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Side-by-side financial comparison of COLLEGIUM PHARMACEUTICAL, INC (COLL) and OLAPLEX HOLDINGS, INC. (OLPX). Click either name above to swap in a different company.
COLLEGIUM PHARMACEUTICAL, INC is the larger business by last-quarter revenue ($205.4M vs $105.1M, roughly 2.0× OLAPLEX HOLDINGS, INC.). COLLEGIUM PHARMACEUTICAL, INC runs the higher net margin — 8.3% vs -12.5%, a 20.7% gap on every dollar of revenue. On growth, COLLEGIUM PHARMACEUTICAL, INC posted the faster year-over-year revenue change (12.9% vs 4.3%). COLLEGIUM PHARMACEUTICAL, INC produced more free cash flow last quarter ($122.4M vs $32.6M). Over the past eight quarters, COLLEGIUM PHARMACEUTICAL, INC's revenue compounded faster (19.1% CAGR vs 3.1%).
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.
Olaplex Holdings, Inc. is a specialty beauty company developing and selling patented bond-repair hair care products. It runs three core segments: professional salon distribution, direct-to-consumer sales, and third-party retail, serving customers across North America, Europe, and Asia-Pacific with products that repair and protect damaged hair.
COLL vs OLPX — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $205.4M | $105.1M |
| Net Profit | $17.0M | $-13.1M |
| Gross Margin | 62.5% | 68.0% |
| Operating Margin | 29.6% | -4.3% |
| Net Margin | 8.3% | -12.5% |
| Revenue YoY | 12.9% | 4.3% |
| Net Profit YoY | 35.3% | -48.9% |
| EPS (diluted) | $0.48 | $-0.02 |
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 | $105.1M | ||
| Q3 25 | $209.4M | $114.6M | ||
| Q2 25 | $188.0M | $106.3M | ||
| Q1 25 | $177.8M | $97.0M | ||
| Q4 24 | $181.9M | $100.7M | ||
| Q3 24 | $159.3M | $119.1M | ||
| Q2 24 | $145.3M | $103.9M | ||
| Q1 24 | $144.9M | $98.9M |
| Q4 25 | $17.0M | $-13.1M | ||
| Q3 25 | $31.5M | $11.1M | ||
| Q2 25 | $12.0M | $-7.7M | ||
| Q1 25 | $2.4M | $465.0K | ||
| Q4 24 | $12.5M | $-8.8M | ||
| Q3 24 | $9.3M | $14.8M | ||
| Q2 24 | $19.6M | $5.8M | ||
| Q1 24 | $27.7M | $7.7M |
| Q4 25 | 62.5% | 68.0% | ||
| Q3 25 | 61.7% | 69.1% | ||
| Q2 25 | 57.7% | 71.2% | ||
| Q1 25 | 54.8% | 69.5% | ||
| Q4 24 | 54.0% | 66.3% | ||
| Q3 24 | 60.8% | 68.6% | ||
| Q2 24 | 62.5% | 69.7% | ||
| Q1 24 | 63.1% | 72.1% |
| Q4 25 | 29.6% | -4.3% | ||
| Q3 25 | 29.7% | 3.7% | ||
| Q2 25 | 18.7% | -1.1% | ||
| Q1 25 | 12.2% | 8.7% | ||
| Q4 24 | 20.9% | 3.0% | ||
| Q3 24 | 21.9% | 23.5% | ||
| Q2 24 | 32.7% | 15.7% | ||
| Q1 24 | 34.1% | 19.8% |
| Q4 25 | 8.3% | -12.5% | ||
| Q3 25 | 15.0% | 9.7% | ||
| Q2 25 | 6.4% | -7.3% | ||
| Q1 25 | 1.4% | 0.5% | ||
| Q4 24 | 6.9% | -8.7% | ||
| Q3 24 | 5.9% | 12.4% | ||
| Q2 24 | 13.5% | 5.6% | ||
| Q1 24 | 19.1% | 7.8% |
| Q4 25 | $0.48 | $-0.02 | ||
| Q3 25 | $0.84 | $0.02 | ||
| Q2 25 | $0.34 | $-0.01 | ||
| Q1 25 | $0.07 | $0.00 | ||
| Q4 24 | $0.36 | $-0.01 | ||
| Q3 24 | $0.27 | $0.02 | ||
| Q2 24 | $0.52 | $0.01 | ||
| Q1 24 | $0.71 | $0.01 |
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 | $318.7M |
| Total DebtLower is stronger | — | $352.3M |
| Stockholders' EquityBook value | $301.7M | $879.4M |
| Total Assets | $1.7B | $1.5B |
| Debt / EquityLower = less leverage | — | 0.40× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $386.7M | $318.7M | ||
| Q3 25 | $285.9M | $286.4M | ||
| Q2 25 | $222.2M | $289.3M | ||
| Q1 25 | $197.8M | $580.9M | ||
| Q4 24 | $162.8M | $586.0M | ||
| Q3 24 | $120.0M | $538.8M | ||
| Q2 24 | $271.6M | $507.9M | ||
| Q1 24 | $318.0M | $507.5M |
| Q4 25 | — | $352.3M | ||
| Q3 25 | — | $352.1M | ||
| Q2 25 | — | $351.9M | ||
| Q1 25 | — | $649.1M | ||
| Q4 24 | — | $650.5M | ||
| Q3 24 | — | $651.8M | ||
| Q2 24 | — | $653.1M | ||
| Q1 24 | — | $654.4M |
| Q4 25 | $301.7M | $879.4M | ||
| Q3 25 | $274.8M | $888.7M | ||
| Q2 25 | $232.2M | $874.2M | ||
| Q1 25 | $234.4M | $878.3M | ||
| Q4 24 | $228.8M | $874.4M | ||
| Q3 24 | $234.3M | $879.7M | ||
| Q2 24 | $216.6M | $863.3M | ||
| Q1 24 | $222.2M | $855.7M |
| Q4 25 | $1.7B | $1.5B | ||
| Q3 25 | $1.6B | $1.5B | ||
| Q2 25 | $1.6B | $1.5B | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $1.7B | $1.8B | ||
| Q3 24 | $1.6B | $1.8B | ||
| Q2 24 | $1.1B | $1.8B | ||
| Q1 24 | $1.1B | $1.8B |
| Q4 25 | — | 0.40× | ||
| Q3 25 | — | 0.40× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | — | 0.74× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.76× | ||
| Q1 24 | — | 0.76× |
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 | $32.7M |
| Free Cash FlowOCF − Capex | $122.4M | $32.6M |
| FCF MarginFCF / Revenue | 59.6% | 31.0% |
| Capex IntensityCapex / Revenue | 0.3% | 0.1% |
| Cash ConversionOCF / Net Profit | 7.25× | — |
| TTM Free Cash FlowTrailing 4 quarters | $327.6M | $58.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $123.0M | $32.7M | ||
| Q3 25 | $78.4M | $8.0M | ||
| Q2 25 | $72.4M | $20.9M | ||
| Q1 25 | $55.4M | $-2.9M | ||
| Q4 24 | $84.6M | $49.7M | ||
| Q3 24 | $-9.0M | $33.5M | ||
| Q2 24 | $67.4M | $16.2M | ||
| Q1 24 | $61.9M | $43.7M |
| Q4 25 | $122.4M | $32.6M | ||
| Q3 25 | $78.3M | $7.9M | ||
| Q2 25 | $72.4M | $20.8M | ||
| Q1 25 | $54.6M | $-3.0M | ||
| Q4 24 | $84.1M | $49.2M | ||
| Q3 24 | $-9.2M | $33.3M | ||
| Q2 24 | $67.1M | $16.1M | ||
| Q1 24 | $61.4M | $43.3M |
| Q4 25 | 59.6% | 31.0% | ||
| Q3 25 | 37.4% | 6.9% | ||
| Q2 25 | 38.5% | 19.6% | ||
| Q1 25 | 30.7% | -3.1% | ||
| Q4 24 | 46.2% | 48.9% | ||
| Q3 24 | -5.8% | 28.0% | ||
| Q2 24 | 46.2% | 15.5% | ||
| Q1 24 | 42.3% | 43.7% |
| Q4 25 | 0.3% | 0.1% | ||
| Q3 25 | 0.1% | 0.1% | ||
| Q2 25 | 0.0% | 0.1% | ||
| Q1 25 | 0.4% | 0.0% | ||
| Q4 24 | 0.3% | 0.4% | ||
| Q3 24 | 0.2% | 0.1% | ||
| Q2 24 | 0.2% | 0.1% | ||
| Q1 24 | 0.4% | 0.5% |
| Q4 25 | 7.25× | — | ||
| Q3 25 | 2.49× | 0.72× | ||
| Q2 25 | 6.05× | — | ||
| Q1 25 | 22.92× | -6.27× | ||
| Q4 24 | 6.75× | — | ||
| Q3 24 | -0.96× | 2.26× | ||
| Q2 24 | 3.44× | 2.81× | ||
| Q1 24 | 2.23× | 5.64× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COLL
Segment breakdown not available.
OLPX
| Sales Channel Directly To Consumer | $43.6M | 42% |
| Sales Channel Through Intermediary Professional | $36.8M | 35% |
| Sales Channel Through Intermediary Specialty Retail | $24.7M | 23% |