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Amicus Therapeutics, Inc.. (FOLD) Stock Fundamental Analysis & AI Rating 2026

FOLD Nasdaq Pharmaceutical Preparations DE CIK: 0001178879
Updated This Month • Analysis: Mar 25, 2026 • SEC Data: 2025-12-31
Combined AI Rating
BUY
68% Confidence
AGREEMENT
HOLD
62% Conf
BUY
75% Conf

📊 FOLD Key Takeaways

Revenue: $634.2M
Net Margin: -4.3%
Free Cash Flow: $29.8M
Current Ratio: 2.84x
Debt/Equity: 1.43x
EPS: $-0.09
AI Rating: HOLD with 62% confidence
Amicus Therapeutics, Inc.. (FOLD) receives a BUY rating with 68% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $634.2M, net profit margin of -4.3%, and return on equity (ROE) of -9.9%, Amicus Therapeutics, Inc.. demonstrates strong fundamentals in the Healthcare sector. Below is our complete FOLD stock analysis for 2026.

Is Amicus Therapeutics, Inc.. (FOLD) a Good Investment?

Claude

Amicus demonstrates strong revenue growth (+20% YoY) and solid operational cash generation ($33.1M), with excellent gross margins (88.5%) typical of pharmaceutical companies. However, the company remains unprofitable at the net level (-4.3% margin) despite positive operating income, and carries significant debt ($392.7M) relative to equity, requiring careful monitoring of cash burn and profitability trajectory.

ChatGPT

Amicus Therapeutics shows improving fundamental quality, with 20.0% revenue growth, very high 88.5% gross margin, positive operating income, and positive free cash flow. The business appears to be scaling toward sustained profitability, but the remaining net loss, leveraged balance sheet, and only modest interest coverage mean execution still needs to improve for the story to fully strengthen.

Why Buy Amicus Therapeutics, Inc.. Stock? FOLD Key Strengths

Claude
  • + Strong revenue growth of 20% YoY indicating market traction and potential product expansion
  • + Excellent gross margin of 88.5% demonstrating pricing power and operational efficiency
  • + Positive operating cash flow ($33.1M) and free cash flow ($29.8M) providing financial flexibility
  • + Healthy liquidity position with current ratio of 2.84x and $214M cash on hand
  • + Operating profitability ($32.8M) suggests core business viability
ChatGPT
  • + Strong top-line growth with revenue up 20.0% year over year
  • + Excellent gross profitability at 88.5%, indicating strong product economics
  • + Positive operating cash flow and free cash flow with solid liquidity ratios

FOLD Stock Risks: Amicus Therapeutics, Inc.. Investment Risks

Claude
  • ! Negative net income (-$27.1M) despite positive operations indicates significant non-operating expenses or tax impacts masking underlying profitability
  • ! High leverage with debt-to-equity ratio of 1.43x and long-term debt of $392.7M relative to $274.2M equity creates financial risk
  • ! Marginal interest coverage ratio of 2.6x leaves limited buffer for operational deterioration or interest rate increases
  • ! Negative ROE (-9.9%) and ROA (-2.9%) indicate capital inefficiency and shareholder value destruction
  • ! Low operating margin (5.2%) relative to industry standards suggests competitive pressures or high operating costs
ChatGPT
  • ! Net income remains negative, so full earnings profitability has not been achieved
  • ! Leverage is meaningful with debt/equity of 1.43x and $392.66M of long-term debt
  • ! Interest coverage of 2.6x leaves limited room if operating performance weakens

Key Metrics to Watch

Claude
  • * Path to sustained net profitability and net margin expansion
  • * Debt reduction progress and trajectory toward more sustainable leverage ratios
  • * Revenue sustainability and whether 20% growth rate can be maintained
  • * Operating expense management and operating margin improvement
  • * Cash burn rate relative to free cash flow generation
ChatGPT
  • * Operating margin and net income trend
  • * Free cash flow consistency and interest coverage

Amicus Therapeutics, Inc.. (FOLD) Financial Metrics & Key Ratios

Revenue
$634.2M
Net Income
$-27.1M
EPS (Diluted)
$-0.09
Free Cash Flow
$29.8M
Total Assets
$949.9M
Cash Position
$214.0M

💡 AI Analyst Insight

The relatively thin 4.7% FCF margin may limit capital allocation flexibility. Strong liquidity with a 2.84x current ratio provides a solid financial cushion.

FOLD Profit Margin, ROE & Profitability Analysis

Gross Margin 88.5%
Operating Margin 5.2%
Net Margin -4.3%
ROE -9.9%
ROA -2.9%
FCF Margin 4.7%

FOLD vs Healthcare Sector: How Amicus Therapeutics, Inc.. Compares

How Amicus Therapeutics, Inc.. compares to Healthcare sector averages

Net Margin
FOLD -4.3%
vs
Sector Avg 12.0%
FOLD Sector
ROE
FOLD -9.9%
vs
Sector Avg 15.0%
FOLD Sector
Current Ratio
FOLD 2.8x
vs
Sector Avg 2.0x
FOLD Sector
Debt/Equity
FOLD 1.4x
vs
Sector Avg 0.6x
FOLD Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Amicus Therapeutics, Inc.. Stock Overvalued? FOLD Valuation Analysis 2026

Based on fundamental analysis, Amicus Therapeutics, Inc.. shows some fundamental concerns relative to the Healthcare sector in 2026.

Return on Equity
-9.9%
Sector avg: 15%
Net Profit Margin
-4.3%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.43x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Amicus Therapeutics, Inc.. Balance Sheet: FOLD Debt, Cash & Liquidity

Current Ratio
2.84x
Quick Ratio
1.88x
Debt/Equity
1.43x
Debt/Assets
71.1%
Interest Coverage
2.64x
Long-term Debt
$392.7M

FOLD Revenue & Earnings Growth: 5-Year Financial Trend

FOLD 5-year financial data: Year 2021: Revenue $305.5M, Net Income -$356.4M, EPS $-1.48. Year 2022: Revenue $329.2M, Net Income -$276.9M, EPS $-1.07. Year 2023: Revenue $399.4M, Net Income -$250.5M, EPS $-0.92. Year 2024: Revenue $528.3M, Net Income -$236.6M, EPS $-0.82. Year 2025: Revenue $634.2M, Net Income -$151.6M, EPS $-0.51.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Amicus Therapeutics, Inc..'s revenue has grown significantly by 108% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.51 indicates the company is currently unprofitable.

FOLD Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
4.7%
Free cash flow / Revenue

FOLD Quarterly Earnings & Performance

Quarterly financial performance data for Amicus Therapeutics, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $141.5M -$6.7M $-0.02
Q2 2025 $126.7M -$15.7M $-0.05
Q1 2025 $110.4M -$21.7M $-0.07
Q3 2024 $103.5M -$6.7M $-0.02
Q2 2024 $94.5M -$15.7M $-0.05
Q1 2024 $86.3M -$48.4M $-0.16
Q3 2023 $81.7M -$21.6M $-0.07
Q2 2023 $80.7M -$43.2M $-0.15

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Amicus Therapeutics, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$33.1M
Cash generated from operations
Capital Expenditures
$3.3M
Investment in assets
Dividends
None
No dividend program

FOLD SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Amicus Therapeutics, Inc.. (CIK: 0001178879)

📋 Recent SEC Filings

Date Form Document Action
Mar 4, 2026 4 xslF345X05/ownership.xml View →
Mar 3, 2026 8-K ny20062454x6_8k.htm View →
Feb 20, 2026 10-K fold-20251231.htm View →
Feb 20, 2026 8-K tm266897d1_8k.htm View →
Jan 26, 2026 8-K ef20063881_8k.htm View →

Frequently Asked Questions about FOLD

What is the AI rating for FOLD?

Amicus Therapeutics, Inc.. (FOLD) has a Combined AI Rating of BUY from Claude (HOLD) and ChatGPT (BUY) with 68% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are FOLD's key strengths?

Claude: Strong revenue growth of 20% YoY indicating market traction and potential product expansion. Excellent gross margin of 88.5% demonstrating pricing power and operational efficiency. ChatGPT: Strong top-line growth with revenue up 20.0% year over year. Excellent gross profitability at 88.5%, indicating strong product economics.

What are the risks of investing in FOLD?

Claude: Negative net income (-$27.1M) despite positive operations indicates significant non-operating expenses or tax impacts masking underlying profitability. High leverage with debt-to-equity ratio of 1.43x and long-term debt of $392.7M relative to $274.2M equity creates financial risk. ChatGPT: Net income remains negative, so full earnings profitability has not been achieved. Leverage is meaningful with debt/equity of 1.43x and $392.66M of long-term debt.

What is FOLD's revenue and growth?

Amicus Therapeutics, Inc.. reported revenue of $634.2M.

Does FOLD pay dividends?

Amicus Therapeutics, Inc.. does not currently pay dividends.

Where can I find FOLD SEC filings?

Official SEC filings for Amicus Therapeutics, Inc.. (CIK: 0001178879) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FOLD's EPS?

Amicus Therapeutics, Inc.. has a diluted EPS of $-0.09.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is FOLD a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Amicus Therapeutics, Inc.. has a BUY rating with 68% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is FOLD stock overvalued or undervalued?

Valuation metrics for FOLD: ROE of -9.9% (sector avg: 15%), net margin of -4.3% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy FOLD stock in 2026?

Our dual AI analysis gives Amicus Therapeutics, Inc.. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is FOLD's free cash flow?

Amicus Therapeutics, Inc..'s operating cash flow is $33.1M, with capital expenditures of $3.3M. FCF margin is 4.7%.

How does FOLD compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin -4.3% (avg: 12%), ROE -9.9% (avg: 15%), current ratio 2.84 (avg: 2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 25, 2026 | Data as of: 2025-12-31 | Powered by Claude AI