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Our mission is to build a leading, diversified biopharmaceutical company committed to improving the lives of people living with serious medical conditions. We have developed, licensed, and acquired a portfolio of meaningfully differentiated products for use in the treatment of attention deficit hyperactivity disorder ( ADHD ) and moderate to severe pain.
$36.08
$0.19 (-0.52%)
EOD Jul 17, 2026
Margins and capital returns are both well above average: 23.01% operating margin, ROIC at 29.44%. Consistent with durable pricing power, though that alone doesn't make it a buy.
Revenue grew 23.6%, still solid. Margins contracted 3.9pp, which offsets some of the top-line progress.
Operating margin contracted 3.9pp YoY, cost discipline may be slipping.
17.5x earnings, 4.4x FCF. Valuation is in a reasonable range. The main question is whether the business can re-accelerate or if current trajectory is already priced in.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$796M
▲ +23.6% YoY
Net Income (TTM)
$75M
▼ -9.1% YoY
Op. Margin
23.71%
▼ -3.9pp YoY
ROIC
29.68%
▼ -0.5pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$330M
▲ +61.1% YoY
Op. Cash Flow (TTM)
$331M
▲ +60.7% YoY
Net Debt
-$178M
Net Cash Position
Cash & Equiv.
$422M
5Y CAGR: +20.3%
5Y CAGR: +30.0%
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At a P/E of 17.5 and a price-to-free-cash-flow of 4.4, Collegium Pharmaceutical (COLL) trades below a two-stage DCF intrinsic value of about $419.99 per share, so at $36.08 the stock looks undervalued (1,064.0% below estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Collegium Pharmaceutical scores 89/100 on Intrinsiqq's quality scorecard (a high-quality business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Intrinsiqq's two-stage DCF estimates an intrinsic value of about $419.99 per share for COLL, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $314.99. At today's $36.08, that puts the stock about 1,064.0% below estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Collegium Pharmaceutical scores 89 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a high-quality business on these measures. Recent fundamentals include a 23.7% operating margin and a 29.7% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
That depends on valuation and quality together, not either alone. COLL currently trades below its estimated intrinsic value and scores 89/100 on quality (high-quality). A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.