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Employees: 423
Size Collegium Pharmaceutical (COLL) is a United States Health Care company (Pharmaceuticals: Major) with a market value of $788M, the 2406th largest of 3,117 United States companies the cockpit tracks. Shares closed at $24.21 on 6 Nov 2026.
Performance Over six months the shares fell 36.0%, against -8.0% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd lowest of 20 in its peer set.
Growth Revenue grew 14.3% over the last twelve months (peer median +1.2%); the operating margin is 20.1% (peer median 7.3%).
Valuation It trades at 3.4× forward earnings against a peer median of 18.9× (cheapest of 7).
Price implies For today's price to make sense, revenue must grow about -7% a year for seven years (Req g). Recent delivered growth is +20%, so the hurdle is -27 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.6 points above its cost of capital (6.7% WACC).
Credit Collegium Pharmaceutical has 1 bond outstanding ($242M).
Short interest Short interest is 16.5% of the free float (15 Oct 2026).
Next results Next results expected around 25 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $808M | $781M | $631M | $567M | $464M |
| Revenue growth | — | +24% | +11% | +22% | — |
| Gross profit | $485M | $463M | $377M | $326M | $212M |
| EBITDA | $396M | $413M | $360M | $325M | $204M |
| Net income | $47.9M | $62.9M | $69.2M | $48.2M | -$25.0M |
| Free cash flow | $328M | $328M | $203M | $274M | $123M |
| Capital expenditure | $1.64M | $1.74M | $1.65M | $461,000 | $1.62M |
| Total debt | $1.22B | $936M | $980M | $674M | $709M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | COLL | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +9.5% | -3.6% | 3rd highest of 20 |
| 6-month return | -36.0% | -8.0% | 2nd lowest of 20 |
| Distance from 52-week high | -52.3% | -30.4% | 2nd lowest of 20 |
| Revenue growth (TTM) | +14.3% | +1.2% | 4th highest of 19 |
| Operating margin | 20.1% | 7.3% | 3rd highest of 19 |
| Forward P/E | 3.4× | 18.9× | cheapest of 7 |
| Growth the price implies (Req g, 7 yrs) | -7.0% | 2.6% | least demanding of 13 |
| Growth delivered (Del g) | +20.3% | +2.3% | 2nd highest of 13 |
| Hurdle (Req g minus delivered) | -27.3 pp | -0.9 pp | least demanding of 13 |
| ROIC minus cost of capital | +2.6 pp | +0.2 pp | 7th highest of 18 |
| EV / EBITDA | 4.7× | 11.4× | 2nd cheapest of 9 |
| Net debt / EBITDA | 2.7× | -0.7× | 2nd most indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Collegium Pharmaceutical COLL | United States | $788M | -36% | +14% | 20% | 3.4× | -7.0% | +20.3% |
| Hunan Jiudian Pharmaceutical 300705.SZ | China | $789M | -18% | -5% | 13% | 17.8× | -1.1% | +26.1% |
| Zhuzhou Qianjin Pharmaceutical 600479.SS | China | $787M | -3% | +4% | 11% | n/a | -1.4% | 0.0% |
| Katakura Industries 3001.T | Japan | $791M | +46% | 0% | 16% | n/a | 0.2% | +0.5% |
| Lexicon Pharmaceuticals LXRX | United States | $792M | -11% | -29% | -131% | n/a | n/a | n/a |
| Suven Life Sciences SUVEN.NS | India | $792M | +20% | +17% | -4,228% | n/a | n/a | n/a |
| Bambusa Therapeutics BBTX | United States | $783M | n/a | n/a | n/a | n/a | n/a | n/a |
| Annexon ANNX | United States | $796M | -26% | n/a | n/a | n/a | n/a | n/a |
| Jiangsu Jibeier Pharmaceutical 688566.SS | China | $777M | -8% | +9% | 24% | 11.9× | 11.5% | +11.3% |
| Youcare Pharmaceutical 688658.SS | China | $776M | -41% | -7% | -13% | 28.8× | n/a | n/a |
| Sanofi India SANOFI.NS | India | $800M | -3% | -6% | 26% | 19.9× | 16.5% | -8.7% |
| Knight Therapeutics GUD.TO | Canada | $800M | +37% | +42% | 5% | 76.4× | 9.5% | +17.7% |
| DongKook Pharmaceutical 086450.KS | South Korea | $776M | -1% | +13% | 10% | 12.4× | -6.3% | +10.6% |
| Zhejiang Anglikang Pharmaceutical 002940.SZ | China | $801M | -19% | -6% | 10% | n/a | 18.2% | +2.1% |
| SK Discovery 006120.KS | South Korea | $804M | +11% | +20% | 3% | n/a | n/a | n/a |
| Alumis ALMS | United States | $805M | -27% | -63% | -5,480% | n/a | n/a | n/a |
| Guizhou Xinbang Pharmaceutical 002390.SZ | China | $805M | -10% | -13% | 4% | n/a | -3.0% | -0.8% |
| China Traditional Chinese Medicine 0570.HK | Hong Kong | $771M | -29% | -16% | 0% | n/a | n/a | n/a |
| Chongqing Pharscin Pharmaceutical 002907.SZ | China | $808M | -7% | +8% | 10% | n/a | 10.7% | -1.4% |
| HPGC Renmintongtai Pharmaceutical 600829.SS | China | $753M | -11% | +4% | 2% | n/a | 4.9% | +5.3% |
| Jinghua Pharmaceutical 002349.SZ | China | $825M | -8% | +2% | 20% | n/a | -1.8% | +2.6% |
Collegium Pharmaceutical has 1 bond outstanding with $242M face value.