COMP <GO>
OLLI vs PSMT // 10Y YIELD & FRED MACRO BETA
Ollie's Bargain Outlet Holdings Inc. (NASDAQ) VS. PriceSmart Inc. (NASDAQ) • 15-METRIC TALLY: OLLI 10
— PSMT 4
▲ 10Y YIELD & FRED MACRO BETA LEADER: OLLI
LAST: $90.26 (-2.34%) • MKT CAP: $5.49B
macro-sensitivity
1.14
LAST: $165.70 (+0.34%) • MKT CAP: $5.11B
macro-sensitivity
1.00
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OLLI VS. PSMT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OLLI | PSMT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 40.50% | 17.40% | +23.10 | OLLI | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 11.30% | 14.80% | -3.50 | PSMT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 14.8x | 13.7x | +1.10 | PSMT | /valuation <GO> |
| Free Cash Flow Yield | 3.55% | 2.02% | +1.53 | OLLI | /fcf-yield <GO> |
| Operating Margin | 11.20% | 4.40% | +6.80 | OLLI | /operating-margins <GO> |
| Net Profit Margin | 9.10% | 2.80% | +6.30 | OLLI | /net-margins <GO> |
| Revenue Growth (YoY) | 16.60% | 7.20% | +9.40 | OLLI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.76% | -0.76 | PSMT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.31 | 6.08 | -0.77 | PSMT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | OLLI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.7 | 41.9 | +16.80 | OLLI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.14 | 1.00 | +0.14 | OLLI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.2x | 32.1x | -12.90 | OLLI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.49B | $5.11B | $382.5M | OLLI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OLLI REV | PSMT REV | OLLI GROSS % | PSMT GROSS % | OLLI FCF | PSMT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.65B | $5.27B | 40.5% | 17.4% | $194.7M | $103.2M |
| FY 2024 | $2.27B | $4.91B | 40.3% | 17.2% | $106.9M | $39.0M |
| FY 2023 | $2.10B | $4.41B | — | — | $159.9M | $58.8M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OLLI // BETA 1.14
PSMT // BETA 1.00