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Side-by-side financial comparison of COLLEGIUM PHARMACEUTICAL, INC (COLL) and JFrog Ltd (FROG). Click either name above to swap in a different company.
COLLEGIUM PHARMACEUTICAL, INC is the larger business by last-quarter revenue ($205.4M vs $145.3M, roughly 1.4× JFrog Ltd). COLLEGIUM PHARMACEUTICAL, INC runs the higher net margin — 8.3% vs -10.5%, a 18.7% gap on every dollar of revenue. On growth, JFrog Ltd posted the faster year-over-year revenue change (25.2% vs 12.9%). COLLEGIUM PHARMACEUTICAL, INC produced more free cash flow last quarter ($122.4M vs $49.9M). Over the past eight quarters, JFrog Ltd's revenue compounded faster (20.4% 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.
JFrog Ltd is a global DevOps technology provider that delivers end-to-end software release, artifact management, and security solutions. It serves clients across tech, finance, retail, and manufacturing sectors, helping teams streamline development and delivery workflows for cloud, on-premises, and hybrid infrastructure.
COLL vs FROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $205.4M | $145.3M |
| Net Profit | $17.0M | $-15.2M |
| Gross Margin | 62.5% | 77.9% |
| Operating Margin | 29.6% | -14.7% |
| Net Margin | 8.3% | -10.5% |
| Revenue YoY | 12.9% | 25.2% |
| Net Profit YoY | 35.3% | 34.4% |
| EPS (diluted) | $0.48 | $-0.13 |
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 | $145.3M | ||
| Q3 25 | $209.4M | $136.9M | ||
| Q2 25 | $188.0M | $127.2M | ||
| Q1 25 | $177.8M | $122.4M | ||
| Q4 24 | $181.9M | $116.1M | ||
| Q3 24 | $159.3M | $109.1M | ||
| Q2 24 | $145.3M | $103.0M | ||
| Q1 24 | $144.9M | $100.3M |
| Q4 25 | $17.0M | $-15.2M | ||
| Q3 25 | $31.5M | $-16.4M | ||
| Q2 25 | $12.0M | $-21.7M | ||
| Q1 25 | $2.4M | $-18.5M | ||
| Q4 24 | $12.5M | $-23.2M | ||
| Q3 24 | $9.3M | $-22.9M | ||
| Q2 24 | $19.6M | $-14.3M | ||
| Q1 24 | $27.7M | $-8.8M |
| Q4 25 | 62.5% | 77.9% | ||
| Q3 25 | 61.7% | 77.4% | ||
| Q2 25 | 57.7% | 76.3% | ||
| Q1 25 | 54.8% | 75.3% | ||
| Q4 24 | 54.0% | 75.4% | ||
| Q3 24 | 60.8% | 75.0% | ||
| Q2 24 | 62.5% | 78.8% | ||
| Q1 24 | 63.1% | 79.5% |
| Q4 25 | 29.6% | -14.7% | ||
| Q3 25 | 29.7% | -15.8% | ||
| Q2 25 | 18.7% | -20.4% | ||
| Q1 25 | 12.2% | -18.8% | ||
| Q4 24 | 20.9% | -21.9% | ||
| Q3 24 | 21.9% | -27.4% | ||
| Q2 24 | 32.7% | -18.6% | ||
| Q1 24 | 34.1% | -16.6% |
| Q4 25 | 8.3% | -10.5% | ||
| Q3 25 | 15.0% | -12.0% | ||
| Q2 25 | 6.4% | -17.0% | ||
| Q1 25 | 1.4% | -15.1% | ||
| Q4 24 | 6.9% | -20.0% | ||
| Q3 24 | 5.9% | -21.0% | ||
| Q2 24 | 13.5% | -13.9% | ||
| Q1 24 | 19.1% | -8.8% |
| Q4 25 | $0.48 | $-0.13 | ||
| Q3 25 | $0.84 | $-0.14 | ||
| Q2 25 | $0.34 | $-0.19 | ||
| Q1 25 | $0.07 | $-0.16 | ||
| Q4 24 | $0.36 | $-0.21 | ||
| Q3 24 | $0.27 | $-0.21 | ||
| Q2 24 | $0.52 | $-0.13 | ||
| Q1 24 | $0.71 | $-0.08 |
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 | $704.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $301.7M | $887.4M |
| Total Assets | $1.7B | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $386.7M | $704.4M | ||
| Q3 25 | $285.9M | $651.1M | ||
| Q2 25 | $222.2M | $611.7M | ||
| Q1 25 | $197.8M | $563.5M | ||
| Q4 24 | $162.8M | $522.0M | ||
| Q3 24 | $120.0M | $467.8M | ||
| Q2 24 | $271.6M | $591.3M | ||
| Q1 24 | $318.0M | $579.6M |
| Q4 25 | $301.7M | $887.4M | ||
| Q3 25 | $274.8M | $859.4M | ||
| Q2 25 | $232.2M | $826.5M | ||
| Q1 25 | $234.4M | $800.0M | ||
| Q4 24 | $228.8M | $773.5M | ||
| Q3 24 | $234.3M | $756.2M | ||
| Q2 24 | $216.6M | $721.4M | ||
| Q1 24 | $222.2M | $707.8M |
| Q4 25 | $1.7B | $1.3B | ||
| Q3 25 | $1.6B | $1.3B | ||
| Q2 25 | $1.6B | $1.2B | ||
| Q1 25 | $1.6B | $1.2B | ||
| Q4 24 | $1.7B | $1.1B | ||
| Q3 24 | $1.6B | $1.1B | ||
| Q2 24 | $1.1B | $1.0B | ||
| Q1 24 | $1.1B | $997.1M |
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 | $50.7M |
| Free Cash FlowOCF − Capex | $122.4M | $49.9M |
| FCF MarginFCF / Revenue | 59.6% | 34.3% |
| Capex IntensityCapex / Revenue | 0.3% | 0.6% |
| Cash ConversionOCF / Net Profit | 7.25× | — |
| TTM Free Cash FlowTrailing 4 quarters | $327.6M | $142.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $123.0M | $50.7M | ||
| Q3 25 | $78.4M | $30.2M | ||
| Q2 25 | $72.4M | $36.1M | ||
| Q1 25 | $55.4M | $28.8M | ||
| Q4 24 | $84.6M | $49.1M | ||
| Q3 24 | $-9.0M | $27.6M | ||
| Q2 24 | $67.4M | $16.7M | ||
| Q1 24 | $61.9M | $17.5M |
| Q4 25 | $122.4M | $49.9M | ||
| Q3 25 | $78.3M | $28.8M | ||
| Q2 25 | $72.4M | $35.5M | ||
| Q1 25 | $54.6M | $28.1M | ||
| Q4 24 | $84.1M | $48.5M | ||
| Q3 24 | $-9.2M | $26.7M | ||
| Q2 24 | $67.1M | $16.0M | ||
| Q1 24 | $61.4M | $16.6M |
| Q4 25 | 59.6% | 34.3% | ||
| Q3 25 | 37.4% | 21.0% | ||
| Q2 25 | 38.5% | 27.9% | ||
| Q1 25 | 30.7% | 23.0% | ||
| Q4 24 | 46.2% | 41.8% | ||
| Q3 24 | -5.8% | 24.5% | ||
| Q2 24 | 46.2% | 15.5% | ||
| Q1 24 | 42.3% | 16.6% |
| Q4 25 | 0.3% | 0.6% | ||
| Q3 25 | 0.1% | 1.0% | ||
| Q2 25 | 0.0% | 0.5% | ||
| Q1 25 | 0.4% | 0.5% | ||
| Q4 24 | 0.3% | 0.5% | ||
| Q3 24 | 0.2% | 0.9% | ||
| Q2 24 | 0.2% | 0.7% | ||
| Q1 24 | 0.4% | 0.8% |
| Q4 25 | 7.25× | — | ||
| Q3 25 | 2.49× | — | ||
| Q2 25 | 6.05× | — | ||
| Q1 25 | 22.92× | — | ||
| Q4 24 | 6.75× | — | ||
| Q3 24 | -0.96× | — | ||
| Q2 24 | 3.44× | — | ||
| Q1 24 | 2.23× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
