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OLLI vs. DG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

OLLI vs. DG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ollie's Bargain Outlet Holdings, Inc. (OLLI) and Dollar General Corporation (DG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, OLLI achieves a -33.02% return, which is significantly lower than DG's -14.53% return. Over the past 10 years, OLLI has outperformed DG with an annualized return of 11.99%, while DG has yielded a comparatively lower 3.36% annualized return.


OLLI

1D
-4.54%
1M
-10.29%
YTD
-33.02%
6M
-33.53%
1Y
-39.73%
3Y*
7.37%
5Y*
-2.74%
10Y*
11.99%

DG

1D
-0.87%
1M
6.45%
YTD
-14.53%
6M
-17.48%
1Y
2.90%
3Y*
-11.22%
5Y*
-10.65%
10Y*
3.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

OLLI vs. DG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
OLLI
Ollie's Bargain Outlet Holdings, Inc.
-33.02%-0.11%44.59%62.02%-8.50%-37.40%25.20%-1.80%24.90%87.17%
DG
Dollar General Corporation
-14.53%79.61%-43.12%-44.13%5.57%13.01%35.89%45.71%17.55%26.92%

Correlation

The correlation between OLLI and DG is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.35

Correlation (3Y)
Calculated over the trailing 3-year period

0.21

Correlation (5Y)
Calculated over the trailing 5-year period

0.28

Correlation (10Y)
Calculated over the trailing 10-year period

0.34

Correlation (All Time)
Calculated using the full available price history since Jul 16, 2015

0.33

The correlation between OLLI and DG shifts across timeframes, from 0.21 (3 years) to 0.35 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

OLLI:

$4.49B

DG:

$24.92B

EPS

OLLI:

$4.05

DG:

$7.07

PE Ratio

OLLI:

18.14

DG:

15.90

PS Ratio

OLLI:

1.66

DG:

0.58

PB Ratio

OLLI:

2.38

DG:

2.82

Total Revenue (TTM)

OLLI:

$2.73B

DG:

$43.08B

Gross Profit (TTM)

OLLI:

$1.07B

DG:

$13.28B

EBITDA (TTM)

OLLI:

$380.36M

DG:

$3.06B

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Return for Risk

OLLI vs. DG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OLLI
OLLI Risk / Return Rank: 66
Overall Rank
OLLI Sharpe Ratio Rank: 44
Sharpe Ratio Rank
OLLI Sortino Ratio Rank: 55
Sortino Ratio Rank
OLLI Omega Ratio Rank: 88
Omega Ratio Rank
OLLI Calmar Ratio Rank: 1010
Calmar Ratio Rank
OLLI Martin Ratio Rank: 33
Martin Ratio Rank

DG
DG Risk / Return Rank: 4242
Overall Rank
DG Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
DG Sortino Ratio Rank: 4040
Sortino Ratio Rank
DG Omega Ratio Rank: 3939
Omega Ratio Rank
DG Calmar Ratio Rank: 4444
Calmar Ratio Rank
DG Martin Ratio Rank: 4444
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

OLLI vs. DG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ollie's Bargain Outlet Holdings, Inc. (OLLI) and Dollar General Corporation (DG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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.


OLLIDGDifference
Sharpe ratioReturn per unit of total volatility

-1.14

Sortino ratioReturn per unit of downside risk

-2.00

Omega ratioGain probability vs. loss probability

0.83

1.05

-0.22

Calmar ratioReturn relative to maximum drawdown

-0.83

0.08

-0.92

Martin ratioReturn relative to average drawdown

-1.68

0.19

-1.87

OLLI vs. DG - Sharpe Ratio Comparison

The current OLLI Sharpe Ratio is -1.06, which is lower than the DG Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of OLLI and DG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

OLLI vs. DG - Drawdown Comparison

The maximum OLLI drawdown since its inception was -66.23%, smaller than the maximum DG drawdown of -72.61%. Use the drawdown chart below to compare losses from any high point for OLLI and DG.


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Drawdown Indicators


OLLIDGDifference

Max Drawdown

Largest peak-to-trough decline

-66.23%

-72.61%

+6.38%

Max Drawdown (1Y)

Largest decline over 1 year

-47.86%

-34.57%

-13.29%

Max Drawdown (3Y)

Largest decline over 3 years

-47.86%

-58.53%

+10.67%

Max Drawdown (5Y)

Largest decline over 5 years

-59.48%

-72.61%

+13.13%

Max Drawdown (10Y)

Largest decline over 10 years

-66.23%

-72.61%

+6.38%

Current Drawdown

Current decline from peak

-47.86%

-53.78%

+5.92%

Average Drawdown

Average peak-to-trough decline

-21.80%

-15.88%

-5.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

23.72%

15.21%

+8.51%

Volatility

OLLI vs. DG - Volatility Comparison

Ollie's Bargain Outlet Holdings, Inc. (OLLI) has a higher volatility of 15.03% compared to Dollar General Corporation (DG) at 11.33%. This indicates that OLLI's price experiences larger fluctuations and is considered to be riskier than DG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


OLLIDGDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.03%

11.33%

+3.70%

Volatility (6M)

Calculated over the trailing 6-month period

29.64%

25.19%

+4.45%

Volatility (1Y)

Calculated over the trailing 1-year period

37.62%

35.45%

+2.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

44.06%

36.21%

+7.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

43.17%

31.66%

+11.51%

Dividends

OLLI vs. DG - Dividend Comparison

OLLI has not paid dividends to shareholders, while DG's dividend yield for the trailing twelve months is around 2.10%.


PositionTTM20252024202320222021202020192018201720162015
DG
Dollar General Corporation
2.10%1.78%3.11%1.30%1.06%0.69%0.67%0.80%1.05%0.84%1.35%1.22%
OLLI
Ollie's Bargain Outlet Holdings, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

OLLI vs. DG - Financials Comparison

This section allows you to compare key financial metrics between Ollie's Bargain Outlet Holdings, Inc. and Dollar General Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.002.00B4.00B6.00B8.00B10.00B20222023202420252026
658.93M
10.79B
(OLLI) Total Revenue
(DG) Total Revenue
Values in USD except per share items

OLLI vs. DG - Profitability Comparison

The chart below illustrates the profitability comparison between Ollie's Bargain Outlet Holdings, Inc. and Dollar General Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%35.0%40.0%20222023202420252026
41.9%
31.6%
Portfolio components
OLLI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ollie's Bargain Outlet Holdings, Inc. reported a gross profit of 275.96M and revenue of 658.93M. Therefore, the gross margin over that period was 41.9%.

DG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dollar General Corporation reported a gross profit of 3.41B and revenue of 10.79B. Therefore, the gross margin over that period was 31.6%.

OLLI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ollie's Bargain Outlet Holdings, Inc. reported an operating income of 69.56M and revenue of 658.93M, resulting in an operating margin of 10.6%.

DG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dollar General Corporation reported an operating income of 638.52M and revenue of 10.79B, resulting in an operating margin of 5.9%.

OLLI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ollie's Bargain Outlet Holdings, Inc. reported a net income of 56.40M and revenue of 658.93M, resulting in a net margin of 8.6%.

DG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dollar General Corporation reported a net income of 444.13M and revenue of 10.79B, resulting in a net margin of 4.1%.


Frequently Asked Questions


OLLI and DG have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

OLLI has higher volatility (15.03%) compared to DG (11.33%). In terms of maximum drawdown, OLLI dropped -66.23% vs DG's -72.61%.

DG currently has the higher Sharpe Ratio (0.08 vs -1.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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