- ISIN
- US6811161099
- CUSIP
- 681116109
- Sector
- Consumer Defensive
- Industry
- Discount Stores
- IPO Date
- Jul 16, 2015
Highlights
- Market Cap
- $4.44B
- Enterprise Value
- $5.07B
- EPS (TTM)
- $4.05
- PE Ratio
- 18.15
- PEG Ratio
- 0.94
- Total Revenue (TTM)
- $2.73B
- Gross Profit (TTM)
- $1.07B
- EBITDA (TTM)
- $380.36M
- Year Range
- $60.29 - $141.74
- Target Price
- $136.50
- ROA (TTM)
- 8.33%
- ROE (TTM)
- 13.20%
- Avg. Volume (1M)
- 2M
- Avg. Volume Value (1M)
- $146.07M
Share Price Chart
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Performance
OLLI Performance Chart
Ollie's Bargain Outlet Holdings, Inc. (OLLI) is down 33.0% since the beginning of the year. At $73 per share, OLLI is trading 48.2% below its 52-week high of $142. Investors who bought $1,000 worth of OLLI shares 5 years ago would now be looking at an investment worth $789.
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Returns By Period
Ollie's Bargain Outlet Holdings, Inc. (OLLI) has returned -32.97% so far this year and -46.78% over the past 12 months. Over the last ten years, OLLI has returned 10.98% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Ollie's Bargain Outlet Holdings, Inc.
- 1D
- 1.00%
- 1M
- -1.00%
- 6M
- -33.40%
- YTD
- -32.97%
- 1Y
- -46.78%
- 3Y*
- 0.69%
- 5Y*
- -4.63%
- 10Y*
- 10.98%
- ALL TIME*
- 11.23%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
OLLI Monthly Returns History
Based on dividend-adjusted daily data since Jul 16, 2015, OLLI's average daily return is +0.08%, while the average monthly return is +1.55%. At this rate, an investment would double in approximately 3.8 years.
Historically, 54% of months were positive and 46% were negative. The best month was Apr 2020 with a return of +46.6%, while the worst month was Aug 2019 at -34.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.
On a daily basis, OLLI closed higher 52% of trading days. The best single day was Apr 4, 2022 with a return of +15.7%, while the worst single day was Aug 29, 2019 at -27.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.64% | -2.91% | -14.06% | -6.01% | -5.64% | -5.82% | -4.44% | -32.97% | |||||
| 2025 | 1.62% | -7.17% | 12.41% | -8.81% | 5.03% | 18.24% | 3.68% | -7.17% | 1.23% | -5.91% | 1.90% | -10.97% | -0.11% |
| 2024 | -5.22% | 11.46% | -0.75% | -8.08% | 12.70% | 19.09% | -0.54% | -8.28% | 8.53% | -5.52% | 7.75% | 10.89% | 44.59% |
| 2023 | 16.91% | 5.08% | 0.70% | 12.62% | -15.52% | 5.10% | 25.81% | 5.76% | 0.13% | 0.08% | -5.14% | 3.58% | 62.02% |
| 2022 | -6.35% | -9.93% | -0.51% | 11.85% | -2.25% | 25.08% | 0.34% | -6.17% | -6.71% | 8.53% | 8.75% | -23.09% | -8.50% |
| 2021 | 15.85% | -12.72% | 5.22% | 6.06% | -6.32% | -2.67% | 10.66% | -22.26% | -16.72% | 12.24% | -8.53% | -17.29% | -37.40% |
Benchmark Metrics
Ollie's Bargain Outlet Holdings, Inc. has an annualized alpha of 8.15%, beta of 0.94, and R2 of 0.15 versus S&P 500 Index. Calculated based on daily prices since July 16, 2015.
- This stock participated in 109.62% of S&P 500 Index downside but only 104.86% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.15 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 8.15%
- Beta
- 0.94
- R²
- 0.15
- Upside Capture
- 104.86%
- Downside Capture
- 109.62%
Return for Risk
Risk / Return Rank
OLLI ranks 5 for risk / return — above 5% of stocks peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Ollie's Bargain Outlet Holdings, Inc. (OLLI) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OLLI | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.60 | ||
| Sortino ratioReturn per unit of downside risk | -3.84 | ||
| Omega ratioGain probability vs. loss probability | 0.80 | 1.25 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | -0.83 | 2.00 | -2.83 |
| Martin ratioReturn relative to average drawdown | -1.59 | 8.49 | -10.08 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Ollie's Bargain Outlet Holdings, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Ollie's Bargain Outlet Holdings, Inc. was 66.23%, occurring on Mar 18, 2020. Recovery took 64 trading sessions.
The current Ollie's Bargain Outlet Holdings, Inc. drawdown is 47.82%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-66.23%Mar 2020 | 9mo 25d | 3mo 2d | 1y 22dMay 2019 - Jun 2020 | COVID crash2020 |
-65.59%Mar 2022 | 1y 6mo | 2y 9mo | 4y 3moAug 2020 - Dec 2024 | Bear market2022 |
-56.05%Jul 2026 | 11mo 5d | — | 12moAug 2025 - now | — |
-36.12%Dec 2018 | 2mo 20d | 4mo 4d | 6mo 24dOct 2018 - Apr 2019 | Rate-hike selloffLate 2018 |
-32.63%Oct 2015 | 3mo 9d | 4mo 27d | 8mo 6dJul 2015 - Mar 2016 | — |
Drawdown Indicators
| OLLI | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.23% | -56.78% | -9.45% |
Max Drawdown (1Y)Largest decline over 1 year | -56.05% | -9.10% | -46.95% |
Max Drawdown (3Y)Largest decline over 3 years | -56.05% | -18.90% | -37.15% |
Max Drawdown (5Y)Largest decline over 5 years | -58.87% | -25.43% | -33.44% |
Max Drawdown (10Y)Largest decline over 10 years | -66.23% | -33.92% | -32.31% |
Current DrawdownCurrent decline from peak | -47.82% | -1.58% | -46.24% |
Average DrawdownAverage peak-to-trough decline | -22.09% | -10.70% | -11.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 29.18% | 2.14% | +27.04% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Ollie's Bargain Outlet Holdings, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Ollie's Bargain Outlet Holdings, Inc. is priced in the market compared to other companies in the Discount Stores industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for OLLI, comparing it with other companies in the Discount Stores industry. Currently, OLLI has a P/E ratio of 18.1. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for OLLI compared to other companies in the Discount Stores industry. OLLI currently has a PEG ratio of 0.9. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for OLLI relative to other companies in the Discount Stores industry. Currently, OLLI has a P/S ratio of 1.7. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for OLLI in comparison with other companies in the Discount Stores industry. Currently, OLLI has a P/B value of 2.4. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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