BMO:NYE-Bank of Montreal (USD)

COMMON STOCK | Banks - Diversified |

Last Closing

USD 108.31

Change

+0.12 (+0.11)%

Market Cap

USD 74.94B

Volume

0.39M

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: 2025-06-05 )

Largest Industry Peers for Banks - Diversified

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

+0.02 (+0.05%)

USD 336.60B
JPM-PC JPMorgan Chase & Co

+0.01 (+0.04%)

USD 325.58B
JPM-PD JPMorgan Chase & Co

+0.10 (+0.41%)

USD 317.92B
BML-PG Bank of America Corporation

-0.11 (-0.54%)

USD 277.53B
BML-PH Bank of America Corporation

-0.04 (-0.20%)

USD 276.46B
BAC-PE Bank of America Corporation

-0.11 (-0.50%)

USD 258.34B
BML-PL Bank of America Corporation

-0.01 (-0.05%)

USD 255.05B
BML-PJ Bank of America Corporation

+0.04 (+0.18%)

USD 250.61B
BAC-PB Bank of America Corporation

+0.05 (+0.20%)

USD 241.48B
BAC-PL Bank of America Corporation

+1.42 (+0.12%)

USD 241.31B

ETFs Containing BMO

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

+0.05 (+0.12%)

CAD 0.70B
CBNK:CA Mulvihill Canadian Bank E.. 16.12 % 0.00 %

-0.01 (0.12%)

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

+0.03 (+0.12%)

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

-0.05 (0.12%)

CAD 0.04B
BMDLF 12.17 % 0.00 %

N/A

N/A
ZWB-U:CA BMO Covered Call Canadian.. 11.83 % 0.00 %

+0.11 (+0.12%)

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

N/A

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

+0.01 (+0.12%)

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

+0.02 (+0.12%)

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

+0.02 (+0.12%)

CAD 0.01B
ICAE:CA Invesco S&P/TSX Canadian .. 6.24 % 0.00 %

N/A

CAD 8.14M
ESGA:CA BMO MSCI Canada ESG Leade.. 5.74 % 0.00 %

-0.13 (0.12%)

CAD 0.09B
IXTE:CA Invesco S&P/TSX 60 ESG Ti.. 4.59 % 0.00 %

-0.05 (0.12%)

CAD 3.42M
IUTSF 3.85 % 0.00 %

N/A

N/A
ICTE:CA Invesco S&P/TSX Composite.. 3.56 % 0.00 %

+0.06 (+0.12%)

CAD 0.97M
XCAN:SW 3.43 % 0.00 %

N/A

N/A
CNDX:CA Global X S&P/TSX 60 Index.. 3.38 % 0.00 %

-0.01 (0.12%)

CAD 0.22B
ZIU:CA BMO S&P/TSX 60 Index ETF 3.35 % 0.00 %

-0.48 (0.12%)

CAD 0.09B
CAHEUA:SW UBS(Lux)Fund Solutions .. 3.17 % 0.00 %

N/A

USD 0.05B
CANCDA:SW UBS(Lux)Fund Solutions .. 3.17 % 0.00 %

-0.28 (0.12%)

USD 1.09B
CANUKD:SW UBS(Lux)Fund Solutions .. 3.17 % 0.00 %

N/A

USD 7.58M
CSCA:SW iShares VII PLC - iShares.. 3.16 % 0.00 %

N/A

USD 1.22B
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 %

+0.04 (+0.12%)

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 %

+0.02 (+0.12%)

CAD 0.04B
ZBBB:CA BMO BBB Corporate Bond In.. 3.04 % 0.00 %

-0.02 (0.12%)

CAD 0.02B
FLOT:AU Vaneck Australian Floatin.. 1.52 % 0.00 %

N/A

USD 0.69B
CEW:CA iShares Equal Weight Banc.. 0.00 % 0.60 %

+0.04 (+0.12%)

CAD 0.23B
CIC:CA CI Canadian Banks Covered.. 0.00 % 0.84 %

N/A

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

+0.16 (+0.12%)

USD 0.58B
CPD:CA iShares S&P/TSX Canadian .. 0.00 % 0.50 %

N/A

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

+0.07 (+0.12%)

N/A
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 %

+0.04 (+0.12%)

N/A
PDC:CA Invesco Canadian Dividend.. 0.00 % 0.55 %

-0.01 (0.12%)

CAD 0.79B
PICB Invesco International Cor.. 0.00 % 0.00 %

-0.02 (0.12%)

USD 0.15B
PPS:CA 0.00 % 1.77 %

N/A

N/A
PXC:CA Invesco RAFI Canadian Ind.. 0.00 % 0.50 %

+0.04 (+0.12%)

CAD 0.16B
QCAN 0.00 % 0.30 %

N/A

N/A
SPSB SPDR Barclays Short Term .. 0.00 % 0.08 %

-0.03 (0.12%)

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

-0.41 (0.12%)

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

-0.01 (0.12%)

CAD 1.84B
ZCAN 0.00 % 0.30 %

N/A

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

+0.04 (+0.12%)

CAD 0.04B
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 %

-0.04 (0.12%)

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

+0.96 (+0.12%)

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

-0.02 (0.12%)

CAD 2.15B
VCN:CA Vanguard FTSE Canada All .. 0.00 % 0.06 %

-0.01 (0.12%)

CAD 8.71B
VDY:CA Vanguard FTSE Canadian Hi.. 0.00 % 0.22 %

+0.02 (+0.12%)

CAD 3.47B
XCV:CA iShares Canadian Value 0.00 % 0.55 %

+0.02 (+0.12%)

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

+0.01 (+0.12%)

CAD 1.74B
XEN:CA iShares Jantzi Social Ind.. 0.00 % 0.55 %

+0.01 (+0.12%)

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

+0.06 (+0.12%)

CAD 1.73B
XIC:CA iShares Core S&P/TSX Capp.. 0.00 % 0.06 %

N/A

CAD 15.15B
XIU:CA iShares S&P/TSX 60 0.00 % 0.18 %

N/A

CAD 16.33B
ZCN:CA BMO S&P/TSX Capped Compos.. 0.00 % 0.05 %

N/A

CAD 9.99B
ZDV:CA BMO Canadian Dividend 0.00 % 0.38 %

-0.05 (0.12%)

CAD 1.10B
ZEB:CA BMO S&P/TSX Equal Weight .. 0.00 % 0.60 %

+0.06 (+0.12%)

CAD 5.23B
ZPR:CA BMO Laddered Preferred Sh.. 0.00 % 0.50 %

-0.03 (0.12%)

CAD 1.39B
ZWB:CA BMO Covered Call Canadian.. 0.00 % 0.71 %

+0.01 (+0.12%)

CAD 2.92B
DCP:CA Desjardins Canadian Prefe.. 0.00 % 0.53 %

+0.14 (+0.12%)

CAD 0.04B
QCD:CA 0.00 % 0.45 %

N/A

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

-0.03 (0.12%)

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

-0.04 (0.12%)

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

-0.02 (0.12%)

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

+0.06 (+0.12%)

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

+0.02 (+0.12%)

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

-0.12 (0.12%)

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

+0.01 (+0.12%)

USD 0.42B
CSCA:LSE iShares VII Public Limite.. 0.00 % 0.00 %

+41.50 (+0.12%)

USD 1.22B
HCAD:LSE HSBC ETFs Public Limited .. 0.00 % 0.00 %

+0.12 (+0.12%)

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

+5.25 (+0.12%)

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

+9.00 (+0.12%)

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

+6.50 (+0.12%)

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

+0.37 (+0.12%)

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

N/A

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

+0.05 (+0.12%)

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

N/A

N/A
H4ZR:F HSBC ETFs Public Limited .. 0.00 % 0.00 %

N/A

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

N/A

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

+0.03 (+0.12%)

USD 1.17B
D5BH:XETRA Xtrackers MSCI Canada ESG.. 0.00 % 0.00 %

+0.09 (+0.12%)

USD 0.36B
H4ZR:XETRA 0.00 % 0.00 %

N/A

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

+0.45 (+0.12%)

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

+0.06 (+0.12%)

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

-0.04 (0.12%)

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

+0.02 (+0.12%)

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

-0.11 (0.12%)

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

+0.02 (+0.12%)

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

+0.05 (+0.12%)

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

N/A

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

-0.02 (0.12%)

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

+0.03 (+0.12%)

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 %

N/A

CAD 0.06B
XCLR:CA 0.00 % 0.00 %

N/A

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

-0.01 (0.12%)

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

N/A

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

+0.02 (+0.12%)

CAD 0.20B

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 11.60% 80% B- 85% B
Dividend Return 2.30% 43% F 75% C
Total Return 13.91% 80% B- 87% B+
Trailing 12 Months  
Capital Gain 25.17% 77% C+ 89% A-
Dividend Return 5.19% 40% F 75% C
Total Return 30.36% 80% B- 90% A-
Trailing 5 Years  
Capital Gain 91.16% 66% D+ 80% B-
Dividend Return 35.63% 86% B+ 83% B
Total Return 126.79% 63% D 83% B
Average Annual (5 Year Horizon)  
Capital Gain 8.23% 68% D+ 67% D+
Dividend Return 12.63% 66% D+ 73% C
Total Return 4.40% 55% F 77% C+
Risk Return Profile  
Volatility (Standard Deviation) 31.97% 16% F 27% F
Risk Adjusted Return 39.51% 48% F 58% F
Market Capitalization 74.94B 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 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