BMO:NYE-Bank Of Montreal (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 83.79

Change

+0.20 (+0.24)%

Market Cap

USD 42.63B

Volume

0.40M

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: 2024-06-17 )

Largest Industry Peers for Banks - Diversified

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

+0.03 (+0.12%)

USD 338.92B
JPM-PC JPMorgan Chase & Co

+0.02 (+0.08%)

USD 337.26B
BML-PG Bank of America Corporation

-0.27 (-1.17%)

USD 315.30B
BML-PH Bank of America Corporation

+0.02 (+0.11%)

USD 313.74B
BAC Bank of America Corp

+0.27 (+0.69%)

USD 306.66B
BML-PL Bank of America Corporation

-0.17 (-0.69%)

USD 302.98B
BAC-PE Bank of America Corporation

-0.04 (-0.14%)

USD 294.75B
BML-PJ Bank of America Corporation

+0.03 (+0.12%)

USD 279.98B
BAC-PB Bank of America Corporation

-0.01 (-0.04%)

USD 254.08B
BAC-PK Bank of America Corporation

+0.04 (+0.16%)

USD 252.92B

ETFs Containing BMO

HCA:CA Hamilton Canadian Bank Me.. 25.45 % 0.00 %

+0.23 (+0.78%)

CAD 0.08B
HBNK:CA Global X Equal Weight Can.. 15.79 % 0.00 %

+0.24 (+0.78%)

N/A
CBNK:CA Mulvihill Canadian Bank E.. 14.34 % 0.00 %

+0.08 (+0.78%)

CAD 0.12B
HEB:CA Hamilton Canadian Bank Eq.. 13.97 % 0.00 %

+0.17 (+0.78%)

CAD 0.74B
TBNK:CA TD Canadian Bank Dividend.. 12.73 % 0.00 %

+0.14 (+0.78%)

CAD 0.02B
BMDLF 12.17 % 0.00 %

N/A

N/A
ZWB-U:CA BMO Covered Call Canadian.. 10.14 % 0.00 %

+0.26 (+0.78%)

N/A
HMAX:CA Hamilton Canadian Financi.. 10.07 % 0.00 %

+0.11 (+0.78%)

N/A
CEW:CA iShares Equal Weight Banc.. 9.38 % 0.60 %

+0.13 (+0.78%)

CAD 0.22B
HEF:CA 8.90 % 0.83 %

N/A

N/A
PDC:CA Invesco Canadian Dividend.. 7.06 % 0.55 %

+0.18 (+0.78%)

CAD 0.80B
ESGA:CA BMO MSCI Canada ESG Leade.. 5.77 % 0.00 %

+0.16 (+0.78%)

CAD 0.09B
VDY:CA Vanguard FTSE Canadian Hi.. 5.64 % 0.22 %

+0.08 (+0.78%)

CAD 2.95B
ICAE:CA Invesco S&P/TSX Canadian .. 4.67 % 0.00 %

+0.25 (+0.78%)

CAD 7.79M
XCSR:CA iShares ESG Advanced MSCI.. 4.53 % 0.00 %

+0.71 (+0.78%)

CAD 0.25B
HEX:CA 4.15 % 0.84 %

N/A

N/A
GCSC:CA Guardian Canadian Sector .. 4.07 % 0.00 %

+0.20 (+0.78%)

CAD 0.02B
IXTE:CA Invesco S&P/TSX 60 ESG Ti.. 3.90 % 0.00 %

N/A

CAD 3.25M
ESGC:CA Invesco S&P/TSX Composite.. 3.85 % 0.00 %

+0.18 (+0.78%)

CAD 0.07B
IUTSF 3.85 % 0.00 %

N/A

N/A
PXC:CA Invesco FTSE RAFI Canadia.. 3.40 % 0.50 %

+0.12 (+0.78%)

CAD 0.18B
ZIU:CA BMO S&P/TSX 60 Index ETF 3.19 % 0.00 %

+0.39 (+0.78%)

CAD 0.07B
CAHCHA:SW UBS(Lux)Fund Solutions .. 3.15 % 0.00 %

+0.10 (+0.78%)

N/A
CAHGBA:SW UBS(Lux)Fund Solutions .. 3.15 % 0.00 %

N/A

N/A
CAHUSA:SW UBS(Lux)Fund Solutions .. 3.15 % 0.00 %

N/A

N/A
CANA:SW UBS (LUX) FUND SOLUTIONS .. 3.15 % 0.00 %

N/A

N/A
CAHGBD:SW UBS(Lux)Fund Solutions .. 3.15 % 0.00 %

N/A

N/A
CSCA:LSE iShares VII Public Limite.. 3.07 % 0.00 %

+8.00 (+0.78%)

USD 1.15B
ICTE:CA Invesco S&P/TSX Composite.. 3.04 % 0.00 %

N/A

CAD 1.10M
ZBBB:CA BMO BBB Corporate Bond In.. 3.04 % 0.00 %

N/A

CAD 0.02B
CCEI:CA CIBC Canadian Equity Inde.. 2.46 % 0.00 %

N/A

CAD 0.63B
FLOT:AU VanEck Australian Floatin.. 1.52 % 0.00 %

+0.02 (+0.78%)

USD 0.69B
CPD:CA iShares S&P/TSX Canadian .. 1.13 % 0.50 %

+0.01 (+0.78%)

CAD 1.01B
CIC:CA CI Canadian Banks Covered.. 0.00 % 0.84 %

+0.08 (+0.78%)

N/A
COMT iShares GSCI Commodity Dy.. 0.00 % 0.48 %

-0.33 (0.78%)

USD 0.95B
EWC iShares MSCI Canada ETF 0.00 % 0.47 %

+0.24 (+0.78%)

N/A
FIE:CA iShares Canadian Financia.. 0.00 % 0.97 %

+0.04 (+0.78%)

CAD 1.06B
HEWC 0.00 % 0.03 %

N/A

N/A
HFP:CA 0.00 % 0.63 %

N/A

N/A
IBDK 0.00 % 0.10 %

N/A

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

+0.99 (+0.78%)

N/A
PICB Invesco International Cor.. 0.00 % 0.00 %

+0.15 (+0.78%)

USD 0.13B
PPS:CA 0.00 % 1.77 %

N/A

N/A
QCAN 0.00 % 0.30 %

N/A

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

-0.02 (0.78%)

USD 7.68B
ZCAN 0.00 % 0.30 %

N/A

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

+0.16 (+0.78%)

CAD 0.04B
HCB:CA 0.00 % 0.65 %

N/A

N/A
FLCD:CA 0.00 % 0.00 %

N/A

N/A
CCAU:LSE iShares VII PLC - iShares.. 0.00 % 0.00 %

+0.97 (+0.78%)

N/A
XCV:CA iShares Canadian Value 0.00 % 0.55 %

+0.14 (+0.78%)

CAD 0.07B
XDV:CA iShares Canadian Select D.. 0.00 % 0.55 %

+0.26 (+0.78%)

CAD 1.69B
XEN:CA iShares Jantzi Social Ind.. 0.00 % 0.55 %

-0.01 (0.78%)

CAD 0.12B
XFN:CA iShares S&P/TSX Capped Fi.. 0.00 % 0.61 %

+0.51 (+0.78%)

CAD 1.52B
ZCN:CA BMO S&P/TSX Capped Compos.. 0.00 % 0.05 %

+0.16 (+0.78%)

CAD 8.12B
ZEB:CA BMO S&P/TSX Equal Weight .. 0.00 % 0.60 %

+0.33 (+0.78%)

CAD 2.95B
ZPR:CA BMO Laddered Preferred Sh.. 0.00 % 0.50 %

+0.01 (+0.78%)

CAD 1.39B
ZWB:CA BMO Covered Call Canadian.. 0.00 % 0.71 %

+0.11 (+0.78%)

CAD 3.09B
DCP:CA Desjardins Canadian Prefe.. 0.00 % 0.53 %

-0.12 (0.78%)

CAD 0.03B
QCD:CA 0.00 % 0.45 %

N/A

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

+0.06 (+0.78%)

CAD 1.65B
BNC:CA 0.00 % 0.68 %

N/A

N/A
MCLC:CA Manulife Multifactor Cana.. 0.00 % 0.45 %

+0.25 (+0.78%)

CAD 0.34B
RBNK:CA RBC Canadian Bank Yield I.. 0.00 % 0.33 %

+0.28 (+0.78%)

CAD 0.26B
ZVC:CA BMO MSCI Canada Value Ind.. 0.00 % 0.40 %

+0.03 (+0.78%)

CAD 0.06B
GIGB Goldman Sachs Access Inve.. 0.00 % 0.14 %

-0.03 (0.78%)

USD 0.86B
FLCA Franklin FTSE Canada ETF 0.00 % 0.09 %

+0.23 (+0.78%)

USD 0.41B
HCAD:LSE HSBC ETFs Public Limited .. 0.00 % 0.00 %

+0.11 (+0.78%)

N/A
HCAN:LSE HSBC MSCI Canada UCITS ET.. 0.00 % 0.00 %

-0.50 (0.78%)

N/A
UB23:LSE UBS MSCI Canada UCITS CAD.. 0.00 % 0.00 %

-2.00 (0.78%)

N/A
XCAD:LSE Xtrackers MSCI Canada ESG.. 0.00 % 0.00 %

+0.61 (+0.78%)

N/A
FLDR 0.00 % 0.00 %

N/A

N/A
D5BH:F Xtrackers - MSCI Canada U.. 0.00 % 0.00 %

+0.57 (+0.78%)

N/A
H4ZR:F HSBC ETFs Public Limited .. 0.00 % 0.00 %

N/A

N/A
H4ZR:XETRA 0.00 % 0.00 %

N/A

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

+0.06 (+0.78%)

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

+0.03 (+0.78%)

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

-0.05 (0.78%)

CAD 0.08B
TMEC:CA 0.00 % 0.00 %

N/A

N/A
HDIV 0.00 % 0.00 %

N/A

N/A
XIU 0.00 % 0.00 %

N/A

N/A
HYBR:CA Global X Active Hybrid Bo.. 0.00 % 0.00 %

+0.04 (+0.78%)

CAD 0.06B
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 -15.31% 5% F 12% F
Dividend Return 2.25% 24% F 65% D
Total Return -13.06% 5% F 13% F
Trailing 12 Months  
Capital Gain -7.12% 7% C- 21% F
Dividend Return 4.88% 20% F 67% D+
Total Return -2.24% 5% F 23% F
Trailing 5 Years  
Capital Gain 11.04% 39% F 53% F
Dividend Return 26.76% 76% C+ 83% B
Total Return 37.80% 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 9% 62%
Price/Book Ratio 1.25 32% 61%
Price / Cash Flow Ratio 6.37 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% 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.

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