ducovest

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

EQUITY | Banks - Diversified | Toronto Stock Exchange

Last Closing

CAD 132.25

Change

+1.48 (+1.13)%

Market Cap

CAD 57.08B

Volume

2.12M

Analyst Target

CAD 84.43
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.

Company Website : https://www.bmo.com

Currency: CAD

Country : Canada

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-03-28 )

Largest Industry Peers for Banks - Diversified

Symbol Name Price(Change) Market Cap
RY-PZ:CA Royal Bank of Canada Pref Z

N/A

 CAD 215.16B
RY:CA Royal Bank of Canada

N/A

 CAD 190.27B
RY-PM:CA Royal Bank of Canada Pref M

N/A

 CAD 177.48B
RY-PJ:CA Royal Bank of Canada Pref J

N/A

 CAD 176.13B
TD:CA Toronto Dominion Bank

N/A

 CAD 141.25B
BMO-PW:CA Bank of Montreal Pref W

N/A

 CAD 93.02B
BMO-PY:CA Bank of Montreal Pref Y

N/A

 CAD 80.74B
BNS:CA Bank of Nova Scotia

N/A

 CAD 77.75B
BMO-PE:CA Bank of Montreal Pref Class B

N/A

 CAD 76.85B
CM:CA Canadian Imperial Bank Of Comm..

N/A

 CAD 61.27B

ETFs Containing BMO:CA

FDV:CA 3.46 % 0.94 %

N/A

 N/A
ZBBB:CA BMO BBB Corporate Bond In.. 3.04 % 0.00 %

N/A

 CAD 0.02B
CEW WisdomTree Emerging Curre.. 0.00 % 1.44 %

N/A

 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 %

N/A

 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 0.36B
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 %

N/A

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

N/A

 CAD 1.64B
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 0.01B

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 0.87% 18% F 30% F
Dividend Return 1.15% 32% F 51% F
Total Return 2.02% 14% F 32% F
Trailing 12 Months  
Capital Gain 10.73% 36% F 61% D-
Dividend Return 4.92% 36% F 74% C
Total Return 15.65% 36% F 67% D+
Trailing 5 Years  
Capital Gain 32.26% 67% D+ 61% D-
Dividend Return 23.23% 67% D+ 89% A-
Total Return 55.50% 67% D+ 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 9.14% 95% A 75% C
Dividend Return 13.35% 95% A 81% B-
Total Return 4.22% 86% B+ 87% B+
Risk Return Profile  
Volatility (Standard Deviation) 33.39% 9% A- 27% F
Risk Adjusted Return 39.99% 86% B+ 68% D+
Market Capitalization 57.08B 72% C 99% 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 5% 34%
Price/Book Ratio 1.30 67% 50%
Price / Cash Flow Ratio 10.00 6% 28%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 7.28% 5% 51%
Return on Invested Capital N/A N/A N/A
Return on Assets 0.45% 5% 30%
Debt to Equity Ratio 177.50% 59% 14%

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:
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.

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.

Positive cash flow

The company had positive total 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:
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.

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 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 Earnings Growth

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