Verdict: Side-by-side breakdown using the Bull Rankings model. DLTR scored 73.9, OLLI scored 73.4 — DLTR leads.
Compare another set
DLTR
Dollar Tree, Inc.
Discount Stores · Quality-Growth
73.9
$118.64 · $22.3B
fundamentals as of
Score gap
0.5
DLTR leads
OLLI
Ollie's Bargain Outlet Holdings, Inc.
Discount Stores · Quality-Growth
73.4
$85.33 · $5.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestDLTR14.5x
Fastest growthOLLI+14.4%
Strongest balance sheetOLLI0.38
Highest qualityDLTR81 / 100
Largest discount to fair valueDLTR-35%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
DLTR
stronger →← stronger
OLLI
81
Qualityreturns · margins · balance sheet
72
63
Growthrevenue & earnings expansion
78
80
Valuevaluation vs sector peers
71
DLTR is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DLTR
OLLI
$2.0bC+
FCF
$223mC
+8.2%B
Rev
+14.4%B+
2.24C
D/E
0.38B+
14.5xA-
P/E
19.1xB
1.20B+
PEG
2.63C
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
DLTR
OLLI
35% below
Price vs fair valuelower is cheaper
40% above
~-8%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~14%/yr
+63%
1-yr DCF upside
-32%
+55%
5-yr DCF upside
-28%
+43%
10-yr DCF upside
-23%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DLTR
Why this score
Buying back stock
Durable high returns
OLLI
Why this score
Buying back stock
The companies
DLTRDollar Tree, Inc.
Discount Stores · $118.64 · beta 0.72
Why now
Discount Stores · market cap $22.3b. 17% off the 52-week high of $142.40. 26 sell-side analysts rate this a Buy with a mean 1-yr target of $136.15 (implying +15% upside).
Moat
ROE 47% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 123% of net income — earnings translate cleanly into cash.
Risk
D/E 2.24 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
OLLIOllie's Bargain Outlet Holdings, Inc.
Discount Stores · $85.33 · beta 0.41
Why now
Discount Stores · market cap $5.1b. Down 36% from 52-week high of $133.28 — deep drawdown territory. Revenue growing +14%, comfortably above the S&P median. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $99.93 (implying +17% upside).
Moat
ROE 14% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Down 36% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Verdict — model-derived comparison
The model favors OLLI (66.5) over DLTR (63) primarily due to OLLI's superior Growth pillar score of 75, significantly outpacing DLTR's 42. However, a contrarian might prefer DLTR for its substantial -41% discount to DCF fair value, offering a greater margin of safety than OLLI's -23%.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where DLTR and OLLI diverge
On the headline score the gap is 0.5 points in favor of DLTR. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
GrowthDLTR 62.6 · OLLI 77.9OLLI +15.3
ValueDLTR 79.8 · OLLI 70.8DLTR +9.0
QualityDLTR 80.6 · OLLI 71.7DLTR +8.9
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is DLTR or OLLI the better stock?
DLTR scores higher: DLTR 73.9, OLLI 73.4 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do DLTR and OLLI differ most?
The widest gap is growth, where OLLI leads by 15 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are DLTR and OLLI scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.