BMO:NYE-Bank Of Montreal

EQUITY | Banks - Global | New York Stock Exchange

Last Closing

USD 70.53

Change

+0.36 (+0.51)%

Market Cap

USD 42.63B

Volume

0.37M

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: 2019-08-19 )

Largest Industry Peers for Banks - Global

ETFs Containing BMO

TBNK:CA TD Canadian Bank Dividend.. 28.76 % 0.00 %

+0.16 (+0.79%)

CAD 0.02B
HBNK:CA Horizons Equal Weight Ban.. 17.15 % 0.00 %

+0.10 (+0.79%)

CAD 0.75B
HEB:CA Hamilton Canadian Bank Eq.. 17.14 % 0.00 %

+0.13 (+0.79%)

CAD 0.65B
CBNK:CA Mulvihill Canadian Bank E.. 13.93 % 0.00 %

+0.07 (+0.79%)

CAD 0.08B
ZWB-U:CA BMO Covered Call Canadian.. 13.50 % 0.00 %

+0.06 (+0.79%)

N/A
BMDLF 12.17 % 0.00 %

N/A

N/A
HMAX:CA Hamilton Canadian Financi.. 11.33 % 0.00 %

+0.04 (+0.79%)

CAD 0.68B
HFIN:CA Hamilton Enhanced Canadia.. 10.73 % 0.00 %

+0.10 (+0.79%)

CAD 0.12B
ICAE:CA Invesco S&P/TSX Canadian .. 5.46 % 0.00 %

+0.08 (+0.79%)

CAD 7.98M
IXTE:CA Invesco S&P/TSX 60 ESG Ti.. 5.01 % 0.00 %

N/A

CAD 2.97M
IUTSF 3.85 % 0.00 %

N/A

N/A
RCDC:CA RBC Canadian Dividend Cov.. 3.66 % 0.00 %

N/A

CAD 0.03B
ICTE:CA Invesco S&P/TSX Composite.. 3.66 % 0.00 %

+0.16 (+0.79%)

CAD 1.00M
XCAN:SW Xtrackers MSCI Canada ESG.. 3.62 % 0.00 %

+0.31 (+0.79%)

USD 0.37B
HCAN:SW HSBC MSCI Canada UCITS ET.. 3.56 % 0.00 %

N/A

USD 0.03B
CSCA:SW iShares VII PLC - iShares.. 3.55 % 0.00 %

N/A

USD 1.04B
CAHEUA:SW UBS(Lux)Fund Solutions .. 3.54 % 0.00 %

+0.10 (+0.79%)

USD 0.27B
CANCDA:SW UBS(Lux)Fund Solutions .. 3.54 % 0.00 %

+0.38 (+0.79%)

USD 1.23B
CANUKD:SW UBS(Lux)Fund Solutions .. 3.54 % 0.00 %

+0.09 (+0.79%)

USD 2.89M
CAHCHA:SW UBS(Lux)Fund Solutions .. 3.54 % 0.00 %

+0.23 (+0.79%)

USD 0.12B
CAHGBA:SW UBS(Lux)Fund Solutions .. 3.54 % 0.00 %

N/A

USD 0.05B
CAHUSA:SW UBS(Lux)Fund Solutions .. 3.54 % 0.00 %

+0.22 (+0.79%)

USD 0.40B
CANA:SW UBS (LUX) FUND SOLUTIONS .. 3.54 % 0.00 %

N/A

N/A
CAHGBD:SW UBS(Lux)Fund Solutions .. 3.54 % 0.00 %

+0.13 (+0.79%)

USD 0.02B
FLOT:AU VanEck Australian Floatin.. 1.52 % 0.00 %

-0.02 (0.79%)

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

+0.10 (+0.79%)

CAD 0.20B
CIC:CA CI Canadian Banks Covered.. 0.00 % 0.84 %

+0.05 (+0.79%)

CAD 0.19B
CPD:CA iShares S&P/TSX Canadian .. 0.00 % 0.50 %

+0.01 (+0.79%)

CAD 1.03B
EWC iShares MSCI Canada ETF 0.00 % 0.47 %

+0.21 (+0.79%)

USD 3.04B
FIE:CA iShares Canadian Financia.. 0.00 % 0.97 %

+0.03 (+0.79%)

CAD 0.99B
HEWC 0.00 % 0.03 %

N/A

N/A
HEX:CA Horizons Enhanced Income .. 0.00 % 0.84 %

N/A

CAD 0.02B
HFP:CA Horizons Active Hybrid Bo.. 0.00 % 0.63 %

N/A

CAD 0.05B
HPR:CA Horizons Active Preferred.. 0.00 % 0.63 %

+0.01 (+0.79%)

CAD 1.05B
IBDK 0.00 % 0.10 %

N/A

N/A
IQDY FlexShares International .. 0.00 % 0.47 %

-0.16 (0.79%)

USD 0.08B
PICB Invesco International Cor.. 0.00 % 0.00 %

-0.07 (0.79%)

USD 0.13B
PPS:CA 0.00 % 1.77 %

N/A

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

+0.22 (+0.79%)

CAD 0.18B
QCAN 0.00 % 0.30 %

N/A

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

-0.02 (0.79%)

USD 7.61B
QCE:CA Mackenzie Canadian Large .. 0.00 % 0.06 %

+0.42 (+0.79%)

CAD 0.12B
QCN:CA Mackenzie Canadian Equity.. 0.00 % 0.06 %

+0.71 (+0.79%)

CAD 1.37B
EGIF:CA Exemplar Growth and Incom.. 0.00 % 1.43 %

N/A

CAD 0.44B
ZCAN 0.00 % 0.30 %

N/A

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

+0.17 (+0.79%)

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 %

+2.04 (+0.79%)

USD 1.03B
VCE:CA Vanguard FTSE Canada 0.00 % 0.06 %

+0.10 (+0.79%)

CAD 1.59B
VCN:CA Vanguard FTSE Canada All .. 0.00 % 0.06 %

+0.12 (+0.79%)

CAD 6.28B
VDY:CA Vanguard FTSE Canadian Hi.. 0.00 % 0.22 %

+0.22 (+0.79%)

CAD 2.09B
XCV:CA iShares Canadian Value 0.00 % 0.55 %

+0.24 (+0.79%)

CAD 0.09B
XEI:CA iShares S&P/TSX Composite.. 0.00 % 0.22 %

+0.16 (+0.79%)

CAD 1.57B
XEN:CA iShares Jantzi Social Ind.. 0.00 % 0.55 %

+0.05 (+0.79%)

CAD 0.11B
XFN:CA iShares S&P/TSX Capped Fi.. 0.00 % 0.61 %

+0.14 (+0.79%)

CAD 1.37B
XIC:CA iShares Core S&P/TSX Capp.. 0.00 % 0.06 %

+0.10 (+0.79%)

CAD 11.55B
XIU:CA iShares S&P/TSX 60 0.00 % 0.18 %

+0.08 (+0.79%)

CAD 12.48B
ZCN:CA BMO S&P/TSX Capped Compos.. 0.00 % 0.05 %

+0.11 (+0.79%)

CAD 7.26B
ZDV:CA BMO Canadian Dividend 0.00 % 0.38 %

+0.09 (+0.79%)

CAD 0.99B
ZEB:CA BMO S&P/TSX Equal Weight .. 0.00 % 0.60 %

+0.16 (+0.79%)

CAD 3.21B
ZPR:CA BMO Laddered Preferred Sh.. 0.00 % 0.50 %

-0.01 (0.79%)

CAD 1.51B
ZWB:CA BMO Covered Call Canadian.. 0.00 % 0.71 %

+0.07 (+0.79%)

CAD 3.02B
BANK:CA Evolve Canadian Banks and.. 0.00 % 0.39 %

+0.03 (+0.79%)

CAD 0.13B
DCP:CA Desjardins Canadian Prefe.. 0.00 % 0.53 %

+0.34 (+0.79%)

CAD 0.03B
QCD:CA AGF Systematic Canadian E.. 0.00 % 0.45 %

+0.09 (+0.79%)

CAD 0.05B
ZWC:CA BMO Canadian High Dividen.. 0.00 % 0.72 %

+0.10 (+0.79%)

CAD 1.62B
BNC:CA 0.00 % 0.68 %

N/A

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

+0.18 (+0.79%)

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

+0.17 (+0.79%)

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

+0.23 (+0.79%)

CAD 0.02B
GIGB Goldman Sachs Access Inve.. 0.00 % 0.14 %

-0.07 (0.79%)

USD 0.73B
FLCA Franklin FTSE Canada ETF 0.00 % 0.09 %

+0.12 (+0.79%)

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

+141.00 (+0.79%)

USD 1.03B
HCAD:LSE HSBC ETFs Public Limited .. 0.00 % 0.00 %

+0.29 (+0.79%)

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

+17.00 (+0.79%)

USD 0.03B
UB23:LSE UBS MSCI Canada UCITS CAD.. 0.00 % 0.00 %

+39.50 (+0.79%)

USD 1.23B
UC87:LSE UBS(Lux)Fund Solutions .. 0.00 % 0.00 %

+16.50 (+0.79%)

USD 0.05B
XCAD:LSE Xtrackers MSCI Canada ESG.. 0.00 % 0.00 %

+0.92 (+0.79%)

USD 0.37B
FLDR 0.00 % 0.00 %

N/A

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

+0.30 (+0.79%)

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

+0.81 (+0.79%)

USD 0.37B
H4ZR:F HSBC ETFs Public Limited .. 0.00 % 0.00 %

N/A

USD 0.03B
SXR2:F iShares VII PLC - iShares.. 0.00 % 0.00 %

+1.92 (+0.79%)

USD 1.03B
UIM9:F UBS ETF SICAV - MSCI Cana.. 0.00 % 0.00 %

+0.44 (+0.79%)

USD 1.23B
D5BH:XETRA Xtrackers MSCI Canada ESG.. 0.00 % 0.00 %

+0.86 (+0.79%)

USD 0.37B
H4ZR:XETRA HSBC MSCI Canada UCITS ET.. 0.00 % 0.00 %

N/A

USD 0.03B
SXR2:XETRA iShares VII PLC - iShares.. 0.00 % 0.00 %

+2.14 (+0.79%)

USD 1.03B
UIM9:XETRA UBS ETF SICAV - MSCI Cana.. 0.00 % 0.00 %

+0.49 (+0.79%)

USD 2.02B
ESGA:CA BMO MSCI Canada ESG Leade.. 0.00 % 0.00 %

+0.14 (+0.79%)

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

+0.37 (+0.79%)

CAD 0.07B
FCCV:CA Fidelity Canadian Value I.. 0.00 % 0.00 %

+0.09 (+0.79%)

CAD 0.14B
PFAE:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

+0.05 (+0.79%)

CAD 0.08B
PFMN:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

-0.04 (0.79%)

CAD 1.14B
TQCD:CA TD Q Canadian Dividend ET.. 0.00 % 0.00 %

+0.07 (+0.79%)

CAD 0.28B
XCSR:CA iShares ESG Advanced MSCI.. 0.00 % 0.00 %

+0.14 (+0.79%)

CAD 0.19B
CDIV:CA Manulife Smart Dividend E.. 0.00 % 0.00 %

+0.11 (+0.79%)

CAD 0.51B
HCA:CA Hamilton Canadian Bank Me.. 0.00 % 0.00 %

+0.08 (+0.79%)

CAD 0.07B
TMEC:CA TD Morningstar ESG Canada.. 0.00 % 0.00 %

+0.05 (+0.79%)

CAD 0.02B
HDIV 0.00 % 0.00 %

N/A

N/A
XIU 0.00 % 0.00 %

N/A

N/A
HYBR:CA Horizons 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 %

+0.08 (+0.79%)

CAD 0.32B

Market Performance

  Market Performance vs. Industry/Classification (Banks - Global) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.93% 71% C- 47% F
Dividend Return 4.27% 83% B 85% B
Total Return 12.20% 76% C+ 53% F
Trailing 12 Months  
Capital Gain -12.99% 76% C+ 32% F
Dividend Return 4.63% 56% F 76% C+
Total Return -8.36% 71% C- 35% F
Trailing 5 Years  
Capital Gain -5.05% 72% C 46% F
Dividend Return 23.63% 89% A- 76% C+
Total Return 18.58% 72% C 52% F
Average Annual (5 Year Horizon)  
Capital Gain 4.88% 73% C 66% D+
Dividend Return 10.11% 77% C+ 75% C
Total Return 5.23% 81% B- 81% B-
Risk Return Profile  
Volatility (Standard Deviation) 16.49% 73% C 48% F
Risk Adjusted Return 61.32% 86% B+ 70% C-
Market Capitalization 42.63B 98% N/A 93% A

Key Financial Ratios

  Ratio vs. Industry/Classification (Banks - Global) 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% 77%
Price/Book Ratio 1.44 15% 52%
Price / Cash Flow Ratio -3.40 89% 90%
Price/Free Cash Flow Ratio 6.70 19% 61%
Management Effectiveness  
Return on Equity 13.40% 89% 73%
Return on Invested Capital 3.69% 28% 33%
Return on Assets 0.79% 21% 20%
Debt to Equity Ratio 128.48% 26% 27%

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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Revenue Growth

This stock has shown top quartile revenue 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.

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 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.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.