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Side-by-side financial comparison of COLLEGIUM PHARMACEUTICAL, INC (COLL) and ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT). Click either name above to swap in a different company.
COLLEGIUM PHARMACEUTICAL, INC is the larger business by last-quarter revenue ($205.4M vs $158.8M, roughly 1.3× ESSENTIAL PROPERTIES REALTY TRUST, INC.). ESSENTIAL PROPERTIES REALTY TRUST, INC. runs the higher net margin — 37.8% vs 8.3%, a 29.5% gap on every dollar of revenue. On growth, ESSENTIAL PROPERTIES REALTY TRUST, INC. posted the faster year-over-year revenue change (22.8% vs 12.9%). Over the past eight quarters, ESSENTIAL PROPERTIES REALTY TRUST, INC.'s revenue compounded faster (20.6% CAGR vs 19.1%).
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.
Essential Properties Realty Trust is a publicly traded real estate investment trust (REIT) that acquires, owns and manages a diversified portfolio of single-tenant net-leased commercial properties across the United States. Its assets primarily cover essential service-oriented sectors including casual dining, automotive services, medical clinics, early childhood education centers and light industrial facilities, with tenants mostly holding robust long-term operating track records.
COLL vs EPRT — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $205.4M | $158.8M |
| Net Profit | $17.0M | $60.0M |
| Gross Margin | 62.5% | — |
| Operating Margin | 29.6% | 56.5% |
| Net Margin | 8.3% | 37.8% |
| Revenue YoY | 12.9% | 22.8% |
| Net Profit YoY | 35.3% | 6.5% |
| EPS (diluted) | $0.48 | $0.28 |
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 | — | $158.8M | ||
| Q4 25 | $205.4M | $149.9M | ||
| Q3 25 | $209.4M | $144.9M | ||
| Q2 25 | $188.0M | $137.1M | ||
| Q1 25 | $177.8M | $129.4M | ||
| Q4 24 | $181.9M | $119.7M | ||
| Q3 24 | $159.3M | $117.1M | ||
| Q2 24 | $145.3M | $109.3M |
| Q1 26 | — | $60.0M | ||
| Q4 25 | $17.0M | $68.1M | ||
| Q3 25 | $31.5M | $65.6M | ||
| Q2 25 | $12.0M | $63.2M | ||
| Q1 25 | $2.4M | $56.1M | ||
| Q4 24 | $12.5M | $55.4M | ||
| Q3 24 | $9.3M | $49.1M | ||
| Q2 24 | $19.6M | $51.5M |
| Q1 26 | — | — | ||
| 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 26 | — | 56.5% | ||
| Q4 25 | 29.6% | 65.9% | ||
| Q3 25 | 29.7% | 64.7% | ||
| Q2 25 | 18.7% | 64.1% | ||
| Q1 25 | 12.2% | 61.6% | ||
| Q4 24 | 20.9% | 66.1% | ||
| Q3 24 | 21.9% | 59.7% | ||
| Q2 24 | 32.7% | 61.1% |
| Q1 26 | — | 37.8% | ||
| Q4 25 | 8.3% | 45.4% | ||
| Q3 25 | 15.0% | 45.3% | ||
| Q2 25 | 6.4% | 46.1% | ||
| Q1 25 | 1.4% | 43.4% | ||
| Q4 24 | 6.9% | 46.3% | ||
| Q3 24 | 5.9% | 42.0% | ||
| Q2 24 | 13.5% | 47.1% |
| Q1 26 | — | $0.28 | ||
| Q4 25 | $0.48 | $0.34 | ||
| Q3 25 | $0.84 | $0.33 | ||
| Q2 25 | $0.34 | $0.32 | ||
| Q1 25 | $0.07 | $0.29 | ||
| Q4 24 | $0.36 | $0.31 | ||
| Q3 24 | $0.27 | $0.27 | ||
| Q2 24 | $0.52 | $0.29 |
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 | $15.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $301.7M | $4.4B |
| Total Assets | $1.7B | $7.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $15.2M | ||
| Q4 25 | $386.7M | $60.2M | ||
| Q3 25 | $285.9M | $23.8M | ||
| Q2 25 | $222.2M | $20.8M | ||
| Q1 25 | $197.8M | $47.0M | ||
| Q4 24 | $162.8M | $40.7M | ||
| Q3 24 | $120.0M | $32.7M | ||
| Q2 24 | $271.6M | $23.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $1.9B |
| Q1 26 | — | $4.4B | ||
| Q4 25 | $301.7M | $4.2B | ||
| Q3 25 | $274.8M | $3.8B | ||
| Q2 25 | $232.2M | $3.8B | ||
| Q1 25 | $234.4M | $3.8B | ||
| Q4 24 | $228.8M | $3.6B | ||
| Q3 24 | $234.3M | $3.2B | ||
| Q2 24 | $216.6M | $3.2B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $1.7B | $6.9B | ||
| Q3 25 | $1.6B | $6.6B | ||
| Q2 25 | $1.6B | $6.3B | ||
| Q1 25 | $1.6B | $6.1B | ||
| Q4 24 | $1.7B | $5.8B | ||
| Q3 24 | $1.6B | $5.5B | ||
| Q2 24 | $1.1B | $5.3B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | — | 0.61× | ||
| Q1 25 | — | 0.56× | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.69× | ||
| Q2 24 | — | 0.59× |
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 | $122.4M | — |
| FCF MarginFCF / Revenue | 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 | $123.0M | $381.1M | ||
| Q3 25 | $78.4M | $99.0M | ||
| Q2 25 | $72.4M | $99.8M | ||
| Q1 25 | $55.4M | $77.2M | ||
| Q4 24 | $84.6M | $308.5M | ||
| Q3 24 | $-9.0M | $73.5M | ||
| Q2 24 | $67.4M | $81.1M |
| Q1 26 | — | — | ||
| 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 | — | — | ||
| 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× | 5.60× | ||
| Q3 25 | 2.49× | 1.51× | ||
| Q2 25 | 6.05× | 1.58× | ||
| Q1 25 | 22.92× | 1.38× | ||
| Q4 24 | 6.75× | 5.57× | ||
| Q3 24 | -0.96× | 1.50× | ||
| Q2 24 | 3.44× | 1.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COLL
Segment breakdown not available.
EPRT
| Rental revenue 1,2 | $149.4M | 94% |
| Other | $8.6M | 5% |
| Other revenue | $779.0K | 0% |
