OLLI vs HRB

Comparison between Ollies Bargain Outlet Holdings Inc (OLLI, Company) and H&R Block Inc (HRB, Company).

OLLI is from the Consumer Defensive sector, while HRB is from the Consumer Cyclical sector.

5-Year PerformanceHRB has outperformed OLLI, delivering a return of +14.0% compared to +1.0%

OLLI vs HRB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OLLI(COMPANY)	HRB(COMPANY)
Market Cap	$5.04B	$5.05B
Max Drawdown	66.23%	68.07%
Sharpe Ratio	-0.97	-0.75
5Y Beta	0.80	0.22
Industry	Discount Stores	Personal Services
P/E Ratio	20.97	4.47
Forward P/E	17.86	6.54
PEG Ratio	0.44	0.00
Dividend Yield	N/A	4.39%
5Y Dividends CAGR	N/A	14.09%
5Y EPS CAGR	15.82%	N/A
Debt to Equity	0.00%	-6117.40%
Free Cash Flow Yield	3.86%	15.08%

Market Cap

OLLI

$5.04B

Winner

HRB

$5.05B

Max Drawdown

Winner

OLLI

66.23%

HRB

68.07%

Sharpe Ratio

OLLI

-0.97

Winner

HRB

-0.75

5Y Beta

OLLI

0.80

Winner

HRB

0.22

Industry

OLLI

Discount Stores

HRB

Personal Services

P/E Ratio

OLLI

20.97

Winner

HRB

4.47

Forward P/E

OLLI

17.86

Winner

HRB

6.54

PEG Ratio

OLLI

0.44

Winner

HRB

0.00

Dividend Yield

OLLI

N/A

HRB

4.39%

5Y Dividends CAGR

OLLI

N/A

HRB

14.09%

5Y EPS CAGR

OLLI

15.82%

HRB

N/A

Debt to Equity

OLLI

0.00%

Winner

HRB

-6117.40%

Free Cash Flow Yield

OLLI

3.86%

Winner

HRB

15.08%

OLLI vs HRB - Historical Returns

Returns include dividend reinvestment.

Period	OLLI	HRB
1 month	-12.20%	+25.54%
3 months	-24.34%	+32.78%
6 months	-31.94%	-5.94%
1 year	-29.63%	-28.71%
5 years(CAGR)	+1.00%	+13.96%
10 years(CAGR)	+13.48%	+11.08%
Max(CAGR)	+13.34%	+8.58%

OLLI

-12.20%

Winner

HRB

+25.54%

OLLI

-24.34%

Winner

HRB

+32.78%

OLLI

-31.94%

Winner

HRB

-5.94%

OLLI

-29.63%

Winner

HRB

-28.71%

5Y(CAGR)

OLLI

+1.00%

Winner

HRB

+13.96%

10Y(CAGR)

Winner

OLLI

+13.48%

HRB

+11.08%

Max(CAGR)

Winner

OLLI

+13.34%

HRB

+8.58%

OLLI vs HRB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	OLLI	HRB
2026	-26.11%	-5.30%
2025	+1.24%	-15.28%
2024	+46.05%	+10.56%
2023	+62.26%	+42.46%
2022	-10.63%	+54.27%
2021	-37.52%	+57.47%
2020	+30.81%	-27.82%
2019	-1.42%	-4.35%
2018	+28.03%	-1.51%
2017	+87.17%	+18.55%
2016	+64.17%	-27.65%
2015	-19.57%	+3.13%
2014	N/A	+17.52%
2013	N/A	+56.75%
2012	N/A	+20.01%
2011	N/A	+36.59%
2010	N/A	-45.21%
2009	N/A	+4.01%
2008	N/A	+25.50%
2007	N/A	-17.80%
2006	N/A	-3.56%
2005	N/A	+2.74%
2004	N/A	-10.56%
2003	N/A	+36.56%
2002	N/A	-6.58%
2001	N/A	+126.24%
2000	N/A	+2.14%
1999	N/A	+5.72%

OLLI vs HRB Drawdown Comparison

The maximum drawdown for OLLI was -66.23%, occurring on Mar 18, 2020. Recovery took 269 trading sessions.

The maximum drawdown for HRB was -62.06%, occurring on Apr 3, 2020. Recovery took 1630 trading sessions.

The current OLLI drawdown is -41.58%. The current HRB drawdown is -36.68%.

Rank	OLLI	HRB
#1	-66.23% May 24, 2019 - Jun 18, 2020	-62.06% Nov 2, 2015 - Apr 25, 2022
#2	-65.59% Aug 26, 2020 - Dec 10, 2024	-58.52% Jul 15, 2005 - Feb 4, 2013
#3	-47.29% Aug 6, 2025 - May 13, 2026	-55.53% Aug 20, 2024 - Feb 12, 2026
#4	-36.12% Oct 1, 2018 - Apr 24, 2019	-41.96% Aug 20, 2002 - Nov 26, 2003
#5	-27.75% Jul 16, 2015 - Jan 28, 2016	-40.99% Nov 17, 1999 - Feb 28, 2001
#6	-19.64% Dec 26, 2024 - May 19, 2025	-39.12% Aug 18, 2022 - Nov 22, 2023
#7	-16.58% Apr 27, 2016 - Aug 12, 2016	-25.99% Feb 11, 2004 - Jun 16, 2005
#8	-14.05% Jan 29, 2016 - Mar 18, 2016	-22.48% Feb 25, 2002 - Aug 16, 2002
#9	-13.78% Nov 22, 2016 - Feb 14, 2017	-20.24% Oct 3, 2001 - Dec 6, 2001
#10	-12.70% Aug 23, 2016 - Nov 10, 2016	-17.96% Aug 1, 2013 - Feb 24, 2014
#11	-12.16% Jun 21, 2018 - Aug 20, 2018	-17.82% Aug 27, 2014 - Nov 28, 2014
#12	-10.31% Jun 1, 2017 - Jul 17, 2017	-16.27% Apr 25, 2022 - May 11, 2022
#13	-10.15% Jun 22, 2020 - Jul 22, 2020	-16.14% Feb 5, 2015 - Aug 5, 2015
#14	-9.69% Jan 29, 2018 - Feb 23, 2018	-14.31% Feb 25, 2014 - Jun 11, 2014
#15	-8.98% May 19, 2025 - Jun 16, 2025	-11.76% Sep 6, 2001 - Oct 1, 2001