BMO:NYE-Bank Of Montreal (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 83.59

Change

0.00 (0.00)%

Market Cap

USD 42.63B

Volume

0.43M

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: 2024-06-15 )

Largest Industry Peers for Banks - Diversified

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

N/A

USD 565.72B
JPM-PD JPMorgan Chase & Co

N/A

USD 331.61B
JPM-PC JPMorgan Chase & Co

N/A

USD 329.78B
BML-PH Bank of America Corporation

N/A

USD 310.89B
BAC Bank of America Corp

N/A

USD 308.83B
BML-PG Bank of America Corporation

N/A

USD 307.26B
BAC-PE Bank of America Corporation

N/A

USD 279.96B
BML-PL Bank of America Corporation

N/A

USD 277.60B
BML-PJ Bank of America Corporation

N/A

USD 268.24B
BAC-PK Bank of America Corporation

N/A

USD 250.52B

ETFs Containing BMO

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

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USD 0.98B
HCA:CA Hamilton Canadian Bank Me.. 26.20 % 0.00 %

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

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CAD 0.64B
CIC:CA CI Canadian Banks Covered.. 16.44 % 0.84 %

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

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CAD 0.23B
HBNK:CA Global X Equal Weight Can.. 15.79 % 0.00 %

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CAD 0.77B
CBNK:CA Mulvihill Canadian Bank E.. 13.46 % 0.00 %

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CAD 0.10B
TBNK:CA TD Canadian Bank Dividend.. 13.42 % 0.00 %

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CAD 0.01B
BMDLF 12.17 % 0.00 %

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

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HMAX:CA Hamilton Canadian Financi.. 10.07 % 0.00 %

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CAD 0.78B
CEW:CA iShares Equal Weight Banc.. 9.98 % 0.60 %

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CAD 0.19B
HFIN:CA Hamilton Enhanced Canadia.. 9.94 % 0.00 %

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CAD 0.12B
HEF:CA Horizons Enhanced Income .. 8.90 % 0.83 %

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

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

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CAD 0.09B
ICAE:CA Invesco S&P/TSX Canadian .. 5.31 % 0.00 %

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CAD 6.98M
GCSC:CA Guardian Canadian Sector .. 5.13 % 0.00 %

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CAD 0.01B
XCSR:CA iShares ESG Advanced MSCI.. 5.10 % 0.00 %

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CAD 0.21B
ZVC:CA BMO MSCI Canada Value Ind.. 4.74 % 0.40 %

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CAD 0.05B
TMEC:CA TD Morningstar ESG Canada.. 4.60 % 0.00 %

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CAD 9.43M
IXTE:CA Invesco S&P/TSX 60 ESG Ti.. 4.48 % 0.00 %

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CAD 2.86M
ESGC:CA Invesco S&P/TSX Composite.. 4.38 % 0.00 %

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

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CAD 0.07B
CDIV:CA Manulife Smart Dividend E.. 4.04 % 0.00 %

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CAD 0.49B
IUTSF 3.85 % 0.00 %

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RCDC:CA RBC Canadian Dividend Cov.. 3.66 % 0.00 %

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CAD 0.03B
FLCA Franklin FTSE Canada ETF 3.60 % 0.09 %

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

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

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CAD 0.06B
ICTE:CA Invesco S&P/TSX Composite.. 3.47 % 0.00 %

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CAD 0.98M
QCE:CA Mackenzie Canadian Large .. 3.42 % 0.06 %

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CAD 0.12B
XCAD:LSE Xtrackers MSCI Canada ESG.. 3.38 % 0.00 %

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USD 0.34B
D5BH:F Xtrackers - MSCI Canada U.. 3.37 % 0.00 %

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USD 0.36B
D5BH:XETRA Xtrackers MSCI Canada ESG.. 3.37 % 0.00 %

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USD 0.36B
XCAN:SW Xtrackers MSCI Canada ESG.. 3.37 % 0.00 %

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USD 0.35B
FCCV:CA Fidelity Canadian Value I.. 3.33 % 0.00 %

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CAD 0.17B
SXR2:F iShares VII PLC - iShares.. 3.27 % 0.00 %

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USD 1.07B
SXR2:XETRA iShares VII PLC - iShares.. 3.27 % 0.00 %

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USD 1.07B
CSCA:SW iShares VII PLC - iShares.. 3.27 % 0.00 %

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USD 0.99B
HCAN:PA HSBC MSCI Canada UCITS ET.. 3.25 % 0.00 %

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USD 0.03B
H4ZR:F HSBC ETFs Public Limited .. 3.25 % 0.00 %

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USD 0.03B
H4ZR:XETRA HSBC MSCI Canada UCITS ET.. 3.25 % 0.00 %

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

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USD 0.03B
UIM9:F UBS ETF SICAV - MSCI Cana.. 3.23 % 0.00 %

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USD 1.16B
UIM9:XETRA UBS ETF SICAV - MSCI Cana.. 3.23 % 0.00 %

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USD 2.02B
CAHEUA:SW UBS(Lux)Fund Solutions .. 3.23 % 0.00 %

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USD 0.05B
CANCDA:SW UBS(Lux)Fund Solutions .. 3.23 % 0.00 %

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USD 1.16B
CANUKD:SW UBS(Lux)Fund Solutions .. 3.23 % 0.00 %

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USD 4.73M
CAHCHA:SW UBS(Lux)Fund Solutions .. 3.23 % 0.00 %

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USD 0.03B
CAHGBA:SW UBS(Lux)Fund Solutions .. 3.23 % 0.00 %

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USD 0.06B
CAHUSA:SW UBS(Lux)Fund Solutions .. 3.23 % 0.00 %

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USD 0.05B
CANA:SW UBS (LUX) FUND SOLUTIONS .. 3.23 % 0.00 %

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CAHGBD:SW UBS(Lux)Fund Solutions .. 3.23 % 0.00 %

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USD 1.27M
ETSX:CA Evolve S&P/TSX 60 Enhance.. 3.22 % 0.00 %

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CAD 0.02B
HCAD:LSE HSBC ETFs Public Limited .. 3.21 % 0.00 %

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USD 0.03B
HCAN:LSE HSBC MSCI Canada UCITS ET.. 3.21 % 0.00 %

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USD 0.03B
CCAU:LSE iShares VII PLC - iShares.. 3.20 % 0.00 %

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USD 1.07B
EWC iShares MSCI Canada ETF 3.19 % 0.47 %

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USD 2.44B
UB23:LSE UBS MSCI Canada UCITS CAD.. 3.19 % 0.00 %

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USD 1.15B
CSCA:LSE iShares VII Public Limite.. 3.18 % 0.00 %

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USD 0.99B
UC87:LSE UBS(Lux)Fund Solutions .. 3.14 % 0.00 %

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USD 0.06B
ZBBB:CA BMO BBB Corporate Bond In.. 3.04 % 0.00 %

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CAD 0.02B
HPR:CA Global X Active Preferred.. 2.95 % 0.63 %

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CAD 1.02B
QCN:CA Mackenzie Canadian Equity.. 2.75 % 0.06 %

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CAD 1.39B
CCEI:CA CIBC Canadian Equity Inde.. 2.71 % 0.00 %

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CAD 0.58B
HYBR:CA Global X Active Hybrid Bo.. 2.17 % 0.00 %

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CAD 0.06B
FLOT:AU VanEck Australian Floatin.. 1.52 % 0.00 %

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USD 0.69B
FIE:CA iShares Canadian Financia.. 0.00 % 0.97 %

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CAD 0.96B
HEWC 0.00 % 0.03 %

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HFP:CA Horizons Active Hybrid Bo.. 0.00 % 0.63 %

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CAD 0.06B
IBDK 0.00 % 0.10 %

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IQDY FlexShares International .. 0.00 % 0.47 %

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USD 0.07B
PDC:CA Invesco Canadian Dividend.. 0.00 % 0.55 %

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CAD 0.74B
PICB Invesco International Cor.. 0.00 % 0.00 %

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USD 0.12B
PPS:CA 0.00 % 1.77 %

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PXC:CA Invesco FTSE RAFI Canadia.. 0.00 % 0.50 %

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CAD 0.18B
QCAN 0.00 % 0.30 %

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SPSB SPDR Barclays Short Term .. 0.00 % 0.08 %

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USD 7.71B
ZCAN 0.00 % 0.30 %

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DRMC:CA Desjardins RI Canada - Lo.. 0.00 % 0.29 %

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CAD 0.04B
HCB:CA 0.00 % 0.65 %

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FLCD:CA 0.00 % 0.00 %

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VCE:CA Vanguard FTSE Canada 0.00 % 0.06 %

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CAD 1.70B
VCN:CA Vanguard FTSE Canada All .. 0.00 % 0.06 %

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CAD 6.67B
VDY:CA Vanguard FTSE Canadian Hi.. 0.00 % 0.22 %

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CAD 2.53B
XCV:CA iShares Canadian Value 0.00 % 0.55 %

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CAD 0.08B
XDV:CA iShares Canadian Select D.. 0.00 % 0.55 %

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CAD 1.52B
XEI:CA iShares S&P/TSX Composite.. 0.00 % 0.22 %

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CAD 1.55B
XEN:CA iShares Jantzi Social Ind.. 0.00 % 0.55 %

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

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CAD 1.36B
XIC:CA iShares Core S&P/TSX Capp.. 0.00 % 0.06 %

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CAD 11.91B
XIU:CA iShares S&P/TSX 60 0.00 % 0.18 %

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CAD 11.81B
ZCN:CA BMO S&P/TSX Capped Compos.. 0.00 % 0.05 %

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CAD 7.50B
ZDV:CA BMO Canadian Dividend 0.00 % 0.38 %

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CAD 0.94B
ZEB:CA BMO S&P/TSX Equal Weight .. 0.00 % 0.60 %

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CAD 3.65B
ZPR:CA BMO Laddered Preferred Sh.. 0.00 % 0.50 %

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CAD 1.42B
ZWB:CA BMO Covered Call Canadian.. 0.00 % 0.71 %

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CAD 2.85B
BANK:CA Evolve Canadian Banks and.. 0.00 % 0.39 %

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CAD 0.18B
DCP:CA Desjardins Canadian Prefe.. 0.00 % 0.53 %

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CAD 0.03B
QCD:CA 0.00 % 0.45 %

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ZWC:CA BMO Canadian High Dividen.. 0.00 % 0.72 %

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CAD 1.57B
BNC:CA 0.00 % 0.68 %

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MCLC:CA Manulife Multifactor Cana.. 0.00 % 0.45 %

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CAD 0.31B
GIGB Goldman Sachs Access Inve.. 0.00 % 0.14 %

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USD 0.78B
FLDR 0.00 % 0.00 %

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PFLS:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

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CAD 0.07B
HDIV 0.00 % 0.00 %

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XIU 0.00 % 0.00 %

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XCLR:CA 0.00 % 0.00 %

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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 -15.51% 5% F 12% F
Dividend Return 2.25% 24% F 66% D+
Total Return -13.26% 5% F 13% F
Trailing 12 Months  
Capital Gain -7.34% 7% C- 21% F
Dividend Return 4.88% 20% F 68% D+
Total Return -2.46% 5% F 23% F
Trailing 5 Years  
Capital Gain 12.62% 39% F 53% F
Dividend Return 27.21% 76% C+ 83% B
Total Return 39.84% 39% F 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 12.52% 86% B+ 76% C+
Dividend Return 17.49% 91% A- 80% B-
Total Return 4.97% 74% C 81% B-
Risk Return Profile  
Volatility (Standard Deviation) 38.48% 23% F 25% F
Risk Adjusted Return 45.45% 67% D+ 68% 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 12% 62%
Price/Book Ratio 1.25 32% 61%
Price / Cash Flow Ratio 6.36 26% 54%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 8.19% 9% 50%
Return on Invested Capital 1.69% 14% 29%
Return on Assets 0.49% 14% 25%
Debt to Equity Ratio 177.50% 22% 19%

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.

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