WallStSmart

Dollar Tree Inc (DLTR)vsOllie's Bargain Outlet Hldg (OLLI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Dollar Tree Inc generates 623% more annual revenue ($19.75B vs $2.73B). OLLI leads profitability with a 9.1% profit margin vs 6.5%. DLTR appears more attractively valued with a PEG of 1.57. OLLI earns a higher WallStSmart Score of 59/100 (C).

DLTR

Buy

57

out of 100

Grade: C

Growth: 6.0Profit: 6.5Value: 6.0Quality: 5.5
Piotroski: 6/9Altman Z: 2.51

OLLI

Buy

59

out of 100

Grade: C

Growth: 7.3Profit: 6.0Value: 4.7Quality: 8.0
Piotroski: 4/9Altman Z: 3.31
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DLTRUndervalued (+17.0%)

Margin of Safety

+17.0%

Fair Value

$150.57

Current Price

$128.57

$22.00 discount

UndervaluedFair: $150.57Overvalued
OLLISignificantly Overvalued (-32.9%)

Margin of Safety

-32.9%

Fair Value

$85.61

Current Price

$71.37

$14.24 premium

UndervaluedFair: $85.61Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DLTR1 strengths · Avg: 10.0/10
Return on EquityProfitability
36.7%10/10

Every $100 of equity generates 37 in profit

OLLI3 strengths · Avg: 8.7/10
Altman Z-ScoreHealth
3.3110/10

Safe zone — low bankruptcy risk

P/E RatioValuation
16.5x8/10

Attractively priced relative to earnings

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Areas to Watch

DLTR3 concerns · Avg: 2.7/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

Profit MarginProfitability
6.5%3/10

6.5% margin — thin

Debt/EquityHealth
2.171/10

Elevated debt levels

OLLI1 concerns · Avg: 4.0/10
PEG RatioValuation
2.084/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : DLTR

The strongest argument for DLTR centers on Return on Equity.

Bull Case : OLLI

The strongest argument for OLLI centers on Altman Z-Score, P/E Ratio, Price/Book. Revenue growth of 14.2% demonstrates continued momentum.

Bear Case : DLTR

The primary concerns for DLTR are PEG Ratio, Profit Margin, Debt/Equity. Debt-to-equity of 2.17 is elevated, increasing financial risk.

Bear Case : OLLI

The primary concerns for OLLI are PEG Ratio.

Key Dynamics to Monitor

DLTR carries more volatility with a beta of 0.65 — expect wider price swings.

OLLI is growing revenue faster at 14.2% — sustainability is the question.

DLTR generates stronger free cash flow (391M), providing more financial flexibility.

Monitor DISCOUNT STORES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

OLLI scores higher overall (59/100 vs 57/100) and 14.2% revenue growth. DLTR offers better value entry with a 17.0% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Dollar Tree Inc

CONSUMER DEFENSIVE · DISCOUNT STORES · USA

Dollar Tree is an American chain of discount variety stores that sells items for $1 or less, headquartered in Chesapeake, Virginia.

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Ollie's Bargain Outlet Hldg

CONSUMER DEFENSIVE · DISCOUNT STORES · USA

Ollie's Bargain Outlet Holdings, Inc. is a branded product retailer. The company is headquartered in Harrisburg, Pennsylvania.

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