OLLI vs. PSMT
OLLI (Ollie's Bargain Outlet Holdings, Inc.) and PSMT (PriceSmart, Inc.) are both stocks. Both operate in the Discount Stores industry within the Consumer Defensive sector. Over the past 10 years, OLLI returned 11.99%/yr vs 8.72%/yr for PSMT. At a 0.30 correlation, their price movements are largely independent.
Performance
OLLI vs. PSMT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, OLLI achieves a -33.02% return, which is significantly lower than PSMT's 49.84% return. Over the past 10 years, OLLI has outperformed PSMT with an annualized return of 11.99%, while PSMT has yielded a comparatively lower 8.72% 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%
PSMT
- 1D
- 0.53%
- 1M
- 11.13%
- YTD
- 49.84%
- 6M
- 46.86%
- 1Y
- 82.13%
- 3Y*
- 37.45%
- 5Y*
- 17.35%
- 10Y*
- 8.72%
OLLI vs. PSMT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
PSMT PriceSmart, Inc. | 49.84% | 34.77% | 24.97% | 26.22% | -15.86% | -19.06% | 29.67% | 21.59% | -30.76% | 3.96% |
Correlation
The correlation between OLLI and PSMT is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2015 | 0.30 |
Fundamentals
OLLI:
$4.49B
PSMT:
$5.53B
OLLI:
$4.05
PSMT:
$5.07
OLLI:
18.14
PSMT:
36.10
OLLI:
0.93
PSMT:
3.15
OLLI:
1.66
PSMT:
1.00
OLLI:
2.38
PSMT:
4.15
OLLI:
$2.73B
PSMT:
$5.53B
OLLI:
$1.07B
PSMT:
$705.95M
OLLI:
$380.36M
PSMT:
$306.73M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
OLLI vs. PSMT — Risk / Return Rank
OLLI
PSMT
OLLI vs. PSMT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ollie's Bargain Outlet Holdings, Inc. (OLLI) and PriceSmart, Inc. (PSMT). 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.
| OLLI | PSMT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.04 | ||
| Sortino ratioReturn per unit of downside risk | -5.38 | ||
| Omega ratioGain probability vs. loss probability | 0.83 | 1.48 | -0.65 |
| Calmar ratioReturn relative to maximum drawdown | -0.83 | 7.77 | -8.61 |
| Martin ratioReturn relative to average drawdown | -1.68 | 24.95 | -26.62 |
Loading charts...
Drawdowns
OLLI vs. PSMT - Drawdown Comparison
The maximum OLLI drawdown since its inception was -66.23%, smaller than the maximum PSMT drawdown of -89.28%. Use the drawdown chart below to compare losses from any high point for OLLI and PSMT.
Loading charts...
Drawdown Indicators
| OLLI | PSMT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.23% | -89.28% | +23.05% |
Max Drawdown (1Y)Largest decline over 1 year | -47.86% | -10.62% | -37.24% |
Max Drawdown (3Y)Largest decline over 3 years | -47.86% | -24.03% | -23.83% |
Max Drawdown (5Y)Largest decline over 5 years | -59.48% | -36.35% | -23.13% |
Max Drawdown (10Y)Largest decline over 10 years | -66.23% | -53.24% | -12.99% |
Current DrawdownCurrent decline from peak | -47.86% | 0.00% | -47.86% |
Average DrawdownAverage peak-to-trough decline | -21.80% | -35.92% | +14.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.72% | 3.30% | +20.42% |
Volatility
OLLI vs. PSMT - Volatility Comparison
Ollie's Bargain Outlet Holdings, Inc. (OLLI) has a higher volatility of 15.03% compared to PriceSmart, Inc. (PSMT) at 5.46%. This indicates that OLLI's price experiences larger fluctuations and is considered to be riskier than PSMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| OLLI | PSMT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.03% | 5.46% | +9.57% |
Volatility (6M)Calculated over the trailing 6-month period | 29.64% | 19.33% | +10.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.62% | 27.75% | +9.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.06% | 27.98% | +16.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.17% | 30.22% | +12.95% |
Dividends
OLLI vs. PSMT - Dividend Comparison
OLLI has not paid dividends to shareholders, while PSMT's dividend yield for the trailing twelve months is around 0.73%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PSMT PriceSmart, Inc. | 0.73% | 1.03% | 2.34% | 1.21% | 1.41% | 0.96% | 0.77% | 0.99% | 1.18% | 0.81% | 0.84% | 0.84% |
Financials
OLLI vs. PSMT - Financials Comparison
This section allows you to compare key financial metrics between Ollie's Bargain Outlet Holdings, Inc. and PriceSmart, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
OLLI vs. PSMT - Profitability Comparison
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%.
PSMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, PriceSmart, Inc. reported a gross profit of 0.00 and revenue of 1.50B. 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 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%.
PSMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, PriceSmart, Inc. reported an operating income of 75.42M and revenue of 1.50B, resulting in an operating margin of 5.0%.
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%.
PSMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, PriceSmart, Inc. reported a net income of 49.09M and revenue of 1.50B, resulting in a net margin of 3.3%.
Frequently Asked Questions
OLLI and PSMT have a correlation of 0.26, 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 PSMT (5.46%). In terms of maximum drawdown, OLLI dropped -66.23% vs PSMT's -89.28%.
PSMT currently has the higher Sharpe Ratio (2.98 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.
Find the right allocation for OLLI and PSMT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer