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Side-by-side financial comparison of COLLEGIUM PHARMACEUTICAL, INC (COLL) and DIODES INC (DIOD). Click either name above to swap in a different company.
DIODES INC is the larger business by last-quarter revenue ($391.6M vs $205.4M, roughly 1.9× COLLEGIUM PHARMACEUTICAL, INC). COLLEGIUM PHARMACEUTICAL, INC runs the higher net margin — 8.3% vs 2.6%, a 5.7% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs 12.9%). COLLEGIUM PHARMACEUTICAL, INC produced more free cash flow last quarter ($122.4M vs $12.4M). Over the past eight quarters, COLLEGIUM PHARMACEUTICAL, INC's revenue compounded faster (19.1% CAGR vs 13.9%).
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.
Diodes Incorporated is a global semiconductor manufacturer that designs, produces and supplies discrete, analog and mixed-signal semiconductor products. Its solutions serve key end markets including automotive, industrial, consumer electronics, personal computing and communications infrastructure, with a worldwide customer base.
COLL vs DIOD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $205.4M | $391.6M |
| Net Profit | $17.0M | $10.2M |
| Gross Margin | 62.5% | 31.1% |
| Operating Margin | 29.6% | 3.4% |
| Net Margin | 8.3% | 2.6% |
| Revenue YoY | 12.9% | 15.4% |
| Net Profit YoY | 35.3% | 23.8% |
| EPS (diluted) | $0.48 | $0.23 |
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 | $391.6M | ||
| Q3 25 | $209.4M | $392.2M | ||
| Q2 25 | $188.0M | $366.2M | ||
| Q1 25 | $177.8M | $332.1M | ||
| Q4 24 | $181.9M | $339.3M | ||
| Q3 24 | $159.3M | $350.1M | ||
| Q2 24 | $145.3M | $319.8M | ||
| Q1 24 | $144.9M | $302.0M |
| Q4 25 | $17.0M | $10.2M | ||
| Q3 25 | $31.5M | $14.3M | ||
| Q2 25 | $12.0M | $46.1M | ||
| Q1 25 | $2.4M | $-4.4M | ||
| Q4 24 | $12.5M | $8.2M | ||
| Q3 24 | $9.3M | $13.7M | ||
| Q2 24 | $19.6M | $8.0M | ||
| Q1 24 | $27.7M | $14.0M |
| Q4 25 | 62.5% | 31.1% | ||
| Q3 25 | 61.7% | 30.7% | ||
| Q2 25 | 57.7% | 31.5% | ||
| Q1 25 | 54.8% | 31.5% | ||
| Q4 24 | 54.0% | 32.7% | ||
| Q3 24 | 60.8% | 33.7% | ||
| Q2 24 | 62.5% | 33.6% | ||
| Q1 24 | 63.1% | 33.0% |
| Q4 25 | 29.6% | 3.4% | ||
| Q3 25 | 29.7% | 3.0% | ||
| Q2 25 | 18.7% | 2.6% | ||
| Q1 25 | 12.2% | 0.4% | ||
| Q4 24 | 20.9% | 3.5% | ||
| Q3 24 | 21.9% | 6.2% | ||
| Q2 24 | 32.7% | 1.2% | ||
| Q1 24 | 34.1% | 4.3% |
| Q4 25 | 8.3% | 2.6% | ||
| Q3 25 | 15.0% | 3.6% | ||
| Q2 25 | 6.4% | 12.6% | ||
| Q1 25 | 1.4% | -1.3% | ||
| Q4 24 | 6.9% | 2.4% | ||
| Q3 24 | 5.9% | 3.9% | ||
| Q2 24 | 13.5% | 2.5% | ||
| Q1 24 | 19.1% | 4.6% |
| Q4 25 | $0.48 | $0.23 | ||
| Q3 25 | $0.84 | $0.31 | ||
| Q2 25 | $0.34 | $0.99 | ||
| Q1 25 | $0.07 | $-0.10 | ||
| Q4 24 | $0.36 | $0.18 | ||
| Q3 24 | $0.27 | $0.30 | ||
| Q2 24 | $0.52 | $0.17 | ||
| Q1 24 | $0.71 | $0.30 |
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 | $377.0M |
| Total DebtLower is stronger | — | $25.7M |
| Stockholders' EquityBook value | $301.7M | $1.9B |
| Total Assets | $1.7B | $2.4B |
| Debt / EquityLower = less leverage | — | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $386.7M | $377.0M | ||
| Q3 25 | $285.9M | $386.4M | ||
| Q2 25 | $222.2M | $327.3M | ||
| Q1 25 | $197.8M | $343.9M | ||
| Q4 24 | $162.8M | $316.1M | ||
| Q3 24 | $120.0M | $319.3M | ||
| Q2 24 | $271.6M | $273.9M | ||
| Q1 24 | $318.0M | $276.0M |
| Q4 25 | — | $25.7M | ||
| Q3 25 | — | $24.9M | ||
| Q2 25 | — | $26.4M | ||
| Q1 25 | — | $20.5M | ||
| Q4 24 | — | $20.7M | ||
| Q3 24 | — | $22.2M | ||
| Q2 24 | — | $20.3M | ||
| Q1 24 | — | $20.9M |
| Q4 25 | $301.7M | $1.9B | ||
| Q3 25 | $274.8M | $1.9B | ||
| Q2 25 | $232.2M | $1.9B | ||
| Q1 25 | $234.4M | $1.8B | ||
| Q4 24 | $228.8M | $1.8B | ||
| Q3 24 | $234.3M | $1.8B | ||
| Q2 24 | $216.6M | $1.8B | ||
| Q1 24 | $222.2M | $1.7B |
| Q4 25 | $1.7B | $2.4B | ||
| Q3 25 | $1.6B | $2.5B | ||
| Q2 25 | $1.6B | $2.5B | ||
| Q1 25 | $1.6B | $2.4B | ||
| Q4 24 | $1.7B | $2.4B | ||
| Q3 24 | $1.6B | $2.4B | ||
| Q2 24 | $1.1B | $2.4B | ||
| Q1 24 | $1.1B | $2.4B |
| Q4 25 | — | 0.01× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.01× | ||
| Q1 24 | — | 0.01× |
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 | $38.1M |
| Free Cash FlowOCF − Capex | $122.4M | $12.4M |
| FCF MarginFCF / Revenue | 59.6% | 3.2% |
| Capex IntensityCapex / Revenue | 0.3% | 6.6% |
| Cash ConversionOCF / Net Profit | 7.25× | 3.74× |
| TTM Free Cash FlowTrailing 4 quarters | $327.6M | $137.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $123.0M | $38.1M | ||
| Q3 25 | $78.4M | $79.1M | ||
| Q2 25 | $72.4M | $41.5M | ||
| Q1 25 | $55.4M | $56.7M | ||
| Q4 24 | $84.6M | $81.8M | ||
| Q3 24 | $-9.0M | $54.4M | ||
| Q2 24 | $67.4M | $14.4M | ||
| Q1 24 | $61.9M | $-31.1M |
| Q4 25 | $122.4M | $12.4M | ||
| Q3 25 | $78.3M | $62.8M | ||
| Q2 25 | $72.4M | $21.1M | ||
| Q1 25 | $54.6M | $40.8M | ||
| Q4 24 | $84.1M | $62.1M | ||
| Q3 24 | $-9.2M | $39.4M | ||
| Q2 24 | $67.1M | $-3.5M | ||
| Q1 24 | $61.4M | $-51.5M |
| Q4 25 | 59.6% | 3.2% | ||
| Q3 25 | 37.4% | 16.0% | ||
| Q2 25 | 38.5% | 5.8% | ||
| Q1 25 | 30.7% | 12.3% | ||
| Q4 24 | 46.2% | 18.3% | ||
| Q3 24 | -5.8% | 11.2% | ||
| Q2 24 | 46.2% | -1.1% | ||
| Q1 24 | 42.3% | -17.1% |
| Q4 25 | 0.3% | 6.6% | ||
| Q3 25 | 0.1% | 4.2% | ||
| Q2 25 | 0.0% | 5.6% | ||
| Q1 25 | 0.4% | 4.8% | ||
| Q4 24 | 0.3% | 5.8% | ||
| Q3 24 | 0.2% | 4.3% | ||
| Q2 24 | 0.2% | 5.6% | ||
| Q1 24 | 0.4% | 6.7% |
| Q4 25 | 7.25× | 3.74× | ||
| Q3 25 | 2.49× | 5.54× | ||
| Q2 25 | 6.05× | 0.90× | ||
| Q1 25 | 22.92× | — | ||
| Q4 24 | 6.75× | 9.93× | ||
| Q3 24 | -0.96× | 3.95× | ||
| Q2 24 | 3.44× | 1.80× | ||
| Q1 24 | 2.23× | -2.22× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COLL
Segment breakdown not available.
DIOD
| Distributor | $253.1M | 65% |
| Direct Sales | $138.5M | 35% |
