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

COLLEGIUM PHARMACEUTICAL, INC is the larger business by last-quarter revenue ($205.4M vs $113.6M, roughly 1.8× SITIME Corp). On growth, SITIME Corp posted the faster year-over-year revenue change (88.3% vs 12.9%). Over the past eight quarters, SITIME Corp's revenue compounded faster (60.9% 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.

SiTime Corporation is a publicly traded fabless chipmaker based in Santa Clara, California that develops micro-electromechanical systems (MEMS), used for timing devices in electronics.

COLL vs SITM — Head-to-Head

Bigger by revenue
COLL
COLL
1.8× larger
COLL
$205.4M
$113.6M
SITM
Growing faster (revenue YoY)
SITM
SITM
+75.4% gap
SITM
88.3%
12.9%
COLL
Faster 2-yr revenue CAGR
SITM
SITM
Annualised
SITM
60.9%
19.1%
COLL

Income Statement — Q4 FY2025 vs Q1 FY2026

Metric
COLL
COLL
SITM
SITM
Revenue
$205.4M
$113.6M
Net Profit
$17.0M
Gross Margin
62.5%
59.0%
Operating Margin
29.6%
30.2%
Net Margin
8.3%
Revenue YoY
12.9%
88.3%
Net Profit YoY
35.3%
EPS (diluted)
$0.48
$-0.20

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
SITM
SITM
Q1 26
$113.6M
Q4 25
$205.4M
$113.3M
Q3 25
$209.4M
$83.6M
Q2 25
$188.0M
$69.5M
Q1 25
$177.8M
$60.3M
Q4 24
$181.9M
$68.1M
Q3 24
$159.3M
$57.7M
Q2 24
$145.3M
$43.9M
Net Profit
COLL
COLL
SITM
SITM
Q1 26
Q4 25
$17.0M
$9.2M
Q3 25
$31.5M
$-8.0M
Q2 25
$12.0M
$-20.2M
Q1 25
$2.4M
$-23.9M
Q4 24
$12.5M
$-18.8M
Q3 24
$9.3M
$-19.3M
Q2 24
$19.6M
$-26.8M
Gross Margin
COLL
COLL
SITM
SITM
Q1 26
59.0%
Q4 25
62.5%
56.4%
Q3 25
61.7%
53.5%
Q2 25
57.7%
51.9%
Q1 25
54.8%
50.3%
Q4 24
54.0%
52.6%
Q3 24
60.8%
51.1%
Q2 24
62.5%
49.1%
Operating Margin
COLL
COLL
SITM
SITM
Q1 26
30.2%
Q4 25
29.6%
1.6%
Q3 25
29.7%
-19.2%
Q2 25
18.7%
-35.4%
Q1 25
12.2%
-46.6%
Q4 24
20.9%
-33.8%
Q3 24
21.9%
-43.1%
Q2 24
32.7%
-73.7%
Net Margin
COLL
COLL
SITM
SITM
Q1 26
Q4 25
8.3%
8.1%
Q3 25
15.0%
-9.6%
Q2 25
6.4%
-29.0%
Q1 25
1.4%
-39.6%
Q4 24
6.9%
-27.6%
Q3 24
5.9%
-33.5%
Q2 24
13.5%
-61.0%
EPS (diluted)
COLL
COLL
SITM
SITM
Q1 26
$-0.20
Q4 25
$0.48
$0.44
Q3 25
$0.84
$-0.31
Q2 25
$0.34
$-0.84
Q1 25
$0.07
$-1.01
Q4 24
$0.36
$-0.80
Q3 24
$0.27
$-0.83
Q2 24
$0.52
$-1.16

Balance Sheet & Financial Strength

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

Metric
COLL
COLL
SITM
SITM
Cash + ST InvestmentsLiquidity on hand
$386.7M
$498.5M
Total DebtLower is stronger
Stockholders' EquityBook value
$301.7M
$1.2B
Total Assets
$1.7B
$1.3B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
COLL
COLL
SITM
SITM
Q1 26
$498.5M
Q4 25
$386.7M
Q3 25
$285.9M
Q2 25
$222.2M
Q1 25
$197.8M
Q4 24
$162.8M
Q3 24
$120.0M
Q2 24
$271.6M
Stockholders' Equity
COLL
COLL
SITM
SITM
Q1 26
$1.2B
Q4 25
$301.7M
$1.2B
Q3 25
$274.8M
$1.1B
Q2 25
$232.2M
$1.1B
Q1 25
$234.4M
$692.5M
Q4 24
$228.8M
$699.7M
Q3 24
$234.3M
$696.2M
Q2 24
$216.6M
$692.5M
Total Assets
COLL
COLL
SITM
SITM
Q1 26
$1.3B
Q4 25
$1.7B
$1.3B
Q3 25
$1.6B
$1.3B
Q2 25
$1.6B
$1.3B
Q1 25
$1.6B
$872.1M
Q4 24
$1.7B
$885.0M
Q3 24
$1.6B
$877.9M
Q2 24
$1.1B
$878.6M

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
SITM
SITM
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.

Operating Cash Flow
COLL
COLL
SITM
SITM
Q1 26
Q4 25
$123.0M
$25.4M
Q3 25
$78.4M
$31.4M
Q2 25
$72.4M
$15.3M
Q1 25
$55.4M
$15.0M
Q4 24
$84.6M
$13.5M
Q3 24
$-9.0M
$8.2M
Q2 24
$67.4M
$-181.0K
Free Cash Flow
COLL
COLL
SITM
SITM
Q1 26
Q4 25
$122.4M
$13.0M
Q3 25
$78.3M
$26.3M
Q2 25
$72.4M
$-2.9M
Q1 25
$54.6M
$-1.3M
Q4 24
$84.1M
$-2.4M
Q3 24
$-9.2M
$-6.7M
Q2 24
$67.1M
$-2.7M
FCF Margin
COLL
COLL
SITM
SITM
Q1 26
Q4 25
59.6%
11.5%
Q3 25
37.4%
31.5%
Q2 25
38.5%
-4.2%
Q1 25
30.7%
-2.1%
Q4 24
46.2%
-3.5%
Q3 24
-5.8%
-11.6%
Q2 24
46.2%
-6.3%
Capex Intensity
COLL
COLL
SITM
SITM
Q1 26
Q4 25
0.3%
10.9%
Q3 25
0.1%
6.1%
Q2 25
0.0%
26.2%
Q1 25
0.4%
27.0%
Q4 24
0.3%
23.3%
Q3 24
0.2%
25.7%
Q2 24
0.2%
5.8%
Cash Conversion
COLL
COLL
SITM
SITM
Q1 26
Q4 25
7.25×
2.77×
Q3 25
2.49×
Q2 25
6.05×
Q1 25
22.92×
Q4 24
6.75×
Q3 24
-0.96×
Q2 24
3.44×

Financial Flow Comparison

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

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