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Ollie's Bargain Outlet Holdings, Inc. (OLLI) Stock Fundamental Analysis & AI Rating 2026

OLLI Nasdaq Retail-Variety Stores DE CIK: 0001639300
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2026-01-31
STRONG BUY
87% Conf
Pending
Analysis scheduled

📊 OLLI Key Takeaways

Revenue: $2.6B
Net Margin: 9.1%
Free Cash Flow: $194.7M
Current Ratio: 2.41x
Debt/Equity: 0.00x
EPS: $3.89
AI Rating: STRONG BUY with 87% confidence
Ollie's Bargain Outlet Holdings, Inc. (OLLI) receives a STRONG BUY rating with 87% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $2.6B, net profit margin of 9.1%, and return on equity (ROE) of 12.7%, Ollie's Bargain Outlet Holdings, Inc. demonstrates strong fundamentals in the Consumer sector. Below is our complete OLLI stock analysis for 2026.

Is Ollie's Bargain Outlet Holdings, Inc. (OLLI) a Good Investment?

Claude

Ollie's demonstrates exceptional operational momentum with net income growing faster than revenue (20.4% vs 16.6%), indicating strong operational leverage and efficiency gains. Combined with a fortress balance sheet (zero meaningful debt), robust free cash flow generation ($194.7M), and healthy profitability margins (9.1% net margin), the company exhibits both growth and financial stability rare in retail.

Why Buy Ollie's Bargain Outlet Holdings, Inc. Stock? OLLI Key Strengths

Claude
  • + Net income growing 20.4% YoY outpacing 16.6% revenue growth, indicating strong operational leverage
  • + Pristine balance sheet with negligible debt ($974K), debt/equity ratio of 0.00x, and exceptional interest coverage of 65.6x
  • + Solid profitability margins (40.5% gross, 11.2% operating, 9.1% net) with consistent free cash flow generation of $194.7M
  • + Strong liquidity position with 2.41x current ratio and $259.7M cash

OLLI Stock Risks: Ollie's Bargain Outlet Holdings, Inc. Investment Risks

Claude
  • ! Quick ratio of 0.78x indicates significant inventory concentration typical of retail, creating vulnerability to demand shocks
  • ! Retail sector exposure to consumer discretionary spending and economic downturns
  • ! Sustained margin expansion may be difficult to maintain long-term; comparison to comps is critical

Key Metrics to Watch

Claude
  • * Quarterly revenue growth trajectory and comparable store sales trends
  • * Operating margin sustainability and inventory turnover ratios
  • * Free cash flow conversion and capital deployment strategy

Ollie's Bargain Outlet Holdings, Inc. (OLLI) Financial Metrics & Key Ratios

Revenue
$2.6B
Net Income
$240.6M
EPS (Diluted)
$3.89
Free Cash Flow
$194.7M
Total Assets
$3.0B
Cash Position
$259.7M

💡 AI Analyst Insight

Strong liquidity with a 2.41x current ratio provides a solid financial cushion.

OLLI Profit Margin, ROE & Profitability Analysis

Gross Margin 40.5%
Operating Margin 11.2%
Net Margin 9.1%
ROE 12.7%
ROA 8.1%
FCF Margin 7.3%

OLLI vs Consumer Sector: How Ollie's Bargain Outlet Holdings, Inc. Compares

How Ollie's Bargain Outlet Holdings, Inc. compares to Consumer sector averages

Net Margin
OLLI 9.1%
vs
Sector Avg 8.0%
OLLI Sector
ROE
OLLI 12.7%
vs
Sector Avg 18.0%
OLLI Sector
Current Ratio
OLLI 2.4x
vs
Sector Avg 1.5x
OLLI Sector
Debt/Equity
OLLI 0.0x
vs
Sector Avg 0.8x
OLLI Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Ollie's Bargain Outlet Holdings, Inc. Stock Overvalued? OLLI Valuation Analysis 2026

Based on fundamental analysis, Ollie's Bargain Outlet Holdings, Inc. has mixed fundamental signals relative to the Consumer sector in 2026.

Return on Equity
12.7%
Sector avg: 18%
Net Profit Margin
9.1%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.8x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Ollie's Bargain Outlet Holdings, Inc. Balance Sheet: OLLI Debt, Cash & Liquidity

Current Ratio
2.41x
Quick Ratio
0.78x
Debt/Equity
0.00x
Debt/Assets
36.1%
Interest Coverage
65.56x
Long-term Debt
$974.0K

OLLI Revenue & Earnings Growth: 5-Year Financial Trend

OLLI 5-year financial data: Year 2020: Revenue $1.8B, Net Income $135.0M, EPS $2.05. Year 2021: Revenue $1.8B, Net Income $141.1M, EPS $2.14. Year 2022: Revenue $1.8B, Net Income $242.7M, EPS $3.68. Year 2024: Revenue $2.1B, Net Income $157.5M, EPS $2.43. Year 2025: Revenue $2.6B, Net Income $102.8M, EPS $1.64.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Ollie's Bargain Outlet Holdings, Inc.'s revenue has grown significantly by 46% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.64 reflects profitable operations.

OLLI Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
7.3%
Free cash flow / Revenue

OLLI Quarterly Earnings & Performance

Quarterly financial performance data for Ollie's Bargain Outlet Holdings, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $517.4M $35.9M $0.58
Q2 2025 $578.4M $49.0M $0.79
Q1 2025 $508.8M $46.3M $0.75
Q3 2024 $480.1M $31.8M $0.51
Q2 2024 $514.5M $42.2M $0.68
Q1 2024 $459.2M $31.0M $0.50
Q3 2023 $418.1M $23.1M $0.37
Q2 2023 $452.5M $14.1M $0.22

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Ollie's Bargain Outlet Holdings, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$296.5M
Cash generated from operations
Stock Buybacks
$73.8M
Shares repurchased (TTM)
Capital Expenditures
$101.9M
Investment in assets
Dividends
None
No dividend program

OLLI SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Ollie's Bargain Outlet Holdings, Inc. (CIK: 0001639300)

📋 Recent SEC Filings

Date Form Document Action
Apr 8, 2026 4 xslF345X06/marketforms-72904.xml View →
Apr 3, 2026 4 xslF345X06/marketforms-72859.xml View →
Apr 3, 2026 4 xslF345X06/marketforms-72858.xml View →
Apr 3, 2026 4 xslF345X06/marketforms-72836.xml View →
Apr 3, 2026 4 xslF345X06/marketforms-72860.xml View →

Frequently Asked Questions about OLLI

What is the AI rating for OLLI?

Ollie's Bargain Outlet Holdings, Inc. (OLLI) has an AI rating of STRONG BUY with 87% confidence, based on fundamental analysis of SEC EDGAR filings.

What are OLLI's key strengths?

Claude: Net income growing 20.4% YoY outpacing 16.6% revenue growth, indicating strong operational leverage. Pristine balance sheet with negligible debt ($974K), debt/equity ratio of 0.00x, and exceptional interest coverage of 65.6x.

What are the risks of investing in OLLI?

Claude: Quick ratio of 0.78x indicates significant inventory concentration typical of retail, creating vulnerability to demand shocks. Retail sector exposure to consumer discretionary spending and economic downturns.

What is OLLI's revenue and growth?

Ollie's Bargain Outlet Holdings, Inc. reported revenue of $2.6B.

Does OLLI pay dividends?

Ollie's Bargain Outlet Holdings, Inc. does not currently pay dividends.

Where can I find OLLI SEC filings?

Official SEC filings for Ollie's Bargain Outlet Holdings, Inc. (CIK: 0001639300) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is OLLI's EPS?

Ollie's Bargain Outlet Holdings, Inc. has a diluted EPS of $3.89.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is OLLI a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Ollie's Bargain Outlet Holdings, Inc. has a STRONG BUY rating with 87% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is OLLI stock overvalued or undervalued?

Valuation metrics for OLLI: ROE of 12.7% (sector avg: 18%), net margin of 9.1% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy OLLI stock in 2026?

Our dual AI analysis gives Ollie's Bargain Outlet Holdings, Inc. a combined STRONG BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is OLLI's free cash flow?

Ollie's Bargain Outlet Holdings, Inc.'s operating cash flow is $296.5M, with capital expenditures of $101.9M. FCF margin is 7.3%.

How does OLLI compare to other Consumer stocks?

Vs Consumer sector averages: Net margin 9.1% (avg: 8%), ROE 12.7% (avg: 18%), current ratio 2.41 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 13, 2026 | Data as of: 2026-01-31 | Powered by Claude AI