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Side-by-side financial comparison of Ollie's Bargain Outlet Holdings, Inc. (OLLI) and STIFEL FINANCIAL CORP (SF). Click either name above to swap in a different company.

STIFEL FINANCIAL CORP is the larger business by last-quarter revenue ($1.1B vs $613.6M, roughly 1.8× Ollie's Bargain Outlet Holdings, Inc.). STIFEL FINANCIAL CORP runs the higher net margin — 23.5% vs 7.5%, a 15.9% gap on every dollar of revenue. On growth, STIFEL FINANCIAL CORP posted the faster year-over-year revenue change (23.0% vs 18.6%). STIFEL FINANCIAL CORP produced more free cash flow last quarter ($369.0M vs $-26.0M). Over the past eight quarters, STIFEL FINANCIAL CORP's revenue compounded faster (21.1% CAGR vs -2.8%).

Ollie's Bargain Outlet is an American discount store chain. It was founded in Mechanicsburg, Pennsylvania, in 1982 by Morton Bernstein, Mark Butler, Harry Coverman, and Oliver "Ollie" Rosenberg, the company's namesake. As of September 2025, the chain has 618 locations in 34 states. Its selection of merchandise comprises a variety of discounted items, mostly overstock or closeout merchandise that is purchased in bulk from other retailers and sold at discounted prices. Ollie's Bargain Outlet st...

Stifel Financial Corp. is an American multinational independent investment bank and financial services company created under the Stifel name in July 1983 and listed on the New York Stock Exchange on November 24, 1986. Its predecessor company was founded in 1890 as the Altheimer and Rawlings Investment Company and is headquartered in downtown St. Louis, Missouri.

OLLI vs SF — Head-to-Head

Bigger by revenue
SF
SF
1.8× larger
SF
$1.1B
$613.6M
OLLI
Growing faster (revenue YoY)
SF
SF
+4.4% gap
SF
23.0%
18.6%
OLLI
Higher net margin
SF
SF
15.9% more per $
SF
23.5%
7.5%
OLLI
More free cash flow
SF
SF
$394.9M more FCF
SF
$369.0M
$-26.0M
OLLI
Faster 2-yr revenue CAGR
SF
SF
Annualised
SF
21.1%
-2.8%
OLLI

Income Statement — Q3 FY2026 vs Q4 FY2025

Metric
OLLI
OLLI
SF
SF
Revenue
$613.6M
$1.1B
Net Profit
$46.2M
$264.4M
Gross Margin
41.3%
Operating Margin
9.0%
27.3%
Net Margin
7.5%
23.5%
Revenue YoY
18.6%
23.0%
Net Profit YoY
28.7%
8.3%
EPS (diluted)
$0.75
$2.30

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
OLLI
OLLI
SF
SF
Q4 25
$613.6M
$1.1B
Q3 25
$679.6M
$962.6M
Q2 25
$576.8M
$838.9M
Q1 25
$667.1M
$842.5M
Q4 24
$517.4M
$916.0M
Q3 24
$578.4M
$810.9M
Q2 24
$508.8M
$798.9M
Q1 24
$648.9M
$768.1M
Net Profit
OLLI
OLLI
SF
SF
Q4 25
$46.2M
$264.4M
Q3 25
$61.3M
$211.4M
Q2 25
$47.6M
$155.1M
Q1 25
$68.6M
$53.0M
Q4 24
$35.9M
$244.0M
Q3 24
$49.0M
$158.5M
Q2 24
$46.3M
$165.3M
Q1 24
$76.5M
$163.6M
Gross Margin
OLLI
OLLI
SF
SF
Q4 25
41.3%
Q3 25
39.9%
Q2 25
41.1%
Q1 25
40.7%
Q4 24
41.4%
Q3 24
37.9%
Q2 24
41.1%
Q1 24
40.5%
Operating Margin
OLLI
OLLI
SF
SF
Q4 25
9.0%
27.3%
Q3 25
11.3%
29.7%
Q2 25
9.7%
25.5%
Q1 25
13.2%
7.5%
Q4 24
8.6%
29.1%
Q3 24
10.5%
26.7%
Q2 24
11.1%
28.4%
Q1 24
15.0%
28.5%
Net Margin
OLLI
OLLI
SF
SF
Q4 25
7.5%
23.5%
Q3 25
9.0%
22.0%
Q2 25
8.2%
18.5%
Q1 25
10.3%
6.3%
Q4 24
6.9%
26.6%
Q3 24
8.5%
19.5%
Q2 24
9.1%
20.7%
Q1 24
11.8%
21.3%
EPS (diluted)
OLLI
OLLI
SF
SF
Q4 25
$0.75
$2.30
Q3 25
$0.99
$1.84
Q2 25
$0.77
$1.34
Q1 25
$1.11
$0.39
Q4 24
$0.58
$2.10
Q3 24
$0.79
$1.34
Q2 24
$0.75
$1.41
Q1 24
$1.23
$1.40

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
OLLI
OLLI
SF
SF
Cash + ST InvestmentsLiquidity on hand
$144.7M
$2.3B
Total DebtLower is stronger
$1.1M
$617.4M
Stockholders' EquityBook value
$1.8B
$6.0B
Total Assets
$2.9B
$41.3B
Debt / EquityLower = less leverage
0.00×
0.10×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
OLLI
OLLI
SF
SF
Q4 25
$144.7M
$2.3B
Q3 25
$231.2M
$3.2B
Q2 25
$199.0M
$1.9B
Q1 25
$205.1M
$2.7B
Q4 24
$128.7M
$2.6B
Q3 24
$170.6M
$1.9B
Q2 24
$212.3M
$2.6B
Q1 24
$266.3M
$3.4B
Total Debt
OLLI
OLLI
SF
SF
Q4 25
$1.1M
$617.4M
Q3 25
$912.0K
$617.2M
Q2 25
$925.0K
$617.0M
Q1 25
$1.0M
$616.8M
Q4 24
$1.0M
$616.6M
Q3 24
$984.0K
$616.4M
Q2 24
$1.1M
$1.1B
Q1 24
$1.0M
$1.1B
Stockholders' Equity
OLLI
OLLI
SF
SF
Q4 25
$1.8B
$6.0B
Q3 25
$1.8B
$5.8B
Q2 25
$1.7B
$5.6B
Q1 25
$1.7B
$5.5B
Q4 24
$1.6B
$5.7B
Q3 24
$1.6B
$5.6B
Q2 24
$1.5B
$5.4B
Q1 24
$1.5B
$5.3B
Total Assets
OLLI
OLLI
SF
SF
Q4 25
$2.9B
$41.3B
Q3 25
$2.8B
$41.7B
Q2 25
$2.7B
$39.9B
Q1 25
$2.6B
$40.4B
Q4 24
$2.5B
$39.9B
Q3 24
$2.4B
$38.9B
Q2 24
$2.3B
$37.8B
Q1 24
$2.3B
$38.3B
Debt / Equity
OLLI
OLLI
SF
SF
Q4 25
0.00×
0.10×
Q3 25
0.00×
0.11×
Q2 25
0.00×
0.11×
Q1 25
0.00×
0.11×
Q4 24
0.00×
0.11×
Q3 24
0.00×
0.11×
Q2 24
0.00×
0.21×
Q1 24
0.00×
0.21×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
OLLI
OLLI
SF
SF
Operating Cash FlowLast quarter
$4.8M
$382.4M
Free Cash FlowOCF − Capex
$-26.0M
$369.0M
FCF MarginFCF / Revenue
-4.2%
32.7%
Capex IntensityCapex / Revenue
5.0%
1.2%
Cash ConversionOCF / Net Profit
0.10×
1.45×
TTM Free Cash FlowTrailing 4 quarters
$153.7M
$1.1B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
OLLI
OLLI
SF
SF
Q4 25
$4.8M
$382.4M
Q3 25
$80.7M
$338.3M
Q2 25
$28.7M
$607.5M
Q1 25
$147.8M
$-211.2M
Q4 24
$-4.4M
$694.6M
Q3 24
$43.9M
$198.3M
Q2 24
$40.2M
$207.2M
Q1 24
$143.6M
$-609.7M
Free Cash Flow
OLLI
OLLI
SF
SF
Q4 25
$-26.0M
$369.0M
Q3 25
$54.3M
$321.1M
Q2 25
$2.0M
$592.7M
Q1 25
$123.4M
$-227.8M
Q4 24
$-35.4M
$677.2M
Q3 24
$5.6M
$185.6M
Q2 24
$13.3M
$173.3M
Q1 24
$100.6M
$-619.4M
FCF Margin
OLLI
OLLI
SF
SF
Q4 25
-4.2%
32.7%
Q3 25
8.0%
33.4%
Q2 25
0.3%
70.6%
Q1 25
18.5%
-27.0%
Q4 24
-6.8%
73.9%
Q3 24
1.0%
22.9%
Q2 24
2.6%
21.7%
Q1 24
15.5%
-80.6%
Capex Intensity
OLLI
OLLI
SF
SF
Q4 25
5.0%
1.2%
Q3 25
3.9%
1.8%
Q2 25
4.6%
1.8%
Q1 25
3.7%
2.0%
Q4 24
6.0%
1.9%
Q3 24
6.6%
1.6%
Q2 24
5.3%
4.2%
Q1 24
6.6%
1.3%
Cash Conversion
OLLI
OLLI
SF
SF
Q4 25
0.10×
1.45×
Q3 25
1.32×
1.60×
Q2 25
0.60×
3.92×
Q1 25
2.16×
-3.99×
Q4 24
-0.12×
2.85×
Q3 24
0.90×
1.25×
Q2 24
0.87×
1.25×
Q1 24
1.88×
-3.73×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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