biotechnology industry, last closed at $14.49, about 71.8% overvalued vs fair value, +81.4% 1Y return, ranked 311/1145 in sector.
Metrics Rev Growth 20.1% ROE -11.6% Gross Margin 88.5%
USD 14.49
0.00%
(Delayed)
• Vol 90d: 44.3%
52-Week Range
Market Cap
$4.55B
Enterprise Value
$4.78B
Overall Score
View breakdown
Overall
Growth
Good
Profitability
Good
Health
Good
Efficiency
Good
Valuation
Good
Growth
Good
Profitability
Good
Health
Good
Efficiency
Good
Valuation
Good
Completeness: 100%
Confidence: 62%
Updated: Sep 12
Top Beats

Quick Facts

Website https://amicusrx.com
HQ Princeton, NJ
Employees 511
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$4
$4
$5
Current: $14.49 -72% vs base

Engine Room Money Flow™

Mid Cap

Biotech / Pre-Revenue - Where revenue goes and how value is created

Flow Steps
Cash on Hand
$214.0M
0.1%%
Total Revenue
$634.2M
20%%
Net Income
$-27.1M
51.7%%
Operating Expense
$526.8M
19.4%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Biotech / Pre-Revenue

Quality & Reliability Indicators

R&D Intensity
25.8%
Poor

Low R&D intensity for a biotech - potential concern

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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
1
Active Leaks
0/1
Improving
0
High Impact
1
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Amicus Therapeutics, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
73
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Margins Stable Across Cycles Operating margin volatility is low (stability score 0.89), demonstrating pricing resilience across cycles.
  • Revenue Growth Consistent Revenue growth volatility is low (stability score 0.97), suggesting sticky customer base.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Strong
76
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Trade-Off Ledger

Where management spends the performance budget

Insufficient Data for Analysis

FOLD - Amicus Therapeutics, Inc.

We have limited financial data for FOLD. The Growth and Profitability axes don't have enough metrics for reliable analysis.

Data Coverage by Axis

Growth
0% coverage Below threshold
Profitability
0% coverage N/A
Overall Coverage: 33.3% (Minimum 40% required)

What This Means

  • Currently at 33.3% data coverage (minimum 40% required)
  • Limited peer data available for industry benchmarking
  • Check back after quarterly or annual filings
  • Some metrics may not be applicable to this company's business model

What can you do?

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  • Set up a watchlist alert to be notified when new data becomes available
  • Compare with peers in the same industry that have complete data

Two Futures

Scenario-based fair value ranges for Amicus Therapeutics, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$4.09
- - -
-71.8% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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