OLLI vs. FIVE

Last updated Apr 1, 2026

Compare and contrast key facts about Ollie's Bargain Outlet Holdings, Inc. (OLLI) and Five Below, Inc. (FIVE).

Performance

OLLI vs. FIVE - Performance Comparison

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

OLLI vs. FIVE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
OLLI Ollie's Bargain Outlet Holdings, Inc.	-16.03%	-0.11%	44.59%	62.02%	-8.50%	-37.40%	25.20%	-1.80%	24.90%	87.17%
FIVE Five Below, Inc.	21.30%	79.46%	-50.76%	20.52%	-14.51%	18.24%	36.85%	24.96%	54.28%	65.97%

Fundamentals

Market Cap OLLI : $5.68B FIVE : $12.70B
EPS OLLI : $3.89 FIVE : $6.47
PE Ratio OLLI : 23.63 FIVE : 35.32
PEG Ratio OLLI : 1.22 FIVE : 1.18
PS Ratio OLLI : 2.15 FIVE : 2.66
PB Ratio OLLI : 3.01 FIVE : 5.79
Total Revenue (TTM) OLLI : $2.65B FIVE : $4.76B
Gross Profit (TTM) OLLI : $1.07B FIVE : $1.02B
EBITDA (TTM) OLLI : $367.29M FIVE : $655.49M

Returns By Period

In the year-to-date period, OLLI achieves a -16.03% return, which is significantly lower than FIVE's 21.30% return. Over the past 10 years, OLLI has underperformed FIVE with an annualized return of 14.43%, while FIVE has yielded a comparatively higher 18.64% annualized return.

OLLI

• 1D: 1.88%
• 1M: -14.06%
• YTD: -16.03%
• 6M: -28.32%
• 1Y: -20.90%
• 3Y*: 16.68%
• 5Y*: 0.86%
• 10Y*: 14.43%

FIVE

• 1D: 3.94%
• 1M: 2.21%
• YTD: 21.30%
• 6M: 47.69%
• 1Y: 204.94%
• 3Y*: 3.52%
• 5Y*: 3.15%
• 10Y*: 18.64%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

OLLI vs. FIVE — Risk / Return Rank

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

OLLI

OLLI Risk / Return Rank: 19
OLLI Sharpe Ratio Rank: 17
OLLI Sortino Ratio Rank: 16
OLLI Omega Ratio Rank: 19
OLLI Calmar Ratio Rank: 25
OLLI Martin Ratio Rank: 16

FIVE

FIVE Risk / Return Rank: 97
FIVE Sharpe Ratio Rank: 98
FIVE Sortino Ratio Rank: 95
FIVE Omega Ratio Rank: 97
FIVE Calmar Ratio Rank: 96
FIVE Martin Ratio Rank: 99

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. FIVE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ollie's Bargain Outlet Holdings, Inc. (OLLI) and Five Below, Inc. (FIVE). 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.

	OLLI	FIVE	Difference
Sharpe ratio Return per unit of total volatility	-0.57	3.73	-4.30
Sortino ratio Return per unit of downside risk	-0.68	3.59	-4.27
Omega ratio Gain probability vs. loss probability	0.93	1.63	-0.70
Calmar ratio Return relative to maximum drawdown	-0.51	6.72	-7.23
Martin ratio Return relative to average drawdown	-1.29	32.98	-34.27
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

OLLI vs. FIVE - Sharpe Ratio Comparison

The current OLLI Sharpe Ratio is -0.57, which is lower than the FIVE Sharpe Ratio of 3.73. The chart below compares the historical Sharpe Ratios of OLLI and FIVE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	OLLI	FIVE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.57	3.73	-4.30
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.02	0.07	-0.05
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.34	0.41	-0.07
Sharpe Ratio (All Time) Calculated using the full available price history	0.34	0.39	-0.04

Correlation

The correlation between OLLI and FIVE is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

OLLI vs. FIVE - Dividend Comparison

Neither OLLI nor FIVE has paid dividends to shareholders.

Tickers have no history of dividend payments

Drawdowns

OLLI vs. FIVE - Drawdown Comparison

The maximum OLLI drawdown since its inception was -66.23%, smaller than the maximum FIVE drawdown of -76.40%. Use the drawdown chart below to compare losses from any high point for OLLI and FIVE.

Drawdown Indicators

	OLLI	FIVE	Difference
Max Drawdown Largest peak-to-trough decline	-66.23%	-76.40%	+10.17%
Max Drawdown (1Y) Largest decline over 1 year	-36.62%	-31.59%	-5.03%
Max Drawdown (5Y) Largest decline over 5 years	-60.29%	-76.40%	+16.11%
Max Drawdown (10Y) Largest decline over 10 years	-66.23%	-76.40%	+10.17%
Current Drawdown Current decline from peak	-34.63%	-3.27%	-31.36%
Average Drawdown Average peak-to-trough decline	-21.13%	-23.40%	+2.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	14.53%	6.43%	+8.10%

Volatility

OLLI vs. FIVE - Volatility Comparison

The current volatility for Ollie's Bargain Outlet Holdings, Inc. (OLLI) is 11.55%, while Five Below, Inc. (FIVE) has a volatility of 13.55%. This indicates that OLLI experiences smaller price fluctuations and is considered to be less risky than FIVE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	OLLI	FIVE	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.55%	13.55%	-2.00%
Volatility (6M) Calculated over the trailing 6-month period	25.13%	25.98%	-0.85%
Volatility (1Y) Calculated over the trailing 1-year period	36.78%	55.35%	-18.57%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	43.46%	47.42%	-3.96%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	43.08%	45.84%	-2.76%

Financials

OLLI vs. FIVE - Profitability Comparison

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

OLLI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Ollie's Bargain Outlet Holdings, Inc. reported a gross profit of 321.49M and revenue of 779.26M. Therefore, the gross margin over that period was 41.3%.

FIVE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Five Below, Inc. reported a gross profit of 0.00 and revenue of 1.73B. Therefore, the gross margin over that period was 0.0%.

OLLI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Ollie's Bargain Outlet Holdings, Inc. reported an operating income of 101.69M and revenue of 779.26M, resulting in an operating margin of 13.1%.

FIVE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Five Below, Inc. reported an operating income of 310.88M and revenue of 1.73B, resulting in an operating margin of 18.0%.

OLLI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Ollie's Bargain Outlet Holdings, Inc. reported a net income of 85.55M and revenue of 779.26M, resulting in a net margin of 11.0%.

FIVE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Five Below, Inc. reported a net income of 238.23M and revenue of 1.73B, resulting in a net margin of 13.8%.