BMO:NYE-Bank of Montreal (USD)

COMMON STOCK | Banks - Diversified |

Last Closing

USD 100.46

Change

-0.46 (-0.46)%

Market Cap

USD 72.46B

Volume

1.23M

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.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-02-21 )

Largest Industry Peers for Banks - Diversified

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

-0.49 (-1.08%)

USD 352.38B
JPM-PD JPMorgan Chase & Co

+0.05 (+0.20%)

USD 333.20B
JPM-PC JPMorgan Chase & Co

-0.03 (-0.12%)

USD 332.54B
BML-PH Bank of America Corporation

+0.05 (+0.22%)

USD 310.89B
BML-PG Bank of America Corporation

+0.04 (+0.17%)

USD 310.17B
BML-PL Bank of America Corporation

+0.18 (+0.75%)

USD 288.69B
BAC-PE Bank of America Corporation

-0.05 (-0.21%)

USD 282.34B
BML-PJ Bank of America Corporation

+0.05 (+0.20%)

USD 268.99B
BAC-PB Bank of America Corporation

N/A

USD 252.28B
BAC-PK Bank of America Corporation

+0.01 (+0.04%)

USD 251.52B

ETFs Containing BMO

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

-0.12 (-1.08%)

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

-0.06 (-1.08%)

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

-0.03 (-1.08%)

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

-0.08 (-1.08%)

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

N/A

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

-0.03 (-1.08%)

CAD 3.07B
BMDLF 12.17 % 0.00 %

N/A

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

-0.20 (-1.08%)

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

-0.26 (-1.08%)

CAD 0.19B
HMAX:CA Hamilton Canadian Financi.. 10.07 % 0.00 %

-0.10 (-1.08%)

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

-0.01 (-1.08%)

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

-0.50 (-1.08%)

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

-0.21 (-1.08%)

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

-0.11 (-1.08%)

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

-0.60 (-1.08%)

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

-0.31 (-1.08%)

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

-0.34 (-1.08%)

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

-0.10 (-1.08%)

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

-0.27 (-1.08%)

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

-0.43 (-1.08%)

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

-0.12 (-1.08%)

CAD 1.72B
ZDV:CA BMO Canadian Dividend 4.07 % 0.38 %

-0.11 (-1.08%)

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 %

-0.52 (-1.08%)

CAD 0.16B
IUTSF 3.85 % 0.00 %

N/A

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

-0.70 (-1.08%)

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

+0.01 (+-1.08%)

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

-0.31 (-1.08%)

CAD 0.23B
XCAN:SW Xtrackers MSCI Canada ESG.. 3.43 % 0.00 %

N/A

USD 0.64B
CAHEUA:SW UBS(Lux)Fund Solutions .. 3.36 % 0.00 %

-0.29 (-1.08%)

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

-0.33 (-1.08%)

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:SW HSBC MSCI Canada UCITS ET.. 3.34 % 0.00 %

N/A

USD 0.03B
CAHCHA:SW UBS(Lux)Fund Solutions .. 3.15 % 0.00 %

-0.30 (-1.08%)

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

-0.29 (-1.08%)

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

-0.32 (-1.08%)

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

-0.19 (-1.08%)

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

N/A

N/A
ETSX:CA Evolve S&P/TSX 60 Enhance.. 2.98 % 0.00 %

-0.23 (-1.08%)

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

-0.74 (-1.08%)

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

-0.12 (-1.08%)

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

-0.47 (-1.08%)

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

-0.58 (-1.08%)

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 (-1.08%)

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

-0.12 (-1.08%)

CAD 0.17B
CEW:CA iShares Equal Weight Banc.. 0.00 % 0.60 %

-0.14 (-1.08%)

CAD 0.24B
CIC:CA CI Canadian Banks Covered.. 0.00 % 0.84 %

-0.01 (-1.08%)

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

-0.43 (-1.08%)

USD 0.75B
CPD:CA iShares S&P/TSX Canadian .. 0.00 % 0.50 %

-0.04 (-1.08%)

CAD 0.99B
EWC iShares MSCI Canada ETF 0.00 % 0.47 %

-0.67 (-1.08%)

N/A
FXM:CA First Asset Morningstar C.. 0.00 % 0.67 %

-0.58 (-1.08%)

CAD 0.30B
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 %

-0.22 (-1.08%)

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

-0.01 (-1.08%)

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 %

+0.04 (+-1.08%)

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

-2.02 (-1.08%)

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

-1.89 (-1.08%)

CAD 1.77B
ZCAN 0.00 % 0.30 %

N/A

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

-0.52 (-1.08%)

CAD 0.05B
HCB:CA 0.00 % 0.65 %

N/A

N/A
FLCD:CA 0.00 % 0.00 %

N/A

N/A
XESG:CA iShares ESG Aware MSCI Ca.. 0.00 % 0.00 %

-0.48 (-1.08%)

CAD 0.47B
CCAU:LSE iShares VII PLC - iShares.. 0.00 % 0.00 %

-1.04 (-1.08%)

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

-0.50 (-1.08%)

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

-0.04 (-1.08%)

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

-0.05 (-1.08%)

CAD 0.04B
QCD:CA 0.00 % 0.45 %

N/A

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

-0.07 (-1.08%)

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

-0.51 (-1.08%)

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

-0.19 (-1.08%)

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

-0.44 (-1.08%)

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

+0.22 (+-1.08%)

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

-0.70 (-1.08%)

USD 0.41B
CSCA:LSE iShares VII Public Limite.. 0.00 % 0.00 %

-98.00 (-1.08%)

USD 1.26B
HCAD:LSE HSBC ETFs Public Limited .. 0.00 % 0.00 %

-0.14 (-1.08%)

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

-13.00 (-1.08%)

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

-17.00 (-1.08%)

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

-10.75 (-1.08%)

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

-0.40 (-1.08%)

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

+0.06 (+-1.08%)

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

-0.09 (-1.08%)

USD 0.03B
D5BH:F 0.00 % 0.00 %

N/A

N/A
H4ZR:F 0.00 % 0.00 %

N/A

N/A
SXR2:F 0.00 % 0.00 %

N/A

N/A
UIM9:F 0.00 % 0.00 %

N/A

N/A
D5BH:XETRA 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
ESGA:CA BMO MSCI Canada ESG Leade.. 0.00 % 0.00 %

-0.56 (-1.08%)

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

+0.04 (+-1.08%)

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

-0.22 (-1.08%)

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

-0.12 (-1.08%)

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

N/A

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

-0.17 (-1.08%)

CAD 0.38B
XCSR:CA iShares ESG Advanced MSCI.. 0.00 % 0.00 %

-1.28 (-1.08%)

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

-0.16 (-1.08%)

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 %

-0.04 (-1.08%)

CAD 0.06B
XCLR:CA 0.00 % 0.00 %

N/A

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

-0.39 (-1.08%)

CAD 0.50B

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 3.51% 68% D+ 67% D+
Dividend Return 1.16% 20% F 62% D
Total Return 4.67% 64% D 73% C
Trailing 12 Months  
Capital Gain 5.84% 55% F 53% F
Dividend Return 4.72% 27% F 66% D+
Total Return 10.55% 52% F 56% F
Trailing 5 Years  
Capital Gain 31.37% 62% D 65% D
Dividend Return 25.94% 67% D+ 76% C+
Total Return 57.31% 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 72.46B 25% 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:
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