Etsy vs Ollie's Bargain Outlet Holdings
Etsy and Ollie's Bargain Outlet Holdings are similar in size: $2.88bn and $2.65bn of revenue in their latest fiscal years. Ollie's Bargain Outlet Holdings grew faster (16.6% against 2.7%). Ollie's Bargain Outlet Holdings kept more of each dollar of sales as profit: a net margin of 9.1% against 5.7%.
| Latest fiscal year | EtsyETSY, 2025 | Ollie's Bargain Outlet HoldingsOLLI, 2026 |
|---|---|---|
| Revenue | $2.88bn | $2.65bn |
| Revenue growth | 2.7% | 16.6% |
| Net income | $163m | $241m |
| Operating margin | 9.2% | 11.2% |
| Net margin | 5.7% | 9.1% |
| Return on equity | — | 13.4% |
| Free cash flow | $678m | $195m |
| Cash | $1.36bn | $260m |
| Total debt | $2.98bn | $974,000 |
| Debt to equity | — | 0.1% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $777m | $73.8m |
| Employees | 2,375 | 13,000 |
| Market value | $7.98bn | $5.31bn |
| Price vs our value range | Within our value range | Within our value range |
| Moat score | 69 (Moderate) | 66 (Moderate) |
| Insider trades, 12 months | 0 buys, 110 sales | 0 buys, 5 sales |