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Side-by-side financial comparison of COLLEGIUM PHARMACEUTICAL, INC (COLL) and Guardian Pharmacy Services, Inc. (GRDN). Click either name above to swap in a different company.
Guardian Pharmacy Services, Inc. is the larger business by last-quarter revenue ($397.6M vs $205.4M, roughly 1.9× COLLEGIUM PHARMACEUTICAL, INC). COLLEGIUM PHARMACEUTICAL, INC runs the higher net margin — 8.3% vs 5.3%, a 3.0% gap on every dollar of revenue.
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.
CVS Pharmacy Inc. is an American retail corporation. A subsidiary of CVS Health, it is headquartered in Woonsocket, Rhode Island. Originally named the Consumer Value Stores, it was founded in Lowell, Massachusetts, in 1963.
COLL vs GRDN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $205.4M | $397.6M |
| Net Profit | $17.0M | $20.9M |
| Gross Margin | 62.5% | 21.5% |
| Operating Margin | 29.6% | 7.7% |
| Net Margin | 8.3% | 5.3% |
| Revenue YoY | 12.9% | — |
| Net Profit YoY | 35.3% | — |
| EPS (diluted) | $0.48 | — |
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 | $397.6M | ||
| Q3 25 | $209.4M | $377.4M | ||
| Q2 25 | $188.0M | $344.3M | ||
| Q1 25 | $177.8M | $329.3M | ||
| Q4 24 | $181.9M | — | ||
| Q3 24 | $159.3M | $314.4M | ||
| Q2 24 | $145.3M | — | ||
| Q1 24 | $144.9M | — |
| Q4 25 | $17.0M | $20.9M | ||
| Q3 25 | $31.5M | $9.8M | ||
| Q2 25 | $12.0M | $9.0M | ||
| Q1 25 | $2.4M | $9.4M | ||
| Q4 24 | $12.5M | — | ||
| Q3 24 | $9.3M | $-122.0M | ||
| Q2 24 | $19.6M | — | ||
| Q1 24 | $27.7M | — |
| Q4 25 | 62.5% | 21.5% | ||
| Q3 25 | 61.7% | 19.8% | ||
| Q2 25 | 57.7% | 19.8% | ||
| Q1 25 | 54.8% | 19.5% | ||
| Q4 24 | 54.0% | — | ||
| Q3 24 | 60.8% | 19.4% | ||
| Q2 24 | 62.5% | — | ||
| Q1 24 | 63.1% | — |
| Q4 25 | 29.6% | 7.7% | ||
| Q3 25 | 29.7% | 4.3% | ||
| Q2 25 | 18.7% | 3.7% | ||
| Q1 25 | 12.2% | 3.9% | ||
| Q4 24 | 20.9% | — | ||
| Q3 24 | 21.9% | -33.3% | ||
| Q2 24 | 32.7% | — | ||
| Q1 24 | 34.1% | — |
| Q4 25 | 8.3% | 5.3% | ||
| Q3 25 | 15.0% | 2.6% | ||
| Q2 25 | 6.4% | 2.6% | ||
| Q1 25 | 1.4% | 2.9% | ||
| Q4 24 | 6.9% | — | ||
| Q3 24 | 5.9% | -38.8% | ||
| Q2 24 | 13.5% | — | ||
| Q1 24 | 19.1% | — |
| Q4 25 | $0.48 | — | ||
| Q3 25 | $0.84 | — | ||
| Q2 25 | $0.34 | — | ||
| Q1 25 | $0.07 | — | ||
| Q4 24 | $0.36 | — | ||
| Q3 24 | $0.27 | — | ||
| Q2 24 | $0.52 | — | ||
| Q1 24 | $0.71 | — |
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 | $65.6M |
| Total DebtLower is stronger | — | $0 |
| Stockholders' EquityBook value | $301.7M | $217.9M |
| Total Assets | $1.7B | $412.7M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $386.7M | $65.6M | ||
| Q3 25 | $285.9M | $36.5M | ||
| Q2 25 | $222.2M | $18.8M | ||
| Q1 25 | $197.8M | $14.0M | ||
| Q4 24 | $162.8M | — | ||
| Q3 24 | $120.0M | $37.2M | ||
| Q2 24 | $271.6M | — | ||
| Q1 24 | $318.0M | — |
| Q4 25 | — | $0 | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $34.3M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $301.7M | $217.9M | ||
| Q3 25 | $274.8M | $195.5M | ||
| Q2 25 | $232.2M | $179.7M | ||
| Q1 25 | $234.4M | $163.2M | ||
| Q4 24 | $228.8M | — | ||
| Q3 24 | $234.3M | $133.9M | ||
| Q2 24 | $216.6M | — | ||
| Q1 24 | $222.2M | — |
| Q4 25 | $1.7B | $412.7M | ||
| Q3 25 | $1.6B | $390.0M | ||
| Q2 25 | $1.6B | $356.3M | ||
| Q1 25 | $1.6B | $334.0M | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.6B | $348.0M | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $1.1B | — |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $34.6M |
| Free Cash FlowOCF − Capex | $122.4M | — |
| FCF MarginFCF / Revenue | 59.6% | — |
| Capex IntensityCapex / Revenue | 0.3% | — |
| Cash ConversionOCF / Net Profit | 7.25× | 1.65× |
| TTM Free Cash FlowTrailing 4 quarters | $327.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $123.0M | $34.6M | ||
| Q3 25 | $78.4M | $28.2M | ||
| Q2 25 | $72.4M | $19.9M | ||
| Q1 25 | $55.4M | $17.6M | ||
| Q4 24 | $84.6M | — | ||
| Q3 24 | $-9.0M | — | ||
| Q2 24 | $67.4M | — | ||
| Q1 24 | $61.9M | — |
| Q4 25 | $122.4M | — | ||
| Q3 25 | $78.3M | $24.2M | ||
| Q2 25 | $72.4M | — | ||
| Q1 25 | $54.6M | — | ||
| Q4 24 | $84.1M | — | ||
| Q3 24 | $-9.2M | — | ||
| Q2 24 | $67.1M | — | ||
| Q1 24 | $61.4M | — |
| Q4 25 | 59.6% | — | ||
| Q3 25 | 37.4% | 6.4% | ||
| Q2 25 | 38.5% | — | ||
| Q1 25 | 30.7% | — | ||
| Q4 24 | 46.2% | — | ||
| Q3 24 | -5.8% | — | ||
| Q2 24 | 46.2% | — | ||
| Q1 24 | 42.3% | — |
| Q4 25 | 0.3% | — | ||
| Q3 25 | 0.1% | 1.1% | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 0.4% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.2% | — | ||
| Q2 24 | 0.2% | — | ||
| Q1 24 | 0.4% | — |
| Q4 25 | 7.25× | 1.65× | ||
| Q3 25 | 2.49× | 2.87× | ||
| Q2 25 | 6.05× | 2.21× | ||
| Q1 25 | 22.92× | 1.86× | ||
| 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.
