ducovest

BMO:NYE-Bank of Montreal (USD)

COMMON STOCK | Banks - Diversified |

Last Closing

USD 89.91

Change

0.00 (0.00)%

Market Cap

USD 65.61B

Volume

1.67M

Analyst Target

USD 85.95
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Bank of Montreal provides diversified financial services primarily in North America. It operates through Canadian P&C, U.S P&C, BMO Wealth Management, and BMO Capital Markets segments. The company's personal banking products and services include deposits, mortgages, home lending, consumer credit, small business lending, credit cards, cash management, financial and investment advice, and other banking services; and commercial banking products and services comprise various of financing options and treasury and payment solutions, as well as risk management products. It also offers investing, banking, and wealth management advisory; digital investing services; financial solutions for individuals, families, and businesses; provides investment management services to institutional, retail, and high net worth investors; and diversified insurance, and wealth and pension de-risking solutions. In addition, the company provides individual life, critical illness and annuity products, as well as segregated funds, and group creditor and travel insurance to customers; debt and equity capital-raising, loan origination and syndication, balance sheet management, treasury management, mergers and acquisitions advice, restructurings and recapitalizations, trade finance, and risk mitigation services, as well as a range of banking and other operating services. Further, the company offers research and access to financial markets for institutional, corporate and retail clients through an integrated suite of sales and trading solutions related to debt, foreign exchange, interest rates, credit, equities, securitization, and commodities; provides new product development and origination services, as well as risk management and advisory services for hedging strategies, including in interest rates, foreign exchange rates and commodities prices; and funding and liquidity management services. The company was founded in 1817 and is headquartered in Montreal, Canada. Address: 129 rue Saint-Jacques, Montreal, QC, Canada, H2Y 1L6

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-22 )

Largest Industry Peers for Banks - Diversified

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

N/A

 USD 340.11B
JPM-PC JPMorgan Chase & Co

N/A

 USD 337.52B
BML-PH Bank of America Corporation

N/A

 USD 314.42B
BAC Bank of America Corp

N/A

 USD 312.48B
BML-PG Bank of America Corporation

N/A

 USD 311.25B
BML-PL Bank of America Corporation

N/A

 USD 299.04B
BAC-PE Bank of America Corporation

N/A

 USD 294.33B
BML-PJ Bank of America Corporation

N/A

 USD 277.04B
BAC-PK Bank of America Corporation

N/A

 USD 254.83B
BAC-PB Bank of America Corporation

N/A

 USD 254.78B

ETFs Containing BMO

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

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

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 CAD 0.26B
HEB:CA Hamilton Canadian Bank Eq.. 15.67 % 0.00 %

N/A

 CAD 0.73B
ZEB:CA BMO S&P/TSX Equal Weight .. 14.84 % 0.60 %

N/A

 CAD 2.95B
CBNK:CA Mulvihill Canadian Bank E.. 14.34 % 0.00 %

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 CAD 0.12B
TBNK:CA TD Canadian Bank Dividend.. 12.73 % 0.00 %

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 CAD 0.02B
BMDLF 12.17 % 0.00 %

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 N/A
ZWB:CA BMO Covered Call Canadian.. 10.14 % 0.71 %

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 CAD 3.09B
ZWB-U:CA BMO Covered Call Canadian.. 10.14 % 0.00 %

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

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 N/A
XFN:CA iShares S&P/TSX Capped Fi.. 7.80 % 0.61 %

N/A

 CAD 1.52B
PDC:CA Invesco Canadian Dividend.. 7.06 % 0.55 %

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 CAD 0.80B
XDV:CA iShares Canadian Select D.. 6.65 % 0.55 %

N/A

 CAD 1.69B
XEN:CA iShares Jantzi Social Ind.. 5.87 % 0.55 %

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 CAD 0.12B
ESGA:CA BMO MSCI Canada ESG Leade.. 5.77 % 0.00 %

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 CAD 0.09B
XCV:CA iShares Canadian Value 5.68 % 0.55 %

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 CAD 0.07B
ICAE:CA Invesco S&P/TSX Canadian .. 4.67 % 0.00 %

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 CAD 7.77M
ZVC:CA BMO MSCI Canada Value Ind.. 4.28 % 0.40 %

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 CAD 0.06B
GCSC:CA Guardian Canadian Sector .. 4.07 % 0.00 %

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

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 CAD 3.24M
IUTSF 3.85 % 0.00 %

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

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 CAD 0.18B
FLCA Franklin FTSE Canada ETF 3.34 % 0.09 %

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 USD 0.41B
VCE:CA Vanguard FTSE Canada 3.34 % 0.06 %

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 CAD 1.92B
ZIU:CA BMO S&P/TSX 60 Index ETF 3.19 % 0.00 %

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

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

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

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

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

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 N/A
ICTE:CA Invesco S&P/TSX Composite.. 3.04 % 0.00 %

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

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 CAD 0.02B
DRMC:CA Desjardins RI Canada - Lo.. 2.67 % 0.29 %

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

N/A

 CAD 7.61B
MCLC:CA Manulife Multifactor Cana.. 2.61 % 0.45 %

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 CAD 0.34B
ZCN:CA BMO S&P/TSX Capped Compos.. 2.56 % 0.05 %

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 CAD 8.12B
FLOT:AU VanEck Australian Floatin.. 1.52 % 0.00 %

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 USD 0.69B
DCP:CA Desjardins Canadian Prefe.. 1.49 % 0.53 %

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

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 CAD 0.22B
CIC:CA CI Canadian Banks Covered.. 0.00 % 0.84 %

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

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 USD 0.95B
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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 N/A
FIE:CA iShares Canadian Financia.. 0.00 % 0.97 %

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 CAD 1.06B
HEWC 0.00 % 0.03 %

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 N/A
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 1.05B
IBDK 0.00 % 0.10 %

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

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 N/A
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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 N/A
QCAN 0.00 % 0.30 %

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

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 USD 7.68B
ZCAN 0.00 % 0.30 %

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 N/A
HCB:CA 0.00 % 0.65 %

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 N/A
FLCD:CA 0.00 % 0.00 %

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

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 N/A
VDY:CA Vanguard FTSE Canadian Hi.. 0.00 % 0.22 %

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

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 CAD 1.39B
QCD:CA 0.00 % 0.45 %

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

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 CAD 1.65B
BNC:CA 0.00 % 0.68 %

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

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 USD 0.86B
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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 N/A
XCAD:LSE Xtrackers MSCI Canada ESG.. 0.00 % 0.00 %

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 N/A
FLDR 0.00 % 0.00 %

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 N/A
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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 N/A
H4ZR:XETRA 0.00 % 0.00 %

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

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

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

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 N/A
XCSR:CA iShares ESG Advanced MSCI.. 0.00 % 0.00 %

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 CAD 0.25B
HCA:CA Hamilton Canadian Bank Me.. 0.00 % 0.00 %

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 CAD 0.08B
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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 N/A
HDIV 0.00 % 0.00 %

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 N/A
XIU 0.00 % 0.00 %

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HYBR:CA Global X Active Hybrid Bo.. 0.00 % 0.00 %

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 CAD 0.06B
XCLR:CA 0.00 % 0.00 %

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

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 CAD 0.62B

Market Performance

  Market Performance vs. Industry/Classification (Banks - Diversified) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -9.13% 2% F 16% F
Dividend Return 3.40% 48% F 64% D
Total Return -5.73% 2% F 16% F
Trailing 12 Months  
Capital Gain 4.88% 7% C- 29% F
Dividend Return 5.16% 40% F 67% D+
Total Return 10.04% 5% F 32% F
Trailing 5 Years  
Capital Gain 23.96% 63% D 58% F
Dividend Return 28.33% 80% B- 82% B
Total Return 52.29% 66% D+ 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 13.46% 80% B- 75% C
Dividend Return 18.37% 82% B 80% B-
Total Return 4.91% 73% C 80% B-
Risk Return Profile  
Volatility (Standard Deviation) 37.93% 20% F 25% F
Risk Adjusted Return 48.44% 64% D 66% D+
Market Capitalization 65.61B 26% F 97% N/A

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