BMO:NYE-Bank Of Montreal (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 98.15

Change

+0.68 (+0.70)%

Market Cap

USD 42.63B

Volume

0.45M

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: 2025-03-25 )

Largest Industry Peers for Banks - Diversified

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

-0.01 (-0.04%)

USD 332.41B
JPM-PD JPMorgan Chase & Co

-0.05 (-0.20%)

USD 331.87B
BAC Bank of America Corp

-1.31 (-3.08%)

USD 314.83B
BML-PH Bank of America Corporation

-0.01 (-0.05%)

USD 304.79B
BML-PG Bank of America Corporation

-0.21 (-0.94%)

USD 303.29B
BML-PL Bank of America Corporation

-0.19 (-0.84%)

USD 280.06B
BAC-PE Bank of America Corporation

-0.17 (-0.77%)

USD 275.33B
BML-PJ Bank of America Corporation

+0.18 (+0.77%)

USD 263.10B
BAC-PB Bank of America Corporation

-0.04 (-0.16%)

USD 251.38B
BAC-PK Bank of America Corporation

-0.05 (-0.20%)

USD 251.22B

ETFs Containing BMO

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

-0.23 (-1.72%)

CAD 0.74B
CBNK:CA Mulvihill Canadian Bank E.. 17.83 % 0.00 %

-0.12 (-1.72%)

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

-0.32 (-1.72%)

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

-0.50 (-1.72%)

CAD 0.04B
ZWB-U:CA BMO Covered Call Canadian.. 13.13 % 0.00 %

-0.31 (-1.72%)

N/A
BMDLF 12.17 % 0.00 %

N/A

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

-0.27 (-1.72%)

CAD 0.20B
HMAX:CA Hamilton Canadian Financi.. 10.07 % 0.00 %

-0.23 (-1.72%)

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

-0.16 (-1.72%)

N/A
ICAE:CA Invesco S&P/TSX Canadian .. 6.08 % 0.00 %

-0.17 (-1.72%)

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

-0.55 (-1.72%)

CAD 3.44M
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
CNDX:CA Global X S&P/TSX 60 Index.. 3.67 % 0.00 %

-0.49 (-1.72%)

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

N/A

USD 1.20B
ZIU:CA BMO S&P/TSX 60 Index ETF 3.47 % 0.00 %

-1.32 (-1.72%)

CAD 0.08B
XCAN:SW 3.43 % 0.00 %

N/A

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

-0.36 (-1.72%)

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

-0.84 (-1.72%)

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

N/A

USD 7.72M
HLIF:CA Harvest Canadian Equity I.. 3.37 % 0.00 %

-0.03 (-1.72%)

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

N/A

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

+0.04 (+-1.72%)

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 %

-0.39 (-1.72%)

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

-0.29 (-1.72%)

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 %

N/A

CAD 0.04B
CDEF:CA Manulife Smart Defensive .. 2.51 % 0.00 %

-0.05 (-1.72%)

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

N/A

USD 0.69B
CIC:CA CI Canadian Banks Covered.. 0.00 % 0.84 %

-0.14 (-1.72%)

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

-0.11 (-1.72%)

USD 0.67B
CPD:CA iShares S&P/TSX Canadian .. 0.00 % 0.50 %

+0.02 (+-1.72%)

CAD 0.97B
EWC iShares MSCI Canada ETF 0.00 % 0.47 %

-0.68 (-1.72%)

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

-0.22 (-1.72%)

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 %

-0.34 (-1.72%)

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

+0.11 (+-1.72%)

USD 0.13B
PPS:CA 0.00 % 1.77 %

N/A

N/A
PXC:CA Invesco FTSE RAFI Canadia.. 0.00 % 0.50 %

-0.84 (-1.72%)

CAD 0.16B
QCAN 0.00 % 0.30 %

N/A

N/A
RCD:CA RBC Quant Canadian Divide.. 0.00 % 0.43 %

-0.29 (-1.72%)

CAD 0.21B
SPSB SPDR Barclays Short Term .. 0.00 % 0.08 %

+0.04 (+-1.72%)

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

-1.56 (-1.72%)

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

-1.92 (-1.72%)

CAD 1.78B
ZCAN 0.00 % 0.30 %

N/A

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

-0.57 (-1.72%)

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 %

-0.42 (-1.72%)

CAD 0.46B
CCAU:LSE iShares VII PLC - iShares.. 0.00 % 0.00 %

-2.57 (-1.72%)

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

-0.86 (-1.72%)

CAD 2.16B
VCN:CA Vanguard FTSE Canada All .. 0.00 % 0.06 %

-0.80 (-1.72%)

CAD 8.67B
VDY:CA Vanguard FTSE Canadian Hi.. 0.00 % 0.22 %

-0.54 (-1.72%)

CAD 3.43B
XCV:CA iShares Canadian Value 0.00 % 0.55 %

-0.01 (-1.72%)

CAD 0.08B
XEI:CA iShares S&P/TSX Composite.. 0.00 % 0.22 %

-0.20 (-1.72%)

CAD 1.73B
XEN:CA iShares Jantzi Social Ind.. 0.00 % 0.55 %

-0.67 (-1.72%)

CAD 0.13B
XFN:CA iShares S&P/TSX Capped Fi.. 0.00 % 0.61 %

-0.92 (-1.72%)

CAD 1.70B
XIC:CA iShares Core S&P/TSX Capp.. 0.00 % 0.06 %

-0.61 (-1.72%)

CAD 15.13B
XIU:CA iShares S&P/TSX 60 0.00 % 0.18 %

-0.61 (-1.72%)

CAD 15.93B
ZCN:CA BMO S&P/TSX Capped Compos.. 0.00 % 0.05 %

-0.73 (-1.72%)

CAD 10.06B
ZDV:CA BMO Canadian Dividend 0.00 % 0.38 %

-0.27 (-1.72%)

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

-0.04 (-1.72%)

CAD 1.44B
ZWB:CA BMO Covered Call Canadian.. 0.00 % 0.71 %

-0.36 (-1.72%)

CAD 3.02B
DCP:CA Desjardins Canadian Prefe.. 0.00 % 0.53 %

+0.06 (+-1.72%)

CAD 0.04B
QCD:CA 0.00 % 0.45 %

N/A

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

-0.27 (-1.72%)

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

+0.04 (+-1.72%)

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

-0.36 (-1.72%)

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

-0.65 (-1.72%)

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

+0.21 (+-1.72%)

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

-0.62 (-1.72%)

USD 0.40B
CSCA:LSE iShares VII Public Limite.. 0.00 % 0.00 %

-174.00 (-1.72%)

USD 1.21B
HCAD:LSE HSBC ETFs Public Limited .. 0.00 % 0.00 %

-0.30 (-1.72%)

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

-20.75 (-1.72%)

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

-38.50 (-1.72%)

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

-32.50 (-1.72%)

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

-1.08 (-1.72%)

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

-0.13 (-1.72%)

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

-0.35 (-1.72%)

USD 0.03B
D5BH:F Xtrackers - MSCI Canada U.. 0.00 % 0.00 %

N/A

N/A
H4ZR:F 0.00 % 0.00 %

N/A

N/A
SXR2:F iShares VII PLC - iShares.. 0.00 % 0.00 %

-4.78 (-1.72%)

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

N/A

USD 1.05B
D5BH:XETRA Xtrackers MSCI Canada ESG.. 0.00 % 0.00 %

-1.13 (-1.72%)

USD 0.36B
H4ZR:XETRA 0.00 % 0.00 %

N/A

N/A
SXR2:XETRA iShares VII PLC - iShares.. 0.00 % 0.00 %

-2.78 (-1.72%)

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

-0.60 (-1.72%)

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

-0.85 (-1.72%)

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

-0.66 (-1.72%)

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

-0.24 (-1.72%)

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 %

+0.07 (+-1.72%)

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

-0.20 (-1.72%)

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

-1.32 (-1.72%)

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

-0.17 (-1.72%)

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

-0.24 (-1.72%)

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

-0.17 (-1.72%)

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 %

+0.05 (+-1.72%)

CAD 0.06B
XCLR:CA 0.00 % 0.00 %

N/A

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

-0.43 (-1.72%)

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

+0.02 (+-1.72%)

CAD 0.18B

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 1.13% 59% D- 59% D-
Dividend Return 1.16% 16% F 56% F
Total Return 2.29% 57% F 66% D+
Trailing 12 Months  
Capital Gain 2.27% 55% F 52% F
Dividend Return 4.67% 30% F 69% C-
Total Return 6.94% 50% F 55% F
Trailing 5 Years  
Capital Gain 97.05% 65% D 70% C-
Dividend Return 39.83% 85% B 80% B-
Total Return 136.88% 65% D 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.62% 70% C- 72% C
Dividend Return 17.22% 70% C- 77% C+
Total Return 4.60% 64% D 79% B-
Risk Return Profile  
Volatility (Standard Deviation) 37.57% 20% F 25% F
Risk Adjusted Return 45.84% 52% F 60% 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 17% 63%
Price/Book Ratio 1.20 42% 61%
Price / Cash Flow Ratio 2.47 38% 71%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 9.91% 56% 61%
Return on Invested Capital -0.66% 14% 29%
Return on Assets 0.59% 19% 27%
Debt to Equity Ratio 180.74% 17% 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.

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