Drug Manufacturers - Specialty & Generic
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5 / 10Stock Comparison
COLL vs AVDL vs SUPN vs INVA vs PRGO
Revenue, margins, valuation, and 5-year total return — side by side.
Drug Manufacturers - Specialty & Generic
Drug Manufacturers - Specialty & Generic
Biotechnology
Drug Manufacturers - Specialty & Generic
COLL vs AVDL vs SUPN vs INVA vs PRGO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Drug Manufacturers - Specialty & Generic | Drug Manufacturers - Specialty & Generic | Drug Manufacturers - Specialty & Generic | Biotechnology | Drug Manufacturers - Specialty & Generic |
| Market Cap | $1.27B | $2.10B | $3.01B | $1.93B | $1.61B |
| Revenue (TTM) | $796M | $249M | $777M | $424M | $4.18B |
| Net Income (TTM) | $75M | $-278K | $-29M | $504M | $-1.82B |
| Gross Margin | 60.7% | 94.5% | 89.4% | 76.2% | 34.2% |
| Operating Margin | 23.7% | 1.8% | -5.5% | 14.8% | -4.1% |
| Forward P/E | 5.4x | 28.3x | 24.1x | 11.9x | 5.6x |
| Total Debt | $941M | $2M | $41M | $269M | $3.97B |
| Cash & Equiv. | $251M | $51M | $128M | $551M | $532M |
COLL vs AVDL vs SUPN vs INVA vs PRGO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Collegium Pharmaceu… (COLL) | 100 | 178.3 | +78.3% |
| Avadel Pharmaceutic… (AVDL) | 100 | 266.7 | +166.7% |
| Supernus Pharmaceut… (SUPN) | 100 | 216.7 | +116.7% |
| Innoviva, Inc. (INVA) | 100 | 163.2 | +63.2% |
| Perrigo Company plc (PRGO) | 100 | 21.4 | -78.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: COLL vs AVDL vs SUPN vs INVA vs PRGO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
COLL ranks third and is worth considering specifically for growth exposure and valuation efficiency.
- Rev growth 23.6%, EPS growth -7.0%, 3Y rev CAGR 18.9%
- PEG 0.30 vs INVA's 1.15
- Lower P/E (5.4x vs 5.6x)
AVDL is the #2 pick in this set and the best alternative if growth and momentum is your priority.
- 5.0% revenue growth vs PRGO's -2.8%
- +128.5% vs PRGO's -51.2%
SUPN is the clearest fit if your priority is long-term compounding.
- 228.4% 10Y total return vs AVDL's 113.0%
INVA carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 0 yrs, beta 0.13
- Lower volatility, beta 0.13, Low D/E 22.9%, current ratio 14.64x
- Beta 0.13, current ratio 14.64x
- 118.9% margin vs PRGO's -43.5%
PRGO is the clearest fit if your priority is dividends.
- 9.8% yield; 10-year raise streak; the other 4 pay no meaningful dividend
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 5.0% revenue growth vs PRGO's -2.8% | |
| Value | Lower P/E (5.4x vs 5.6x) | |
| Quality / Margins | 118.9% margin vs PRGO's -43.5% | |
| Stability / Safety | Beta 0.13 vs PRGO's 1.18, lower leverage | |
| Dividends | 9.8% yield; 10-year raise streak; the other 4 pay no meaningful dividend | |
| Momentum (1Y) | +128.5% vs PRGO's -51.2% | |
| Efficiency (ROA) | 32.4% ROA vs PRGO's -19.8%, ROIC 14.2% vs 3.7% |
COLL vs AVDL vs SUPN vs INVA vs PRGO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
COLL vs AVDL vs SUPN vs INVA vs PRGO — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
INVA leads in 2 of 6 categories
COLL leads 1 • PRGO leads 1 • AVDL leads 0 • SUPN leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — COLL and AVDL and INVA each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
PRGO is the larger business by revenue, generating $4.2B annually — 16.8x AVDL's $249M. INVA is the more profitable business, keeping 118.9% of every revenue dollar as net income compared to PRGO's -43.5%. On growth, AVDL holds the edge at +54.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $796M | $249M | $777M | $424M | $4.2B |
| EBITDAEarnings before interest/tax | $472M | $8M | $29M | $86M | $58M |
| Net IncomeAfter-tax profit | $75M | -$278,000 | -$29M | $504M | -$1.8B |
| Free Cash FlowCash after capex | $330M | $35M | $82M | $181M | $108M |
| Gross MarginGross profit ÷ Revenue | +60.7% | +94.5% | +89.4% | +76.2% | +34.2% |
| Operating MarginEBIT ÷ Revenue | +23.7% | +1.8% | -5.5% | +14.8% | -4.1% |
| Net MarginNet income ÷ Revenue | +9.4% | -0.1% | -3.7% | +118.9% | -43.5% |
| FCF MarginFCF ÷ Revenue | +41.4% | +14.2% | +10.6% | +42.8% | +2.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +8.9% | +54.9% | +38.6% | +10.6% | -7.2% |
| EPS Growth (YoY)Latest quarter vs prior year | +4.4% | +100.7% | +81.0% | +4.0% | -56.4% |
Valuation Metrics
COLL leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 6.9x trailing earnings, INVA trades at a 70% valuation discount to COLL's 22.7x P/E. Adjusting for growth (PEG ratio), INVA offers better value at 0.67x vs COLL's 1.27x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $1.3B | $2.1B | $3.0B | $1.9B | $1.6B |
| Enterprise ValueMkt cap + debt − cash | $2.0B | $2.1B | $2.9B | $1.7B | $5.1B |
| Trailing P/EPrice ÷ TTM EPS | 22.73x | -42.43x | -76.88x | 6.91x | -1.14x |
| Forward P/EPrice ÷ next-FY EPS est. | 5.43x | 28.28x | 24.12x | 11.91x | 5.56x |
| PEG RatioP/E ÷ EPS growth rate | 1.27x | — | — | 0.67x | — |
| EV / EBITDAEnterprise value multiple | 4.75x | — | 53.44x | 8.10x | 7.42x |
| Price / SalesMarket cap ÷ Revenue | 1.63x | 12.44x | 4.19x | 4.55x | 0.38x |
| Price / BookPrice ÷ Book value/share | 5.18x | 27.88x | 2.78x | 1.65x | 0.55x |
| Price / FCFMarket cap ÷ FCF | 3.89x | — | 65.45x | 9.88x | 11.12x |
Profitability & Efficiency
INVA leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
INVA delivers a 46.5% return on equity — every $100 of shareholder capital generates $46 in annual profit, vs $-51 for PRGO. AVDL carries lower financial leverage with a 0.02x debt-to-equity ratio, signaling a more conservative balance sheet compared to COLL's 3.12x. On the Piotroski fundamental quality scale (0–9), COLL scores 6/9 vs PRGO's 4/9, reflecting solid financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +26.7% | -0.3% | -2.7% | +46.5% | -50.7% |
| ROA (TTM)Return on assets | +4.6% | -0.2% | -2.0% | +32.4% | -19.8% |
| ROICReturn on invested capital | +14.0% | -76.3% | -2.8% | +14.2% | +3.7% |
| ROCEReturn on capital employed | +15.8% | -34.9% | -3.4% | +12.4% | +4.3% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 4 | 4 | 5 | 4 |
| Debt / EquityFinancial leverage | 3.12x | 0.02x | 0.04x | 0.23x | 1.35x |
| Net DebtTotal debt minus cash | $689M | -$50M | -$87M | -$282M | $3.4B |
| Cash & Equiv.Liquid assets | $251M | $51M | $128M | $551M | $532M |
| Total DebtShort + long-term debt | $941M | $2M | $41M | $269M | $4.0B |
| Interest CoverageEBIT ÷ Interest expense | 1.80x | 0.66x | — | 63.45x | -7.20x |
Total Returns (Dividends Reinvested)
INVA leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in AVDL five years ago would be worth $26,487 today (with dividends reinvested), compared to $3,986 for PRGO. Over the past 12 months, AVDL leads with a +128.5% total return vs PRGO's -51.2%. The 3-year compound annual growth rate (CAGR) favors INVA at 25.0% vs PRGO's -25.2% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -13.6% | +0.6% | +5.7% | +14.7% | -13.5% |
| 1-Year ReturnPast 12 months | +45.4% | +128.5% | +69.0% | +21.7% | -51.2% |
| 3-Year ReturnCumulative with dividends | +67.9% | +45.8% | +42.1% | +95.2% | -58.1% |
| 5-Year ReturnCumulative with dividends | +71.0% | +164.9% | +78.0% | +94.4% | -60.1% |
| 10-Year ReturnCumulative with dividends | +153.1% | +113.0% | +228.4% | +94.9% | -77.7% |
| CAGR (3Y)Annualised 3-year return | +18.9% | +13.4% | +12.4% | +25.0% | -25.2% |
Risk & Volatility
Evenly matched — AVDL and INVA each lead in 1 of 2 comparable metrics.
Risk & Volatility
INVA is the less volatile stock with a 0.13 beta — it tends to amplify market swings less than PRGO's 1.18 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. AVDL currently trades 91.8% from its 52-week high vs PRGO's 41.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.65x | 0.23x | 0.78x | 0.13x | 1.18x |
| 52-Week HighHighest price in past year | $50.79 | $23.57 | $59.68 | $25.15 | $28.44 |
| 52-Week LowLowest price in past year | $26.72 | $8.44 | $29.16 | $16.52 | $9.23 |
| % of 52W HighCurrent price vs 52-week peak | +77.4% | +91.8% | +87.6% | +90.7% | +41.2% |
| RSI (14)Momentum oscillator 0–100 | 62.4 | 61.8 | 57.9 | 39.9 | 60.9 |
| Avg Volume (50D)Average daily shares traded | 543K | 0 | 604K | 621K | 3.4M |
Analyst Outlook
PRGO leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Analyst consensus: COLL as "Buy", AVDL as "Buy", SUPN as "Buy", INVA as "Buy", PRGO as "Hold". Consensus price targets imply 70.6% upside for PRGO (target: $20) vs 4.0% for AVDL (target: $23). PRGO is the only dividend payer here at 9.81% yield — a key consideration for income-focused portfolios.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | $58.00 | $22.50 | $60.00 | $37.67 | $20.00 |
| # AnalystsCovering analysts | 12 | 14 | 14 | 10 | 36 |
| Dividend YieldAnnual dividend ÷ price | — | — | — | — | +9.8% |
| Dividend StreakConsecutive years of raises | 0 | — | — | 0 | 10 |
| Dividend / ShareAnnual DPS | — | — | — | — | $1.15 |
| Buyback YieldShare repurchases ÷ mkt cap | +2.0% | 0.0% | 0.0% | +0.2% | 0.0% |
INVA leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). COLL leads in 1 (Valuation Metrics). 2 tied.
COLL vs AVDL vs SUPN vs INVA vs PRGO: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is COLL or AVDL or SUPN or INVA or PRGO a better buy right now?
For growth investors, Avadel Pharmaceuticals plc (AVDL) is the stronger pick with 504.
8% revenue growth year-over-year, versus -2. 8% for Perrigo Company plc (PRGO). Innoviva, Inc. (INVA) offers the better valuation at 6. 9x trailing P/E (11. 9x forward), making it the more compelling value choice. Analysts rate Collegium Pharmaceutical, Inc. (COLL) a "Buy" — based on 12 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — COLL or AVDL or SUPN or INVA or PRGO?
On trailing P/E, Innoviva, Inc.
(INVA) is the cheapest at 6. 9x versus Collegium Pharmaceutical, Inc. at 22. 7x. On forward P/E, Collegium Pharmaceutical, Inc. is actually cheaper at 5. 4x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Collegium Pharmaceutical, Inc. wins at 0. 30x versus Innoviva, Inc. 's 1. 15x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — COLL or AVDL or SUPN or INVA or PRGO?
Over the past 5 years, Avadel Pharmaceuticals plc (AVDL) delivered a total return of +164.
9%, compared to -60. 1% for Perrigo Company plc (PRGO). Over 10 years, the gap is even starker: SUPN returned +228. 4% versus PRGO's -77. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — COLL or AVDL or SUPN or INVA or PRGO?
By beta (market sensitivity over 5 years), Innoviva, Inc.
(INVA) is the lower-risk stock at 0. 13β versus Perrigo Company plc's 1. 18β — meaning PRGO is approximately 837% more volatile than INVA relative to the S&P 500. On balance sheet safety, Avadel Pharmaceuticals plc (AVDL) carries a lower debt/equity ratio of 2% versus 3% for Collegium Pharmaceutical, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — COLL or AVDL or SUPN or INVA or PRGO?
By revenue growth (latest reported year), Avadel Pharmaceuticals plc (AVDL) is pulling ahead at 504.
8% versus -2. 8% for Perrigo Company plc (PRGO). On earnings-per-share growth, the picture is similar: Innoviva, Inc. grew EPS 816. 7% year-over-year, compared to -723. 2% for Perrigo Company plc. Over a 3-year CAGR, COLL leads at 18. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — COLL or AVDL or SUPN or INVA or PRGO?
Innoviva, Inc.
(INVA) is the more profitable company, earning 63. 8% net margin versus -33. 5% for Perrigo Company plc — meaning it keeps 63. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: INVA leads at 38. 5% versus -25. 1% for AVDL. At the gross margin level — before operating expenses — AVDL leads at 91. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is COLL or AVDL or SUPN or INVA or PRGO more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Collegium Pharmaceutical, Inc. (COLL) is the more undervalued stock at a PEG of 0. 30x versus Innoviva, Inc. 's 1. 15x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Collegium Pharmaceutical, Inc. (COLL) trades at 5. 4x forward P/E versus 28. 3x for Avadel Pharmaceuticals plc — 22. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for PRGO: 70. 6% to $20. 00.
08Which pays a better dividend — COLL or AVDL or SUPN or INVA or PRGO?
In this comparison, PRGO (9.
8% yield) pays a dividend. COLL, AVDL, SUPN, INVA do not pay a meaningful dividend and should not be held primarily for income.
09Is COLL or AVDL or SUPN or INVA or PRGO better for a retirement portfolio?
For long-horizon retirement investors, Innoviva, Inc.
(INVA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 13)). Both have compounded well over 10 years (INVA: +94. 9%, PRGO: -77. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between COLL and AVDL and SUPN and INVA and PRGO?
Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: COLL is a small-cap high-growth stock; AVDL is a small-cap high-growth stock; SUPN is a small-cap quality compounder stock; INVA is a small-cap high-growth stock; PRGO is a small-cap income-oriented stock. PRGO pays a dividend while COLL, AVDL, SUPN, INVA do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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