Amicus Therapeutics, Inc.

NasdaqGM:FOLD 株式レポート

時価総額:US$4.5b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Amicus Therapeutics バランスシートの健全性

財務の健全性 基準チェック /56

Amicus Therapeuticsの総株主資本は$274.2M 、総負債は$392.7Mで、負債比率は143.2%となります。総資産と総負債はそれぞれ$949.9Mと$675.6Mです。 Amicus Therapeuticsの EBIT は$34.5Mで、利息カバレッジ比率0.8です。現金および短期投資は$293.5Mです。

主要情報

143.18%

負債資本比率

US$392.66m

負債

インタレスト・カバレッジ・レシオ0.8x
現金US$293.54m
エクイティUS$274.24m
負債合計US$675.63m
総資産US$949.87m

財務の健全性に関する最新情報

Recent updates

FOLD: Acquisition Vote And Buyer Franchise Shifts Will Shape Risk Balance

Analysts held their fair value estimate for Amicus Therapeutics steady at $14.50, while making only small tweaks to discount rate and long term P/E assumptions as they weighed both updated views on BioMarin's Voxzogo franchise and the expected closing of the Amicus acquisition in upcoming quarters. Analyst Commentary Street research around the pending Amicus and BioMarin combination is mixed, with price target changes on BioMarin reflecting updated views on the Voxzogo franchise, competitive risk, and the role of Amicus in the combined company.

FOLD: Acquisition Vote And Rare Disease Franchise Outlook Will Guide Risk Balance

Analysts have made only a marginal adjustment to their Amicus Therapeutics price target, keeping fair value at $14.50 while tweaking underlying assumptions on growth, profitability and long term P/E to reflect updated views around the planned BioMarin acquisition and related rare disease franchise expectations. Analyst Commentary Street research around the proposed BioMarin acquisition gives you a clearer picture of what is influencing sentiment on Amicus, with views split between confidence in the rare disease platform and caution around specific product and execution risks.

FOLD: Acquisition Vote And Mixed BioMarin Outlook Will Shape Future Risk Balance

Narrative Update on Amicus Therapeutics The latest analyst work has kept the fair value estimate for Amicus Therapeutics steady at $14.50, with only modest tweaks to assumptions such as discount rate, revenue growth, profit margin, and future P/E as analysts factor in recent Street research around the planned BioMarin acquisition and its expected impact on the combined business. Analyst Commentary Street research around the BioMarin and Amicus tie up is giving investors a mixed set of signals, with most of the detailed commentary aimed at BioMarin but clearly informed by expectations for the combined company once the acquisition closes.

FOLD: Acquisition Progress And Mixed BioMarin Outlook Will Shape Measured Risk Profile

Analysts have modestly adjusted their outlook on Amicus Therapeutics, keeping fair value around $14.50 while slightly revising assumptions on discount rate, revenue growth, profit margin, and future P/E as they factor in the evolving acquisition narrative with BioMarin and recent Street research commentary. Analyst Commentary Street research around the BioMarin acquisition has focused heavily on how Amicus might fit into a larger rare disease portfolio, and what that could mean for valuation, execution risk, and longer term growth optionality.

FOLD: BioMarin Deal Terms And Sector Caution Will Shape Balanced Outlook

Analysts have adjusted their price target for Amicus Therapeutics to $14.50, reflecting updated assumptions for the discount rate and future P/E while keeping fair value unchanged at $14.50, as recent Street research has prompted a more cautious stance on the sector. Analyst Commentary Street research around rare disease names has turned more cautious, and that is feeding into how analysts frame Amicus Therapeutics at the current US$14.50 fair value.

FOLD: BioMarin Deal Terms And 2025 Execution Will Shape Balanced Outlook

Narrative Update on Amicus Therapeutics Analysts have trimmed their price target for Amicus Therapeutics from US$14.80 to US$14.50, citing updated assumptions around discount rates, revenue growth, profit margins, and a slightly lower future P/E multiple following recent research updates on the sector. Analyst Commentary Recent research on Amicus Therapeutics has focused on how its current valuation lines up with execution risk and growth expectations, particularly in light of sector wide revisions that have led to a modest trim in the price target.

FOLD: BioMarin Sale Terms And 2025 Profitability Milestones Will Guide Upside

Analysts have modestly revised their price target for Amicus Therapeutics to US$14.80, reflecting updated assumptions around the discount rate, expected revenue growth, profit margins and future P/E that remain broadly consistent with prior estimates. Analyst Commentary Bullish Takeaways Bullish analysts view the revised US$14.80 target as consistent with their existing thesis, noting that the updated discount rate and P/E assumptions still support the current valuation framework.

FOLD: Sale To BioMarin And 2025 Profit Outlook Will Define Upside

Analysts have trimmed their price target for Amicus Therapeutics to US$14.80 from US$15.60, reflecting slightly more cautious assumptions on revenue growth, profit margins and future P/E multiples. What's in the News BioMarin Pharmaceutical agreed to acquire Amicus Therapeutics for US$4.7b in cash, valuing the company at US$14.50 per share.

FOLD Galafold IP Outcomes Will Support Upside Repricing In This Undervalued Rare-Disease Name

Analysts have modestly trimmed their fair value estimate on Amicus Therapeutics from $22.00 to $21.00 per share, reflecting slightly lower long term growth and profitability assumptions, even as recent Buy ratings and supportive views on the Galafold IP outlook underpin a still constructive stance on the stock. Analyst Commentary Bullish analysts highlight that recent rating upgrades and target prices continue to signal confidence in Amicus Therapeutics valuation, even with slightly tempered long term assumptions.

Amicus Therapeutics: Moving Towards Consistent Profitability

Nov 11

FOLD: Key Patent Win Will Sustain Long-Term Product Exclusivity

Amicus Therapeutics' analyst price target has increased modestly to $15.60 per share, as analysts cite recent legal developments and upgraded ratings. These factors underscore the company's improving outlook.

Improved Diagnostics And Genomics Will Broaden Treatment Access

Analysts have raised their price target for Amicus Therapeutics from $15.36 to $15.60 per share, citing an improved revenue growth outlook, higher profit margin estimates, and recent positive developments in the company's intellectual property litigation. Analyst Commentary Recent analyst updates highlight a mix of optimism and lingering caution regarding Amicus Therapeutics’ future prospects.

Improved Diagnostics And Genomics Will Broaden Treatment Access

The analyst price target for Amicus Therapeutics was revised downward by $0.73 to $15.36 per share. Analysts cite mixed industry dynamics and recent legal updates influencing valuation assumptions.

There's No Escaping Amicus Therapeutics, Inc.'s (NASDAQ:FOLD) Muted Revenues Despite A 26% Share Price Rise

Aug 24
There's No Escaping Amicus Therapeutics, Inc.'s (NASDAQ:FOLD) Muted Revenues Despite A 26% Share Price Rise

Is Amicus Therapeutics (NASDAQ:FOLD) A Risky Investment?

Jul 31
Is Amicus Therapeutics (NASDAQ:FOLD) A Risky Investment?
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Dimerix Collaboration Will Open Opportunities In US And Europe

Strategic partnerships, robust product launches, and market diversification are key drivers of expected future revenue growth for Amicus Therapeutics.

Amicus Therapeutics, Inc. (NASDAQ:FOLD) Not Doing Enough For Some Investors As Its Shares Slump 27%

Apr 11
Amicus Therapeutics, Inc. (NASDAQ:FOLD) Not Doing Enough For Some Investors As Its Shares Slump 27%

Is Amicus Therapeutics (NASDAQ:FOLD) A Risky Investment?

Mar 27
Is Amicus Therapeutics (NASDAQ:FOLD) A Risky Investment?

Amicus Therapeutics Is Very Attractive At Current Prices (Rating Upgrade)

Mar 17

Investors Aren't Buying Amicus Therapeutics, Inc.'s (NASDAQ:FOLD) Revenues

Dec 30
Investors Aren't Buying Amicus Therapeutics, Inc.'s (NASDAQ:FOLD) Revenues

Amicus Therapeutics: Cheap Heading Into 2025

Dec 27

Here's Why Amicus Therapeutics (NASDAQ:FOLD) Has A Meaningful Debt Burden

Nov 10
Here's Why Amicus Therapeutics (NASDAQ:FOLD) Has A Meaningful Debt Burden

Amicus: Teva Settlement Clears Revenue Path Forward For Galafold

Oct 18

'Boring' Amicus Therapeutics Is Making Progress

Sep 29

Amicus Therapeutics: A Compelling Investment In The Rare Disease Biotech Sector

Aug 16

Little Excitement Around Amicus Therapeutics, Inc.'s (NASDAQ:FOLD) Revenues

Jul 02
Little Excitement Around Amicus Therapeutics, Inc.'s (NASDAQ:FOLD) Revenues

Here's Why Amicus Therapeutics (NASDAQ:FOLD) Can Afford Some Debt

Jun 06
Here's Why Amicus Therapeutics (NASDAQ:FOLD) Can Afford Some Debt

Amicus Therapeutics: Too Cheap At Under $10 A Share

May 20

Amicus Therapeutics, Inc. (NASDAQ:FOLD) Looks Inexpensive But Perhaps Not Attractive Enough

Mar 27
Amicus Therapeutics, Inc. (NASDAQ:FOLD) Looks Inexpensive But Perhaps Not Attractive Enough

Amicus Therapeutics: Expect Improved Commercial Momentum In 2024

Feb 29

Amicus Therapeutics, Inc.'s (NASDAQ:FOLD) Share Price Could Signal Some Risk

Dec 19
Amicus Therapeutics, Inc.'s (NASDAQ:FOLD) Share Price Could Signal Some Risk

Amicus Therapeutics (NASDAQ:FOLD) Is Carrying A Fair Bit Of Debt

Jul 06
Amicus Therapeutics (NASDAQ:FOLD) Is Carrying A Fair Bit Of Debt

Amicus Therapeutics, Inc.'s (NASDAQ:FOLD) Revenues Are Not Doing Enough For Some Investors

May 14
Amicus Therapeutics, Inc.'s (NASDAQ:FOLD) Revenues Are Not Doing Enough For Some Investors

財務状況分析

短期負債: FOLDの 短期資産 ( $676.2M ) が 短期負債 ( $237.8M ) を超えています。

長期負債: FOLDの短期資産 ( $676.2M ) が 長期負債 ( $437.8M ) を上回っています。


デット・ツー・エクイティの歴史と分析

負債レベル: FOLDの 純負債対資本比率 ( 36.1% ) は 満足できる 水準であると考えられます。

負債の削減: FOLDの負債対資本比率は、過去 5 年間で135.9%から143.2%に増加しました。


貸借対照表


キャッシュ・ランウェイ分析

過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。

安定したキャッシュランウェイ: 利益は出ていないものの、 FOLDは現在のプラスの フリーキャッシュフロー レベルを維持すれば、3 年以上は十分な キャッシュランウェイ を有しています。

キャッシュランウェイの予測: FOLDは利益は出ていませんが、フリーキャッシュフローがプラスであり、年間34.9 % 増加しているため、3 年以上は十分なキャッシュランウェイがあります。


健全な企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/04/29 15:39
終値2026/04/24 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Amicus Therapeutics, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24

アナリスト機関
John EadeArgus Research Company
Michael UlzBaird
Zhiqiang ShuBerenberg