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Side-by-side financial comparison of COLLEGIUM PHARMACEUTICAL, INC (COLL) and Origin Bancorp, Inc. (OBK). Click either name above to swap in a different company.
COLLEGIUM PHARMACEUTICAL, INC is the larger business by last-quarter revenue ($205.4M vs $104.0M, roughly 2.0× Origin Bancorp, Inc.). Origin Bancorp, Inc. runs the higher net margin — 26.6% vs 8.3%, a 18.4% gap on every dollar of revenue. Over the past eight quarters, COLLEGIUM PHARMACEUTICAL, INC's revenue compounded faster (19.1% CAGR vs 3.9%).
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.
Southern Bancorp is a community development financial institution headquartered in Arkadelphia, Arkansas. It was founded in 1986 as Southern Development Bancorporation, and is often referred to simply as "Southern".
COLL vs OBK — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $205.4M | $104.0M |
| Net Profit | $17.0M | $27.7M |
| Gross Margin | 62.5% | — |
| Operating Margin | 29.6% | — |
| Net Margin | 8.3% | 26.6% |
| Revenue YoY | 12.9% | — |
| Net Profit YoY | 35.3% | — |
| EPS (diluted) | $0.48 | $0.89 |
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 | — | $104.0M | ||
| Q4 25 | $205.4M | $103.4M | ||
| Q3 25 | $209.4M | $109.8M | ||
| Q2 25 | $188.0M | $83.5M | ||
| Q1 25 | $177.8M | $94.1M | ||
| Q4 24 | $181.9M | $78.3M | ||
| Q3 24 | $159.3M | $90.8M | ||
| Q2 24 | $145.3M | $96.4M |
| Q1 26 | — | $27.7M | ||
| Q4 25 | $17.0M | $29.5M | ||
| Q3 25 | $31.5M | $8.6M | ||
| Q2 25 | $12.0M | $14.6M | ||
| Q1 25 | $2.4M | $22.4M | ||
| Q4 24 | $12.5M | $14.3M | ||
| Q3 24 | $9.3M | $18.6M | ||
| Q2 24 | $19.6M | $21.0M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 29.6% | 36.2% | ||
| Q3 25 | 29.7% | 10.0% | ||
| Q2 25 | 18.7% | 22.3% | ||
| Q1 25 | 12.2% | 30.4% | ||
| Q4 24 | 20.9% | 23.0% | ||
| Q3 24 | 21.9% | 26.1% | ||
| Q2 24 | 32.7% | 27.7% |
| Q1 26 | — | 26.6% | ||
| Q4 25 | 8.3% | 28.5% | ||
| Q3 25 | 15.0% | 7.9% | ||
| Q2 25 | 6.4% | 17.5% | ||
| Q1 25 | 1.4% | 23.8% | ||
| Q4 24 | 6.9% | 18.2% | ||
| Q3 24 | 5.9% | 20.5% | ||
| Q2 24 | 13.5% | 21.8% |
| Q1 26 | — | $0.89 | ||
| Q4 25 | $0.48 | $0.95 | ||
| Q3 25 | $0.84 | $0.27 | ||
| Q2 25 | $0.34 | $0.47 | ||
| Q1 25 | $0.07 | $0.71 | ||
| Q4 24 | $0.36 | $0.45 | ||
| Q3 24 | $0.27 | $0.60 | ||
| Q2 24 | $0.52 | $0.67 |
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 | $1.3B |
| Total Assets | $1.7B | $10.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $386.7M | $424.2M | ||
| Q3 25 | $285.9M | $626.9M | ||
| Q2 25 | $222.2M | $334.1M | ||
| Q1 25 | $197.8M | $486.2M | ||
| Q4 24 | $162.8M | $470.2M | ||
| Q3 24 | $120.0M | $321.2M | ||
| Q2 24 | $271.6M | $288.1M |
| Q1 26 | — | $1.3B | ||
| Q4 25 | $301.7M | $1.2B | ||
| Q3 25 | $274.8M | $1.2B | ||
| Q2 25 | $232.2M | $1.2B | ||
| Q1 25 | $234.4M | $1.2B | ||
| Q4 24 | $228.8M | $1.1B | ||
| Q3 24 | $234.3M | $1.1B | ||
| Q2 24 | $216.6M | $1.1B |
| Q1 26 | — | $10.2B | ||
| Q4 25 | $1.7B | $9.7B | ||
| Q3 25 | $1.6B | $9.8B | ||
| Q2 25 | $1.6B | $9.7B | ||
| Q1 25 | $1.6B | $9.8B | ||
| Q4 24 | $1.7B | $9.7B | ||
| Q3 24 | $1.6B | $10.0B | ||
| Q2 24 | $1.1B | $9.9B |
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 | — |
| Free Cash FlowOCF − Capex | $122.4M | — |
| FCF MarginFCF / Revenue | 59.6% | — |
| Capex IntensityCapex / Revenue | 0.3% | — |
| Cash ConversionOCF / Net Profit | 7.25× | — |
| TTM Free Cash FlowTrailing 4 quarters | $327.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $123.0M | $158.9M | ||
| Q3 25 | $78.4M | $59.3M | ||
| Q2 25 | $72.4M | $20.6M | ||
| Q1 25 | $55.4M | $35.6M | ||
| Q4 24 | $84.6M | $108.5M | ||
| Q3 24 | $-9.0M | $39.6M | ||
| Q2 24 | $67.4M | $11.9M |
| Q1 26 | — | — | ||
| Q4 25 | $122.4M | $151.1M | ||
| Q3 25 | $78.3M | $56.8M | ||
| Q2 25 | $72.4M | $19.6M | ||
| Q1 25 | $54.6M | $34.8M | ||
| Q4 24 | $84.1M | $86.4M | ||
| Q3 24 | $-9.2M | $32.2M | ||
| Q2 24 | $67.1M | $6.5M |
| Q1 26 | — | — | ||
| Q4 25 | 59.6% | 146.0% | ||
| Q3 25 | 37.4% | 51.7% | ||
| Q2 25 | 38.5% | 23.5% | ||
| Q1 25 | 30.7% | 37.0% | ||
| Q4 24 | 46.2% | 110.3% | ||
| Q3 24 | -5.8% | 35.5% | ||
| Q2 24 | 46.2% | 6.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 7.6% | ||
| Q3 25 | 0.1% | 2.3% | ||
| Q2 25 | 0.0% | 1.2% | ||
| Q1 25 | 0.4% | 0.8% | ||
| Q4 24 | 0.3% | 28.1% | ||
| Q3 24 | 0.2% | 8.1% | ||
| Q2 24 | 0.2% | 5.6% |
| Q1 26 | — | — | ||
| Q4 25 | 7.25× | 5.38× | ||
| Q3 25 | 2.49× | 6.88× | ||
| Q2 25 | 6.05× | 1.41× | ||
| Q1 25 | 22.92× | 1.59× | ||
| Q4 24 | 6.75× | 7.60× | ||
| Q3 24 | -0.96× | 2.13× | ||
| Q2 24 | 3.44× | 0.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COLL
Segment breakdown not available.
OBK
| Net Interest Income | $87.2M | 84% |
| Noninterest Income | $16.8M | 16% |
