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Side-by-side financial comparison of COLLEGIUM PHARMACEUTICAL, INC (COLL) and Palomar Holdings, Inc. (PLMR). Click either name above to swap in a different company.
Palomar Holdings, Inc. is the larger business by last-quarter revenue ($253.4M vs $205.4M, roughly 1.2× COLLEGIUM PHARMACEUTICAL, INC). On growth, Palomar Holdings, Inc. posted the faster year-over-year revenue change (62.7% vs 12.9%). Palomar Holdings, Inc. produced more free cash flow last quarter ($409.0M vs $122.4M). Over the past eight quarters, Palomar Holdings, Inc.'s revenue compounded faster (46.2% CAGR vs 19.1%).
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.
Palomar Holdings, Inc. is a specialty insurance holding company that primarily provides property insurance products for catastrophe-exposed residential and commercial assets. It mainly operates across the United States, focusing on core segments including earthquake, flood, and windstorm coverage to meet high-risk property protection demands of customers.
COLL vs PLMR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $205.4M | $253.4M |
| Net Profit | $17.0M | — |
| Gross Margin | 62.5% | — |
| Operating Margin | 29.6% | 28.7% |
| Net Margin | 8.3% | — |
| Revenue YoY | 12.9% | 62.7% |
| Net Profit YoY | 35.3% | — |
| EPS (diluted) | $0.48 | $2.05 |
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 | $253.4M | ||
| Q3 25 | $209.4M | $244.7M | ||
| Q2 25 | $188.0M | $203.3M | ||
| Q1 25 | $177.8M | $174.6M | ||
| Q4 24 | $181.9M | $155.8M | ||
| Q3 24 | $159.3M | $148.5M | ||
| Q2 24 | $145.3M | $131.1M | ||
| Q1 24 | $144.9M | $118.5M |
| Q4 25 | $17.0M | — | ||
| Q3 25 | $31.5M | $51.5M | ||
| Q2 25 | $12.0M | $46.5M | ||
| Q1 25 | $2.4M | $42.9M | ||
| Q4 24 | $12.5M | — | ||
| Q3 24 | $9.3M | $30.5M | ||
| Q2 24 | $19.6M | $25.7M | ||
| Q1 24 | $27.7M | $26.4M |
| 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 24 | 63.1% | — |
| Q4 25 | 29.6% | 28.7% | ||
| Q3 25 | 29.7% | 27.4% | ||
| Q2 25 | 18.7% | 29.5% | ||
| Q1 25 | 12.2% | 30.8% | ||
| Q4 24 | 20.9% | 28.9% | ||
| Q3 24 | 21.9% | 25.9% | ||
| Q2 24 | 32.7% | 25.5% | ||
| Q1 24 | 34.1% | 29.0% |
| Q4 25 | 8.3% | — | ||
| Q3 25 | 15.0% | 21.0% | ||
| Q2 25 | 6.4% | 22.9% | ||
| Q1 25 | 1.4% | 24.6% | ||
| Q4 24 | 6.9% | — | ||
| Q3 24 | 5.9% | 20.5% | ||
| Q2 24 | 13.5% | 19.6% | ||
| Q1 24 | 19.1% | 22.3% |
| Q4 25 | $0.48 | $2.05 | ||
| Q3 25 | $0.84 | $1.87 | ||
| Q2 25 | $0.34 | $1.68 | ||
| Q1 25 | $0.07 | $1.57 | ||
| Q4 24 | $0.36 | $1.29 | ||
| Q3 24 | $0.27 | $1.15 | ||
| Q2 24 | $0.52 | $1.00 | ||
| Q1 24 | $0.71 | $1.04 |
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 | $106.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $301.7M | $942.7M |
| Total Assets | $1.7B | $3.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $386.7M | $106.9M | ||
| Q3 25 | $285.9M | $111.7M | ||
| Q2 25 | $222.2M | $81.3M | ||
| Q1 25 | $197.8M | $119.3M | ||
| Q4 24 | $162.8M | $80.4M | ||
| Q3 24 | $120.0M | $86.5M | ||
| Q2 24 | $271.6M | $47.8M | ||
| Q1 24 | $318.0M | $61.4M |
| Q4 25 | $301.7M | $942.7M | ||
| Q3 25 | $274.8M | $878.1M | ||
| Q2 25 | $232.2M | $847.2M | ||
| Q1 25 | $234.4M | $790.4M | ||
| Q4 24 | $228.8M | $729.0M | ||
| Q3 24 | $234.3M | $703.3M | ||
| Q2 24 | $216.6M | $532.6M | ||
| Q1 24 | $222.2M | $501.7M |
| Q4 25 | $1.7B | $3.1B | ||
| Q3 25 | $1.6B | $2.9B | ||
| Q2 25 | $1.6B | $2.8B | ||
| Q1 25 | $1.6B | $2.4B | ||
| Q4 24 | $1.7B | $2.3B | ||
| Q3 24 | $1.6B | $2.3B | ||
| Q2 24 | $1.1B | $2.0B | ||
| Q1 24 | $1.1B | $1.9B |
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 | $409.1M |
| Free Cash FlowOCF − Capex | $122.4M | $409.0M |
| FCF MarginFCF / Revenue | 59.6% | 161.4% |
| Capex IntensityCapex / Revenue | 0.3% | 0.1% |
| Cash ConversionOCF / Net Profit | 7.25× | — |
| TTM Free Cash FlowTrailing 4 quarters | $327.6M | $700.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $123.0M | $409.1M | ||
| Q3 25 | $78.4M | $83.6M | ||
| Q2 25 | $72.4M | $120.9M | ||
| Q1 25 | $55.4M | $87.2M | ||
| Q4 24 | $84.6M | $261.2M | ||
| Q3 24 | $-9.0M | $100.3M | ||
| Q2 24 | $67.4M | $55.1M | ||
| Q1 24 | $61.9M | $33.1M |
| Q4 25 | $122.4M | $409.0M | ||
| Q3 25 | $78.3M | $83.6M | ||
| Q2 25 | $72.4M | $120.8M | ||
| Q1 25 | $54.6M | $87.1M | ||
| Q4 24 | $84.1M | $260.9M | ||
| Q3 24 | $-9.2M | $100.1M | ||
| Q2 24 | $67.1M | — | ||
| Q1 24 | $61.4M | — |
| Q4 25 | 59.6% | 161.4% | ||
| Q3 25 | 37.4% | 34.2% | ||
| Q2 25 | 38.5% | 59.4% | ||
| Q1 25 | 30.7% | 49.9% | ||
| Q4 24 | 46.2% | 167.5% | ||
| Q3 24 | -5.8% | 67.4% | ||
| Q2 24 | 46.2% | — | ||
| Q1 24 | 42.3% | — |
| Q4 25 | 0.3% | 0.1% | ||
| Q3 25 | 0.1% | 0.0% | ||
| Q2 25 | 0.0% | 0.0% | ||
| Q1 25 | 0.4% | 0.0% | ||
| Q4 24 | 0.3% | 0.2% | ||
| Q3 24 | 0.2% | 0.1% | ||
| Q2 24 | 0.2% | 0.0% | ||
| Q1 24 | 0.4% | 0.0% |
| Q4 25 | 7.25× | — | ||
| Q3 25 | 2.49× | 1.63× | ||
| Q2 25 | 6.05× | 2.60× | ||
| Q1 25 | 22.92× | 2.03× | ||
| Q4 24 | 6.75× | — | ||
| Q3 24 | -0.96× | 3.29× | ||
| Q2 24 | 3.44× | 2.14× | ||
| Q1 24 | 2.23× | 1.26× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
