BMO:NYE-Bank Of Montreal (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 82.5

Change

-4.73 (-5.42)%

Market Cap

USD 42.63B

Volume

2.57M

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: 2024-07-30 )

Largest Industry Peers for Banks - Diversified

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

N/A

USD 331.74B
JPM-PC JPMorgan Chase & Co

N/A

USD 330.83B
BML-PH Bank of America Corporation

N/A

USD 303.44B
BML-PG Bank of America Corporation

N/A

USD 302.20B
BAC Bank of America Corp

N/A

USD 300.76B
BML-PL Bank of America Corporation

N/A

USD 288.69B
BAC-PE Bank of America Corporation

N/A

USD 285.90B
BML-PJ Bank of America Corporation

N/A

USD 267.03B
BAC-PK Bank of America Corporation

N/A

USD 253.02B
BAC-PB Bank of America Corporation

N/A

USD 251.68B

ETFs Containing BMO

HCA:CA Hamilton Canadian Bank Me.. 25.73 % 0.00 %

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CAD 0.07B
HBNK:CA Global X Equal Weight Can.. 15.79 % 0.00 %

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RBNK:CA RBC Canadian Bank Yield I.. 15.75 % 0.33 %

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CAD 0.25B
HEB:CA Hamilton Canadian Bank Eq.. 15.67 % 0.00 %

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CAD 0.70B
CBNK:CA Mulvihill Canadian Bank E.. 15.32 % 0.00 %

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CAD 0.11B
ZEB:CA BMO S&P/TSX Equal Weight .. 14.84 % 0.60 %

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CAD 2.67B
TBNK:CA TD Canadian Bank Dividend.. 12.53 % 0.00 %

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CAD 0.02B
BMDLF 12.17 % 0.00 %

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ZWB:CA BMO Covered Call Canadian.. 10.14 % 0.71 %

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CAD 3.04B
ZWB-U:CA BMO Covered Call Canadian.. 10.14 % 0.00 %

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

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XFN:CA iShares S&P/TSX Capped Fi.. 8.25 % 0.61 %

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CAD 1.48B
PDC:CA Invesco Canadian Dividend.. 7.56 % 0.55 %

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CAD 0.78B
XDV:CA iShares Canadian Select D.. 7.11 % 0.55 %

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CAD 1.64B
XEN:CA iShares Jantzi Social Ind.. 6.13 % 0.55 %

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CAD 0.12B
XCV:CA iShares Canadian Value 5.97 % 0.55 %

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CAD 0.07B
VDY:CA Vanguard FTSE Canadian Hi.. 5.96 % 0.22 %

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CAD 2.86B
ICAE:CA Invesco S&P/TSX Canadian .. 4.99 % 0.00 %

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CAD 7.57M
ZVC:CA BMO MSCI Canada Value Ind.. 4.28 % 0.40 %

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CAD 0.05B
IXTE:CA Invesco S&P/TSX 60 ESG Ti.. 4.18 % 0.00 %

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CAD 3.14M
ESGC:CA Invesco S&P/TSX Composite.. 4.11 % 0.00 %

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CAD 0.07B
GCSC:CA Guardian Canadian Sector .. 4.07 % 0.00 %

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CAD 0.01B
XEI:CA iShares S&P/TSX Composite.. 3.97 % 0.22 %

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CAD 1.57B
IUTSF 3.85 % 0.00 %

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PXC:CA Invesco FTSE RAFI Canadia.. 3.61 % 0.50 %

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CAD 0.18B
VCE:CA Vanguard FTSE Canada 3.34 % 0.06 %

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CAD 1.88B
FLCA Franklin FTSE Canada ETF 3.25 % 0.09 %

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USD 0.39B
ICTE:CA Invesco S&P/TSX Composite.. 3.24 % 0.00 %

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CAD 1.06M
ZIU:CA BMO S&P/TSX 60 Index ETF 3.19 % 0.00 %

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CAD 0.07B
XIU:CA iShares S&P/TSX 60 3.18 % 0.18 %

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CAD 13.34B
QCE:CA Mackenzie Canadian Large .. 3.16 % 0.06 %

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CAD 0.13B
CAHCHA:SW UBS(Lux)Fund Solutions .. 3.15 % 0.00 %

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

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

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

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

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XCAN:SW Xtrackers MSCI Canada ESG.. 3.09 % 0.00 %

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USD 0.34B
FCCV:CA Fidelity Canadian Value I.. 3.06 % 0.00 %

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CAD 0.17B
HCAN:SW HSBC MSCI Canada UCITS ET.. 3.02 % 0.00 %

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USD 0.04B
CAHEUA:SW UBS(Lux)Fund Solutions .. 3.02 % 0.00 %

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USD 0.05B
CANCDA:SW UBS(Lux)Fund Solutions .. 3.02 % 0.00 %

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USD 1.16B
CANUKD:SW UBS(Lux)Fund Solutions .. 3.02 % 0.00 %

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USD 7.09M
CSCA:SW iShares VII PLC - iShares.. 3.01 % 0.00 %

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USD 1.10B
ETSX:CA Evolve S&P/TSX 60 Enhance.. 2.99 % 0.00 %

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CAD 0.03B
DRMC:CA Desjardins RI Canada - Lo.. 2.78 % 0.29 %

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CAD 0.04B
VCN:CA Vanguard FTSE Canada All .. 2.66 % 0.06 %

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CAD 7.48B
CCEI:CA CIBC Canadian Equity Inde.. 2.61 % 0.00 %

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CAD 0.61B
XIC:CA iShares Core S&P/TSX Capp.. 2.56 % 0.06 %

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CAD 12.96B
ZCN:CA BMO S&P/TSX Capped Compos.. 2.56 % 0.05 %

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CAD 8.07B
QCN:CA Mackenzie Canadian Equity.. 2.54 % 0.06 %

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CAD 1.50B
HYBR:CA Global X Active Hybrid Bo.. 2.12 % 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
DCP:CA Desjardins Canadian Prefe.. 1.41 % 0.53 %

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CAD 0.03B
CEW:CA iShares Equal Weight Banc.. 0.00 % 0.60 %

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CAD 0.21B
CIC:CA CI Canadian Banks Covered.. 0.00 % 0.84 %

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COMT iShares GSCI Commodity Dy.. 0.00 % 0.48 %

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USD 0.93B
CPD:CA iShares S&P/TSX Canadian .. 0.00 % 0.50 %

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CAD 1.01B
EWC iShares MSCI Canada ETF 0.00 % 0.47 %

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FIE:CA iShares Canadian Financia.. 0.00 % 0.97 %

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CAD 1.04B
HEWC 0.00 % 0.03 %

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HEX:CA 0.00 % 0.84 %

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HFP:CA 0.00 % 0.63 %

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HPR:CA Global X Active Preferred.. 0.00 % 0.63 %

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CAD 1.06B
IBDK 0.00 % 0.10 %

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IQDY FlexShares International .. 0.00 % 0.47 %

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PICB Invesco International Cor.. 0.00 % 0.00 %

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USD 0.13B
PPS:CA 0.00 % 1.77 %

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QCAN 0.00 % 0.30 %

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SPSB SPDR Barclays Short Term .. 0.00 % 0.08 %

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USD 7.69B
ZCAN 0.00 % 0.30 %

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HCB:CA 0.00 % 0.65 %

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FLCD:CA 0.00 % 0.00 %

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CCAU:LSE iShares VII PLC - iShares.. 0.00 % 0.00 %

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ZPR:CA BMO Laddered Preferred Sh.. 0.00 % 0.50 %

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CAD 1.41B
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 1.63B
BNC:CA 0.00 % 0.68 %

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

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CAD 0.33B
GIGB Goldman Sachs Access Inve.. 0.00 % 0.14 %

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USD 0.83B
HCAD:LSE HSBC ETFs Public Limited .. 0.00 % 0.00 %

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HCAN:LSE HSBC MSCI Canada UCITS ET.. 0.00 % 0.00 %

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UB23:LSE UBS MSCI Canada UCITS CAD.. 0.00 % 0.00 %

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XCAD:LSE Xtrackers MSCI Canada ESG.. 0.00 % 0.00 %

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FLDR 0.00 % 0.00 %

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HCAN:PA HSBC MSCI Canada UCITS ET.. 0.00 % 0.00 %

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USD 0.04B
D5BH:F Xtrackers - MSCI Canada U.. 0.00 % 0.00 %

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H4ZR:F HSBC ETFs Public Limited .. 0.00 % 0.00 %

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SXR2:F iShares VII PLC - iShares.. 0.00 % 0.00 %

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

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USD 1.19B
D5BH:XETRA Xtrackers MSCI Canada ESG.. 0.00 % 0.00 %

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USD 0.36B
H4ZR:XETRA 0.00 % 0.00 %

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SXR2:XETRA iShares VII PLC - iShares.. 0.00 % 0.00 %

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

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

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CAD 0.09B
PFAE:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

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

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XCSR:CA iShares ESG Advanced MSCI.. 0.00 % 0.00 %

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CAD 0.24B
PFLS:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

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CAD 0.08B
TMEC:CA 0.00 % 0.00 %

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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 -16.62% 2% F 10% F
Dividend Return 3.40% 73% C 75% C
Total Return -13.22% 2% F 11% F
Trailing 12 Months  
Capital Gain -9.44% 5% F 18% F
Dividend Return 4.86% 41% F 69% C-
Total Return -4.58% 5% F 19% F
Trailing 5 Years  
Capital Gain 11.97% 53% F 53% F
Dividend Return 27.88% 68% D+ 83% B
Total Return 39.85% 60% D- 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 13.16% 81% B- 76% C+
Dividend Return 18.14% 88% B+ 81% B-
Total Return 4.98% 74% C 81% B-
Risk Return Profile  
Volatility (Standard Deviation) 37.96% 24% F 25% F
Risk Adjusted Return 47.78% 67% D+ 68% D+
Market Capitalization 42.63B 18% 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 21% 63%
Price/Book Ratio 1.25 20% 61%
Price / Cash Flow Ratio 6.28 27% 53%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 8.19% 9% 53%
Return on Invested Capital 1.69% 15% 33%
Return on Assets 0.49% 15% 29%
Debt to Equity Ratio 177.50% 15% 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.

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