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Side-by-side financial comparison of COLLEGIUM PHARMACEUTICAL, INC (COLL) and Porch Group, Inc. (PRCH). Click either name above to swap in a different company.
COLLEGIUM PHARMACEUTICAL, INC is the larger business by last-quarter revenue ($205.4M vs $121.1M, roughly 1.7× Porch Group, Inc.). COLLEGIUM PHARMACEUTICAL, INC runs the higher net margin — 8.3% vs -3.9%, a 12.1% gap on every dollar of revenue. On growth, Porch Group, Inc. posted the faster year-over-year revenue change (100.0% vs 12.9%). Over the past eight quarters, Porch Group, Inc.'s revenue compounded faster (26.4% 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.
Porch is a website that tries to connect homeowners with local home improvement contractors. The site features advice articles, cost guide, and online booking for over 160 home projects.
COLL vs PRCH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $205.4M | $121.1M |
| Net Profit | $17.0M | $-4.7M |
| Gross Margin | 62.5% | 52.7% |
| Operating Margin | 29.6% | 34.7% |
| Net Margin | 8.3% | -3.9% |
| Revenue YoY | 12.9% | 100.0% |
| Net Profit YoY | 35.3% | 2.0% |
| EPS (diluted) | $0.48 | $-0.04 |
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 | — | $121.1M | ||
| Q4 25 | $205.4M | $112.3M | ||
| Q3 25 | $209.4M | $115.1M | ||
| Q2 25 | $188.0M | $107.0M | ||
| Q1 25 | $177.8M | $84.5M | ||
| Q4 24 | $181.9M | $75.3M | ||
| Q3 24 | $159.3M | $77.7M | ||
| Q2 24 | $145.3M | $75.9M |
| Q1 26 | — | $-4.7M | ||
| Q4 25 | $17.0M | $-3.5M | ||
| Q3 25 | $31.5M | $-10.9M | ||
| Q2 25 | $12.0M | $2.6M | ||
| Q1 25 | $2.4M | $8.4M | ||
| Q4 24 | $12.5M | $30.5M | ||
| Q3 24 | $9.3M | $14.4M | ||
| Q2 24 | $19.6M | $-64.3M |
| Q1 26 | — | 52.7% | ||
| Q4 25 | 62.5% | 99.5% | ||
| Q3 25 | 61.7% | 75.6% | ||
| Q2 25 | 57.7% | 70.9% | ||
| Q1 25 | 54.8% | 77.4% | ||
| Q4 24 | 54.0% | — | ||
| Q3 24 | 60.8% | 79.4% | ||
| Q2 24 | 62.5% | 22.1% |
| Q1 26 | — | 34.7% | ||
| Q4 25 | 29.6% | 14.7% | ||
| Q3 25 | 29.7% | 14.2% | ||
| Q2 25 | 18.7% | 4.7% | ||
| Q1 25 | 12.2% | -1.5% | ||
| Q4 24 | 20.9% | 33.3% | ||
| Q3 24 | 21.9% | -3.2% | ||
| Q2 24 | 32.7% | -69.2% |
| Q1 26 | — | -3.9% | ||
| Q4 25 | 8.3% | -3.1% | ||
| Q3 25 | 15.0% | -9.4% | ||
| Q2 25 | 6.4% | 2.4% | ||
| Q1 25 | 1.4% | 9.9% | ||
| Q4 24 | 6.9% | 40.5% | ||
| Q3 24 | 5.9% | 18.5% | ||
| Q2 24 | 13.5% | -84.8% |
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $0.48 | $0.00 | ||
| Q3 25 | $0.84 | $-0.10 | ||
| Q2 25 | $0.34 | $0.00 | ||
| Q1 25 | $0.07 | $0.07 | ||
| Q4 24 | $0.36 | $0.34 | ||
| Q3 24 | $0.27 | $0.12 | ||
| Q2 24 | $0.52 | $-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 | $68.4M |
| Total DebtLower is stronger | — | $391.3M |
| Stockholders' EquityBook value | $301.7M | $26.3M |
| Total Assets | $1.7B | $806.6M |
| Debt / EquityLower = less leverage | — | 14.87× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $68.4M | ||
| Q4 25 | $386.7M | $57.3M | ||
| Q3 25 | $285.9M | $85.0M | ||
| Q2 25 | $222.2M | $79.8M | ||
| Q1 25 | $197.8M | $70.4M | ||
| Q4 24 | $162.8M | $191.7M | ||
| Q3 24 | $120.0M | $238.6M | ||
| Q2 24 | $271.6M | $308.4M |
| Q1 26 | — | $391.3M | ||
| Q4 25 | — | $392.8M | ||
| Q3 25 | — | $387.1M | ||
| Q2 25 | — | $394.1M | ||
| Q1 25 | — | $409.2M | ||
| Q4 24 | — | $403.9M | ||
| Q3 24 | — | $399.0M | ||
| Q2 24 | — | $436.8M |
| Q1 26 | — | $26.3M | ||
| Q4 25 | $301.7M | $-24.6M | ||
| Q3 25 | $274.8M | $-27.9M | ||
| Q2 25 | $232.2M | $-29.3M | ||
| Q1 25 | $234.4M | $-52.4M | ||
| Q4 24 | $228.8M | $-43.2M | ||
| Q3 24 | $234.3M | $-77.0M | ||
| Q2 24 | $216.6M | $-101.9M |
| Q1 26 | — | $806.6M | ||
| Q4 25 | $1.7B | $797.4M | ||
| Q3 25 | $1.6B | $787.7M | ||
| Q2 25 | $1.6B | $770.7M | ||
| Q1 25 | $1.6B | $802.3M | ||
| Q4 24 | $1.7B | $814.0M | ||
| Q3 24 | $1.6B | $867.3M | ||
| Q2 24 | $1.1B | $876.1M |
| Q1 26 | — | 14.87× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $1.2M | ||
| Q3 25 | $78.4M | $40.8M | ||
| Q2 25 | $72.4M | $35.6M | ||
| Q1 25 | $55.4M | $-11.2M | ||
| Q4 24 | $84.6M | $-26.6M | ||
| Q3 24 | $-9.0M | $12.4M | ||
| Q2 24 | $67.4M | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | $122.4M | $1.1M | ||
| Q3 25 | $78.3M | $40.7M | ||
| Q2 25 | $72.4M | $35.4M | ||
| Q1 25 | $54.6M | $-11.2M | ||
| Q4 24 | $84.1M | $-26.8M | ||
| Q3 24 | $-9.2M | $12.2M | ||
| Q2 24 | $67.1M | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | 59.6% | 1.0% | ||
| Q3 25 | 37.4% | 35.4% | ||
| Q2 25 | 38.5% | 33.0% | ||
| Q1 25 | 30.7% | -13.3% | ||
| Q4 24 | 46.2% | -35.6% | ||
| Q3 24 | -5.8% | 15.7% | ||
| Q2 24 | 46.2% | -34.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 0.1% | ||
| Q3 25 | 0.1% | 0.1% | ||
| Q2 25 | 0.0% | 0.2% | ||
| Q1 25 | 0.4% | 0.1% | ||
| Q4 24 | 0.3% | 0.3% | ||
| Q3 24 | 0.2% | 0.3% | ||
| Q2 24 | 0.2% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 7.25× | — | ||
| Q3 25 | 2.49× | — | ||
| Q2 25 | 6.05× | 13.79× | ||
| Q1 25 | 22.92× | -1.33× | ||
| Q4 24 | 6.75× | -0.87× | ||
| Q3 24 | -0.96× | 0.86× | ||
| Q2 24 | 3.44× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
