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Side-by-side financial comparison of COLLEGIUM PHARMACEUTICAL, INC (COLL) and National Storage Affiliates Trust (NSA). Click either name above to swap in a different company.
COLLEGIUM PHARMACEUTICAL, INC is the larger business by last-quarter revenue ($205.4M vs $187.0M, roughly 1.1× National Storage Affiliates Trust). National Storage Affiliates Trust runs the higher net margin — 12.2% vs 8.3%, a 4.0% gap on every dollar of revenue. On growth, COLLEGIUM PHARMACEUTICAL, INC posted the faster year-over-year revenue change (12.9% vs -1.6%). National Storage Affiliates Trust produced more free cash flow last quarter ($299.8M vs $122.4M). Over the past eight quarters, COLLEGIUM PHARMACEUTICAL, INC's revenue compounded faster (19.1% CAGR vs -2.4%).
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.
National Storage Affiliates Trust is a U.S.-headquartered real estate investment trust focused on self-storage assets. It owns, operates and acquires self-storage facilities across dozens of U.S. states, offering secure storage solutions for residential and commercial customers.
COLL vs NSA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $205.4M | $187.0M |
| Net Profit | $17.0M | $22.9M |
| Gross Margin | 62.5% | 72.5% |
| Operating Margin | 29.6% | 20.2% |
| Net Margin | 8.3% | 12.2% |
| Revenue YoY | 12.9% | -1.6% |
| Net Profit YoY | 35.3% | 36.8% |
| EPS (diluted) | $0.48 | $0.23 |
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 | $187.0M | ||
| Q3 25 | $209.4M | $188.7M | ||
| Q2 25 | $188.0M | $188.8M | ||
| Q1 25 | $177.8M | $188.4M | ||
| Q4 24 | $181.9M | $190.1M | ||
| Q3 24 | $159.3M | $193.6M | ||
| Q2 24 | $145.3M | $190.4M | ||
| Q1 24 | $144.9M | $196.1M |
| Q4 25 | $17.0M | $22.9M | ||
| Q3 25 | $31.5M | $18.4M | ||
| Q2 25 | $12.0M | $19.5M | ||
| Q1 25 | $2.4M | $13.0M | ||
| Q4 24 | $12.5M | $16.7M | ||
| Q3 24 | $9.3M | $18.7M | ||
| Q2 24 | $19.6M | $17.1M | ||
| Q1 24 | $27.7M | $59.0M |
| Q4 25 | 62.5% | 72.5% | ||
| Q3 25 | 61.7% | 70.7% | ||
| Q2 25 | 57.7% | 70.5% | ||
| Q1 25 | 54.8% | 70.7% | ||
| Q4 24 | 54.0% | 72.5% | ||
| Q3 24 | 60.8% | 72.8% | ||
| Q2 24 | 62.5% | 72.6% | ||
| Q1 24 | 63.1% | 72.1% |
| Q4 25 | 29.6% | 20.2% | ||
| Q3 25 | 29.7% | 15.8% | ||
| Q2 25 | 18.7% | 16.5% | ||
| Q1 25 | 12.2% | 11.0% | ||
| Q4 24 | 20.9% | 14.5% | ||
| Q3 24 | 21.9% | 15.8% | ||
| Q2 24 | 32.7% | 17.2% | ||
| Q1 24 | 34.1% | 48.9% |
| Q4 25 | 8.3% | 12.2% | ||
| Q3 25 | 15.0% | 9.8% | ||
| Q2 25 | 6.4% | 10.3% | ||
| Q1 25 | 1.4% | 6.9% | ||
| Q4 24 | 6.9% | 8.8% | ||
| Q3 24 | 5.9% | 9.7% | ||
| Q2 24 | 13.5% | 9.0% | ||
| Q1 24 | 19.1% | 30.1% |
| Q4 25 | $0.48 | $0.23 | ||
| Q3 25 | $0.84 | $0.17 | ||
| Q2 25 | $0.34 | $0.19 | ||
| Q1 25 | $0.07 | $0.10 | ||
| Q4 24 | $0.36 | $0.19 | ||
| Q3 24 | $0.27 | $0.18 | ||
| Q2 24 | $0.52 | $0.16 | ||
| Q1 24 | $0.71 | $0.65 |
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 | $23.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $301.7M | $946.0M |
| Total Assets | $1.7B | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $386.7M | $23.3M | ||
| Q3 25 | $285.9M | $26.3M | ||
| Q2 25 | $222.2M | $26.1M | ||
| Q1 25 | $197.8M | $19.3M | ||
| Q4 24 | $162.8M | $50.4M | ||
| Q3 24 | $120.0M | $69.9M | ||
| Q2 24 | $271.6M | $59.0M | ||
| Q1 24 | $318.0M | $64.2M |
| Q4 25 | $301.7M | $946.0M | ||
| Q3 25 | $274.8M | $973.1M | ||
| Q2 25 | $232.2M | $1.0B | ||
| Q1 25 | $234.4M | $1.0B | ||
| Q4 24 | $228.8M | $1.1B | ||
| Q3 24 | $234.3M | $986.9M | ||
| Q2 24 | $216.6M | $1.2B | ||
| Q1 24 | $222.2M | $1.3B |
| Q4 25 | $1.7B | $5.1B | ||
| Q3 25 | $1.6B | $5.1B | ||
| Q2 25 | $1.6B | $5.2B | ||
| Q1 25 | $1.6B | $5.3B | ||
| Q4 24 | $1.7B | $5.4B | ||
| Q3 24 | $1.6B | $5.4B | ||
| Q2 24 | $1.1B | $5.3B | ||
| Q1 24 | $1.1B | $5.4B |
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 | $338.5M |
| Free Cash FlowOCF − Capex | $122.4M | $299.8M |
| FCF MarginFCF / Revenue | 59.6% | 160.3% |
| Capex IntensityCapex / Revenue | 0.3% | 20.7% |
| Cash ConversionOCF / Net Profit | 7.25× | 14.79× |
| TTM Free Cash FlowTrailing 4 quarters | $327.6M | $541.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $123.0M | $338.5M | ||
| Q3 25 | $78.4M | $100.2M | ||
| Q2 25 | $72.4M | $79.9M | ||
| Q1 25 | $55.4M | $85.6M | ||
| Q4 24 | $84.6M | $363.1M | ||
| Q3 24 | $-9.0M | $105.7M | ||
| Q2 24 | $67.4M | $83.2M | ||
| Q1 24 | $61.9M | $94.0M |
| Q4 25 | $122.4M | $299.8M | ||
| Q3 25 | $78.3M | $88.0M | ||
| Q2 25 | $72.4M | $73.8M | ||
| Q1 25 | $54.6M | $79.9M | ||
| Q4 24 | $84.1M | $344.4M | ||
| Q3 24 | $-9.2M | $101.8M | ||
| Q2 24 | $67.1M | $79.5M | ||
| Q1 24 | $61.4M | $88.6M |
| Q4 25 | 59.6% | 160.3% | ||
| Q3 25 | 37.4% | 46.6% | ||
| Q2 25 | 38.5% | 39.1% | ||
| Q1 25 | 30.7% | 42.4% | ||
| Q4 24 | 46.2% | 181.2% | ||
| Q3 24 | -5.8% | 52.6% | ||
| Q2 24 | 46.2% | 41.7% | ||
| Q1 24 | 42.3% | 45.2% |
| Q4 25 | 0.3% | 20.7% | ||
| Q3 25 | 0.1% | 6.5% | ||
| Q2 25 | 0.0% | 3.2% | ||
| Q1 25 | 0.4% | 3.0% | ||
| Q4 24 | 0.3% | 9.8% | ||
| Q3 24 | 0.2% | 2.0% | ||
| Q2 24 | 0.2% | 1.9% | ||
| Q1 24 | 0.4% | 2.7% |
| Q4 25 | 7.25× | 14.79× | ||
| Q3 25 | 2.49× | 5.44× | ||
| Q2 25 | 6.05× | 4.10× | ||
| Q1 25 | 22.92× | 6.59× | ||
| Q4 24 | 6.75× | 21.70× | ||
| Q3 24 | -0.96× | 5.65× | ||
| Q2 24 | 3.44× | 4.88× | ||
| Q1 24 | 2.23× | 1.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
