BMO:NYE-Bank Of Montreal (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 101.34

Change

+0.29 (+0.29)%

Market Cap

USD 42.63B

Volume

0.33M

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: 2025-02-18 )

Largest Industry Peers for Banks - Diversified

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

-0.52 (-1.12%)

USD 352.38B
JPM-PD JPMorgan Chase & Co

N/A

USD 333.20B
JPM-PC JPMorgan Chase & Co

+0.01 (+0.04%)

USD 332.54B
BML-PH Bank of America Corporation

-0.06 (-0.26%)

USD 310.89B
BML-PG Bank of America Corporation

+0.01 (+0.04%)

USD 310.17B
BML-PL Bank of America Corporation

-0.02 (-0.09%)

USD 288.69B
BAC-PE Bank of America Corporation

+0.04 (+0.17%)

USD 282.34B
BML-PJ Bank of America Corporation

+0.01 (+0.02%)

USD 268.99B
BAC-PB Bank of America Corporation

N/A

USD 252.28B
BAC-PK Bank of America Corporation

-0.10 (-0.40%)

USD 251.52B

ETFs Containing BMO

ZEB:CA BMO S&P/TSX Equal Weight .. 18.85 % 0.60 %

-0.06 (-0.28%)

CAD 4.39B
HEB:CA Hamilton Canadian Bank Eq.. 18.82 % 0.00 %

-0.14 (-0.28%)

CAD 0.78B
CBNK:CA Mulvihill Canadian Bank E.. 17.69 % 0.00 %

+0.02 (+-0.28%)

CAD 0.12B
HBNK:CA Global X Equal Weight Ban.. 15.79 % 0.00 %

-0.01 (-0.28%)

N/A
TBNK:CA TD Canadian Bank Dividend.. 15.18 % 0.00 %

-0.08 (-0.28%)

CAD 0.03B
ZWB:CA BMO Covered Call Canadian.. 12.90 % 0.71 %

+0.01 (+-0.28%)

CAD 3.07B
BMDLF 12.17 % 0.00 %

N/A

N/A
ZWB-U:CA BMO Covered Call Canadian.. 12.16 % 0.00 %

-0.10 (-0.28%)

N/A
HFIN:CA Hamilton Enhanced Canadia.. 10.70 % 0.00 %

-0.13 (-0.28%)

CAD 0.19B
CEW:CA iShares Equal Weight Banc.. 10.22 % 0.60 %

+0.01 (+-0.28%)

CAD 0.24B
HMAX:CA Hamilton Canadian Financi.. 10.07 % 0.00 %

-0.03 (-0.28%)

N/A
BKCC:CA Global X Equal Weight Can.. 9.38 % 0.00 %

-0.02 (-0.28%)

N/A
HEF:CA 8.90 % 0.83 %

N/A

N/A
XFN:CA iShares S&P/TSX Capped Fi.. 8.79 % 0.61 %

-0.18 (-0.28%)

CAD 1.71B
PDC:CA Invesco Canadian Dividend.. 8.63 % 0.55 %

+0.03 (+-0.28%)

CAD 0.79B
XDV:CA iShares Canadian Select D.. 7.81 % 0.55 %

+0.17 (+-0.28%)

CAD 1.71B
XEN:CA iShares Jantzi Social Ind.. 7.11 % 0.55 %

-0.01 (-0.28%)

CAD 0.13B
VDY:CA Vanguard FTSE Canadian Hi.. 6.67 % 0.22 %

+0.04 (+-0.28%)

CAD 3.40B
XCV:CA iShares Canadian Value 6.45 % 0.55 %

-0.09 (-0.28%)

CAD 0.08B
ESGA:CA BMO MSCI Canada ESG Leade.. 6.18 % 0.00 %

-0.10 (-0.28%)

CAD 0.09B
ICAE:CA Invesco S&P/TSX Canadian .. 5.17 % 0.00 %

-0.04 (-0.28%)

CAD 8.12M
IXTE:CA Invesco S&P/TSX 60 ESG Ti.. 4.51 % 0.00 %

+0.10 (+-0.28%)

CAD 3.50M
RCD:CA RBC Quant Canadian Divide.. 4.29 % 0.43 %

-0.17 (-0.28%)

CAD 0.21B
XEI:CA iShares S&P/TSX Composite.. 4.18 % 0.22 %

+0.09 (+-0.28%)

CAD 1.72B
HEX:CA 4.15 % 0.84 %

N/A

N/A
ZDV:CA BMO Canadian Dividend 4.07 % 0.38 %

+0.06 (+-0.28%)

CAD 1.10B
GCSC:CA Guardian Canadian Sector .. 4.07 % 0.00 %

N/A

CAD 0.02B
PXC:CA Invesco FTSE RAFI Canadia.. 4.05 % 0.50 %

+0.06 (+-0.28%)

CAD 0.16B
IUTSF 3.85 % 0.00 %

N/A

N/A
VCE:CA Vanguard FTSE Canada 3.71 % 0.06 %

-0.09 (-0.28%)

CAD 2.18B
ZIU:CA BMO S&P/TSX 60 Index ETF 3.57 % 0.00 %

-0.32 (-0.28%)

CAD 0.09B
CNDX:CA Global X S&P/TSX 60 Index.. 3.56 % 0.00 %

-0.08 (-0.28%)

CAD 0.23B
FXM:CA First Asset Morningstar C.. 3.48 % 0.67 %

+0.11 (+-0.28%)

CAD 0.30B
D5BH:XETRA 3.47 % 0.00 %

N/A

N/A
TQCD:CA TD Q Canadian Dividend ET.. 3.46 % 0.00 %

+0.01 (+-0.28%)

CAD 0.38B
XCAN:SW Xtrackers MSCI Canada ESG.. 3.43 % 0.00 %

N/A

USD 0.64B
UIM9:F 3.38 % 0.00 %

N/A

N/A
SXR2:F 3.37 % 0.00 %

N/A

N/A
CAHEUA:SW UBS(Lux)Fund Solutions .. 3.36 % 0.00 %

N/A

USD 0.09B
CANCDA:SW UBS(Lux)Fund Solutions .. 3.36 % 0.00 %

+0.09 (+-0.28%)

USD 1.11B
CANUKD:SW UBS(Lux)Fund Solutions .. 3.36 % 0.00 %

N/A

USD 9.32M
CSCA:SW iShares VII PLC - iShares.. 3.35 % 0.00 %

N/A

USD 1.25B
HCAN:PA HSBC MSCI Canada UCITS ET.. 3.34 % 0.00 %

+0.16 (+-0.28%)

USD 0.03B
HCAN:SW HSBC MSCI Canada UCITS ET.. 3.34 % 0.00 %

+0.26 (+-0.28%)

USD 0.03B
CSCA:LSE iShares VII Public Limite.. 3.30 % 0.00 %

+78.00 (+-0.28%)

USD 1.26B
CAHCHA:SW UBS(Lux)Fund Solutions .. 3.15 % 0.00 %

+0.02 (+-0.28%)

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 %

+0.13 (+-0.28%)

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
XESG:CA iShares ESG Aware MSCI Ca.. 3.09 % 0.00 %

-0.09 (-0.28%)

CAD 0.47B
ZBBB:CA BMO BBB Corporate Bond In.. 3.04 % 0.00 %

-0.08 (-0.28%)

CAD 0.02B
ETSX:CA Evolve S&P/TSX 60 Enhance.. 2.98 % 0.00 %

N/A

CAD 0.04B
VCN:CA Vanguard FTSE Canada All .. 2.97 % 0.06 %

N/A

CAD 8.79B
ICTE:CA Invesco S&P/TSX Composite.. 2.92 % 0.00 %

N/A

CAD 0.98M
ZCN:CA BMO S&P/TSX Capped Compos.. 2.88 % 0.05 %

-0.04 (-0.28%)

CAD 10.16B
XIC:CA iShares Core S&P/TSX Capp.. 2.87 % 0.06 %

-0.07 (-0.28%)

CAD 15.42B
CDEF:CA Manulife Smart Defensive .. 2.65 % 0.00 %

N/A

CAD 1.41M
FLOT:AU VanEck Australian Floatin.. 1.52 % 0.00 %

+0.01 (+-0.28%)

USD 0.69B
PFAA:CA Picton Mahoney Fortified .. 1.15 % 0.00 %

+0.04 (+-0.28%)

CAD 0.17B
CPD:CA iShares S&P/TSX Canadian .. 1.13 % 0.50 %

+0.02 (+-0.28%)

CAD 0.99B
CIC:CA CI Canadian Banks Covered.. 0.00 % 0.84 %

-0.01 (-0.28%)

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

+0.08 (+-0.28%)

USD 0.71B
EWC iShares MSCI Canada ETF 0.00 % 0.47 %

-0.21 (-0.28%)

N/A
HEWC 0.00 % 0.03 %

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 %

-0.21 (-0.28%)

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

-0.07 (-0.28%)

USD 0.12B
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 (+-0.28%)

USD 8.69B
QCE:CA Mackenzie Canadian Large .. 0.00 % 0.06 %

-0.06 (-0.28%)

CAD 0.16B
QCN:CA Mackenzie Canadian Equity.. 0.00 % 0.06 %

N/A

CAD 1.77B
ZCAN 0.00 % 0.30 %

N/A

N/A
DRMC:CA Desjardins RI Canada - Ne.. 0.00 % 0.29 %

-0.02 (-0.28%)

CAD 0.05B
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 %

+0.41 (+-0.28%)

N/A
XIU:CA iShares S&P/TSX 60 0.00 % 0.18 %

-0.08 (-0.28%)

CAD 16.13B
ZPR:CA BMO Laddered Preferred Sh.. 0.00 % 0.50 %

-0.02 (-0.28%)

CAD 1.42B
DCP:CA Desjardins Canadian Prefe.. 0.00 % 0.53 %

+0.04 (+-0.28%)

CAD 0.04B
QCD:CA 0.00 % 0.45 %

N/A

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

+0.04 (+-0.28%)

N/A
MCLC:CA Manulife Multifactor Cana.. 0.00 % 0.45 %

+0.05 (+-0.28%)

CAD 0.34B
RBNK:CA RBC Canadian Bank Yield I.. 0.00 % 0.33 %

+0.02 (+-0.28%)

CAD 0.27B
ZVC:CA BMO MSCI Canada Value Ind.. 0.00 % 0.40 %

+0.02 (+-0.28%)

CAD 0.07B
GIGB Goldman Sachs Access Inve.. 0.00 % 0.14 %

+0.03 (+-0.28%)

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

-0.20 (-0.28%)

USD 0.41B
HCAD:LSE HSBC ETFs Public Limited .. 0.00 % 0.00 %

+0.02 (+-0.28%)

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

+8.50 (+-0.28%)

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

+17.50 (+-0.28%)

N/A
UC87:LSE UBS(Lux)Fund Solutions .. 0.00 % 0.00 %

+7.75 (+-0.28%)

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

-0.08 (-0.28%)

N/A
FLDR Fidelity® Low Duration B.. 0.00 % 0.00 %

+0.03 (+-0.28%)

N/A
D5BH:F 0.00 % 0.00 %

N/A

N/A
H4ZR:F 0.00 % 0.00 %

N/A

N/A
H4ZR:XETRA 0.00 % 0.00 %

N/A

N/A
SXR2:XETRA 0.00 % 0.00 %

N/A

N/A
UIM9:XETRA 0.00 % 0.00 %

N/A

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

+0.11 (+-0.28%)

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

+0.01 (+-0.28%)

CAD 0.25B
PFAE:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

-0.18 (-0.28%)

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

-0.03 (-0.28%)

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

-0.05 (-0.28%)

CAD 0.29B
PFLS:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

+0.07 (+-0.28%)

CAD 0.12B
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 %

+0.03 (+-0.28%)

CAD 0.06B
XCLR:CA 0.00 % 0.00 %

N/A

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

-0.02 (-0.28%)

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 4.42% 66% D+ 63% D
Dividend Return 1.16% 20% F 63% D
Total Return 5.58% 66% D+ 70% C-
Trailing 12 Months  
Capital Gain 7.12% 55% F 51% F
Dividend Return 4.73% 25% F 66% D+
Total Return 11.86% 52% F 53% F
Trailing 5 Years  
Capital Gain 32.78% 59% D- 65% D
Dividend Return 25.99% 67% D+ 76% C+
Total Return 58.78% 62% D 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 13.72% 70% C- 72% C
Dividend Return 18.38% 70% C- 77% C+
Total Return 4.66% 68% D+ 80% B-
Risk Return Profile  
Volatility (Standard Deviation) 38.66% 20% F 25% F
Risk Adjusted Return 47.55% 57% F 61% D-
Market Capitalization 42.63B 25% 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 14% 58%
Price/Book Ratio 1.27 33% 61%
Price / Cash Flow Ratio 2.50 71% 71%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 8.49% 31% 54%
Return on Invested Capital -0.66% 11% 25%
Return on Assets 0.50% 17% 26%
Debt to Equity Ratio 180.74% 67% 20%

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:
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 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