BMO:CA:TSX-Bank of Montreal

COMMON STOCK | Banks - Global | TSX

Last Closing Price

CAD 98.71

Change

-0.39 (-0.39)%

Market Cap

CAD 63.06B

Volume

1.00M

Average Target Price

CAD 109.50 (+10.93%)
Average Analyst Rating

Verdict

STA 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: 2019-07-19 )

Largest Industry Peers for Banks - Global

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

-0.07 (-0.39%)

CAD 156.29B
RY-PQ:CA Royal Bank of Canada

-0.13 (-0.50%)

CAD 151.83B
RY-PE:CA Royal Bank of Canada

-0.02 (-0.08%)

CAD 150.73B
RY:CA Royal Bank of Canada

+0.41 (+0.39%)

CAD 150.53B
TD:CA The Toronto-Dominion Bank

-0.23 (-0.30%)

CAD 140.44B
BNS:CA The Bank of Nova Scotia

N/A

CAD 83.83B
CM:CA Canadian Imperial Bank of Comm..

+0.30 (+0.29%)

CAD 45.67B
NA-PS:CA National Bank of Canada

-0.23 (-1.28%)

CAD 21.72B
NA:CA National Bank of Canada

+0.27 (+0.43%)

CAD 21.23B

ETFs Containing BMO:CA

Symbol Name Weight Mer Price(Change) Market Cap
HCB:CA Hamilton Capital Canadian.. 26.19 % 0.65 %

+0.03 (+0.20%)

CAD 0.01B
CIC:CA CI First Asset CanBanc In.. 15.68 % 0.84 %

N/A

CAD 0.15B
BNC:CA Purpose Canadian Financia.. 10.56 % 0.68 %

N/A

CAD 2.16M
CEW.A:CA 9.69 % 1.44 %

N/A

N/A
CEW:CA iShares Equal Weight Banc.. 9.60 % 0.60 %

+0.03 (+0.24%)

CAD 0.15B
FIE:CA iShares Canadian Financia.. 8.63 % 0.97 %

-0.01 (-0.07%)

CAD 0.65B
XFN:CA iShares S&P/TSX Cappe.. 8.58 % 0.61 %

-0.01 (-0.03%)

CAD 1.04B
HEF.A:CA 8.43 % 1.61 %

N/A

N/A
FIE.A:CA 8.35 % 1.78 %

N/A

N/A
RBNK:CA RBC Canadian Bank Yield I.. 8.09 % 0.33 %

+0.03 (+0.15%)

CAD 0.06B
PDC:CA Invesco Canadian Dividend.. 7.98 % 0.55 %

-0.05 (-0.18%)

CAD 0.65B
XEN:CA iShares Jantzi Social Ind.. 7.47 % 0.55 %

+0.08 (+0.31%)

CAD 0.14B
HEF:CA Horizons Enhanced Income .. 7.20 % 0.83 %

+0.01 (+0.12%)

CAD 0.02B
VDY:CA Vanguard FTSE Canadian Hi.. 6.61 % 0.22 %

-0.02 (-0.06%)

CAD 0.51B
SHC:CA 6.19 % 0.71 %

N/A

N/A
XDV:CA iShares Canadian Select D.. 6.00 % 0.55 %

-0.01 (-0.04%)

CAD 1.32B
XCV:CA iShares Canadian Value In.. 5.80 % 0.55 %

-0.02 (-0.08%)

CAD 0.05B
XEI:CA iShares S&P/TSX Compo.. 4.92 % 0.22 %

N/A

CAD 0.62B
RCD:CA RBC Quant Canadian Divide.. 4.82 % 0.43 %

+0.05 (+0.24%)

CAD 0.12B
DRMC:CA Desjardins RI Canada - Lo.. 4.52 % 0.29 %

N/A

CAD 3.99M
CRQ.A:CA 4.35 % 1.55 %

N/A

N/A
CRQ:CA 4.22 % 0.73 %

N/A

N/A
MCLC:CA Manulife Multifactor Cana.. 4.20 % 0.45 %

N/A

CAD 0.04B
PXC:CA Invesco FTSE RAFI Canadia.. 4.19 % 0.50 %

+0.14 (+0.53%)

CAD 0.28B
VCE:CA Vanguard FTSE Canada Inde.. 3.74 % 0.06 %

-0.03 (-0.09%)

CAD 0.65B
FLCA Franklin FTSE Canada ETF 3.70 % 0.09 %

-0.05 (-0.21%)

USD 5.04M
HEX.A:CA 3.69 % 1.60 %

N/A

N/A
QCE:CA Mackenzie Canadian Large .. 3.61 % 0.06 %

N/A

CAD 0.07B
XIU:CA iShares S&P/TSX 60 In.. 3.52 % 0.18 %

-0.03 (-0.10%)

CAD 8.39B
WOMN:CA BMO Women In Leadership F.. 3.50 % 0.39 %

N/A

CAD 2.12M
DRFC:CA Desjardins RI Canada Mult.. 3.48 % 0.57 %

N/A

CAD 5.90M
HEWC iShares Currency Hedged M.. 3.46 % 0.03 %

-0.02 (-0.06%)

USD 0.04B
EWC iShares MSCI Canada ETF 3.45 % 0.47 %

-0.14 (-0.48%)

USD 2.71B
RCE:CA RBC Quant Canadian Equity.. 3.19 % 0.43 %

+0.03 (+0.14%)

CAD 0.01B
ZCAN SPDR Solactive Canada ETF 3.16 % 0.30 %

-0.18 (-0.30%)

USD 0.02B
VCN:CA Vanguard FTSE Canada All .. 2.98 % 0.06 %

N/A

CAD 1.98B
TTP:CA TD Canadian Equity Index .. 2.92 % 0.07 %

N/A

CAD 0.02B
QCN:CA Mackenzie Canadian Equity.. 2.88 % 0.06 %

N/A

CAD 0.03B
XMV:CA iShares Edge MSCI Min Vol.. 2.84 % 0.33 %

-0.02 (-0.06%)

CAD 0.10B
HAL.A:CA 2.78 % 1.64 %

N/A

N/A
XIC:CA iShares Core S&P/TSX .. 2.75 % 0.06 %

-0.02 (-0.08%)

CAD 5.20B
QCD:CA AGFiQ Enhanced Core Canad.. 2.67 % 0.45 %

+0.05 (+0.18%)

CAD 0.10B
TLV:CA Invesco S&P/TSX Compo.. 2.33 % 0.34 %

-0.09 (-0.31%)

CAD 0.37B
RODM Hartford Multifactor Deve.. 0.00 % 0.31 %

-0.08 (-0.28%)

USD 2.24B

Market Performance

  Market Performance vs.
Industry/Classification (Banks - Global)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.67% 50% F 56% F
Dividend Return 2.24% 33% F 67% D+
Total Return 12.92% 50% F 57% F
Trailing 12 Months  
Capital Gain -4.78% 50% F 42% F
Dividend Return 3.78% 33% F 65% D
Total Return -0.99% 50% F 43% F
Trailing 5 Years  
Capital Gain 21.04% 50% F 68% D+
Dividend Return 21.51% 67% D+ 73% C
Total Return 42.55% 50% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 6.78% 50% F 72% C-
Dividend Return 10.86% 50% F 77% C+
Total Return 4.09% 67% D+ 81% B-
Risk Return Profile  
Volatility (Standard Deviation) 12.12% 67% D+ 59% F
Risk Adjusted Return 89.62% 83% B 88% B+
Market Capitalization 63.06B 40% F 99% A+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Banks - Global)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 10.47 30% F 79% C+
Price/Book Ratio 1.41 40% F 45% F
Price / Cash Flow Ratio 0.00 80% B- 63% D
Price/Free Cash Flow Ratio 0.00 80% B- 43% F
Management Effectiveness  
Return on Equity 13.40% 20% F 83% B
Return on Invested Capital N/A N/A N/A N/A N/A
Return on Assets 0.79% 10% F 44% F
Debt to Equity Ratio 128.48% 50% F 18% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

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.

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.

Positive cash flow

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

Positive free cash flow

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

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free 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.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Poor return on equity

The company management has delivered below median return on equity 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.

Poor return on assets

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

Higly 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.

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 Revenue Growth

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