eBay vs Ollie's Bargain Outlet
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KIRA’s take AI analyst
I put eBay and Ollie's Bargain Outlet side by side, using each one’s latest annual report. Here is what stands out:
- eBay is the larger business, with $11.1B of revenue in fiscal 2025 against $2.6B for Ollie's Bargain Outlet, about 4.2 times as much.
- Ollie's Bargain Outlet grew revenue faster (16.6%, against 8.0%).
- eBay kept more of each dollar of sales as operating profit (20.5% operating margin, against 11.2%).
- eBay turned more of its sales into free cash flow (12.9% FCF margin, against 7.4%).
- eBay earned a higher return on the capital invested in it (26.8%, against 14.5%).
- Investors pay more for each dollar of eBay’s earnings: a P/E of 24.6x against 18.8x for Ollie's Bargain Outlet.
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
eBay
EBAY
7/11
Gross marginOperating marginNet marginFCF marginReturn on capitalReturn on equityShare count change
Ollie's Bargain Outlet
OLLI
4/11
Revenue growth5-year growthPiotroski F-scoreNet debt / EBITDA
Side by side
Best in the row
| Latest fiscal year | EBAY FY25 | OLLI FY25 |
|---|---|---|
| Size | ||
| Market cap | $54.0B | $5.1B |
| Revenue | $11.1B | $2.6B |
| Free cash flow | $1.4B | $195M |
| Net income | $2.0B | $241M |
| Growth | ||
| Revenue growth | 8.0% | 16.6% |
| 5-year growth | 4.5% | 7.9% |
| Share count change | −6.6% | 0.0% |
| Profitability | ||
| Gross margin | 71.5% | 40.5% |
| Operating margin | 20.5% | 11.2% |
| Net margin | 18.3% | 9.1% |
| FCF margin | 12.9% | 7.4% |
| Return on capital | 26.8% | 14.5% |
| Return on equity | 41.6% | 13.4% |
| Balance sheet | ||
| Net debt | $3.8B | −$258M |
| Net debt / EBITDA | 1.4x | −0.7x |
| Dividends and buybacks | $3.0B | $73.8M |
| Valuation & quality | ||
| P/E | 24.6x | 18.8x |
| Piotroski F-score | 5 | 7 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.