OLLI vs TBBB: Ollie's Bargain Outlet Hldg and BBB Foods compared
The short version
From the latest prices and each company's SEC filings. Who's ahead on each measure, not which to buy.
- BBB Foods is the larger company, worth $6.8B, about 1.2 times Ollie's Bargain Outlet Hldg.
- BBB Foods grew revenue faster over the last year (+36.1% vs +9.1%).
- Ollie's Bargain Outlet Hldg keeps more of each dollar of revenue as operating profit (12.3% vs -0.9%).
Side by side
The stronger figure is shaded where higher (or, for valuation multiples, lower) reads as better. How the implied growth works.
| Measure | OLLI | TBBB |
|---|---|---|
| Market cap | $5.6B | $6.8B |
| Share price | $85.33 | $55.59 |
| Revenue (last fiscal year) | $2.6B | $78.2B |
| Free cash flow (last fiscal year) | $195M | $1.1B |
| Revenue growth, last year | +9.1% | +36.1% |
| Revenue growth per year, last 5 fiscal years | +10.9% | +35.6% |
| Operating margin | 12.3% | -0.86% |
| Net margin | 9.8% | -3.6% |
| Return on equity | 14.4% | -68.8% |
| P/E (trailing) | 23.6x | — |
| Price / free cash flow | 28.5x | 6.00x |
| EV / EBITDA | 14.6x | 99.0x |
| FCF growth the price implies | 9.6% | — |
| Dividend yield | — | — |
| Debt / equity | 0.60x | 6.40x |
| Fundamental grade | C | F |
| Superinvestors holding it | 3 | 3 |
| Insider purchases, last 12 months | 0 | 0 |
Results from SEC filings
Revenue and free cash flow by fiscal year, from each company's 10-K filings.
Ollie's Bargain Outlet Hldg
| Year | Revenue | Free cash flow | Op. margin |
|---|---|---|---|
| 2022 | $1.8B | $10M | 11.7% |
| 2023 | $1.8B | $63M | 7.2% |
| 2024 | $2.1B | $130M | 10.8% |
| 2025 | $2.3B | $107M | 11.0% |
| 2026 | $2.6B | $195M | 11.2% |
BBB Foods
| Year | Revenue | Free cash flow | Op. margin |
|---|---|---|---|
| 2021 | $23.1B | $832M | 1.7% |
| 2022 | $32.6B | $991M | 1.6% |
| 2023 | $44.1B | $1.3B | 1.8% |
| 2024 | $57.4B | $1.3B | 2.3% |
| 2025 | $78.2B | $1.1B | -0.86% |
Where the revenue comes from
Ollie's Bargain Outlet Hldg
No segment breakdown reported.
BBB Foods · by products, 2025
Private Label$45.4B58%
Branded$28.0B36%
Spot$4.5B6%
Other$82M0%
Compare them in fullFifteen years of statements, quarterly results, DCF and IRR models, and any number of peers side by side.
Open OLLI in InvestinglyQuestions
Which is bigger, Ollie's Bargain Outlet Hldg or BBB Foods?
BBB Foods (TBBB), at $6.8B against $5.6B.
Which grows faster, OLLI or TBBB?
BBB Foods: revenue grew +36.1% over the last year, against +9.1%.
Prices and ratios as of the last daily update; statements from SEC filings. Information only, not investment advice.