BMO:CA:TSX-Bank of Montreal (CAD)

EQUITY | Banks—Diversified | Toronto Stock Exchange

Last Closing

CAD 65.25

Change

+1.11 (+1.73)%

Market Cap

CAD 57.08B

Volume

1.27M

Analyst Target

CAD 83.83
Analyst Rating

N/A

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: 2020-05-25 )

Largest Industry Peers for Banks—Diversified

ETFs Containing BMO:CA

FDV:CA 3.46 % 0.94 %

N/A

N/A
CEW WisdomTree Emerging Curre.. 0.00 % 1.44 %

-0.08 (0.00%)

USD 7.10M
CRQ.A:CA 0.00 % 1.55 %

N/A

N/A
CRQ:CA 0.00 % 0.73 %

N/A

N/A
FIE.A:CA 0.00 % 1.78 %

N/A

N/A
HAL Halliburton Company 0.00 % 1.64 %

-0.57 (0.00%)

USD 36.56B
HEF.A:CA 0.00 % 1.61 %

N/A

N/A
HEX.A:CA 0.00 % 1.60 %

N/A

N/A
RCE:CA 0.00 % 0.43 %

N/A

N/A
RQL:CA RBC Target 2024 Corporate.. 0.00 % 0.29 %

N/A

CAD 0.37B
RQH:CA 0.00 % 0.28 %

N/A

N/A
RQI:CA 0.00 % 0.28 %

N/A

N/A
RQJ:CA 0.00 % 0.28 %

N/A

N/A
SHC:CA 0.00 % 0.71 %

N/A

N/A
TTP:CA TD S&P/TSX Capped Composi.. 0.00 % 0.07 %

-0.17 (0.00%)

CAD 1.34B
ZST:CA BMO Ultra Short-Term Bond 0.00 % 0.17 %

+0.01 (+0.00%)

CAD 1.42B
RPSB:CA RBC PH&N Short Term Canad.. 0.00 % 0.39 %

N/A

CAD 0.04B
RMBO:CA 0.00 % 0.28 %

N/A

N/A
MCSB:CA Mackenzie Canadian Short .. 0.00 % 0.48 %

N/A

CAD 0.02B

Market Performance

  Market Performance vs. Industry/Classification (Banks—Diversified) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -35.16% 9% A- 17% F
Dividend Return 1.05% 50% F 82% B
Total Return -34.11% 9% A- 17% F
Trailing 12 Months  
Capital Gain -37.02% 17% F 21% F
Dividend Return 3.01% 50% F 82% B
Total Return -34.01% 17% F 21% F
Trailing 5 Years  
Capital Gain -16.24% 33% F 46% F
Dividend Return 22.46% 67% D+ 80% B-
Total Return 6.23% 33% F 54% F
Average Annual (5 Year Horizon)  
Capital Gain 5.97% 60% D- 73% C
Dividend Return 9.97% 60% D- 77% C+
Total Return 3.99% 60% D- 79% B-
Risk Return Profile  
Volatility (Standard Deviation) 14.92% 40% F 57% F
Risk Adjusted Return 66.82% 60% D- 89% A-
Market Capitalization 57.08B 36% F 98% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Banks—Diversified) Ratio vs. Market (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 13.10 55% 78%
Price/Book Ratio 0.88 100% 59%
Price / Cash Flow Ratio 1.42 100% 76%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 11.74% 9% 77%
Return on Invested Capital 6.14% 64% 58%
Return on Assets 0.69% 9% 45%
Debt to Equity Ratio 13.70% 9% 79%

Annual Financials (CAD)

Quarterly Financials (CAD)

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:
Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Positive cash flow

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

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 return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

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.