BMO:NYE-Bank Of Montreal (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 104.81

Change

+0.87 (+0.84)%

Market Cap

USD 42.63B

Volume

0.72M

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: 2025-05-27 )

Largest Industry Peers for Banks - Diversified

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

+1.02 (+2.36%)

USD 336.60B
JPM-PC JPMorgan Chase & Co

+0.13 (+0.52%)

USD 325.58B
JPM-PD JPMorgan Chase & Co

+0.12 (+0.50%)

USD 317.92B
BML-PG Bank of America Corporation

+0.15 (+0.73%)

USD 277.53B
BML-PH Bank of America Corporation

+0.09 (+0.44%)

USD 276.46B
BAC-PE Bank of America Corporation

+0.24 (+1.10%)

USD 258.34B
BML-PL Bank of America Corporation

+0.20 (+0.97%)

USD 255.05B
BML-PJ Bank of America Corporation

+0.28 (+1.29%)

USD 250.61B
BAC-PB Bank of America Corporation

+0.10 (+0.41%)

USD 241.48B
BAC-PL Bank of America Corporation

+11.31 (+0.97%)

USD 241.31B

ETFs Containing BMO

HEB:CA Hamilton Canadian Bank Eq.. 20.06 % 0.00 %

+0.14 (+-0.06%)

CAD 0.70B
ZEB:CA BMO S&P/TSX Equal Weight .. 16.33 % 0.60 %

+0.34 (+-0.06%)

CAD 5.23B
CBNK:CA Mulvihill Canadian Bank E.. 16.12 % 0.00 %

+0.05 (+-0.06%)

CAD 0.11B
HBNK:CA Global X Equal Weight Ban.. 15.79 % 0.00 %

+0.18 (+-0.06%)

N/A
TBNK:CA TD Canadian Bank Dividend.. 13.44 % 0.00 %

+0.14 (+-0.06%)

CAD 0.04B
BMDLF 12.17 % 0.00 %

N/A

N/A
ZWB:CA BMO Covered Call Canadian.. 11.83 % 0.71 %

+0.15 (+-0.06%)

CAD 2.92B
ZWB-U:CA BMO Covered Call Canadian.. 11.83 % 0.00 %

+0.04 (+-0.06%)

N/A
HFIN:CA Hamilton Enhanced Canadia.. 10.19 % 0.00 %

+0.22 (+-0.06%)

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

+0.10 (+-0.06%)

N/A
CEW:CA iShares Equal Weight Banc.. 9.54 % 0.60 %

+0.20 (+-0.06%)

CAD 0.23B
HEF:CA 8.90 % 0.83 %

N/A

N/A
BKCC:CA Global X Equal Weight Can.. 8.73 % 0.00 %

+0.07 (+-0.06%)

N/A
HFN:CA Hamilton Canadian Financi.. 8.38 % 0.00 %

-0.01 (-0.06%)

CAD 0.01B
XFN:CA iShares S&P/TSX Capped Fi.. 8.32 % 0.61 %

+0.65 (+-0.06%)

CAD 1.73B
PDC:CA Invesco Canadian Dividend.. 7.21 % 0.55 %

+0.31 (+-0.06%)

CAD 0.79B
ICAE:CA Invesco S&P/TSX Canadian .. 6.24 % 0.00 %

+0.16 (+-0.06%)

CAD 8.14M
VDY:CA Vanguard FTSE Canadian Hi.. 5.88 % 0.22 %

+0.36 (+-0.06%)

CAD 3.47B
IXTE:CA Invesco S&P/TSX 60 ESG Ti.. 4.59 % 0.00 %

+0.22 (+-0.06%)

CAD 3.42M
HEX:CA 4.15 % 0.84 %

N/A

N/A
XEI:CA iShares S&P/TSX Composite.. 4.09 % 0.22 %

+0.23 (+-0.06%)

CAD 1.74B
ZDV:CA BMO Canadian Dividend 3.89 % 0.38 %

+0.16 (+-0.06%)

CAD 1.10B
IUTSF 3.85 % 0.00 %

N/A

N/A
ZIU:CA BMO S&P/TSX 60 Index ETF 3.70 % 0.00 %

+0.38 (+-0.06%)

CAD 0.09B
PXC:CA Invesco RAFI Canadian Ind.. 3.57 % 0.50 %

+0.60 (+-0.06%)

CAD 0.16B
ICTE:CA Invesco S&P/TSX Composite.. 3.56 % 0.00 %

+0.83 (+-0.06%)

CAD 0.97M
VCE:CA Vanguard FTSE Canada 3.48 % 0.06 %

+0.51 (+-0.06%)

CAD 2.15B
CNDX:CA Global X S&P/TSX 60 Index.. 3.46 % 0.00 %

+0.24 (+-0.06%)

CAD 0.22B
XCAN:SW 3.43 % 0.00 %

N/A

N/A
XIU:CA iShares S&P/TSX 60 3.34 % 0.18 %

+0.31 (+-0.06%)

CAD 16.33B
CAHEUA:SW UBS(Lux)Fund Solutions .. 3.30 % 0.00 %

N/A

USD 0.05B
CANCDA:SW UBS(Lux)Fund Solutions .. 3.30 % 0.00 %

+0.60 (+-0.06%)

USD 1.09B
CANUKD:SW UBS(Lux)Fund Solutions .. 3.30 % 0.00 %

N/A

USD 7.58M
CSCA:SW iShares VII PLC - iShares.. 3.29 % 0.00 %

N/A

USD 1.22B
CSCA:LSE iShares VII Public Limite.. 3.28 % 0.00 %

+222.00 (+-0.06%)

USD 1.22B
D5BH:XETRA Xtrackers MSCI Canada ESG.. 3.23 % 0.00 %

+0.53 (+-0.06%)

USD 0.36B
UIM9:F UBS ETF SICAV - MSCI Cana.. 3.17 % 0.00 %

N/A

USD 1.17B
SXR2:F iShares VII PLC - iShares.. 3.16 % 0.00 %

N/A

USD 1.07B
HCAN:PA HSBC MSCI Canada UCITS ET.. 3.15 % 0.00 %

+0.18 (+-0.06%)

USD 0.03B
HCAN:SW HSBC MSCI Canada UCITS ET.. 3.15 % 0.00 %

N/A

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

+0.33 (+-0.06%)

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

N/A

N/A
CAHUSA:SW 3.15 % 0.00 %

N/A

N/A
CANA:SW 3.15 % 0.00 %

N/A

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

N/A

N/A
ETSX:CA Evolve S&P/TSX 60 Enhance.. 3.07 % 0.00 %

+0.17 (+-0.06%)

CAD 0.04B
XESG:CA iShares ESG Aware MSCI Ca.. 2.93 % 0.00 %

+0.18 (+-0.06%)

CAD 0.46B
ZCN:CA BMO S&P/TSX Capped Compos.. 2.82 % 0.05 %

+0.24 (+-0.06%)

CAD 9.99B
VCN:CA Vanguard FTSE Canada All .. 2.80 % 0.06 %

+0.34 (+-0.06%)

CAD 8.71B
XIC:CA iShares Core S&P/TSX Capp.. 2.71 % 0.06 %

+0.28 (+-0.06%)

CAD 15.15B
FLOT:AU VanEck Australian Floatin.. 1.52 % 0.00 %

+0.03 (+-0.06%)

USD 0.69B
CPD:CA iShares S&P/TSX Canadian .. 1.20 % 0.50 %

+0.03 (+-0.06%)

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

+0.01 (+-0.06%)

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

-0.15 (-0.06%)

USD 0.65B
EWC iShares MSCI Canada ETF 0.00 % 0.47 %

+0.38 (+-0.06%)

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 %

+0.27 (+-0.06%)

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

-0.01 (-0.06%)

USD 0.15B
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 (+-0.06%)

USD 8.05B
QCE:CA Mackenzie Canadian Large .. 0.00 % 0.06 %

+0.92 (+-0.06%)

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

+0.84 (+-0.06%)

CAD 1.84B
ZCAN 0.00 % 0.30 %

N/A

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

+0.19 (+-0.06%)

CAD 0.04B
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 %

+3.06 (+-0.06%)

N/A
XCV:CA iShares Canadian Value 0.00 % 0.55 %

+0.31 (+-0.06%)

CAD 0.08B
XEN:CA iShares Jantzi Social Ind.. 0.00 % 0.55 %

+0.34 (+-0.06%)

CAD 0.13B
ZPR:CA BMO Laddered Preferred Sh.. 0.00 % 0.50 %

+0.07 (+-0.06%)

CAD 1.39B
DCP:CA Desjardins Canadian Prefe.. 0.00 % 0.53 %

+0.08 (+-0.06%)

CAD 0.04B
QCD:CA 0.00 % 0.45 %

N/A

N/A
ZWC:CA BMO Canadian High Dividen.. 0.00 % 0.72 %

+0.15 (+-0.06%)

CAD 1.63B
BNC:CA Purpose Canadian Financia.. 0.00 % 0.68 %

N/A

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

+0.35 (+-0.06%)

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

+0.30 (+-0.06%)

CAD 0.25B
ZVC:CA BMO MSCI Canada Value Ind.. 0.00 % 0.40 %

+0.19 (+-0.06%)

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

+0.34 (+-0.06%)

USD 0.68B
FLCA Franklin FTSE Canada ETF 0.00 % 0.09 %

+0.32 (+-0.06%)

USD 0.42B
HCAD:LSE HSBC ETFs Public Limited .. 0.00 % 0.00 %

+0.41 (+-0.06%)

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

+25.50 (+-0.06%)

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

+46.50 (+-0.06%)

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

+38.50 (+-0.06%)

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

+1.34 (+-0.06%)

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

+0.06 (+-0.06%)

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

+0.69 (+-0.06%)

N/A
H4ZR:F HSBC ETFs Public Limited .. 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 %

+1.45 (+-0.06%)

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

+0.28 (+-0.06%)

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

+0.43 (+-0.06%)

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

+0.15 (+-0.06%)

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

+0.12 (+-0.06%)

CAD 0.30B
PFAE:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

-0.12 (-0.06%)

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

-0.15 (-0.06%)

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

+0.69 (+-0.06%)

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

+0.15 (+-0.06%)

CAD 0.64B
HCA:CA Hamilton Canadian Bank Me.. 0.00 % 0.00 %

+0.27 (+-0.06%)

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

+0.15 (+-0.06%)

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 %

-0.12 (-0.06%)

CAD 0.06B
XCLR:CA 0.00 % 0.00 %

N/A

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

+0.20 (+-0.06%)

CAD 0.49B
HLIF:CA Harvest Canadian Equity I.. 0.00 % 0.00 %

+0.07 (+-0.06%)

CAD 0.12B
PFAA:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

-0.09 (-0.06%)

CAD 0.20B

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 8.00% 75% C 80% B-
Dividend Return 2.30% 60% D- 76% C+
Total Return 10.30% 77% C+ 83% B
Trailing 12 Months  
Capital Gain 9.05% 61% D- 69% C-
Dividend Return 4.67% 36% F 71% C-
Total Return 13.72% 61% D- 74% C
Trailing 5 Years  
Capital Gain 108.25% 66% D+ 80% B-
Dividend Return 40.11% 89% A- 84% B
Total Return 148.36% 66% D+ 83% B
Average Annual (5 Year Horizon)  
Capital Gain 8.68% 68% D+ 67% D+
Dividend Return 13.10% 66% D+ 73% C
Total Return 4.42% 55% F 77% C+
Risk Return Profile  
Volatility (Standard Deviation) 32.76% 16% F 27% F
Risk Adjusted Return 39.98% 48% F 57% F
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 19% 62%
Price/Book Ratio 1.22 42% 60%
Price / Cash Flow Ratio 2.58 38% 70%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 9.91% 56% 61%
Return on Invested Capital 2.20% 11% 30%
Return on Assets 0.59% 19% 26%
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.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.

Poor capital utilization

The company management has delivered below median return on invested capital 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