BMO:NYE-Bank of Montreal (USD)

COMMON STOCK | Banks - Diversified |

Last Closing

USD 90.06

Change

-0.70 (-0.77)%

Market Cap

USD 66.29B

Volume

1.08M

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

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-04 )

Largest Industry Peers for Banks - Diversified

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

+0.05 (+0.20%)

USD 335.55B
JPM-PD JPMorgan Chase & Co

+0.15 (+0.60%)

USD 335.33B
BAC Bank of America Corp

-0.43 (-1.03%)

USD 320.42B
BML-PH Bank of America Corporation

+0.22 (+0.95%)

USD 311.17B
BML-PG Bank of America Corporation

+0.31 (+1.34%)

USD 310.44B
BML-PL Bank of America Corporation

+0.19 (+0.79%)

USD 297.06B
BAC-PE Bank of America Corporation

+0.13 (+0.53%)

USD 291.25B
BML-PJ Bank of America Corporation

+0.20 (+0.84%)

USD 276.86B
BAC-PB Bank of America Corporation

-0.01 (-0.04%)

USD 251.08B
BAC-PK Bank of America Corporation

+0.01 (+0.04%)

USD 251.02B

ETFs Containing BMO

RBNK:CA RBC Canadian Bank Yield I.. 23.74 % 0.33 %

+0.04 (+0.07%)

CAD 0.27B
HEB:CA Hamilton Canadian Bank Eq.. 17.07 % 0.00 %

+0.01 (+0.07%)

CAD 0.76B
HBNK:CA Global X Equal Weight Can.. 15.79 % 0.00 %

N/A

N/A
ZEB:CA BMO S&P/TSX Equal Weight .. 14.84 % 0.60 %

+0.02 (+0.07%)

CAD 3.58B
CBNK:CA Mulvihill Canadian Bank E.. 14.34 % 0.00 %

-0.03 (0.07%)

CAD 0.12B
TBNK:CA TD Canadian Bank Dividend.. 13.07 % 0.00 %

-0.06 (0.07%)

CAD 0.02B
BMDLF 12.17 % 0.00 %

N/A

N/A
ZWB-U:CA BMO Covered Call Canadian.. 12.04 % 0.00 %

+0.25 (+0.07%)

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

+0.02 (+0.07%)

CAD 3.13B
HMAX:CA Hamilton Canadian Financi.. 10.07 % 0.00 %

+0.04 (+0.07%)

N/A
XFN:CA iShares S&P/TSX Capped Fi.. 8.02 % 0.61 %

+0.05 (+0.07%)

CAD 1.62B
XDV:CA iShares Canadian Select D.. 6.82 % 0.55 %

-0.11 (0.07%)

CAD 1.75B
XEN:CA iShares Jantzi Social Ind.. 6.37 % 0.55 %

-0.18 (0.07%)

CAD 0.12B
XCV:CA iShares Canadian Value 5.75 % 0.55 %

-0.01 (0.07%)

CAD 0.07B
VDY:CA Vanguard FTSE Canadian Hi.. 5.64 % 0.22 %

-0.02 (0.07%)

CAD 3.15B
ICAE:CA Invesco S&P/TSX Canadian .. 4.90 % 0.00 %

-0.04 (0.07%)

CAD 7.99M
ZVC:CA BMO MSCI Canada Value Ind.. 4.39 % 0.40 %

+0.07 (+0.07%)

CAD 0.06B
PDC:CA Invesco Canadian Dividend.. 4.14 % 0.55 %

+0.02 (+0.07%)

CAD 0.82B
GCSC:CA Guardian Canadian Sector .. 4.07 % 0.00 %

N/A

CAD 0.02B
IXTE:CA Invesco S&P/TSX 60 ESG Ti.. 4.06 % 0.00 %

-0.02 (0.07%)

CAD 4.33M
IUTSF 3.85 % 0.00 %

N/A

N/A
PXC:CA Invesco FTSE RAFI Canadia.. 3.57 % 0.50 %

+0.09 (+0.07%)

CAD 0.19B
FLCA Franklin FTSE Canada ETF 3.52 % 0.09 %

+0.07 (+0.07%)

USD 0.40B
ZIU:CA BMO S&P/TSX 60 Index ETF 3.25 % 0.00 %

-0.25 (0.07%)

CAD 0.07B
XIU:CA iShares S&P/TSX 60 3.20 % 0.18 %

+0.01 (+0.07%)

CAD 14.56B
CNDX:CA Global X S&P/TSX 60 Index.. 3.20 % 0.00 %

+0.02 (+0.07%)

CAD 0.10B
QCE:CA Mackenzie Canadian Large .. 3.19 % 0.06 %

-0.09 (0.07%)

CAD 0.14B
UC87:LSE UBS(Lux)Fund Solutions .. 3.19 % 0.00 %

-0.75 (0.07%)

USD 0.05B
ICTE:CA Invesco S&P/TSX Composite.. 3.18 % 0.00 %

-0.02 (0.07%)

CAD 1.10M
CAHCHA:SW UBS(Lux)Fund Solutions .. 3.15 % 0.00 %

-0.09 (0.07%)

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 %

+0.01 (+0.07%)

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
SXR2:F iShares VII PLC - iShares.. 3.05 % 0.00 %

+0.50 (+0.07%)

USD 1.07B
CSCA:SW iShares VII PLC - iShares.. 3.05 % 0.00 %

N/A

USD 1.16B
UIM9:F UBS ETF SICAV - MSCI Cana.. 3.05 % 0.00 %

N/A

USD 1.21B
CAHEUA:SW UBS(Lux)Fund Solutions .. 3.05 % 0.00 %

N/A

USD 0.07B
CANCDA:SW UBS(Lux)Fund Solutions .. 3.05 % 0.00 %

-0.02 (0.07%)

USD 1.23B
CANUKD:SW UBS(Lux)Fund Solutions .. 3.05 % 0.00 %

N/A

USD 8.02M
HCAN:PA HSBC MSCI Canada UCITS ET.. 3.05 % 0.00 %

-0.02 (0.07%)

USD 0.03B
HCAN:SW HSBC MSCI Canada UCITS ET.. 3.05 % 0.00 %

-0.10 (0.07%)

USD 0.03B
XIC:CA iShares Core S&P/TSX Capp.. 2.58 % 0.06 %

+0.02 (+0.07%)

CAD 13.54B
QCN:CA Mackenzie Canadian Equity.. 2.57 % 0.06 %

-0.10 (0.07%)

CAD 1.59B
ZCN:CA BMO S&P/TSX Capped Compos.. 2.56 % 0.05 %

+0.01 (+0.07%)

CAD 8.62B
DCP:CA Desjardins Canadian Prefe.. 1.56 % 0.53 %

-0.13 (0.07%)

CAD 0.03B
FLOT:AU VanEck Australian Floatin.. 1.52 % 0.00 %

+0.01 (+0.07%)

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

+0.06 (+0.07%)

CAD 0.23B
CIC:CA CI Canadian Banks Covered.. 0.00 % 0.84 %

+0.01 (+0.07%)

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

+0.46 (+0.07%)

USD 0.86B
CPD:CA iShares S&P/TSX Canadian .. 0.00 % 0.50 %

-0.02 (0.07%)

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

+0.23 (+0.07%)

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

N/A

CAD 1.08B
HEWC 0.00 % 0.03 %

N/A

N/A
HEX:CA 0.00 % 0.84 %

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 %

+0.13 (+0.07%)

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

+0.09 (+0.07%)

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 (+0.07%)

USD 8.08B
ZCAN 0.00 % 0.30 %

N/A

N/A
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 %

+0.30 (+0.07%)

N/A
ZPR:CA BMO Laddered Preferred Sh.. 0.00 % 0.50 %

-0.01 (0.07%)

CAD 1.36B
QCD:CA 0.00 % 0.45 %

N/A

N/A
BNC:CA Purpose Canadian Financia.. 0.00 % 0.68 %

+0.12 (+0.07%)

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

+0.26 (+0.07%)

USD 0.85B
CSCA:LSE iShares VII Public Limite.. 0.00 % 0.00 %

+27.00 (+0.07%)

USD 1.16B
HCAD:LSE HSBC ETFs Public Limited .. 0.00 % 0.00 %

+0.07 (+0.07%)

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

+4.75 (+0.07%)

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

+6.50 (+0.07%)

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

+0.10 (+0.07%)

N/A
FLDR 0.00 % 0.00 %

N/A

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

+0.02 (+0.07%)

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

-0.50 (0.07%)

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

-0.08 (0.07%)

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

-0.05 (0.07%)

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

-0.12 (0.07%)

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

N/A

CAD 0.21B
PFAE:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

N/A

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

-0.03 (0.07%)

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

+0.02 (+0.07%)

CAD 0.26B
CDIV:CA Manulife Smart Dividend E.. 0.00 % 0.00 %

+0.01 (+0.07%)

CAD 0.61B
HCA:CA Hamilton Canadian Bank Me.. 0.00 % 0.00 %

-0.02 (0.07%)

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

+0.05 (+0.07%)

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 %

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 %

+0.03 (+0.07%)

CAD 0.49B

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 -54.49% 9% A- 9% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return -54.49% 9% A- 9% A-
Trailing 12 Months  
Capital Gain -43.21% 9% A- 10% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -43.21% 9% A- 11% F
Trailing 5 Years  
Capital Gain -40.31% 19% F 19% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -40.31% 19% F 20% F
Average Annual (5 Year Horizon)  
Capital Gain 13.27% 76% C+ 74% C
Dividend Return 18.01% 80% B- 78% C+
Total Return 4.74% 70% C- 81% B-
Risk Return Profile  
Volatility (Standard Deviation) 38.57% 20% F 25% F
Risk Adjusted Return 46.69% 58% F 64% D
Market Capitalization 66.29B 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:
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.

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