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Side-by-side financial comparison of COLLEGIUM PHARMACEUTICAL, INC (COLL) and PagerDuty, Inc. (PD). Click either name above to swap in a different company.
COLLEGIUM PHARMACEUTICAL, INC is the larger business by last-quarter revenue ($205.4M vs $124.5M, roughly 1.6× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 8.3%, a 121.5% gap on every dollar of revenue. On growth, COLLEGIUM PHARMACEUTICAL, INC posted the faster year-over-year revenue change (12.9% vs 4.7%). COLLEGIUM PHARMACEUTICAL, INC produced more free cash flow last quarter ($122.4M vs $24.1M). Over the past eight quarters, COLLEGIUM PHARMACEUTICAL, INC's revenue compounded faster (19.1% CAGR vs 5.9%).
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.
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
COLL vs PD — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $205.4M | $124.5M |
| Net Profit | $17.0M | $161.6M |
| Gross Margin | 62.5% | 85.3% |
| Operating Margin | 29.6% | 6.5% |
| Net Margin | 8.3% | 129.7% |
| Revenue YoY | 12.9% | 4.7% |
| Net Profit YoY | 35.3% | 2827.7% |
| EPS (diluted) | $0.48 | $1.69 |
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 | $124.5M | ||
| Q3 25 | $209.4M | $123.4M | ||
| Q2 25 | $188.0M | $119.8M | ||
| Q1 25 | $177.8M | $121.4M | ||
| Q4 24 | $181.9M | $118.9M | ||
| Q3 24 | $159.3M | $115.9M | ||
| Q2 24 | $145.3M | $111.2M | ||
| Q1 24 | $144.9M | $111.1M |
| Q4 25 | $17.0M | $161.6M | ||
| Q3 25 | $31.5M | $9.6M | ||
| Q2 25 | $12.0M | $-7.2M | ||
| Q1 25 | $2.4M | $-8.8M | ||
| Q4 24 | $12.5M | $-5.9M | ||
| Q3 24 | $9.3M | $-10.9M | ||
| Q2 24 | $19.6M | $-17.1M | ||
| Q1 24 | $27.7M | $-28.2M |
| Q4 25 | 62.5% | 85.3% | ||
| Q3 25 | 61.7% | 84.6% | ||
| Q2 25 | 57.7% | 84.0% | ||
| Q1 25 | 54.8% | 83.6% | ||
| Q4 24 | 54.0% | 83.0% | ||
| Q3 24 | 60.8% | 82.7% | ||
| Q2 24 | 62.5% | 82.6% | ||
| Q1 24 | 63.1% | 81.7% |
| Q4 25 | 29.6% | 6.5% | ||
| Q3 25 | 29.7% | 2.9% | ||
| Q2 25 | 18.7% | -8.6% | ||
| Q1 25 | 12.2% | -9.6% | ||
| Q4 24 | 20.9% | -8.7% | ||
| Q3 24 | 21.9% | -13.8% | ||
| Q2 24 | 32.7% | -19.5% | ||
| Q1 24 | 34.1% | -30.1% |
| Q4 25 | 8.3% | 129.7% | ||
| Q3 25 | 15.0% | 7.8% | ||
| Q2 25 | 6.4% | -6.0% | ||
| Q1 25 | 1.4% | -7.2% | ||
| Q4 24 | 6.9% | -5.0% | ||
| Q3 24 | 5.9% | -9.4% | ||
| Q2 24 | 13.5% | -15.4% | ||
| Q1 24 | 19.1% | -25.3% |
| Q4 25 | $0.48 | $1.69 | ||
| Q3 25 | $0.84 | $0.10 | ||
| Q2 25 | $0.34 | $-0.07 | ||
| Q1 25 | $0.07 | $-0.12 | ||
| Q4 24 | $0.36 | $-0.07 | ||
| Q3 24 | $0.27 | $-0.14 | ||
| Q2 24 | $0.52 | $-0.26 | ||
| Q1 24 | $0.71 | $-0.34 |
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 | $547.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $301.7M | $320.5M |
| Total Assets | $1.7B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $386.7M | $547.8M | ||
| Q3 25 | $285.9M | $567.9M | ||
| Q2 25 | $222.2M | $597.1M | ||
| Q1 25 | $197.8M | $570.8M | ||
| Q4 24 | $162.8M | $542.2M | ||
| Q3 24 | $120.0M | $599.3M | ||
| Q2 24 | $271.6M | $592.8M | ||
| Q1 24 | $318.0M | $571.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $484.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $489.5M |
| Q4 25 | $301.7M | $320.5M | ||
| Q3 25 | $274.8M | $180.7M | ||
| Q2 25 | $232.2M | $145.7M | ||
| Q1 25 | $234.4M | $129.8M | ||
| Q4 24 | $228.8M | $111.6M | ||
| Q3 24 | $234.3M | $164.7M | ||
| Q2 24 | $216.6M | $174.0M | ||
| Q1 24 | $222.2M | $171.6M |
| Q4 25 | $1.7B | $1.0B | ||
| Q3 25 | $1.6B | $891.5M | ||
| Q2 25 | $1.6B | $926.8M | ||
| Q1 25 | $1.6B | $927.3M | ||
| Q4 24 | $1.7B | $866.8M | ||
| Q3 24 | $1.6B | $916.0M | ||
| Q2 24 | $1.1B | $924.0M | ||
| Q1 24 | $1.1B | $925.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.73× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 2.85× |
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 | $24.8M |
| Free Cash FlowOCF − Capex | $122.4M | $24.1M |
| FCF MarginFCF / Revenue | 59.6% | 19.3% |
| Capex IntensityCapex / Revenue | 0.3% | 0.6% |
| Cash ConversionOCF / Net Profit | 7.25× | 0.15× |
| TTM Free Cash FlowTrailing 4 quarters | $327.6M | $117.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $123.0M | $24.8M | ||
| Q3 25 | $78.4M | $34.0M | ||
| Q2 25 | $72.4M | $30.7M | ||
| Q1 25 | $55.4M | $31.4M | ||
| Q4 24 | $84.6M | $22.1M | ||
| Q3 24 | $-9.0M | $35.8M | ||
| Q2 24 | $67.4M | $28.6M | ||
| Q1 24 | $61.9M | $22.2M |
| Q4 25 | $122.4M | $24.1M | ||
| Q3 25 | $78.3M | $33.1M | ||
| Q2 25 | $72.4M | $30.2M | ||
| Q1 25 | $54.6M | $30.3M | ||
| Q4 24 | $84.1M | $21.5M | ||
| Q3 24 | $-9.2M | $35.1M | ||
| Q2 24 | $67.1M | $28.2M | ||
| Q1 24 | $61.4M | $21.2M |
| Q4 25 | 59.6% | 19.3% | ||
| Q3 25 | 37.4% | 26.8% | ||
| Q2 25 | 38.5% | 25.2% | ||
| Q1 25 | 30.7% | 24.9% | ||
| Q4 24 | 46.2% | 18.1% | ||
| Q3 24 | -5.8% | 30.3% | ||
| Q2 24 | 46.2% | 25.4% | ||
| Q1 24 | 42.3% | 19.1% |
| Q4 25 | 0.3% | 0.6% | ||
| Q3 25 | 0.1% | 0.7% | ||
| Q2 25 | 0.0% | 0.4% | ||
| Q1 25 | 0.4% | 0.9% | ||
| Q4 24 | 0.3% | 0.5% | ||
| Q3 24 | 0.2% | 0.5% | ||
| Q2 24 | 0.2% | 0.4% | ||
| Q1 24 | 0.4% | 0.9% |
| Q4 25 | 7.25× | 0.15× | ||
| Q3 25 | 2.49× | 3.55× | ||
| Q2 25 | 6.05× | — | ||
| Q1 25 | 22.92× | — | ||
| 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.
Revenue Breakdown by Segment
COLL
Segment breakdown not available.
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
