vs

Side-by-side financial comparison of COLLEGIUM PHARMACEUTICAL, INC (COLL) and Smith Douglas Homes Corp. (SDHC). Click either name above to swap in a different company.

Smith Douglas Homes Corp. is the larger business by last-quarter revenue ($260.4M vs $205.4M, roughly 1.3× COLLEGIUM PHARMACEUTICAL, INC). COLLEGIUM PHARMACEUTICAL, INC runs the higher net margin — 8.3% vs 1.4%, a 6.9% gap on every dollar of revenue. On growth, COLLEGIUM PHARMACEUTICAL, INC posted the faster year-over-year revenue change (12.9% vs -9.4%). COLLEGIUM PHARMACEUTICAL, INC produced more free cash flow last quarter ($122.4M vs $8.7M). Over the past eight quarters, COLLEGIUM PHARMACEUTICAL, INC's revenue compounded faster (19.1% CAGR vs 17.3%).

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.

Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.

COLL vs SDHC — Head-to-Head

Bigger by revenue
SDHC
SDHC
1.3× larger
SDHC
$260.4M
$205.4M
COLL
Growing faster (revenue YoY)
COLL
COLL
+22.3% gap
COLL
12.9%
-9.4%
SDHC
Higher net margin
COLL
COLL
6.9% more per $
COLL
8.3%
1.4%
SDHC
More free cash flow
COLL
COLL
$113.6M more FCF
COLL
$122.4M
$8.7M
SDHC
Faster 2-yr revenue CAGR
COLL
COLL
Annualised
COLL
19.1%
17.3%
SDHC

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
COLL
COLL
SDHC
SDHC
Revenue
$205.4M
$260.4M
Net Profit
$17.0M
$3.5M
Gross Margin
62.5%
19.9%
Operating Margin
29.6%
6.5%
Net Margin
8.3%
1.4%
Revenue YoY
12.9%
-9.4%
Net Profit YoY
35.3%
-14.3%
EPS (diluted)
$0.48
$0.39

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.

Revenue
COLL
COLL
SDHC
SDHC
Q4 25
$205.4M
$260.4M
Q3 25
$209.4M
$262.0M
Q2 25
$188.0M
$223.9M
Q1 25
$177.8M
$224.7M
Q4 24
$181.9M
$287.5M
Q3 24
$159.3M
$277.8M
Q2 24
$145.3M
$220.9M
Q1 24
$144.9M
$189.2M
Net Profit
COLL
COLL
SDHC
SDHC
Q4 25
$17.0M
$3.5M
Q3 25
$31.5M
$2.1M
Q2 25
$12.0M
$2.4M
Q1 25
$2.4M
$2.7M
Q4 24
$12.5M
$4.1M
Q3 24
$9.3M
$5.3M
Q2 24
$19.6M
$3.6M
Q1 24
$27.7M
$3.0M
Gross Margin
COLL
COLL
SDHC
SDHC
Q4 25
62.5%
19.9%
Q3 25
61.7%
21.0%
Q2 25
57.7%
23.2%
Q1 25
54.8%
23.8%
Q4 24
54.0%
25.5%
Q3 24
60.8%
26.5%
Q2 24
62.5%
26.7%
Q1 24
63.1%
26.1%
Operating Margin
COLL
COLL
SDHC
SDHC
Q4 25
29.6%
6.5%
Q3 25
29.7%
6.6%
Q2 25
18.7%
7.7%
Q1 25
12.2%
8.7%
Q4 24
20.9%
10.4%
Q3 24
21.9%
14.2%
Q2 24
32.7%
11.7%
Q1 24
34.1%
11.3%
Net Margin
COLL
COLL
SDHC
SDHC
Q4 25
8.3%
1.4%
Q3 25
15.0%
0.8%
Q2 25
6.4%
1.1%
Q1 25
1.4%
1.2%
Q4 24
6.9%
1.4%
Q3 24
5.9%
1.9%
Q2 24
13.5%
1.7%
Q1 24
19.1%
1.6%
EPS (diluted)
COLL
COLL
SDHC
SDHC
Q4 25
$0.48
$0.39
Q3 25
$0.84
$0.24
Q2 25
$0.34
$0.26
Q1 25
$0.07
$0.30
Q4 24
$0.36
$0.50
Q3 24
$0.27
$0.58
Q2 24
$0.52
$0.40
Q1 24
$0.71
$0.33

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
COLL
COLL
SDHC
SDHC
Cash + ST InvestmentsLiquidity on hand
$386.7M
$12.7M
Total DebtLower is stronger
Stockholders' EquityBook value
$301.7M
$86.7M
Total Assets
$1.7B
$557.6M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
COLL
COLL
SDHC
SDHC
Q4 25
$386.7M
$12.7M
Q3 25
$285.9M
$14.8M
Q2 25
$222.2M
$16.8M
Q1 25
$197.8M
$12.7M
Q4 24
$162.8M
$22.4M
Q3 24
$120.0M
$23.7M
Q2 24
$271.6M
$17.3M
Q1 24
$318.0M
$32.8M
Stockholders' Equity
COLL
COLL
SDHC
SDHC
Q4 25
$301.7M
$86.7M
Q3 25
$274.8M
$82.2M
Q2 25
$232.2M
$80.0M
Q1 25
$234.4M
$76.9M
Q4 24
$228.8M
$73.6M
Q3 24
$234.3M
$68.4M
Q2 24
$216.6M
$62.1M
Q1 24
$222.2M
$59.7M
Total Assets
COLL
COLL
SDHC
SDHC
Q4 25
$1.7B
$557.6M
Q3 25
$1.6B
$571.6M
Q2 25
$1.6B
$570.2M
Q1 25
$1.6B
$513.9M
Q4 24
$1.7B
$475.9M
Q3 24
$1.6B
$460.1M
Q2 24
$1.1B
$429.3M
Q1 24
$1.1B
$401.3M

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
COLL
COLL
SDHC
SDHC
Operating Cash FlowLast quarter
$123.0M
$9.8M
Free Cash FlowOCF − Capex
$122.4M
$8.7M
FCF MarginFCF / Revenue
59.6%
3.4%
Capex IntensityCapex / Revenue
0.3%
0.4%
Cash ConversionOCF / Net Profit
7.25×
2.77×
TTM Free Cash FlowTrailing 4 quarters
$327.6M
$-36.9M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
COLL
COLL
SDHC
SDHC
Q4 25
$123.0M
$9.8M
Q3 25
$78.4M
$22.8M
Q2 25
$72.4M
$-28.9M
Q1 25
$55.4M
$-34.9M
Q4 24
$84.6M
$5.5M
Q3 24
$-9.0M
$22.9M
Q2 24
$67.4M
$39.0K
Q1 24
$61.9M
$-9.3M
Free Cash Flow
COLL
COLL
SDHC
SDHC
Q4 25
$122.4M
$8.7M
Q3 25
$78.3M
$21.4M
Q2 25
$72.4M
$-31.1M
Q1 25
$54.6M
$-35.9M
Q4 24
$84.1M
$4.8M
Q3 24
$-9.2M
$22.3M
Q2 24
$67.1M
$-2.1M
Q1 24
$61.4M
$-9.7M
FCF Margin
COLL
COLL
SDHC
SDHC
Q4 25
59.6%
3.4%
Q3 25
37.4%
8.2%
Q2 25
38.5%
-13.9%
Q1 25
30.7%
-16.0%
Q4 24
46.2%
1.7%
Q3 24
-5.8%
8.0%
Q2 24
46.2%
-1.0%
Q1 24
42.3%
-5.1%
Capex Intensity
COLL
COLL
SDHC
SDHC
Q4 25
0.3%
0.4%
Q3 25
0.1%
0.5%
Q2 25
0.0%
0.9%
Q1 25
0.4%
0.5%
Q4 24
0.3%
0.2%
Q3 24
0.2%
0.2%
Q2 24
0.2%
1.0%
Q1 24
0.4%
0.2%
Cash Conversion
COLL
COLL
SDHC
SDHC
Q4 25
7.25×
2.77×
Q3 25
2.49×
10.70×
Q2 25
6.05×
-12.24×
Q1 25
22.92×
-13.01×
Q4 24
6.75×
1.33×
Q3 24
-0.96×
4.28×
Q2 24
3.44×
0.01×
Q1 24
2.23×
-3.12×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

COLL
COLL

Segment breakdown not available.

SDHC
SDHC

Southeast$164.7M63%
Central$95.8M37%

Related Comparisons