BMO:NYE-Bank Of Montreal (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 97.05

Change

0.00 (0.00)%

Market Cap

USD 42.63B

Volume

0.21M

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: 2024-12-28 )

Largest Industry Peers for Banks - Diversified

Symbol Name Price(Change) Market Cap
BAC Bank of America Corp

N/A

USD 358.71B
JPM-PD JPMorgan Chase & Co

N/A

USD 330.68B
JPM-PC JPMorgan Chase & Co

N/A

USD 330.31B
BML-PH Bank of America Corporation

N/A

USD 302.35B
BML-PG Bank of America Corporation

N/A

USD 298.42B
BML-PL Bank of America Corporation

N/A

USD 293.86B
BAC-PE Bank of America Corporation

N/A

USD 285.90B
BML-PJ Bank of America Corporation

N/A

USD 265.64B
BAC-PB Bank of America Corporation

N/A

USD 250.18B
BAC-PK Bank of America Corporation

N/A

USD 249.41B

ETFs Containing BMO

ZEB:CA BMO S&P/TSX Equal Weight .. 17.77 % 0.60 %

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CAD 4.43B
HEB:CA Hamilton Canadian Bank Eq.. 17.75 % 0.00 %

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CAD 0.79B
HBNK:CA Global X Equal Weight Ban.. 15.79 % 0.00 %

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CBNK:CA Mulvihill Canadian Bank E.. 14.34 % 0.00 %

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CAD 0.13B
TBNK:CA TD Canadian Bank Dividend.. 14.25 % 0.00 %

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CAD 0.03B
BMDLF 12.17 % 0.00 %

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ZWB:CA BMO Covered Call Canadian.. 12.05 % 0.71 %

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CAD 3.18B
ZWB-U:CA BMO Covered Call Canadian.. 12.04 % 0.00 %

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

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BKCC:CA Global X Equal Weight Can.. 9.42 % 0.00 %

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XFN:CA iShares S&P/TSX Capped Fi.. 8.17 % 0.61 %

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CAD 1.69B
XDV:CA iShares Canadian Select D.. 7.16 % 0.55 %

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CAD 1.77B
XEN:CA iShares Jantzi Social Ind.. 6.48 % 0.55 %

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CAD 0.12B
VDY:CA Vanguard FTSE Canadian Hi.. 6.18 % 0.22 %

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CAD 3.25B
XCV:CA iShares Canadian Value 5.98 % 0.55 %

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CAD 0.08B
ICAE:CA Invesco S&P/TSX Canadian .. 5.17 % 0.00 %

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CAD 7.92M
RCD:CA RBC Quant Canadian Divide.. 5.05 % 0.43 %

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CAD 0.18B
PDC:CA Invesco Canadian Dividend.. 4.38 % 0.55 %

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CAD 0.79B
IXTE:CA Invesco S&P/TSX 60 ESG Ti.. 4.31 % 0.00 %

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CAD 3.46M
XEI:CA iShares S&P/TSX Composite.. 4.14 % 0.22 %

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CAD 1.68B
GCSC:CA Guardian Canadian Sector .. 4.07 % 0.00 %

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CAD 0.02B
IUTSF 3.85 % 0.00 %

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PXC:CA Invesco FTSE RAFI Canadia.. 3.69 % 0.50 %

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CAD 0.16B
HLIF:CA Harvest Canadian Equity I.. 3.46 % 0.00 %

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CAD 0.12B
VCE:CA Vanguard FTSE Canada 3.42 % 0.06 %

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CAD 2.06B
ICTE:CA Invesco S&P/TSX Composite.. 3.36 % 0.00 %

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CAD 1.16M
ZDV:CA BMO Canadian Dividend 3.36 % 0.38 %

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CAD 1.10B
XIU:CA iShares S&P/TSX 60 3.28 % 0.18 %

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CAD 16.08B
CNDX:CA Global X S&P/TSX 60 Index.. 3.28 % 0.00 %

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CAD 0.15B
QCE:CA Mackenzie Canadian Large .. 3.28 % 0.06 %

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CAD 0.15B
ZIU:CA BMO S&P/TSX 60 Index ETF 3.27 % 0.00 %

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CAD 0.08B
ETSX:CA Evolve S&P/TSX 60 Enhance.. 3.23 % 0.00 %

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CAD 0.04B
XCAN:SW Xtrackers MSCI Canada ESG.. 3.21 % 0.00 %

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USD 0.61B
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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CSCA:SW iShares VII PLC - iShares.. 3.12 % 0.00 %

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USD 1.05B
CAHEUA:SW UBS(Lux)Fund Solutions .. 3.10 % 0.00 %

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USD 0.09B
CANCDA:SW UBS(Lux)Fund Solutions .. 3.10 % 0.00 %

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USD 1.23B
CANUKD:SW UBS(Lux)Fund Solutions .. 3.10 % 0.00 %

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USD 8.36M
HCAN:SW HSBC MSCI Canada UCITS ET.. 3.09 % 0.00 %

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USD 0.03B
DRMC:CA Desjardins RI Canada - Ne.. 2.80 % 0.29 %

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CAD 0.04B
VCN:CA Vanguard FTSE Canada All .. 2.73 % 0.06 %

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CAD 8.38B
ZCN:CA BMO S&P/TSX Capped Compos.. 2.68 % 0.05 %

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CAD 9.37B
XIC:CA iShares Core S&P/TSX Capp.. 2.65 % 0.06 %

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CAD 14.55B
QCN:CA Mackenzie Canadian Equity.. 2.65 % 0.06 %

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CAD 1.63B
FLOT:AU VanEck Australian Floatin.. 1.52 % 0.00 %

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

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CAD 0.24B
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 0.66B
CPD:CA iShares S&P/TSX Canadian .. 0.00 % 0.50 %

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CAD 0.98B
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 1.09B
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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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 0.12B
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 8.28B
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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XESG:CA iShares ESG Aware MSCI Ca.. 0.00 % 0.00 %

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CAD 0.46B
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 1.39B
BANK:CA Evolve Canadian Banks and.. 0.00 % 0.39 %

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CAD 0.33B
DCP:CA Desjardins Canadian Prefe.. 0.00 % 0.53 %

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CAD 0.04B
QCD:CA 0.00 % 0.45 %

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BNC:CA Purpose Canadian Financia.. 0.00 % 0.68 %

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RBNK:CA RBC Canadian Bank Yield I.. 0.00 % 0.33 %

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CAD 0.28B
ZVC:CA BMO MSCI Canada Value Ind.. 0.00 % 0.40 %

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CAD 0.06B
GIGB Goldman Sachs Access Inve.. 0.00 % 0.14 %

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USD 0.86B
FLCA Franklin FTSE Canada ETF 0.00 % 0.09 %

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USD 0.42B
CSCA:LSE iShares VII Public Limite.. 0.00 % 0.00 %

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USD 1.05B
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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UC87:LSE UBS(Lux)Fund Solutions .. 0.00 % 0.00 %

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

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FLDR Fidelity® Low Duration B.. 0.00 % 0.00 %

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

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USD 0.03B
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 1.27B
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
ESGC:CA Invesco S&P/TSX Composite.. 0.00 % 0.00 %

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CAD 0.06B
FCCV:CA Fidelity Canadian Value E.. 0.00 % 0.00 %

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CAD 0.24B
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 0.28B
CDIV:CA Manulife Smart Dividend E.. 0.00 % 0.00 %

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CAD 0.63B
HCA:CA Hamilton Canadian Bank Me.. 0.00 % 0.00 %

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

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CAD 0.10B
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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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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CCEI:CA CIBC Canadian Equity Inde.. 0.00 % 0.00 %

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CAD 0.50B

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 -1.91% 27% F 32% F
Dividend Return 4.53% 30% F 62% D
Total Return 2.62% 14% F 35% F
Trailing 12 Months  
Capital Gain -1.91% 27% F 32% F
Dividend Return 4.53% 30% F 62% D
Total Return 2.62% 14% F 35% F
Trailing 5 Years  
Capital Gain 25.86% 59% D- 64% D
Dividend Return 25.31% 56% F 74% C
Total Return 51.17% 69% C- 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 13.56% 70% C- 72% C
Dividend Return 18.25% 73% C 77% C+
Total Return 4.69% 70% C- 81% B-
Risk Return Profile  
Volatility (Standard Deviation) 38.70% 20% F 26% F
Risk Adjusted Return 47.16% 57% F 62% D
Market Capitalization 42.63B 29% F 97% 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 19% 57%
Price/Book Ratio 1.29 42% 60%
Price / Cash Flow Ratio 2.62 79% 71%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 8.49% 56% 55%
Return on Invested Capital -1.09% 6% 24%
Return on Assets 0.50% 17% 27%
Debt to Equity Ratio N/A N/A 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:
Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow 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.

What to not like:
Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

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.