BMO:NYE-Bank Of Montreal (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 95.25

Change

+0.75 (+0.79)%

Market Cap

USD 42.63B

Volume

0.55M

Analyst Target

USD 85.95
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Bank of Montreal is a financial services provider based in North America. It provides retail banking, wealth management and investment banking products & services.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-15 )

Largest Industry Peers for Banks - Diversified

Symbol Name Price(Change) Market Cap
JPM JPMorgan Chase & Co

+2.13 (+1.11%)

USD 565.46B
JPM-PD JPMorgan Chase & Co

+0.01 (+0.04%)

USD 332.01B
JPM-PC JPMorgan Chase & Co

+0.01 (+0.04%)

USD 329.91B
BAC Bank of America Corp

-0.15 (-0.38%)

USD 308.20B
BML-PG Bank of America Corporation

+0.19 (+0.85%)

USD 301.14B
BML-PH Bank of America Corporation

+0.14 (+0.64%)

USD 298.42B
BAC-PE Bank of America Corporation

-0.03 (-0.13%)

USD 277.82B
BML-PL Bank of America Corporation

+0.04 (+0.18%)

USD 271.81B
BML-PJ Bank of America Corporation

+0.11 (+0.49%)

USD 265.26B
BAC-PB Bank of America Corporation

+0.14 (+0.56%)

USD 249.88B

ETFs Containing BMO

COMT iShares GSCI Commodity Dy.. 1,000.00 % 0.48 %

+0.02 (+-1.03%)

USD 0.96B
TBNK:CA TD Canadian Bank Dividend.. 26.39 % 0.00 %

-0.37 (-1.03%)

CAD 0.02B
HCA:CA Hamilton Canadian Bank Me.. 21.86 % 0.00 %

-0.21 (-1.03%)

CAD 0.07B
HEB:CA Hamilton Canadian Bank Eq.. 16.71 % 0.00 %

-0.16 (-1.03%)

CAD 0.67B
HBNK:CA Global X Equal Weight Can.. 16.47 % 0.00 %

-0.22 (-1.03%)

CAD 0.80B
CIC:CA CI Canadian Banks Covered.. 16.44 % 0.84 %

-0.11 (-1.03%)

CAD 0.19B
RBNK:CA RBC Canadian Bank Yield I.. 15.94 % 0.33 %

-0.25 (-1.03%)

CAD 0.24B
CBNK:CA Mulvihill Canadian Bank E.. 13.93 % 0.00 %

-0.09 (-1.03%)

CAD 0.10B
BANK:CA Evolve Canadian Banks and.. 12.37 % 0.39 %

-0.13 (-1.03%)

CAD 0.18B
BMDLF 12.17 % 0.00 %

N/A

N/A
ZWB-U:CA BMO Covered Call Canadian.. 11.15 % 0.00 %

-0.25 (-1.03%)

N/A
HMAX:CA Hamilton Canadian Financi.. 10.50 % 0.00 %

-0.14 (-1.03%)

CAD 0.78B
HFIN:CA Hamilton Enhanced Canadia.. 10.27 % 0.00 %

-0.27 (-1.03%)

CAD 0.13B
CEW:CA iShares Equal Weight Banc.. 9.80 % 0.60 %

-0.27 (-1.03%)

CAD 0.20B
HEF:CA Horizons Enhanced Income .. 8.90 % 0.83 %

N/A

CAD 0.16B
PFAE:CA Picton Mahoney Fortified .. 6.87 % 0.00 %

N/A

CAD 0.10B
ESGA:CA BMO MSCI Canada ESG Leade.. 6.58 % 0.00 %

-0.32 (-1.03%)

CAD 0.09B
ICAE:CA Invesco S&P/TSX Canadian .. 5.33 % 0.00 %

N/A

CAD 7.17M
XCSR:CA iShares ESG Advanced MSCI.. 5.29 % 0.00 %

-0.64 (-1.03%)

CAD 0.21B
IXTE:CA Invesco S&P/TSX 60 ESG Ti.. 5.13 % 0.00 %

N/A

CAD 2.93M
GCSC:CA Guardian Canadian Sector .. 5.13 % 0.00 %

N/A

CAD 0.01B
ZVC:CA BMO MSCI Canada Value Ind.. 4.74 % 0.40 %

-0.57 (-1.03%)

CAD 0.05B
TMEC:CA TD Morningstar ESG Canada.. 4.72 % 0.00 %

-0.23 (-1.03%)

CAD 9.68M
ESGC:CA Invesco S&P/TSX Composite.. 4.64 % 0.00 %

N/A

CAD 0.07B
HEX:CA Horizons Enhanced Income .. 4.15 % 0.84 %

N/A

CAD 0.07B
CDIV:CA Manulife Smart Dividend E.. 3.98 % 0.00 %

-0.12 (-1.03%)

CAD 0.50B
IUTSF 3.85 % 0.00 %

N/A

N/A
ICTE:CA Invesco S&P/TSX Composite.. 3.71 % 0.00 %

N/A

CAD 1.00M
RCDC:CA RBC Canadian Dividend Cov.. 3.66 % 0.00 %

-0.13 (-1.03%)

CAD 0.03B
FLCA Franklin FTSE Canada ETF 3.62 % 0.09 %

-0.50 (-1.03%)

USD 0.39B
PFMN:CA Picton Mahoney Fortified .. 3.58 % 0.00 %

+0.11 (+-1.03%)

CAD 1.15B
ZIU:CA BMO S&P/TSX 60 Index ETF 3.55 % 0.00 %

-0.70 (-1.03%)

CAD 0.07B
D5BH:F Xtrackers - MSCI Canada U.. 3.52 % 0.00 %

-0.66 (-1.03%)

USD 0.36B
D5BH:XETRA Xtrackers MSCI Canada ESG.. 3.52 % 0.00 %

-0.47 (-1.03%)

USD 0.36B
XCAN:SW Xtrackers MSCI Canada ESG.. 3.52 % 0.00 %

-0.62 (-1.03%)

USD 0.36B
UC87:LSE UBS(Lux)Fund Solutions .. 3.49 % 0.00 %

-29.00 (-1.03%)

USD 0.06B
QCE:CA Mackenzie Canadian Large .. 3.48 % 0.06 %

-2.05 (-1.03%)

CAD 0.13B
FCCV:CA Fidelity Canadian Value I.. 3.39 % 0.00 %

-0.20 (-1.03%)

CAD 0.16B
XCAD:LSE Xtrackers MSCI Canada ESG.. 3.37 % 0.00 %

-1.10 (-1.03%)

USD 0.35B
UIM9:F UBS ETF SICAV - MSCI Cana.. 3.35 % 0.00 %

N/A

USD 1.05B
UIM9:XETRA UBS ETF SICAV - MSCI Cana.. 3.35 % 0.00 %

-0.41 (-1.03%)

USD 2.02B
CAHEUA:SW UBS(Lux)Fund Solutions .. 3.35 % 0.00 %

N/A

USD 0.05B
CANCDA:SW UBS(Lux)Fund Solutions .. 3.35 % 0.00 %

-0.78 (-1.03%)

USD 1.05B
CANUKD:SW UBS(Lux)Fund Solutions .. 3.35 % 0.00 %

N/A

USD 4.86M
CAHCHA:SW UBS(Lux)Fund Solutions .. 3.35 % 0.00 %

-0.19 (-1.03%)

USD 0.03B
CAHGBA:SW UBS(Lux)Fund Solutions .. 3.35 % 0.00 %

N/A

USD 0.06B
CAHUSA:SW UBS(Lux)Fund Solutions .. 3.35 % 0.00 %

-0.20 (-1.03%)

USD 0.05B
CANA:SW UBS (LUX) FUND SOLUTIONS .. 3.35 % 0.00 %

N/A

N/A
CAHGBD:SW UBS(Lux)Fund Solutions .. 3.35 % 0.00 %

N/A

USD 1.29M
SXR2:F iShares VII PLC - iShares.. 3.35 % 0.00 %

-1.88 (-1.03%)

USD 1.07B
SXR2:XETRA iShares VII PLC - iShares.. 3.35 % 0.00 %

-1.82 (-1.03%)

USD 1.07B
CSCA:SW iShares VII PLC - iShares.. 3.35 % 0.00 %

N/A

USD 1.02B
HCAN:PA HSBC MSCI Canada UCITS ET.. 3.33 % 0.00 %

-0.19 (-1.03%)

USD 0.03B
H4ZR:F HSBC ETFs Public Limited .. 3.33 % 0.00 %

N/A

USD 0.03B
H4ZR:XETRA HSBC MSCI Canada UCITS ET.. 3.33 % 0.00 %

N/A

USD 0.03B
HCAN:SW HSBC MSCI Canada UCITS ET.. 3.33 % 0.00 %

N/A

USD 0.03B
HCAD:LSE HSBC ETFs Public Limited .. 3.25 % 0.00 %

-0.41 (-1.03%)

USD 0.03B
HCAN:LSE HSBC MSCI Canada UCITS ET.. 3.25 % 0.00 %

-19.50 (-1.03%)

USD 0.03B
CCAU:LSE iShares VII PLC - iShares.. 3.22 % 0.00 %

-3.39 (-1.03%)

USD 1.07B
EWC iShares MSCI Canada ETF 3.22 % 0.47 %

-0.51 (-1.03%)

USD 2.56B
UB23:LSE UBS MSCI Canada UCITS CAD.. 3.22 % 0.00 %

-38.50 (-1.03%)

USD 1.20B
CSCA:LSE iShares VII Public Limite.. 3.21 % 0.00 %

-169.00 (-1.03%)

USD 1.03B
ZBBB:CA BMO BBB Corporate Bond In.. 3.04 % 0.00 %

N/A

CAD 0.02B
DRMC:CA Desjardins RI Canada - Lo.. 2.98 % 0.29 %

-0.31 (-1.03%)

CAD 0.04B
MCLC:CA Manulife Multifactor Cana.. 2.87 % 0.45 %

N/A

CAD 0.32B
CCEI:CA CIBC Canadian Equity Inde.. 2.85 % 0.00 %

-0.26 (-1.03%)

CAD 0.59B
QCN:CA Mackenzie Canadian Equity.. 2.80 % 0.06 %

-1.30 (-1.03%)

CAD 1.41B
ETSX:CA Evolve S&P/TSX 60 Enhance.. 2.73 % 0.00 %

-0.20 (-1.03%)

CAD 0.02B
HYBR:CA Global X Active Hybrid Bo.. 2.26 % 0.00 %

-0.09 (-1.03%)

CAD 0.06B
DCP:CA Desjardins Canadian Prefe.. 1.61 % 0.53 %

-0.34 (-1.03%)

CAD 0.03B
FLOT:AU VanEck Australian Floatin.. 1.52 % 0.00 %

+0.01 (+-1.03%)

USD 0.69B
CPD:CA iShares S&P/TSX Canadian .. 1.30 % 0.50 %

-0.11 (-1.03%)

CAD 1.05B
FIE:CA iShares Canadian Financia.. 0.00 % 0.97 %

-0.08 (-1.03%)

CAD 0.98B
HEWC 0.00 % 0.03 %

N/A

N/A
HFP:CA Horizons Active Hybrid Bo.. 0.00 % 0.63 %

N/A

CAD 0.06B
HPR:CA Global X Active Preferred.. 0.00 % 0.63 %

-0.06 (-1.03%)

CAD 1.07B
IBDK 0.00 % 0.10 %

N/A

N/A
IQDY FlexShares International .. 0.00 % 0.47 %

-0.36 (-1.03%)

USD 0.08B
PDC:CA Invesco Canadian Dividend.. 0.00 % 0.55 %

-0.29 (-1.03%)

CAD 0.76B
PICB Invesco International Cor.. 0.00 % 0.00 %

+0.02 (+-1.03%)

USD 0.13B
PPS:CA 0.00 % 1.77 %

N/A

N/A
PXC:CA Invesco FTSE RAFI Canadia.. 0.00 % 0.50 %

-0.46 (-1.03%)

CAD 0.18B
QCAN 0.00 % 0.30 %

N/A

N/A
SPSB SPDR Barclays Short Term .. 0.00 % 0.08 %

+0.03 (+-1.03%)

USD 7.68B
EGIF:CA Exemplar Growth and Incom.. 0.00 % 1.43 %

N/A

CAD 4.02M
ZCAN 0.00 % 0.30 %

N/A

N/A
HCB:CA 0.00 % 0.65 %

N/A

N/A
FLCD:CA 0.00 % 0.00 %

N/A

N/A
VCE:CA Vanguard FTSE Canada 0.00 % 0.06 %

-0.60 (-1.03%)

CAD 1.73B
VCN:CA Vanguard FTSE Canada All .. 0.00 % 0.06 %

-0.53 (-1.03%)

CAD 6.70B
VDY:CA Vanguard FTSE Canadian Hi.. 0.00 % 0.22 %

-0.59 (-1.03%)

CAD 2.57B
XCV:CA iShares Canadian Value 0.00 % 0.55 %

-0.46 (-1.03%)

CAD 0.08B
XEI:CA iShares S&P/TSX Composite.. 0.00 % 0.22 %

-0.31 (-1.03%)

CAD 1.63B
XEN:CA iShares Jantzi Social Ind.. 0.00 % 0.55 %

-0.51 (-1.03%)

CAD 0.11B
XFN:CA iShares S&P/TSX Capped Fi.. 0.00 % 0.61 %

-0.60 (-1.03%)

CAD 1.40B
XIC:CA iShares Core S&P/TSX Capp.. 0.00 % 0.06 %

-0.42 (-1.03%)

CAD 12.08B
XIU:CA iShares S&P/TSX 60 0.00 % 0.18 %

-0.41 (-1.03%)

CAD 12.06B
ZCN:CA BMO S&P/TSX Capped Compos.. 0.00 % 0.05 %

-0.33 (-1.03%)

CAD 7.56B
ZDV:CA BMO Canadian Dividend 0.00 % 0.38 %

-0.22 (-1.03%)

CAD 0.97B
ZEB:CA BMO S&P/TSX Equal Weight .. 0.00 % 0.60 %

-0.37 (-1.03%)

CAD 3.41B
ZPR:CA BMO Laddered Preferred Sh.. 0.00 % 0.50 %

-0.12 (-1.03%)

CAD 1.49B
ZWB:CA BMO Covered Call Canadian.. 0.00 % 0.71 %

-0.19 (-1.03%)

CAD 2.97B
QCD:CA 0.00 % 0.45 %

N/A

N/A
ZWC:CA BMO Canadian High Dividen.. 0.00 % 0.72 %

-0.21 (-1.03%)

CAD 1.61B
BNC:CA 0.00 % 0.68 %

N/A

N/A
GIGB Goldman Sachs Access Inve.. 0.00 % 0.14 %

+0.19 (+-1.03%)

USD 0.73B
FLDR 0.00 % 0.00 %

N/A

N/A
PFLS:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

N/A

CAD 0.07B
HDIV 0.00 % 0.00 %

N/A

N/A
XIU 0.00 % 0.00 %

N/A

N/A
XCLR:CA 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Banks - Diversified) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -3.73% 5% F 20% F
Dividend Return 2.25% 44% F 77% C+
Total Return -1.48% 5% F 22% F
Trailing 12 Months  
Capital Gain 7.02% 43% F 45% F
Dividend Return 4.94% 21% F 68% D+
Total Return 11.97% 41% F 47% F
Trailing 5 Years  
Capital Gain 24.02% 44% F 57% F
Dividend Return 26.30% 76% C+ 82% B
Total Return 50.32% 44% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 11.63% 86% B+ 73% C
Dividend Return 16.59% 90% A- 79% B-
Total Return 4.96% 79% B- 81% B-
Risk Return Profile  
Volatility (Standard Deviation) 39.09% 24% F 26% F
Risk Adjusted Return 42.45% 69% C- 65% D
Market Capitalization 42.63B 23% F 96% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Banks - Diversified) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 13.10 10% 48%
Price/Book Ratio 1.25 32% 61%
Price / Cash Flow Ratio 7.20 16% 51%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 7.28% 10% 47%
Return on Invested Capital 1.69% 10% 29%
Return on Assets 0.45% 15% 25%
Debt to Equity Ratio 177.50% 23% 18%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector