BFRI vs COLL Valuation Comparison 2026 — Intrinsic Value Analysis

Quick Summary — COLL scores higher on quality with 9.2/10 vs BFRI's 5.6/10. BFRI trades at $1.03 while COLL trades at $30.48. Both analyzed daily using SEC EDGAR data across 13 institutional models.

BFRI

Drug Manufacturers - Specialty & Generic

Biofrontera Inc.

Quality

5.6

out of 10

Value Trap

30

LOW

Price

$1.03

Last close

Models

7/13

Active

VS

COLL

Drug Manufacturers - Specialty & Generic

Collegium Pharmaceutical, Inc.

Quality

9.2

out of 10

Value Trap

23

SAFE

Price

$30.48

Last close

Models

11/13

Active

BFRI

Dynamic NAV sees +66.8% upside

Limited to 2/13 visible models

COLL

Bayesian DCF sees +348.2% upside

Limited to 2/13 visible models

BFRI vs COLL — Fair Value Comparison

BFRI

COLL

Market Price Model 1 Model 2

Model-by-Model Comparison

Model	Type	BFRI Fair Value	BFRI Upside	COLL Fair Value	COLL Upside
Bayesian DCF	Intrinsic	$0.42	-59.1%	$136.62	+348.2%
Earnings Power Value	Intrinsic	—	—	$30.00	-1.6%
EROIC Spread	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
First Chicago	Scenario	$•••.••	••.•%	$•••.••	••.•%
Markov DDM	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
ML-RIV	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
Dynamic NAV	Asset-Based	$1.72	+66.8%	—	—
PWERM	Option-Based	$•••.••	••.•%	$•••.••	••.•%
Regime Cross-Sectional	Relative	$•••.••	••.•%	$•••.••	••.•%
Sentiment SOTP	Hybrid	$•••.••	••.•%	$•••.••	••.•%
CUCE Ensemble	Ensemble	$•••.••	••.•%	$•••.••	••.•%
FTNN Topology	Relative	$•••.••	••.•%	$•••.••	••.•%
RCMH-DCF	Intrinsic	$•••.••	••.•%	$•••.••	••.•%

BFRI vs COLL — Which Stock Is More Undervalued in 2026?

COLL scores higher with a 9.2/10 quality rating vs BFRI's 5.6/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

How Do BFRI and COLL Valuations Compare?

At $1.03, BFRI trades +59.1% above its Bayesian DCF fair value of $0.42, while COLL at $30.48 trades +348.2% below its estimate of $136.62. COLL shows a wider gap between price and intrinsic value.

Quality of Company: BFRI vs COLL

BFRI earns a Quality of Company score of 5.6/10 compared to COLL's 9.2/10. This is a significant quality gap — the higher-scoring company demonstrates materially stronger fundamentals across profitability, growth consistency, and balance sheet health. The QOC score synthesizes 32 signals spanning profitability margins, revenue growth, free cash flow, capital allocation, and leverage.

Value Trap Risk: BFRI vs COLL

BFRI carries a LOW value trap risk (30/100) while COLL shows SAFE risk (23/100). Both companies show manageable value trap risk, suggesting their current valuations are not artificially depressed by fundamental deterioration.

Both in Drug Manufacturers - Specialty & Generic

Both BFRI and COLL operate in Drug Manufacturers - Specialty & Generic, which has 79 stocks tracked by CirclFi. Same-industry comparisons provide the most direct insight into relative valuation since both companies face similar regulatory environments, market dynamics, and competitive pressures. Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN), and ensemble methods (CUCE).

2 of 13 MODELS UNLOCKED

You’re comparing 2 models. 11 more have an opinion.

11 hidden models compare BFRI vs COLL differently — including EROIC Spread, First Chicago, Markov DDM, PWERM, and 7 more. Some may disagree with the 2 you see above.

11 additional fair values per stock Full confidence breakdown Live terminal — 5,000+ stocks

Bloomberg Terminal: ~$2,000/mo · FactSet: ~$1,000/mo · CirclFi: $0.90/day

See All 13 Models — $0.90/day

We don’t predict prices. We show you what 13 independent mathematical frameworks say a stock is worth — and let you decide.

BFRI

View Full Biofrontera Inc. Analysis →

COLL

View Full Collegium Pharmaceutical, Inc. Analysis →

See all Drug Manufacturers - Specialty & Generic stocks →