Amicus Therapeutics Inc. Common Stock (FOLD)

FairStock Score: 21/100 — RISKY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look for durable earning power, conservative balance sheets, and a price that leaves a margin of safety. Amicus Therapeutics is a rare-disease biotech with two commercial products, Galafold and Pombiliti + Opfolda. In the latest reported quarter (2025-Q4), revenue was $185.2M, but net income was only $1.7M—a 0.91% margin. That is not the profile of a wide-moat compounder; it is a business that has yet to prove it can convert sales into meaningful owner earnings. Trailing free cash flow is $29.8M against a $4.5B market cap, a 0.7% FCF yield at the 2026-04-27 close of $14.49. The FairStock P/E is -161.00 because EPS is $-0.09, while FairStock P/B is 16.47 and EV/EBITDA is 88.65. Those are rich figures for a company with negative ROE of -11.58%, ROCE of 2.48%, and debt-to-equity of 1.61. The Altman Z-Score of 0.76 and Piotroski F-Score of 5/9 suggest financial fragility rather than strength. The FairStock score of 21/100 reinforces caution. Rare-disease medicine can have pricing power and regulatory barriers, but I cannot identify a clearly durable competitive moat from these numbers alone. Growth is evident at the top line, yet profit growth is sharply negative in the provided data, and the latest quarter’s net income is barely positive. At roughly the high end of its 52-week range, the stock already discounts a lot of future success. I would want to see sustainable profitability, stronger cash generation, and a sturdier balance sheet before calling this a value opportunity.

In plain English: Amicus Therapeutics is a rare-disease drugmaker with two commercial treatments. The business is growing sales but earns only a tiny profit and carries a lot of debt, so it looks financially fragile. At $14.49, the stock looks expensive relative to its small earnings and cash flow.

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Data as of 2026-04-27 close · note generated 2026-10-15 · model deepseek-flash

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer