Olo Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Olo Inc (OLO) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Olo Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 314M vs 107,126M combined for its competitors (0.3% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+8.3% annualized vs trailing 12 months), vs decelerating (-9.6%) for its tracked peer group.
- Growth: Olo Inc generated 21.5% revenue growth year over year in Q2 2025, vs 12.0% for its competitors combined.
- Profitability: Its 1.9% net margin compares with 9.3% for the peer group.
- Peer revenue share: Olo Inc accounted for 0.4% of combined revenue among its tracked peer group, up from 0.3% a year earlier.
- Peer differentiation: Revenue per employee of $0.46M compares with $1.12M for the peer group (0.4x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
OLO Sales vs. its Competitors, Q2 2025
Olo Inc reported revenue growth of 21.49 % year on year in Q2 2025, above its competitors' combined revenue growth of 12.04 %.
With a net margin of 1.86 %, Olo Inc reported lower profitability than its competitors (9.27 %).
Olo Inc generated 0.35 % of the combined sales of its peer group, up from 0.32 % a year earlier.
API endpoints for this dataset
Olo Inc vs. its Competitors, Q2 2025
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Olo Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Olo Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Olo Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (8) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (6) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Olo Inc's competitor groups requires a Commercial License.
For context: the Professional Services industry grew revenue 7.1% year over year, combined, vs 21.5% for Olo Inc. Olo Inc's share of combined industry revenue moved from 0.01% to 0.01%, a gain of 0.00 percentage points.
Olo Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Olo Inc | No | Yes | Yes | No |
| Competitors combined (5) | ||||
| High-Confidence Competitors (9) | ||||
| Similar Growth & Profitability (8) | 62.50 % (5 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 12.50 % (1 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
OLO Stock Performance relative to its Competitors
OLO Stock Performance relative to High-Confidence Competitors
OLO Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Block Inc | 282.9% | Outperformed |
| 2 | Toast Inc | 282.9% | Outperformed |
| 3 | Ncr Voyix Corporation | 282.9% | Outperformed |
| 4 | Doordash Inc | 282.9% | Outperformed |
| 5 | Uber Technologies Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Olo Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Olo Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Olo Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Olo Inc |
1,869.72 | 313.55 |
 Uber Technologies Inc |
145,914.51 | 55,227.00 |
 Doordash Inc |
79,679.22 | 17,061.00 |
 Block Inc |
54,444.74 | 25,646.37 |
 Toast Inc |
20,514.30 | 6,804.00 |
 Ncr Voyix Corporation |
1,382.62 | 2,388.00 |
| SUBTOTAL | 303,805.12 | 107,439.93 |
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Olo Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Olo Inc's Competitors Named by the Company
Competitive relationships identified from Olo Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Ncr Voyix Corporation | Company report | 85% |
| Grubhub from Just Eat Takeaway.com N.V. | Company report | 85% |
| Qu POS Inc. | Company report | 85% |
| Square from Block, Inc. | Company report | 85% |
| Xenial, Inc. | Company report | 85% |
| Accenture PLC | Company report | 85% |
| Deloitte Touche Tohmatsu Limited | Company report | 85% |
| PAR Technology Corporation | Company report | 85% |
| Checkmate.com Inc. | Company report | 85% |
| Revel Systems, Inc. | Company report | 85% |
| Tillster, Inc. | Company report | 85% |
| Boston Consulting Group, Inc. | Company report | 85% |
| DoorDash, Inc. | Company report | 85% |
| Paytronix Systems, Inc. | Company report | 85% |
| Uber Eats from Uber Technologies, Inc. | Company report | 85% |
| Deliverect Inc. | Company report | 85% |
| Lunchbox Technologies, Inc. | Company report | 85% |
| Toast Inc. | Company report | 85% |
| Braze, Inc. | Company report | 85% |
| NovaDine, Inc. | Company report | 85% |
| mParticle, Inc. | Company report | 85% |
| Segment.io, Inc. | Company report | 85% |
| Uber Eats | Company report | 85% |
| Iterable, Inc. | Company report | 85% |
| Onosys, Inc. | Company report | 85% |
| Yelp, Inc. | Company report | 85% |
| Sitecore Corporation A/S | Company report | 85% |
| OpenTable, Inc. | Company report | 85% |
| SAP SE | Company report | 85% |
| Block Inc | Company report | 85% |
| Uber Technologies Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Olo Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Olo Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Uber Technologies Inc | Mobility 50.93 % |
| Doordash Inc | Reportable 100.00 % |
| Block Inc | Cash App 60.63 % |
| Toast Inc | Reportable 100.00 % |
| Ncr Voyix Corporation | Retail 70.46 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Olo Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Olo Inc | 1,870 | 459,083 | -1,294 |
| Uber Technologies Inc | 145,915 | 1,624,324 | 284,324 |
| Doordash Inc | 79,679 | 543,344 | 33,790 |
| Block Inc | 54,445 | 2,513,118 | 45,035 |
| Toast Inc | 20,514 | 1,046,769 | 74,769 |
| Ncr Voyix Corporation | 1,383 | 176,889 | 8,815 |
| PEERS TOTAL | 301,935 | 1,120,510 | 123,347 |
Olo Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Uber Technologies Inc | United States and Canada 52.92 % |
| Doordash Inc | United States 78.40 % |
| Block Inc | United States 90.67 % |
| Ncr Voyix Corporation | United States 61.88 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Olo Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 150 companies in Olo Inc's industry classification, broader than the peer set above. Market cap in millions of $.Olo Inc ranks #0 of 150 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,114, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Visa Inc | 808,859 | 23.72 % |
| 2 | Mastercard Incorporated | 579,080 | 16.98 % |
| 3 | Repay Holdings Corporation | 373,951 | 10.97 % |
| 4 | Alibaba Group Holding Limited | 254,466 | 7.46 % |
| 5 | Accenture Plc | 1,234 | 5.2% |
| 6 | Uber Technologies Inc | 1,234 | 5.2% |
| 7 | Pdd Holdings inc | 1,234 | 5.2% |
| 8 | Doordash Inc | 1,234 | 5.2% |
| 9 | Mercadolibre Inc | 1,234 | 5.2% |
| 10 | Orix Corporation | 1,234 | 5.2% |
| 0 | Olo Inc | 1,870 | 0.00 % |
Market cap and industry share for the rest of Olo Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2025-09-11.
Olo Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Professional Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (291 companies). See the full Professional Services industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 53.44 % | 33.54 % (avg) | +19.9 pp |
| Operating Margin | -5.77 % | industry median | -11.3 pp |
| EBITDA Margin | 4.95 % | 6.05 % (avg) | -1.1 pp |
| Capital Intensity (Capex / Revenue) | 3.43 % | 4.35 % (avg) | -0.9 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Olo Inc's Valuation vs Competitive Position
Valuation multiples vs the Professional Services industry average (291 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Professional Services industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 25.6x | - |
| EV / EBITDA | 72.4x | 14.2x | +58.2x |
| P/B | 2.1x | 3.5x | -1.4x |
| Return on Equity | -0.13 % | industry aggregate | -29.42 % |
| Return on Invested Capital | -1.30 % | 1.03 % (avg) | -2.33 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Olo Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2022 | 2023 | 2024 |
|---|---|---|---|
| Revenue Growth | 24.13 % | 22.96 % | 24.77 % |
| Operating Margin | -27.87 % | -32.94 % | -6.73 % |
| Return on Invested Capital | -3.61 % | -5.55 % | -1.43 % |
| P/E | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Olo Inc's Strategic Group Map
Olo Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Olo Inc's trailing-12-month revenue growth of 22.2% and operating margin of -5.8% compares with an average of 18.4% growth and -0.8% margin across its 8 closest peers by combined growth, margin and ROIC -- Olo Inc sits above that peer average on growth and below it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Olo Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 1,114 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 3.43 % vs industry average 4.35 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Olo Inc's dedicated Suppliers and Customers pages, not here.
Olo Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Olo Inc falls in the Low attractiveness / High strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Olo Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+8.3% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Operating margin 11.3 points below the industry median.
- Return on equity 29.4 points below the industry aggregate.
Opportunities
No rule matched.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-9.6% annualized).
Methodology: see Methodology: SWOT Analysis.
Olo Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Olo Inc | 4.97 | 7.75 | - |
| Uber Technologies Inc | 0.54 | 1.04 | 0.42 |
| Doordash Inc | 0.75 | 1.42 | 0.27 |
| Block Inc | 0.63 | 2.15 | 0.40 |
| Toast Inc | 1.19 | 2.57 | - |
| Ncr Voyix Corporation | 0.23 | 1.07 | 1.17 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Olo Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Olo Inc | Q2 2025 | +21.5 % | -72.4 % |
| Uber Technologies Inc | Q2 2026 | +12.2 % | +79.0 % |
| Doordash Inc | Q3 2026 | +34.0 % | +91.8 % |
| Block Inc | Q3 2026 | +9.9 % | +22.5 % |
| Toast Inc | Q2 2026 | +23.1 % | +92.5 % |
| Ncr Voyix Corporation | Q3 2026 | -21.2 % | - |
| PEERS TOTAL | +14.4 % | +71.0 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Olo Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Olo Inc | Q2 2025 | +36.7 % | -29.5 % |
| Uber Technologies Inc | Q2 2026 | +2.7 % | -21.3 % |
| Doordash Inc | Q3 2026 | +28.7 % | +39.9 % |
| Block Inc | Q3 2026 | +7.0 % | -12.7 % |
| Toast Inc | Q2 2026 | +20.2 % | -6.7 % |
| Ncr Voyix Corporation | Q3 2026 | - | -2.6 % |
Olo Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Olo Inc | - | - | - |
| Uber Technologies Inc | 15.42% | 18.91% | 34.91% |
| Doordash Inc | 5.34% | 7.88% | 10.38% |
| Block Inc | 1.15% | 1.30% | 2.07% |
| Toast Inc | 15.69% | 17.48% | 23.79% |
| Ncr Voyix Corporation | 3.08% | 4.17% | 12.68% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Olo Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Olo Inc | - | 5.96 |
| Uber Technologies Inc | 15.64 | 2.64 |
| Doordash Inc | 74.78 | 4.67 |
| Block Inc | 119.54 | 2.12 |
| Toast Inc | 43.46 | 3.02 |
| Ncr Voyix Corporation | 13.93 | 0.58 |
| PEERS AVERAGE | 25.76 | 2.83 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.