PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
OLLI vs. PSMT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

OLLI vs. PSMT

Last updated May 14, 2025

Compare and contrast key facts about Ollie's Bargain Outlet Holdings, Inc. (OLLI) and PriceSmart, Inc. (PSMT).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OLLI or PSMT.

Correlation

The correlation between OLLI and PSMT is 0.45, 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.

Performance

OLLI vs. PSMT - Performance Comparison

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

Loading data...

Key characteristics

Sharpe Ratio

OLLI:

1.24

PSMT:

0.80

Sortino Ratio

OLLI:

1.78

PSMT:

1.27

Omega Ratio

OLLI:

1.21

PSMT:

1.16

Calmar Ratio

OLLI:

1.30

PSMT:

0.72

Martin Ratio

OLLI:

4.95

PSMT:

3.55

Ulcer Index

OLLI:

9.04%

PSMT:

6.05%

Daily Std Dev

OLLI:

43.19%

PSMT:

27.99%

Max Drawdown

OLLI:

-66.23%

PSMT:

-89.11%

Current Drawdown

OLLI:

-4.89%

PSMT:

-7.00%

Fundamentals

Market Cap

OLLI:

$6.99B

PSMT:

$3.20B

EPS

OLLI:

$3.24

PSMT:

$4.69

PE Ratio

OLLI:

35.16

PSMT:

22.15

PEG Ratio

OLLI:

2.08

PSMT:

1.94

PS Ratio

OLLI:

3.08

PSMT:

0.63

PB Ratio

OLLI:

4.13

PSMT:

2.74

Total Revenue (TTM)

OLLI:

$1.76B

PSMT:

$5.08B

Gross Profit (TTM)

OLLI:

$705.09M

PSMT:

$1.91B

EBITDA (TTM)

OLLI:

$238.32M

PSMT:

$296.92M

Returns By Period

In the year-to-date period, OLLI achieves a 3.84% return, which is significantly lower than PSMT's 11.77% return.

OLLI

YTD

3.84%

1M

-0.42%

6M

23.57%

1Y

52.94%

5Y*

9.20%

10Y*

N/A

PSMT

YTD

11.77%

1M

11.52%

6M

15.21%

1Y

22.29%

5Y*

16.92%

10Y*

3.56%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Risk-Adjusted Performance

OLLI vs. PSMT — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
OLLI
The Risk-Adjusted Performance Rank of OLLI is 8585
Overall Rank
The Sharpe Ratio Rank of OLLI is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of OLLI is 8383
Sortino Ratio Rank
The Omega Ratio Rank of OLLI is 7979
Omega Ratio Rank
The Calmar Ratio Rank of OLLI is 8888
Calmar Ratio Rank
The Martin Ratio Rank of OLLI is 8686
Martin Ratio Rank
PSMT
The Risk-Adjusted Performance Rank of PSMT is 7676
Overall Rank
The Sharpe Ratio Rank of PSMT is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of PSMT is 7272
Sortino Ratio Rank
The Omega Ratio Rank of PSMT is 7070
Omega Ratio Rank
The Calmar Ratio Rank of PSMT is 7878
Calmar Ratio Rank
The Martin Ratio Rank of PSMT is 8181
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

OLLI vs. PSMT - Risk-Adjusted Performance 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.

The current OLLI Sharpe Ratio is 1.24, which is higher than the PSMT Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of OLLI and PSMT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Loading data...

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 1.18%.

TTM20242023202220212020201920182017201620152014
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.		1.18%2.34%1.21%1.41%0.96%0.77%0.99%1.18%0.81%0.84%0.84%0.77%

Drawdowns

OLLI vs. PSMT - Drawdown Comparison

The maximum OLLI drawdown since its inception was -66.23%, smaller than the maximum PSMT drawdown of -89.11%. Use the drawdown chart below to compare losses from any high point for OLLI and PSMT. For additional features, visit the drawdowns tool.

Loading data...

Volatility

OLLI vs. PSMT - Volatility Comparison

Ollie's Bargain Outlet Holdings, Inc. (OLLI) has a higher volatility of 13.24% compared to PriceSmart, Inc. (PSMT) at 8.30%. 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 data...

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.

Quarterly
Annual

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

400.00M600.00M800.00M1.00B1.20B1.40BJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
667.08M
1.36B
(OLLI) Total Revenue
(PSMT) Total Revenue
Values in USD except per share items

OLLI vs. PSMT - Profitability Comparison

The chart below illustrates the profitability comparison between Ollie's Bargain Outlet Holdings, Inc. and PriceSmart, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.
Gross Margin
Operating Margin
Net Margin
Quarterly
Annual
20.0%40.0%60.0%80.0%100.0%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
40.7%
17.1%
(OLLI) Gross Margin
(PSMT) Gross Margin
OLLI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Ollie's Bargain Outlet Holdings, Inc. reported a gross profit of 271.60M and revenue of 667.08M. Therefore, the gross margin over that period was 40.7%.

PSMT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, PriceSmart, Inc. reported a gross profit of 233.75M and revenue of 1.36B. Therefore, the gross margin over that period was 17.1%.

OLLI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Ollie's Bargain Outlet Holdings, Inc. reported an operating income of 87.73M and revenue of 667.08M, resulting in an operating margin of 13.2%.

PSMT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, PriceSmart, Inc. reported an operating income of 65.27M and revenue of 1.36B, resulting in an operating margin of 4.8%.

OLLI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Ollie's Bargain Outlet Holdings, Inc. reported a net income of 68.55M and revenue of 667.08M, resulting in a net margin of 10.3%.

PSMT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, PriceSmart, Inc. reported a net income of 43.76M and revenue of 1.36B, resulting in a net margin of 3.2%.