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Side-by-side financial comparison of COLLEGIUM PHARMACEUTICAL, INC (COLL) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Revolve Group, Inc. is the larger business by last-quarter revenue ($324.4M vs $205.4M, roughly 1.6× COLLEGIUM PHARMACEUTICAL, INC). COLLEGIUM PHARMACEUTICAL, INC runs the higher net margin — 8.3% vs 5.7%, a 2.5% gap on every dollar of revenue. On growth, COLLEGIUM PHARMACEUTICAL, INC posted the faster year-over-year revenue change (12.9% vs 10.4%). COLLEGIUM PHARMACEUTICAL, INC produced more free cash flow last quarter ($122.4M vs $-13.3M). Over the past eight quarters, COLLEGIUM PHARMACEUTICAL, INC's revenue compounded faster (19.1% CAGR vs 9.5%).
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.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
COLL vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $205.4M | $324.4M |
| Net Profit | $17.0M | $18.6M |
| Gross Margin | 62.5% | 53.3% |
| Operating Margin | 29.6% | 6.3% |
| Net Margin | 8.3% | 5.7% |
| Revenue YoY | 12.9% | 10.4% |
| Net Profit YoY | 35.3% | 50.4% |
| EPS (diluted) | $0.48 | $0.27 |
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 | $324.4M | ||
| Q3 25 | $209.4M | $295.6M | ||
| Q2 25 | $188.0M | $309.0M | ||
| Q1 25 | $177.8M | $296.7M | ||
| Q4 24 | $181.9M | $293.7M | ||
| Q3 24 | $159.3M | $283.1M | ||
| Q2 24 | $145.3M | $282.5M | ||
| Q1 24 | $144.9M | $270.6M |
| Q4 25 | $17.0M | $18.6M | ||
| Q3 25 | $31.5M | $21.2M | ||
| Q2 25 | $12.0M | $10.2M | ||
| Q1 25 | $2.4M | $11.8M | ||
| Q4 24 | $12.5M | $12.3M | ||
| Q3 24 | $9.3M | $11.0M | ||
| Q2 24 | $19.6M | $15.4M | ||
| Q1 24 | $27.7M | $10.9M |
| Q4 25 | 62.5% | 53.3% | ||
| Q3 25 | 61.7% | 54.6% | ||
| Q2 25 | 57.7% | 54.1% | ||
| Q1 25 | 54.8% | 52.0% | ||
| Q4 24 | 54.0% | 52.5% | ||
| Q3 24 | 60.8% | 51.2% | ||
| Q2 24 | 62.5% | 54.0% | ||
| Q1 24 | 63.1% | 52.3% |
| Q4 25 | 29.6% | 6.3% | ||
| Q3 25 | 29.7% | 7.1% | ||
| Q2 25 | 18.7% | 5.8% | ||
| Q1 25 | 12.2% | 5.0% | ||
| Q4 24 | 20.9% | 3.9% | ||
| Q3 24 | 21.9% | 5.0% | ||
| Q2 24 | 32.7% | 5.8% | ||
| Q1 24 | 34.1% | 3.4% |
| Q4 25 | 8.3% | 5.7% | ||
| Q3 25 | 15.0% | 7.2% | ||
| Q2 25 | 6.4% | 3.3% | ||
| Q1 25 | 1.4% | 4.0% | ||
| Q4 24 | 6.9% | 4.2% | ||
| Q3 24 | 5.9% | 3.9% | ||
| Q2 24 | 13.5% | 5.4% | ||
| Q1 24 | 19.1% | 4.0% |
| Q4 25 | $0.48 | $0.27 | ||
| Q3 25 | $0.84 | $0.29 | ||
| Q2 25 | $0.34 | $0.14 | ||
| Q1 25 | $0.07 | $0.16 | ||
| Q4 24 | $0.36 | $0.18 | ||
| Q3 24 | $0.27 | $0.15 | ||
| Q2 24 | $0.52 | $0.21 | ||
| Q1 24 | $0.71 | $0.15 |
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 | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $301.7M | $512.5M |
| Total Assets | $1.7B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $386.7M | $292.3M | ||
| Q3 25 | $285.9M | $315.4M | ||
| Q2 25 | $222.2M | $310.7M | ||
| Q1 25 | $197.8M | $300.8M | ||
| Q4 24 | $162.8M | $256.6M | ||
| Q3 24 | $120.0M | $252.8M | ||
| Q2 24 | $271.6M | $244.7M | ||
| Q1 24 | $318.0M | $273.4M |
| Q4 25 | $301.7M | $512.5M | ||
| Q3 25 | $274.8M | $490.2M | ||
| Q2 25 | $232.2M | $468.6M | ||
| Q1 25 | $234.4M | $453.4M | ||
| Q4 24 | $228.8M | $437.8M | ||
| Q3 24 | $234.3M | $420.8M | ||
| Q2 24 | $216.6M | $405.8M | ||
| Q1 24 | $222.2M | $389.9M |
| Q4 25 | $1.7B | $765.0M | ||
| Q3 25 | $1.6B | $751.3M | ||
| Q2 25 | $1.6B | $722.9M | ||
| Q1 25 | $1.6B | $713.9M | ||
| Q4 24 | $1.7B | $665.5M | ||
| Q3 24 | $1.6B | $670.9M | ||
| Q2 24 | $1.1B | $657.8M | ||
| Q1 24 | $1.1B | $650.0M |
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 | $-10.2M |
| Free Cash FlowOCF − Capex | $122.4M | $-13.3M |
| FCF MarginFCF / Revenue | 59.6% | -4.1% |
| Capex IntensityCapex / Revenue | 0.3% | 1.0% |
| Cash ConversionOCF / Net Profit | 7.25× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $327.6M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $123.0M | $-10.2M | ||
| Q3 25 | $78.4M | $11.8M | ||
| Q2 25 | $72.4M | $12.6M | ||
| Q1 25 | $55.4M | $45.1M | ||
| Q4 24 | $84.6M | $3.9M | ||
| Q3 24 | $-9.0M | $9.1M | ||
| Q2 24 | $67.4M | $-24.7M | ||
| Q1 24 | $61.9M | $38.4M |
| Q4 25 | $122.4M | $-13.3M | ||
| Q3 25 | $78.3M | $7.5M | ||
| Q2 25 | $72.4M | $10.4M | ||
| Q1 25 | $54.6M | $43.4M | ||
| Q4 24 | $84.1M | $2.1M | ||
| Q3 24 | $-9.2M | $8.0M | ||
| Q2 24 | $67.1M | $-25.7M | ||
| Q1 24 | $61.4M | $36.7M |
| Q4 25 | 59.6% | -4.1% | ||
| Q3 25 | 37.4% | 2.5% | ||
| Q2 25 | 38.5% | 3.4% | ||
| Q1 25 | 30.7% | 14.6% | ||
| Q4 24 | 46.2% | 0.7% | ||
| Q3 24 | -5.8% | 2.8% | ||
| Q2 24 | 46.2% | -9.1% | ||
| Q1 24 | 42.3% | 13.5% |
| Q4 25 | 0.3% | 1.0% | ||
| Q3 25 | 0.1% | 1.5% | ||
| Q2 25 | 0.0% | 0.7% | ||
| Q1 25 | 0.4% | 0.6% | ||
| Q4 24 | 0.3% | 0.6% | ||
| Q3 24 | 0.2% | 0.4% | ||
| Q2 24 | 0.2% | 0.4% | ||
| Q1 24 | 0.4% | 0.6% |
| Q4 25 | 7.25× | -0.55× | ||
| Q3 25 | 2.49× | 0.56× | ||
| Q2 25 | 6.05× | 1.24× | ||
| Q1 25 | 22.92× | 3.82× | ||
| Q4 24 | 6.75× | 0.32× | ||
| Q3 24 | -0.96× | 0.83× | ||
| Q2 24 | 3.44× | -1.60× | ||
| Q1 24 | 2.23× | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COLL
Segment breakdown not available.
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
