Biotechnology
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DAWN vs FOLD
Revenue, margins, valuation, and 5-year total return — side by side.
Biotechnology
DAWN vs FOLD — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Biotechnology | Biotechnology |
| Market Cap | $2.22B | $4.47B |
| Revenue (TTM) | $158M | $599M |
| Net Income (TTM) | $-107M | $-14M |
| Gross Margin | 89.1% | 89.5% |
| Operating Margin | -80.8% | 5.5% |
| Forward P/E | — | 40.6x |
| Total Debt | $3M | $444M |
| Cash & Equiv. | $197M | $214M |
DAWN vs FOLD — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 21 | Apr 26 | Return |
|---|---|---|---|
| Day One Biopharmace… (DAWN) | 100 | 90.9 | -9.1% |
| Amicus Therapeutics… (FOLD) | 100 | 156.2 | +56.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: DAWN vs FOLD
Each card shows where this stock fits in a portfolio — not just who wins on paper.
DAWN is the clearest fit if your priority is income & stability and sleep-well-at-night.
- beta 0.35
- Lower volatility, beta 0.35, Low D/E 0.6%, current ratio 8.02x
- Beta 0.35, current ratio 8.02x
FOLD carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 32.3%, EPS growth 64.7%, 3Y rev CAGR 20.0%
- 125.0% 10Y total return vs DAWN's -8.4%
- 32.3% revenue growth vs DAWN's 20.6%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 32.3% revenue growth vs DAWN's 20.6% | |
| Quality / Margins | -2.3% margin vs DAWN's -67.8% | |
| Stability / Safety | Beta 0.35 vs FOLD's 0.63, lower leverage | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +208.0% vs FOLD's +134.1% | |
| Efficiency (ROA) | -1.6% ROA vs DAWN's -20.7%, ROIC 4.8% vs -30.5% |
DAWN vs FOLD — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
DAWN vs FOLD — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
FOLD leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
FOLD is the larger business by revenue, generating $599M annually — 3.8x DAWN's $158M. FOLD is the more profitable business, keeping -2.3% of every revenue dollar as net income compared to DAWN's -67.8%. On growth, DAWN holds the edge at +83.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $158M | $599M |
| EBITDAEarnings before interest/tax | -$124M | $40M |
| Net IncomeAfter-tax profit | -$107M | -$14M |
| Free Cash FlowCash after capex | -$108M | $10M |
| Gross MarginGross profit ÷ Revenue | +89.1% | +89.5% |
| Operating MarginEBIT ÷ Revenue | -80.8% | +5.5% |
| Net MarginNet income ÷ Revenue | -67.8% | -2.3% |
| FCF MarginFCF ÷ Revenue | -68.0% | +1.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +83.9% | +19.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +70.0% | +3.8% |
Valuation Metrics
FOLD leads this category, winning 2 of 3 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $2.2B | $4.5B |
| Enterprise ValueMkt cap + debt − cash | $2.0B | $4.7B |
| Trailing P/EPrice ÷ TTM EPS | -20.70x | -80.50x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 40.62x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | 140.62x |
| Price / SalesMarket cap ÷ Revenue | 14.06x | 8.46x |
| Price / BookPrice ÷ Book value/share | 5.05x | 22.73x |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
FOLD leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
FOLD delivers a -6.1% return on equity — every $100 of shareholder capital generates $-6 in annual profit, vs $-23 for DAWN. DAWN carries lower financial leverage with a 0.01x debt-to-equity ratio, signaling a more conservative balance sheet compared to FOLD's 2.29x. On the Piotroski fundamental quality scale (0–9), FOLD scores 5/9 vs DAWN's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -23.4% | -6.1% |
| ROA (TTM)Return on assets | -20.7% | -1.6% |
| ROICReturn on invested capital | -30.5% | +4.8% |
| ROCEReturn on capital employed | -26.7% | +4.0% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 |
| Debt / EquityFinancial leverage | 0.01x | 2.29x |
| Net DebtTotal debt minus cash | -$194M | $230M |
| Cash & Equiv.Liquid assets | $197M | $214M |
| Total DebtShort + long-term debt | $3M | $444M |
| Interest CoverageEBIT ÷ Interest expense | — | 1.11x |
Total Returns (Dividends Reinvested)
DAWN leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in FOLD five years ago would be worth $15,094 today (with dividends reinvested), compared to $9,162 for DAWN. Over the past 12 months, DAWN leads with a +208.0% total return vs FOLD's +134.1%. The 3-year compound annual growth rate (CAGR) favors DAWN at 18.2% vs FOLD's 6.0% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +143.3% | +1.5% |
| 1-Year ReturnPast 12 months | +208.0% | +134.1% |
| 3-Year ReturnCumulative with dividends | +65.1% | +19.0% |
| 5-Year ReturnCumulative with dividends | -8.4% | +50.9% |
| 10-Year ReturnCumulative with dividends | -8.4% | +125.0% |
| CAGR (3Y)Annualised 3-year return | +18.2% | +6.0% |
Risk & Volatility
DAWN leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
DAWN is the less volatile stock with a 0.35 beta — it tends to amplify market swings less than FOLD's 0.63 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.35x | 0.63x |
| 52-Week HighHighest price in past year | $21.53 | $14.50 |
| 52-Week LowLowest price in past year | $5.64 | $5.51 |
| % of 52W HighCurrent price vs 52-week peak | +100.0% | +99.9% |
| RSI (14)Momentum oscillator 0–100 | 80.3 | 72.2 |
| Avg Volume (50D)Average daily shares traded | 4.9M | 3.0M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates DAWN as "Buy" and FOLD as "Buy". Consensus price targets imply 10.3% upside for DAWN (target: $24) vs 0.1% for FOLD (target: $15).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $23.75 | $14.50 |
| # AnalystsCovering analysts | 12 | 24 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
FOLD leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). DAWN leads in 2 (Total Returns, Risk & Volatility).
DAWN vs FOLD: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is DAWN or FOLD a better buy right now?
For growth investors, Amicus Therapeutics, Inc.
(FOLD) is the stronger pick with 32. 3% revenue growth year-over-year, versus 20. 6% for Day One Biopharmaceuticals, Inc. (DAWN). Analysts rate Day One Biopharmaceuticals, Inc. (DAWN) a "Buy" — based on 12 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — DAWN or FOLD?
Over the past 5 years, Amicus Therapeutics, Inc.
(FOLD) delivered a total return of +50. 9%, compared to -8. 4% for Day One Biopharmaceuticals, Inc. (DAWN). Over 10 years, the gap is even starker: FOLD returned +125. 0% versus DAWN's -8. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — DAWN or FOLD?
By beta (market sensitivity over 5 years), Day One Biopharmaceuticals, Inc.
(DAWN) is the lower-risk stock at 0. 35β versus Amicus Therapeutics, Inc. 's 0. 63β — meaning FOLD is approximately 78% more volatile than DAWN relative to the S&P 500. On balance sheet safety, Day One Biopharmaceuticals, Inc. (DAWN) carries a lower debt/equity ratio of 1% versus 2% for Amicus Therapeutics, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — DAWN or FOLD?
By revenue growth (latest reported year), Amicus Therapeutics, Inc.
(FOLD) is pulling ahead at 32. 3% versus 20. 6% for Day One Biopharmaceuticals, Inc. (DAWN). On earnings-per-share growth, the picture is similar: Amicus Therapeutics, Inc. grew EPS 64. 7% year-over-year, compared to -2. 0% for Day One Biopharmaceuticals, Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — DAWN or FOLD?
Amicus Therapeutics, Inc.
(FOLD) is the more profitable company, earning -10. 6% net margin versus -67. 8% for Day One Biopharmaceuticals, Inc. — meaning it keeps -10. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: FOLD leads at 4. 7% versus -80. 8% for DAWN. At the gross margin level — before operating expenses — FOLD leads at 90. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is DAWN or FOLD more undervalued right now?
Analyst consensus price targets imply the most upside for DAWN: 10.
3% to $23. 75.
07Which pays a better dividend — DAWN or FOLD?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
08Is DAWN or FOLD better for a retirement portfolio?
For long-horizon retirement investors, Day One Biopharmaceuticals, Inc.
(DAWN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 35)). Both have compounded well over 10 years (DAWN: -8. 4%, FOLD: +125. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between DAWN and FOLD?
Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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