BMO:NYE-Bank Of Montreal (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 85.22

Change

+1.45 (+1.73)%

Market Cap

USD 42.63B

Volume

1.36M

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: 2024-06-24 )

Largest Industry Peers for Banks - Diversified

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

+1.74 (+0.88%)

USD 565.72B
JPM-PD JPMorgan Chase & Co

-0.02 (-0.07%)

USD 331.61B
JPM-PC JPMorgan Chase & Co

-0.08 (-0.32%)

USD 329.78B
BAC Bank of America Corp

+0.25 (+0.64%)

USD 312.97B
BML-PH Bank of America Corporation

+0.07 (+0.31%)

USD 307.91B
BML-PG Bank of America Corporation

+0.02 (+0.09%)

USD 306.52B
BAC-PE Bank of America Corporation

N/A

USD 279.84B
BML-PL Bank of America Corporation

-0.07 (-0.31%)

USD 276.12B
BML-PJ Bank of America Corporation

-0.10 (-0.43%)

USD 268.53B
BAC-PK Bank of America Corporation

-0.02 (-0.08%)

USD 250.82B

ETFs Containing BMO

ZEB:CA BMO S&P/TSX Equal Weight .. 16.44 % 0.60 %

-0.09 (0.52%)

CAD 3.71B
HEB:CA Hamilton Canadian Bank Eq.. 15.95 % 0.00 %

+0.12 (+0.52%)

CAD 0.64B
RBNK:CA RBC Canadian Bank Yield I.. 15.94 % 0.33 %

N/A

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

+0.10 (+0.52%)

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

+0.01 (+0.52%)

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

-0.05 (0.52%)

CAD 0.02B
BMDLF 12.17 % 0.00 %

N/A

N/A
ZWB:CA BMO Covered Call Canadian.. 11.15 % 0.71 %

-0.11 (0.52%)

CAD 2.86B
ZWB-U:CA BMO Covered Call Canadian.. 11.15 % 0.00 %

-0.14 (0.52%)

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

+0.07 (+0.52%)

CAD 0.78B
HFIN:CA Hamilton Enhanced Canadia.. 9.94 % 0.00 %

+0.15 (+0.52%)

CAD 0.12B
XFN:CA iShares S&P/TSX Capped Fi.. 8.99 % 0.61 %

+0.30 (+0.52%)

CAD 1.35B
XDV:CA iShares Canadian Select D.. 7.80 % 0.55 %

+0.09 (+0.52%)

CAD 1.51B
PDC:CA Invesco Canadian Dividend.. 7.64 % 0.55 %

+0.02 (+0.52%)

CAD 0.74B
XCV:CA iShares Canadian Value 6.36 % 0.55 %

+0.25 (+0.52%)

CAD 0.08B
VDY:CA Vanguard FTSE Canadian Hi.. 6.36 % 0.22 %

+0.18 (+0.52%)

CAD 2.57B
XEN:CA iShares Jantzi Social Ind.. 6.11 % 0.55 %

+0.28 (+0.52%)

CAD 0.11B
ICAE:CA Invesco S&P/TSX Canadian .. 5.31 % 0.00 %

N/A

CAD 7.02M
GCSC:CA Guardian Canadian Sector .. 5.13 % 0.00 %

+0.10 (+0.52%)

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

-0.05 (0.52%)

CAD 0.05B
IXTE:CA Invesco S&P/TSX 60 ESG Ti.. 4.48 % 0.00 %

N/A

CAD 2.86M
XEI:CA iShares S&P/TSX Composite.. 4.14 % 0.22 %

+0.11 (+0.52%)

CAD 1.55B
ZDV:CA BMO Canadian Dividend 3.87 % 0.38 %

N/A

CAD 1.00B
IUTSF 3.85 % 0.00 %

N/A

N/A
PXC:CA Invesco FTSE RAFI Canadia.. 3.82 % 0.50 %

-0.01 (0.52%)

CAD 0.18B
RCDC:CA RBC Canadian Dividend Cov.. 3.66 % 0.00 %

N/A

CAD 0.03B
VCE:CA Vanguard FTSE Canada 3.60 % 0.06 %

+0.28 (+0.52%)

CAD 1.69B
FLCA Franklin FTSE Canada ETF 3.60 % 0.09 %

+0.22 (+0.52%)

USD 0.39B
ZIU:CA BMO S&P/TSX 60 Index ETF 3.55 % 0.00 %

-0.47 (0.52%)

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

N/A

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

+0.16 (+0.52%)

CAD 0.12B
XCAN:SW Xtrackers MSCI Canada ESG.. 3.37 % 0.00 %

+0.36 (+0.52%)

USD 0.35B
SXR2:F iShares VII PLC - iShares.. 3.27 % 0.00 %

+1.64 (+0.52%)

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

N/A

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

N/A

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

+0.35 (+0.52%)

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

N/A

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

+0.51 (+0.52%)

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

N/A

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

+0.03 (+0.52%)

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

N/A

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

+0.06 (+0.52%)

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

N/A

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

N/A

USD 1.28M
ETSX:CA Evolve S&P/TSX 60 Enhance.. 3.22 % 0.00 %

+0.10 (+0.52%)

CAD 0.02B
VCN:CA Vanguard FTSE Canada All .. 2.87 % 0.06 %

+0.29 (+0.52%)

CAD 6.68B
ZCN:CA BMO S&P/TSX Capped Compos.. 2.87 % 0.05 %

-0.03 (0.52%)

CAD 8.04B
XIC:CA iShares Core S&P/TSX Capp.. 2.76 % 0.06 %

+0.23 (+0.52%)

CAD 11.99B
QCN:CA Mackenzie Canadian Equity.. 2.75 % 0.06 %

+0.53 (+0.52%)

CAD 1.39B
FLOT:AU VanEck Australian Floatin.. 1.52 % 0.00 %

N/A

USD 0.69B
CEW:CA iShares Equal Weight Banc.. 0.00 % 0.60 %

+0.07 (+0.52%)

CAD 0.19B
CIC:CA CI Canadian Banks Covered.. 0.00 % 0.84 %

N/A

CAD 0.19B
COMT iShares GSCI Commodity Dy.. 0.00 % 0.48 %

+0.15 (+0.52%)

USD 0.98B
EWC iShares MSCI Canada ETF 0.00 % 0.47 %

+0.29 (+0.52%)

USD 2.39B
FIE:CA iShares Canadian Financia.. 0.00 % 0.97 %

+0.05 (+0.52%)

CAD 0.97B
HEWC 0.00 % 0.03 %

N/A

N/A
HEX:CA Horizons Enhanced Income .. 0.00 % 0.84 %

N/A

CAD 0.08B
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 (+0.52%)

CAD 1.03B
IBDK 0.00 % 0.10 %

N/A

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

+0.01 (+0.52%)

USD 0.07B
PICB Invesco International Cor.. 0.00 % 0.00 %

+0.07 (+0.52%)

USD 0.12B
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 (+0.52%)

USD 7.71B
ZCAN 0.00 % 0.30 %

N/A

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

+0.18 (+0.52%)

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 %

+1.36 (+0.52%)

USD 1.07B
XIU:CA iShares S&P/TSX 60 0.00 % 0.18 %

+0.22 (+0.52%)

CAD 12.34B
ZPR:CA BMO Laddered Preferred Sh.. 0.00 % 0.50 %

+0.01 (+0.52%)

CAD 1.44B
BANK:CA Evolve Canadian Banks and.. 0.00 % 0.39 %

+0.05 (+0.52%)

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

+0.07 (+0.52%)

CAD 0.03B
QCD:CA 0.00 % 0.45 %

N/A

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

-0.04 (0.52%)

CAD 1.57B
BNC:CA 0.00 % 0.68 %

N/A

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

+0.22 (+0.52%)

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

+0.06 (+0.52%)

USD 0.78B
CSCA:LSE iShares VII Public Limite.. 0.00 % 0.00 %

+79.50 (+0.52%)

USD 0.99B
HCAD:LSE HSBC ETFs Public Limited .. 0.00 % 0.00 %

+0.14 (+0.52%)

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

+9.00 (+0.52%)

USD 0.03B
UB23:LSE UBS MSCI Canada UCITS CAD.. 0.00 % 0.00 %

+16.50 (+0.52%)

USD 1.15B
UC87:LSE UBS(Lux)Fund Solutions .. 0.00 % 0.00 %

+14.50 (+0.52%)

USD 0.06B
XCAD:LSE Xtrackers MSCI Canada ESG.. 0.00 % 0.00 %

+0.47 (+0.52%)

USD 0.34B
FLDR 0.00 % 0.00 %

N/A

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

+0.11 (+0.52%)

USD 0.03B
D5BH:F Xtrackers - MSCI Canada U.. 0.00 % 0.00 %

+0.58 (+0.52%)

USD 0.36B
H4ZR:F HSBC ETFs Public Limited .. 0.00 % 0.00 %

N/A

USD 0.03B
D5BH:XETRA Xtrackers MSCI Canada ESG.. 0.00 % 0.00 %

+0.30 (+0.52%)

USD 0.36B
H4ZR:XETRA HSBC MSCI Canada UCITS ET.. 0.00 % 0.00 %

N/A

USD 0.03B
SXR2:XETRA iShares VII PLC - iShares.. 0.00 % 0.00 %

+0.88 (+0.52%)

USD 1.07B
UIM9:XETRA UBS ETF SICAV - MSCI Cana.. 0.00 % 0.00 %

+0.22 (+0.52%)

USD 2.02B
ESGA:CA BMO MSCI Canada ESG Leade.. 0.00 % 0.00 %

+0.07 (+0.52%)

CAD 0.09B
ESGC:CA Invesco S&P/TSX Composite.. 0.00 % 0.00 %

-0.03 (0.52%)

CAD 0.07B
FCCV:CA Fidelity Canadian Value I.. 0.00 % 0.00 %

N/A

CAD 0.17B
PFAE:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

+0.01 (+0.52%)

CAD 0.10B
PFMN:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

+0.07 (+0.52%)

CAD 1.15B
XCSR:CA iShares ESG Advanced MSCI.. 0.00 % 0.00 %

+0.47 (+0.52%)

CAD 0.21B
CDIV:CA Manulife Smart Dividend E.. 0.00 % 0.00 %

+0.12 (+0.52%)

CAD 0.49B
HCA:CA Hamilton Canadian Bank Me.. 0.00 % 0.00 %

+0.04 (+0.52%)

CAD 0.07B
PFLS:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

N/A

CAD 0.07B
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 %

N/A

CAD 0.06B
XCLR:CA 0.00 % 0.00 %

N/A

N/A
CCEI:CA CIBC Canadian Equity Inde.. 0.00 % 0.00 %

+0.11 (+0.52%)

CAD 0.58B

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 -13.87% 5% F 13% F
Dividend Return 2.25% 24% F 63% D
Total Return -11.62% 5% F 14% F
Trailing 12 Months  
Capital Gain -4.49% 7% C- 22% F
Dividend Return 4.93% 19% F 68% D+
Total Return 0.44% 5% F 24% F
Trailing 5 Years  
Capital Gain 13.41% 37% F 53% F
Dividend Return 26.88% 72% C 83% B
Total Return 40.29% 37% F 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 12.61% 86% B+ 76% C+
Dividend Return 17.59% 91% A- 80% B-
Total Return 4.98% 74% C 81% B-
Risk Return Profile  
Volatility (Standard Deviation) 38.41% 23% F 25% F
Risk Adjusted Return 45.79% 67% D+ 67% D+
Market Capitalization 42.63B 25% 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% 61%
Price/Book Ratio 1.25 35% 61%
Price / Cash Flow Ratio 6.49 25% 53%
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% 21% 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