vs
Side-by-side financial comparison of Bandwidth Inc. (BAND) and COLLEGIUM PHARMACEUTICAL, INC (COLL). Click either name above to swap in a different company.
Bandwidth Inc. is the larger business by last-quarter revenue ($208.8M vs $205.4M, roughly 1.0× COLLEGIUM PHARMACEUTICAL, INC). COLLEGIUM PHARMACEUTICAL, INC runs the higher net margin — 8.3% vs 1.9%, a 6.3% gap on every dollar of revenue. On growth, Bandwidth Inc. posted the faster year-over-year revenue change (20.1% vs 12.9%). COLLEGIUM PHARMACEUTICAL, INC produced more free cash flow last quarter ($122.4M vs $-1.0M). Over the past eight quarters, COLLEGIUM PHARMACEUTICAL, INC's revenue compounded faster (19.1% CAGR vs 9.7%).
Bandwidth Inc. is a communications platform as a service company. It sells software application programming interfaces for voice, text messaging and emergency services, using its own global IP voice network.
Collegium Pharmaceutical, Inc. is a specialty pharmaceutical firm focused on developing and commercializing innovative, abuse-deterrent pain management therapies. Operating primarily in the U.S. market, it offers extended-release analgesics for chronic pain patients, serving providers across primary and specialty care segments.
BAND vs COLL — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $208.8M | $205.4M |
| Net Profit | $4.0M | $17.0M |
| Gross Margin | 37.3% | 62.5% |
| Operating Margin | 60.5% | 29.6% |
| Net Margin | 1.9% | 8.3% |
| Revenue YoY | 20.1% | 12.9% |
| Net Profit YoY | 200.0% | 35.3% |
| EPS (diluted) | $-0.08 | $0.48 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $208.8M | — | ||
| Q4 25 | $207.7M | $205.4M | ||
| Q3 25 | $191.9M | $209.4M | ||
| Q2 25 | $180.0M | $188.0M | ||
| Q1 25 | $174.2M | $177.8M | ||
| Q4 24 | $210.0M | $181.9M | ||
| Q3 24 | $193.9M | $159.3M | ||
| Q2 24 | $173.6M | $145.3M |
| Q1 26 | $4.0M | — | ||
| Q4 25 | — | $17.0M | ||
| Q3 25 | $-1.2M | $31.5M | ||
| Q2 25 | $-4.9M | $12.0M | ||
| Q1 25 | $-3.7M | $2.4M | ||
| Q4 24 | — | $12.5M | ||
| Q3 24 | $413.0K | $9.3M | ||
| Q2 24 | $4.1M | $19.6M |
| Q1 26 | 37.3% | — | ||
| Q4 25 | 37.6% | 62.5% | ||
| Q3 25 | 38.5% | 61.7% | ||
| Q2 25 | 39.8% | 57.7% | ||
| Q1 25 | 41.0% | 54.8% | ||
| Q4 24 | 36.4% | 54.0% | ||
| Q3 24 | 37.7% | 60.8% | ||
| Q2 24 | 37.3% | 62.5% |
| Q1 26 | 60.5% | — | ||
| Q4 25 | -1.9% | 29.6% | ||
| Q3 25 | -1.0% | 29.7% | ||
| Q2 25 | -2.1% | 18.7% | ||
| Q1 25 | -2.7% | 12.2% | ||
| Q4 24 | -1.3% | 20.9% | ||
| Q3 24 | -0.5% | 21.9% | ||
| Q2 24 | -3.5% | 32.7% |
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 8.3% | ||
| Q3 25 | -0.6% | 15.0% | ||
| Q2 25 | -2.7% | 6.4% | ||
| Q1 25 | -2.1% | 1.4% | ||
| Q4 24 | — | 6.9% | ||
| Q3 24 | 0.2% | 5.9% | ||
| Q2 24 | 2.3% | 13.5% |
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $-0.10 | $0.48 | ||
| Q3 25 | $-0.04 | $0.84 | ||
| Q2 25 | $-0.16 | $0.34 | ||
| Q1 25 | $-0.13 | $0.07 | ||
| Q4 24 | $0.27 | $0.36 | ||
| Q3 24 | $0.01 | $0.27 | ||
| Q2 24 | $-0.17 | $0.52 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $47.3M | $386.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $405.7M | $301.7M |
| Total Assets | $984.2M | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $47.3M | — | ||
| Q4 25 | $111.3M | $386.7M | ||
| Q3 25 | $80.4M | $285.9M | ||
| Q2 25 | $68.1M | $222.2M | ||
| Q1 25 | $41.7M | $197.8M | ||
| Q4 24 | $83.8M | $162.8M | ||
| Q3 24 | $79.9M | $120.0M | ||
| Q2 24 | $76.4M | $271.6M |
| Q1 26 | $405.7M | — | ||
| Q4 25 | $400.0M | $301.7M | ||
| Q3 25 | $392.7M | $274.8M | ||
| Q2 25 | $384.5M | $232.2M | ||
| Q1 25 | $345.4M | $234.4M | ||
| Q4 24 | $312.5M | $228.8M | ||
| Q3 24 | $336.6M | $234.3M | ||
| Q2 24 | $307.4M | $216.6M |
| Q1 26 | $984.2M | — | ||
| Q4 25 | $1.1B | $1.7B | ||
| Q3 25 | $1.0B | $1.6B | ||
| Q2 25 | $1.0B | $1.6B | ||
| Q1 25 | $964.4M | $1.6B | ||
| Q4 24 | $989.2M | $1.7B | ||
| Q3 24 | $1.0B | $1.6B | ||
| Q2 24 | $1.0B | $1.1B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $123.0M |
| Free Cash FlowOCF − Capex | $-1.0M | $122.4M |
| FCF MarginFCF / Revenue | -0.5% | 59.6% |
| Capex IntensityCapex / Revenue | — | 0.3% |
| Cash ConversionOCF / Net Profit | — | 7.25× |
| TTM Free Cash FlowTrailing 4 quarters | — | $327.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $123.0M | ||
| Q3 25 | $22.2M | $78.4M | ||
| Q2 25 | $31.7M | $72.4M | ||
| Q1 25 | $-3.1M | $55.4M | ||
| Q4 24 | $36.5M | $84.6M | ||
| Q3 24 | $20.5M | $-9.0M | ||
| Q2 24 | $24.4M | $67.4M |
| Q1 26 | $-1.0M | — | ||
| Q4 25 | — | $122.4M | ||
| Q3 25 | — | $78.3M | ||
| Q2 25 | — | $72.4M | ||
| Q1 25 | — | $54.6M | ||
| Q4 24 | — | $84.1M | ||
| Q3 24 | — | $-9.2M | ||
| Q2 24 | — | $67.1M |
| Q1 26 | -0.5% | — | ||
| Q4 25 | — | 59.6% | ||
| Q3 25 | — | 37.4% | ||
| Q2 25 | — | 38.5% | ||
| Q1 25 | — | 30.7% | ||
| Q4 24 | — | 46.2% | ||
| Q3 24 | — | -5.8% | ||
| Q2 24 | — | 46.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 0.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 7.25× | ||
| Q3 25 | — | 2.49× | ||
| Q2 25 | — | 6.05× | ||
| Q1 25 | — | 22.92× | ||
| Q4 24 | — | 6.75× | ||
| Q3 24 | 49.55× | -0.96× | ||
| Q2 24 | 6.03× | 3.44× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
