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Side-by-side financial comparison of COLLEGIUM PHARMACEUTICAL, INC (COLL) and Essent Group Ltd. (ESNT). Click either name above to swap in a different company.
Essent Group Ltd. is the larger business by last-quarter revenue ($312.4M vs $205.4M, roughly 1.5× COLLEGIUM PHARMACEUTICAL, INC). Essent Group Ltd. runs the higher net margin — 49.6% vs 8.3%, a 41.4% gap on every dollar of revenue. On growth, COLLEGIUM PHARMACEUTICAL, INC posted the faster year-over-year revenue change (12.9% vs -0.8%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $122.4M). Over the past eight quarters, COLLEGIUM PHARMACEUTICAL, INC's revenue compounded faster (19.1% CAGR vs 2.3%).
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.
Essentra PLC is a supplier of plastic and fibre products. The company operates internationally from headquarters in Kidlington, Oxfordshire. It is listed on the London Stock Exchange.
COLL vs ESNT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $205.4M | $312.4M |
| Net Profit | $17.0M | $155.0M |
| Gross Margin | 62.5% | — |
| Operating Margin | 29.6% | 59.1% |
| Net Margin | 8.3% | 49.6% |
| Revenue YoY | 12.9% | -0.8% |
| Net Profit YoY | 35.3% | -7.7% |
| EPS (diluted) | $0.48 | $1.61 |
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 | $312.4M | ||
| Q3 25 | $209.4M | $311.8M | ||
| Q2 25 | $188.0M | $319.1M | ||
| Q1 25 | $177.8M | $317.6M | ||
| Q4 24 | $181.9M | $315.0M | ||
| Q3 24 | $159.3M | $316.6M | ||
| Q2 24 | $145.3M | $312.9M | ||
| Q1 24 | $144.9M | $298.4M |
| Q4 25 | $17.0M | $155.0M | ||
| Q3 25 | $31.5M | $164.2M | ||
| Q2 25 | $12.0M | $195.3M | ||
| Q1 25 | $2.4M | $175.4M | ||
| Q4 24 | $12.5M | $167.9M | ||
| Q3 24 | $9.3M | $176.2M | ||
| Q2 24 | $19.6M | $203.6M | ||
| Q1 24 | $27.7M | $181.7M |
| 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% | 59.1% | ||
| Q3 25 | 29.7% | 63.9% | ||
| Q2 25 | 18.7% | 72.4% | ||
| Q1 25 | 12.2% | 65.2% | ||
| Q4 24 | 20.9% | 61.9% | ||
| Q3 24 | 21.9% | 65.6% | ||
| Q2 24 | 32.7% | 76.4% | ||
| Q1 24 | 34.1% | 71.6% |
| Q4 25 | 8.3% | 49.6% | ||
| Q3 25 | 15.0% | 52.7% | ||
| Q2 25 | 6.4% | 61.2% | ||
| Q1 25 | 1.4% | 55.2% | ||
| Q4 24 | 6.9% | 53.3% | ||
| Q3 24 | 5.9% | 55.6% | ||
| Q2 24 | 13.5% | 65.1% | ||
| Q1 24 | 19.1% | 60.9% |
| Q4 25 | $0.48 | $1.61 | ||
| Q3 25 | $0.84 | $1.67 | ||
| Q2 25 | $0.34 | $1.93 | ||
| Q1 25 | $0.07 | $1.69 | ||
| Q4 24 | $0.36 | $1.59 | ||
| Q3 24 | $0.27 | $1.65 | ||
| Q2 24 | $0.52 | $1.91 | ||
| Q1 24 | $0.71 | $1.70 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $301.7M | $5.8B |
| Total Assets | $1.7B | $7.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $386.7M | — | ||
| Q3 25 | $285.9M | — | ||
| Q2 25 | $222.2M | — | ||
| Q1 25 | $197.8M | — | ||
| Q4 24 | $162.8M | — | ||
| Q3 24 | $120.0M | — | ||
| Q2 24 | $271.6M | — | ||
| Q1 24 | $318.0M | — |
| Q4 25 | $301.7M | $5.8B | ||
| Q3 25 | $274.8M | $5.7B | ||
| Q2 25 | $232.2M | $5.7B | ||
| Q1 25 | $234.4M | $5.7B | ||
| Q4 24 | $228.8M | $5.6B | ||
| Q3 24 | $234.3M | $5.6B | ||
| Q2 24 | $216.6M | $5.4B | ||
| Q1 24 | $222.2M | $5.2B |
| Q4 25 | $1.7B | $7.4B | ||
| Q3 25 | $1.6B | $7.4B | ||
| Q2 25 | $1.6B | $7.2B | ||
| Q1 25 | $1.6B | $7.2B | ||
| Q4 24 | $1.7B | $7.1B | ||
| Q3 24 | $1.6B | $7.1B | ||
| Q2 24 | $1.1B | $6.7B | ||
| Q1 24 | $1.1B | $6.6B |
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 | $856.1M |
| Free Cash FlowOCF − Capex | $122.4M | $848.7M |
| FCF MarginFCF / Revenue | 59.6% | 271.7% |
| Capex IntensityCapex / Revenue | 0.3% | 2.4% |
| Cash ConversionOCF / Net Profit | 7.25× | 5.52× |
| TTM Free Cash FlowTrailing 4 quarters | $327.6M | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $123.0M | $856.1M | ||
| Q3 25 | $78.4M | $215.9M | ||
| Q2 25 | $72.4M | $189.5M | ||
| Q1 25 | $55.4M | $221.6M | ||
| Q4 24 | $84.6M | $861.5M | ||
| Q3 24 | $-9.0M | $229.2M | ||
| Q2 24 | $67.4M | $188.7M | ||
| Q1 24 | $61.9M | $216.9M |
| Q4 25 | $122.4M | $848.7M | ||
| Q3 25 | $78.3M | $210.6M | ||
| Q2 25 | $72.4M | $188.8M | ||
| Q1 25 | $54.6M | $221.3M | ||
| Q4 24 | $84.1M | $854.8M | ||
| Q3 24 | $-9.2M | $228.7M | ||
| Q2 24 | $67.1M | $187.6M | ||
| Q1 24 | $61.4M | $212.5M |
| Q4 25 | 59.6% | 271.7% | ||
| Q3 25 | 37.4% | 67.5% | ||
| Q2 25 | 38.5% | 59.2% | ||
| Q1 25 | 30.7% | 69.7% | ||
| Q4 24 | 46.2% | 271.3% | ||
| Q3 24 | -5.8% | 72.2% | ||
| Q2 24 | 46.2% | 60.0% | ||
| Q1 24 | 42.3% | 71.2% |
| Q4 25 | 0.3% | 2.4% | ||
| Q3 25 | 0.1% | 1.7% | ||
| Q2 25 | 0.0% | 0.2% | ||
| Q1 25 | 0.4% | 0.1% | ||
| Q4 24 | 0.3% | 2.1% | ||
| Q3 24 | 0.2% | 0.2% | ||
| Q2 24 | 0.2% | 0.3% | ||
| Q1 24 | 0.4% | 1.5% |
| Q4 25 | 7.25× | 5.52× | ||
| Q3 25 | 2.49× | 1.31× | ||
| Q2 25 | 6.05× | 0.97× | ||
| Q1 25 | 22.92× | 1.26× | ||
| Q4 24 | 6.75× | 5.13× | ||
| Q3 24 | -0.96× | 1.30× | ||
| Q2 24 | 3.44× | 0.93× | ||
| Q1 24 | 2.23× | 1.19× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COLL
Segment breakdown not available.
ESNT
| Mortgage Insurance Segment | $192.4M | 62% |
| Other | $120.0M | 38% |
