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Side-by-side financial comparison of COLLEGIUM PHARMACEUTICAL, INC (COLL) and Fastly, Inc. (FSLY). Click either name above to swap in a different company.
COLLEGIUM PHARMACEUTICAL, INC is the larger business by last-quarter revenue ($205.4M vs $173.0M, roughly 1.2× Fastly, Inc.). COLLEGIUM PHARMACEUTICAL, INC runs the higher net margin — 8.3% vs -11.9%, a 20.1% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (19.8% vs 12.9%). COLLEGIUM PHARMACEUTICAL, INC produced more free cash flow last quarter ($122.4M vs $4.1M). Over the past eight quarters, COLLEGIUM PHARMACEUTICAL, INC's revenue compounded faster (19.1% CAGR vs 14.3%).
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.
Fastly, Inc. is an American company based in San Francisco, which describes itself as a cloud computing company. Fastly provides content delivery network services, image optimization, and load balancing services. Fastly's cloud security services include denial-of-service attack protection, bot mitigation, and a web application firewall.
COLL vs FSLY — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $205.4M | $173.0M |
| Net Profit | $17.0M | $-20.5M |
| Gross Margin | 62.5% | 62.5% |
| Operating Margin | 29.6% | 23.7% |
| Net Margin | 8.3% | -11.9% |
| Revenue YoY | 12.9% | 19.8% |
| Net Profit YoY | 35.3% | 47.6% |
| 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.
| Q1 26 | — | $173.0M | ||
| Q4 25 | $205.4M | $172.6M | ||
| Q3 25 | $209.4M | $158.2M | ||
| Q2 25 | $188.0M | $148.7M | ||
| Q1 25 | $177.8M | $144.5M | ||
| Q4 24 | $181.9M | $140.6M | ||
| Q3 24 | $159.3M | $137.2M | ||
| Q2 24 | $145.3M | $132.4M |
| Q1 26 | — | $-20.5M | ||
| Q4 25 | $17.0M | $-15.5M | ||
| Q3 25 | $31.5M | $-29.5M | ||
| Q2 25 | $12.0M | $-37.5M | ||
| Q1 25 | $2.4M | $-39.1M | ||
| Q4 24 | $12.5M | $-32.9M | ||
| Q3 24 | $9.3M | $-38.0M | ||
| Q2 24 | $19.6M | $-43.7M |
| Q1 26 | — | 62.5% | ||
| Q4 25 | 62.5% | 61.4% | ||
| Q3 25 | 61.7% | 58.4% | ||
| Q2 25 | 57.7% | 54.5% | ||
| Q1 25 | 54.8% | 53.2% | ||
| Q4 24 | 54.0% | 53.4% | ||
| Q3 24 | 60.8% | 54.5% | ||
| Q2 24 | 62.5% | 55.1% |
| Q1 26 | — | 23.7% | ||
| Q4 25 | 29.6% | -8.7% | ||
| Q3 25 | 29.7% | -18.2% | ||
| Q2 25 | 18.7% | -24.8% | ||
| Q1 25 | 12.2% | -26.4% | ||
| Q4 24 | 20.9% | -24.4% | ||
| Q3 24 | 21.9% | -29.6% | ||
| Q2 24 | 32.7% | -35.3% |
| Q1 26 | — | -11.9% | ||
| Q4 25 | 8.3% | -9.0% | ||
| Q3 25 | 15.0% | -18.6% | ||
| Q2 25 | 6.4% | -25.2% | ||
| Q1 25 | 1.4% | -27.1% | ||
| Q4 24 | 6.9% | -23.4% | ||
| Q3 24 | 5.9% | -27.7% | ||
| Q2 24 | 13.5% | -33.0% |
| Q1 26 | — | $-0.13 | ||
| Q4 25 | $0.48 | $-0.10 | ||
| Q3 25 | $0.84 | $-0.20 | ||
| Q2 25 | $0.34 | $-0.26 | ||
| Q1 25 | $0.07 | $-0.27 | ||
| Q4 24 | $0.36 | $-0.23 | ||
| Q3 24 | $0.27 | $-0.27 | ||
| Q2 24 | $0.52 | $-0.32 |
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 | $146.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $301.7M | $977.1M |
| Total Assets | $1.7B | $1.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $146.7M | ||
| Q4 25 | $386.7M | $361.8M | ||
| Q3 25 | $285.9M | $342.9M | ||
| Q2 25 | $222.2M | $321.2M | ||
| Q1 25 | $197.8M | $307.3M | ||
| Q4 24 | $162.8M | $295.9M | ||
| Q3 24 | $120.0M | $308.2M | ||
| Q2 24 | $271.6M | $311.8M |
| Q1 26 | — | $977.1M | ||
| Q4 25 | $301.7M | $929.6M | ||
| Q3 25 | $274.8M | $937.0M | ||
| Q2 25 | $232.2M | $942.6M | ||
| Q1 25 | $234.4M | $957.0M | ||
| Q4 24 | $228.8M | $965.3M | ||
| Q3 24 | $234.3M | $969.5M | ||
| Q2 24 | $216.6M | $981.2M |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $1.7B | $1.5B | ||
| Q3 25 | $1.6B | $1.5B | ||
| Q2 25 | $1.6B | $1.5B | ||
| Q1 25 | $1.6B | $1.4B | ||
| Q4 24 | $1.7B | $1.5B | ||
| Q3 24 | $1.6B | $1.5B | ||
| Q2 24 | $1.1B | $1.5B |
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 | $28.9M |
| Free Cash FlowOCF − Capex | $122.4M | $4.1M |
| FCF MarginFCF / Revenue | 59.6% | 2.4% |
| Capex IntensityCapex / Revenue | 0.3% | 14.3% |
| Cash ConversionOCF / Net Profit | 7.25× | — |
| TTM Free Cash FlowTrailing 4 quarters | $327.6M | $55.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $28.9M | ||
| Q4 25 | $123.0M | $22.4M | ||
| Q3 25 | $78.4M | $28.9M | ||
| Q2 25 | $72.4M | $25.8M | ||
| Q1 25 | $55.4M | $17.3M | ||
| Q4 24 | $84.6M | $5.2M | ||
| Q3 24 | $-9.0M | $5.0M | ||
| Q2 24 | $67.4M | $-4.9M |
| Q1 26 | — | $4.1M | ||
| Q4 25 | $122.4M | $12.2M | ||
| Q3 25 | $78.3M | $22.9M | ||
| Q2 25 | $72.4M | $15.9M | ||
| Q1 25 | $54.6M | $14.7M | ||
| Q4 24 | $84.1M | $251.0K | ||
| Q3 24 | $-9.2M | $3.0M | ||
| Q2 24 | $67.1M | $-6.7M |
| Q1 26 | — | 2.4% | ||
| Q4 25 | 59.6% | 7.1% | ||
| Q3 25 | 37.4% | 14.5% | ||
| Q2 25 | 38.5% | 10.7% | ||
| Q1 25 | 30.7% | 10.2% | ||
| Q4 24 | 46.2% | 0.2% | ||
| Q3 24 | -5.8% | 2.2% | ||
| Q2 24 | 46.2% | -5.1% |
| Q1 26 | — | 14.3% | ||
| Q4 25 | 0.3% | 5.9% | ||
| Q3 25 | 0.1% | 3.8% | ||
| Q2 25 | 0.0% | 6.6% | ||
| Q1 25 | 0.4% | 1.8% | ||
| Q4 24 | 0.3% | 3.5% | ||
| Q3 24 | 0.2% | 1.5% | ||
| Q2 24 | 0.2% | 1.3% |
| Q1 26 | — | — | ||
| 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× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COLL
Segment breakdown not available.
FSLY
| Network Services | $126.2M | 73% |
| Security | $38.8M | 22% |
| Other | $8.0M | 5% |
