BMO:NYE-Bank of Montreal (USD)

COMMON STOCK | Banks - Diversified |

Last Closing

USD 97.68

Change

-0.34 (-0.35)%

Market Cap

USD 71.79B

Volume

0.47M

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. Bank of Montreal was founded in 1817 and is headquartered in Montreal, Canada.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-18 )

Largest Industry Peers for Banks - Diversified

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

-0.08 (-0.31%)

USD 332.41B
JPM-PD JPMorgan Chase & Co

-0.02 (-0.08%)

USD 331.87B
BAC Bank of America Corp

+0.21 (+0.51%)

USD 314.83B
BML-PH Bank of America Corporation

-0.09 (-0.40%)

USD 304.79B
BML-PG Bank of America Corporation

+0.21 (+0.93%)

USD 303.29B
BML-PL Bank of America Corporation

+0.04 (+0.18%)

USD 280.06B
BAC-PE Bank of America Corporation

-0.13 (-0.56%)

USD 275.33B
BML-PJ Bank of America Corporation

+0.16 (+0.70%)

USD 263.10B
BAC-PB Bank of America Corporation

-0.01 (-0.04%)

USD 251.38B
BAC-PK Bank of America Corporation

-0.08 (-0.32%)

USD 251.22B

ETFs Containing BMO

HEB:CA Hamilton Canadian Bank Eq.. 19.38 % 0.00 %

-0.13 (-0.46%)

CAD 0.74B
ZEB:CA BMO S&P/TSX Equal Weight .. 19.15 % 0.60 %

-0.13 (-0.46%)

CAD 4.06B
CBNK:CA Mulvihill Canadian Bank E.. 17.83 % 0.00 %

-0.06 (-0.46%)

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

-0.13 (-0.46%)

N/A
TBNK:CA TD Canadian Bank Dividend.. 15.27 % 0.00 %

-0.01 (-0.46%)

CAD 0.04B
ZWB:CA BMO Covered Call Canadian.. 13.13 % 0.71 %

-0.05 (-0.46%)

CAD 3.02B
ZWB-U:CA BMO Covered Call Canadian.. 13.13 % 0.00 %

+0.21 (+-0.46%)

N/A
BMDLF 12.17 % 0.00 %

N/A

N/A
HFIN:CA Hamilton Enhanced Canadia.. 11.01 % 0.00 %

-0.11 (-0.46%)

CAD 0.20B
CEW:CA iShares Equal Weight Banc.. 10.53 % 0.60 %

-0.07 (-0.46%)

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

-0.02 (-0.46%)

N/A
BKCC:CA Global X Equal Weight Can.. 9.99 % 0.00 %

-0.03 (-0.46%)

N/A
XFN:CA iShares S&P/TSX Capped Fi.. 9.13 % 0.61 %

-0.15 (-0.46%)

CAD 1.70B
HEF:CA 8.90 % 0.83 %

N/A

N/A
PDC:CA Invesco Canadian Dividend.. 8.80 % 0.55 %

+0.03 (+-0.46%)

CAD 0.79B
XDV:CA iShares Canadian Select D.. 8.43 % 0.55 %

N/A

CAD 1.71B
XEN:CA iShares Jantzi Social Ind.. 7.38 % 0.55 %

-0.26 (-0.46%)

CAD 0.13B
VDY:CA Vanguard FTSE Canadian Hi.. 6.77 % 0.22 %

-0.04 (-0.46%)

CAD 3.43B
XCV:CA iShares Canadian Value 6.65 % 0.55 %

N/A

CAD 0.08B
ICAE:CA Invesco S&P/TSX Canadian .. 6.08 % 0.00 %

+0.14 (+-0.46%)

CAD 8.02M
IXTE:CA Invesco S&P/TSX 60 ESG Ti.. 4.87 % 0.00 %

N/A

CAD 3.44M
XEI:CA iShares S&P/TSX Composite.. 4.30 % 0.22 %

N/A

CAD 1.73B
RCD:CA RBC Quant Canadian Divide.. 4.29 % 0.43 %

-0.04 (-0.46%)

CAD 0.21B
PXC:CA Invesco FTSE RAFI Canadia.. 4.16 % 0.50 %

+0.07 (+-0.46%)

CAD 0.16B
HEX:CA 4.15 % 0.84 %

N/A

N/A
GCSC:CA Guardian Canadian Sector .. 4.07 % 0.00 %

N/A

CAD 0.01B
IUTSF 3.85 % 0.00 %

N/A

N/A
ICTE:CA Invesco S&P/TSX Composite.. 3.78 % 0.00 %

N/A

CAD 0.97M
XIU:CA iShares S&P/TSX 60 3.68 % 0.18 %

-0.13 (-0.46%)

CAD 15.93B
FXM:CA First Asset Morningstar C.. 3.63 % 0.67 %

N/A

CAD 0.30B
D5BH:XETRA Xtrackers MSCI Canada ESG.. 3.58 % 0.00 %

-0.27 (-0.46%)

USD 0.36B
ZIU:CA BMO S&P/TSX 60 Index ETF 3.57 % 0.00 %

-0.31 (-0.46%)

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

-0.13 (-0.46%)

CAD 0.23B
CSCA:SW iShares VII PLC - iShares.. 3.49 % 0.00 %

N/A

USD 1.20B
HCAN:PA HSBC MSCI Canada UCITS ET.. 3.48 % 0.00 %

-0.10 (-0.46%)

USD 0.03B
XCAN:SW 3.43 % 0.00 %

N/A

N/A
CAHEUA:SW UBS(Lux)Fund Solutions .. 3.42 % 0.00 %

+0.32 (+-0.46%)

USD 0.08B
CANCDA:SW UBS(Lux)Fund Solutions .. 3.42 % 0.00 %

+0.05 (+-0.46%)

USD 1.09B
CANUKD:SW UBS(Lux)Fund Solutions .. 3.42 % 0.00 %

N/A

USD 7.72M
CSCA:LSE iShares VII Public Limite.. 3.41 % 0.00 %

-58.50 (-0.46%)

USD 1.21B
HLIF:CA Harvest Canadian Equity I.. 3.37 % 0.00 %

-0.02 (-0.46%)

CAD 0.12B
HCAN:SW HSBC MSCI Canada UCITS ET.. 3.36 % 0.00 %

N/A

USD 0.03B
UIM9:F UBS ETF SICAV - MSCI Cana.. 3.36 % 0.00 %

-0.52 (-0.46%)

USD 1.05B
SXR2:F iShares VII PLC - iShares.. 3.35 % 0.00 %

-2.06 (-0.46%)

USD 1.07B
CAHCHA:SW UBS(Lux)Fund Solutions .. 3.15 % 0.00 %

-0.04 (-0.46%)

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 %

+0.30 (+-0.46%)

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

-0.06 (-0.46%)

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

N/A

N/A
XESG:CA iShares ESG Aware MSCI Ca.. 3.11 % 0.00 %

-0.11 (-0.46%)

CAD 0.46B
XIC:CA iShares Core S&P/TSX Capp.. 2.99 % 0.06 %

-0.12 (-0.46%)

CAD 15.13B
ETSX:CA Evolve S&P/TSX 60 Enhance.. 2.98 % 0.00 %

+0.05 (+-0.46%)

CAD 0.04B
VCN:CA Vanguard FTSE Canada All .. 2.96 % 0.06 %

-0.17 (-0.46%)

CAD 8.67B
ZCN:CA BMO S&P/TSX Capped Compos.. 2.88 % 0.05 %

-0.10 (-0.46%)

CAD 10.06B
CDEF:CA Manulife Smart Defensive .. 2.51 % 0.00 %

-0.01 (-0.46%)

CAD 1.43M
FLOT:AU VanEck Australian Floatin.. 1.52 % 0.00 %

-0.03 (-0.46%)

USD 0.69B
CPD:CA iShares S&P/TSX Canadian .. 1.15 % 0.50 %

N/A

CAD 0.97B
CIC:CA CI Canadian Banks Covered.. 0.00 % 0.84 %

-0.04 (-0.46%)

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

-0.06 (-0.46%)

USD 0.75B
EWC iShares MSCI Canada ETF 0.00 % 0.47 %

-0.17 (-0.46%)

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 %

-0.10 (-0.46%)

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

+0.06 (+-0.46%)

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 (+-0.46%)

USD 8.50B
QCE:CA Mackenzie Canadian Large .. 0.00 % 0.06 %

+0.08 (+-0.46%)

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

-0.01 (-0.46%)

CAD 1.78B
ZCAN 0.00 % 0.30 %

N/A

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

-0.10 (-0.46%)

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 %

-0.63 (-0.46%)

N/A
VCE:CA Vanguard FTSE Canada 0.00 % 0.06 %

-0.27 (-0.46%)

CAD 2.16B
ZDV:CA BMO Canadian Dividend 0.00 % 0.38 %

-0.03 (-0.46%)

CAD 1.09B
ZPR:CA BMO Laddered Preferred Sh.. 0.00 % 0.50 %

+0.04 (+-0.46%)

CAD 1.44B
DCP:CA Desjardins Canadian Prefe.. 0.00 % 0.53 %

+0.04 (+-0.46%)

CAD 0.04B
QCD:CA 0.00 % 0.45 %

N/A

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

+0.04 (+-0.46%)

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

-0.08 (-0.46%)

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

-0.09 (-0.46%)

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

-0.02 (-0.46%)

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

+0.11 (+-0.46%)

USD 0.84B
FLCA Franklin FTSE Canada ETF 0.00 % 0.09 %

-0.17 (-0.46%)

USD 0.40B
HCAD:LSE HSBC ETFs Public Limited .. 0.00 % 0.00 %

-0.09 (-0.46%)

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

-8.25 (-0.46%)

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

-13.50 (-0.46%)

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

-4.75 (-0.46%)

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

-0.28 (-0.46%)

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

+0.01 (+-0.46%)

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

-0.78 (-0.46%)

N/A
H4ZR:F 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 %

-0.88 (-0.46%)

N/A
UIM9:XETRA UBS ETF SICAV - MSCI Cana.. 0.00 % 0.00 %

-0.19 (-0.46%)

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

-0.22 (-0.46%)

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

-0.20 (-0.46%)

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

-0.06 (-0.46%)

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

N/A

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

-0.02 (-0.46%)

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

-0.01 (-0.46%)

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

-0.48 (-0.46%)

CAD 0.29B
CDIV:CA Manulife Smart Dividend E.. 0.00 % 0.00 %

+0.01 (+-0.46%)

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

-0.07 (-0.46%)

CAD 0.06B
PFLS:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

-0.09 (-0.46%)

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 (+-0.46%)

CAD 0.06B
XCLR:CA 0.00 % 0.00 %

N/A

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

-0.14 (-0.46%)

CAD 0.48B
PFAA:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

+0.07 (+-0.46%)

CAD 0.18B

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 0.65% 61% D- 58% F
Dividend Return 1.16% 16% F 58% F
Total Return 1.81% 66% D+ 65% D
Trailing 12 Months  
Capital Gain 3.87% 64% D 57% F
Dividend Return 4.76% 27% F 69% C-
Total Return 8.63% 59% D- 62% D
Trailing 5 Years  
Capital Gain 133.18% 71% C- 74% C
Dividend Return 47.36% 88% B+ 80% B-
Total Return 180.54% 71% C- 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 13.53% 70% C- 72% C
Dividend Return 18.17% 70% C- 77% C+
Total Return 4.64% 64% D 79% B-
Risk Return Profile  
Volatility (Standard Deviation) 38.60% 20% F 25% F
Risk Adjusted Return 47.08% 52% F 60% D-
Market Capitalization 71.79B 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.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

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.

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