ducovest

BMO-PY:CA:TSX-Bank of Montreal Pref Y (CAD)

PREFERRED STOCK | Banks - Diversified |

Last Closing

CAD 24.31

Change

-0.19 (-0.78)%

Market Cap

CAD 83.29B

Volume

4.49K

Analyst Target

N/A
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

Company Website : https://www.bmo.com

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-30 )

Largest Industry Peers for Banks - Diversified

Symbol Name Price(Change) Market Cap
RY:CA Royal Bank of Canada

-0.25 (-0.15%)

 CAD 245.11B
RY-PM:CA Royal Bank of Canada Pref M

-0.13 (-0.54%)

 CAD 193.65B
RY-PJ:CA Royal Bank of Canada Pref J

-0.01 (-0.04%)

 CAD 191.90B
TD:CA Toronto Dominion Bank

+0.07 (+0.09%)

 CAD 137.30B
BMO-PW:CA Bank of Montreal Pref W

-0.23 (-0.91%)

 CAD 98.05B
BMO:CA Bank of Montreal

-1.80 (-1.39%)

 CAD 94.49B
BNS:CA Bank of Nova Scotia

-0.12 (-0.16%)

 CAD 89.91B
CM:CA Canadian Imperial Bank Of Comm..

+0.09 (+0.10%)

 CAD 83.11B
BMO-PE:CA Bank of Montreal Pref Class B

-0.08 (-0.30%)

 CAD 81.65B
CM-PQ:CA Canadian Imperial Bank of Comm..

+0.01 (+0.04%)

 CAD 61.79B

ETFs Containing BMO-PY:CA

N/A

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 29.65% 68% D+ 82% B
Dividend Return -10.18% 93% A 79% B-
Total Return 19.47% 74% C 70% C-
Trailing 12 Months  
Capital Gain 45.57% 79% B- 82% B
Dividend Return -11.43% 93% A 78% C+
Total Return 34.14% 74% C 73% C
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -1.54% 32% F 24% F
Dividend Return 0.84% 26% F 29% F
Total Return 2.38% 16% F 63% D
Risk Return Profile  
Volatility (Standard Deviation) 18.57% 58% F 47% F
Risk Adjusted Return 4.50% 26% F 26% F
Market Capitalization 83.29B 56% F 98% N/A

Annual Financials (CAD)

Quarterly Financials (CAD)

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:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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 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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector