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Side-by-side financial comparison of COLLEGIUM PHARMACEUTICAL, INC (COLL) and Donnelley Financial Solutions, Inc. (DFIN). Click either name above to swap in a different company.
COLLEGIUM PHARMACEUTICAL, INC is the larger business by last-quarter revenue ($205.4M vs $172.5M, roughly 1.2× Donnelley Financial Solutions, Inc.). COLLEGIUM PHARMACEUTICAL, INC runs the higher net margin — 8.3% vs 3.6%, a 4.7% gap on every dollar of revenue. On growth, COLLEGIUM PHARMACEUTICAL, INC posted the faster year-over-year revenue change (12.9% vs 10.4%). COLLEGIUM PHARMACEUTICAL, INC produced more free cash flow last quarter ($122.4M vs $47.9M). Over the past eight quarters, COLLEGIUM PHARMACEUTICAL, INC's revenue compounded faster (19.1% CAGR vs -7.9%).
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.
Donnelley Financial Solutions (DFIN) is a financial compliance company based in Chicago, Illinois, United States. The company provides software as a service (SaaS) products, software-enabled services (SeS), print, and compliance services related to US Securities and Exchange Commission regulations to companies in capital and investment markets.
COLL vs DFIN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $205.4M | $172.5M |
| Net Profit | $17.0M | $6.2M |
| Gross Margin | 62.5% | — |
| Operating Margin | 29.6% | 8.3% |
| Net Margin | 8.3% | 3.6% |
| Revenue YoY | 12.9% | 10.4% |
| Net Profit YoY | 35.3% | -1.6% |
| EPS (diluted) | $0.48 | $0.31 |
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.
| Q4 25 | $205.4M | $172.5M | ||
| Q3 25 | $209.4M | $175.3M | ||
| Q2 25 | $188.0M | $218.1M | ||
| Q1 25 | $177.8M | $201.1M | ||
| Q4 24 | $181.9M | $156.3M | ||
| Q3 24 | $159.3M | $179.5M | ||
| Q2 24 | $145.3M | $242.7M | ||
| Q1 24 | $144.9M | $203.4M |
| Q4 25 | $17.0M | $6.2M | ||
| Q3 25 | $31.5M | $-40.9M | ||
| Q2 25 | $12.0M | $36.1M | ||
| Q1 25 | $2.4M | $31.0M | ||
| Q4 24 | $12.5M | $6.3M | ||
| Q3 24 | $9.3M | $8.7M | ||
| Q2 24 | $19.6M | $44.1M | ||
| Q1 24 | $27.7M | $33.3M |
| Q4 25 | 62.5% | — | ||
| Q3 25 | 61.7% | — | ||
| Q2 25 | 57.7% | — | ||
| Q1 25 | 54.8% | — | ||
| Q4 24 | 54.0% | — | ||
| Q3 24 | 60.8% | — | ||
| Q2 24 | 62.5% | — | ||
| Q1 24 | 63.1% | — |
| Q4 25 | 29.6% | 8.3% | ||
| Q3 25 | 29.7% | 16.1% | ||
| Q2 25 | 18.7% | 24.2% | ||
| Q1 25 | 12.2% | 22.8% | ||
| Q4 24 | 20.9% | 6.0% | ||
| Q3 24 | 21.9% | 10.1% | ||
| Q2 24 | 32.7% | 26.6% | ||
| Q1 24 | 34.1% | 21.9% |
| Q4 25 | 8.3% | 3.6% | ||
| Q3 25 | 15.0% | -23.3% | ||
| Q2 25 | 6.4% | 16.6% | ||
| Q1 25 | 1.4% | 15.4% | ||
| Q4 24 | 6.9% | 4.0% | ||
| Q3 24 | 5.9% | 4.8% | ||
| Q2 24 | 13.5% | 18.2% | ||
| Q1 24 | 19.1% | 16.4% |
| Q4 25 | $0.48 | $0.31 | ||
| Q3 25 | $0.84 | $-1.49 | ||
| Q2 25 | $0.34 | $1.28 | ||
| Q1 25 | $0.07 | $1.05 | ||
| Q4 24 | $0.36 | $0.21 | ||
| Q3 24 | $0.27 | $0.29 | ||
| Q2 24 | $0.52 | $1.47 | ||
| Q1 24 | $0.71 | $1.09 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $386.7M | $24.5M |
| Total DebtLower is stronger | — | $171.3M |
| Stockholders' EquityBook value | $301.7M | $379.2M |
| Total Assets | $1.7B | $800.4M |
| Debt / EquityLower = less leverage | — | 0.45× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $386.7M | $24.5M | ||
| Q3 25 | $285.9M | $22.7M | ||
| Q2 25 | $222.2M | $33.8M | ||
| Q1 25 | $197.8M | $16.2M | ||
| Q4 24 | $162.8M | $57.3M | ||
| Q3 24 | $120.0M | $33.6M | ||
| Q2 24 | $271.6M | $35.0M | ||
| Q1 24 | $318.0M | $43.7M |
| Q4 25 | — | $171.3M | ||
| Q3 25 | — | $154.7M | ||
| Q2 25 | — | $190.1M | ||
| Q1 25 | — | $189.5M | ||
| Q4 24 | — | $124.7M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $301.7M | $379.2M | ||
| Q3 25 | $274.8M | $423.1M | ||
| Q2 25 | $232.2M | $432.1M | ||
| Q1 25 | $234.4M | $419.9M | ||
| Q4 24 | $228.8M | $436.1M | ||
| Q3 24 | $234.3M | $444.5M | ||
| Q2 24 | $216.6M | $441.5M | ||
| Q1 24 | $222.2M | $408.9M |
| Q4 25 | $1.7B | $800.4M | ||
| Q3 25 | $1.6B | $816.3M | ||
| Q2 25 | $1.6B | $874.7M | ||
| Q1 25 | $1.6B | $852.8M | ||
| Q4 24 | $1.7B | $841.6M | ||
| Q3 24 | $1.6B | $843.6M | ||
| Q2 24 | $1.1B | $882.9M | ||
| Q1 24 | $1.1B | $867.8M |
| Q4 25 | — | 0.45× | ||
| Q3 25 | — | 0.37× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.29× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $59.8M |
| Free Cash FlowOCF − Capex | $122.4M | $47.9M |
| FCF MarginFCF / Revenue | 59.6% | 27.8% |
| Capex IntensityCapex / Revenue | 0.3% | 6.9% |
| Cash ConversionOCF / Net Profit | 7.25× | 9.65× |
| TTM Free Cash FlowTrailing 4 quarters | $327.6M | $107.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $123.0M | $59.8M | ||
| Q3 25 | $78.4M | $74.4M | ||
| Q2 25 | $72.4M | $68.4M | ||
| Q1 25 | $55.4M | $-37.7M | ||
| Q4 24 | $84.6M | $56.4M | ||
| Q3 24 | $-9.0M | $86.4M | ||
| Q2 24 | $67.4M | $56.2M | ||
| Q1 24 | $61.9M | $-27.9M |
| Q4 25 | $122.4M | $47.9M | ||
| Q3 25 | $78.3M | $59.2M | ||
| Q2 25 | $72.4M | $51.7M | ||
| Q1 25 | $54.6M | $-51.0M | ||
| Q4 24 | $84.1M | $41.3M | ||
| Q3 24 | $-9.2M | $67.3M | ||
| Q2 24 | $67.1M | $36.8M | ||
| Q1 24 | $61.4M | $-40.2M |
| Q4 25 | 59.6% | 27.8% | ||
| Q3 25 | 37.4% | 33.8% | ||
| Q2 25 | 38.5% | 23.7% | ||
| Q1 25 | 30.7% | -25.4% | ||
| Q4 24 | 46.2% | 26.4% | ||
| Q3 24 | -5.8% | 37.5% | ||
| Q2 24 | 46.2% | 15.2% | ||
| Q1 24 | 42.3% | -19.8% |
| Q4 25 | 0.3% | 6.9% | ||
| Q3 25 | 0.1% | 8.7% | ||
| Q2 25 | 0.0% | 7.7% | ||
| Q1 25 | 0.4% | 6.6% | ||
| Q4 24 | 0.3% | 9.7% | ||
| Q3 24 | 0.2% | 10.6% | ||
| Q2 24 | 0.2% | 8.0% | ||
| Q1 24 | 0.4% | 6.0% |
| Q4 25 | 7.25× | 9.65× | ||
| Q3 25 | 2.49× | — | ||
| Q2 25 | 6.05× | 1.89× | ||
| Q1 25 | 22.92× | -1.22× | ||
| Q4 24 | 6.75× | 8.95× | ||
| Q3 24 | -0.96× | 9.93× | ||
| Q2 24 | 3.44× | 1.27× | ||
| Q1 24 | 2.23× | -0.84× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COLL
Segment breakdown not available.
DFIN
| Technology Service | $68.0M | 39% |
| Capital Markets Compliance And Communications Management | $61.6M | 36% |
| Investment Companies Software Solutions | $30.9M | 18% |
| Print And Distribution Service | $13.6M | 8% |
