BMO:NYE-Bank of Montreal (USD)

COMMON STOCK | Banks-Diversified | NYE

Last Closing Price

USD 110.88

Change

-0.39 (-0.35)%

Market Cap

USD 72.19B

Volume

0.91M

Avg Analyst Target

USD 137.80 (+24.28%)

Avg User Target

USD
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Bank of Montreal provides diversified financial services primarily in North America. The company's personal banking products and services include checking and savings accounts, credit cards, mortgages, and financial and investment advice services; and commercial banking products and services comprise business deposit accounts, commercial credit cards, business loans and commercial mortgages, cash management solutions, foreign exchange, specialized banking programs, treasury and payment solutions, and risk management products for small business and commercial banking customers. It also offers investment and wealth advisory services; digital investing services; financial services and solutions; and investment management, and trust and custody services to institutional, retail, and high net worth investors. In addition, the company provides life insurance, accident and sickness insurance, and annuity products; creditor and travel insurance to bank customers; and reinsurance solutions. Further, it offers client's debt and equity capital-raising services, as well as loan origination and syndication, balance sheet management, and treasury management; strategic advice on mergers and acquisitions, restructurings, and recapitalizations, as well as valuation and fairness opinions; and trade finance, risk mitigation, and other operating services. Additionally, the company provides research and access to markets for institutional, corporate, and retail clients; trading solutions that include debt, foreign exchange, interest rate, credit, equity, securitization and commodities; new product development and origination services, as well as risk management advice and services to hedge against fluctuations; and funding and liquidity management services to its clients. It operates through approximately 1,400 bank branches and 4,800 automated banking machines in Canada and the United States. The company was founded in 1817 and is headquartered in Montreal, Canada.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-10-27 )

Largest Industry Peers for Banks-Diversified

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
JPM JPMorgan Chase & Co

-3.57 (-2.08%)

USD506.54B 10.84 N/A
BAC Bank of America Corporation

-0.92 (-1.92%)

USD395.25B 14.37 N/A
JPM-PD JPMorgan Chase & Co

-0.01 (-0.04%)

USD368.14B 1.75 N/A
JPM-PC JPMorgan Chase & Co

-0.04 (-0.14%)

USD367.95B 1.77 N/A
BML-PG Bank of America Corporation

+0.21 (+0.86%)

USD325.70B 7.23 N/A
BML-PL Bank of America Corporation

N/A

USD311.85B 10.86 N/A
BAC-PE Bank of America Corporation

+0.03 (+0.12%)

USD303.96B 7.67 N/A
BML-PH Bank of America Corporation

N/A

USD294.35B 10.69 N/A
BML-PJ Bank of America Corporation

N/A

USD289.23B 12.32 N/A
BAC-PL Bank of America Corporation

+6.00 (+0.42%)

USD282.22B 429.90 N/A

ETFs Containing BMO

Symbol Name Weight Mer Price(Change) Market Cap
EWC iShares MSCI Canada ETF 0.00 % 0.51 %

-0.32 (-0.81%)

USD4.34B
UC87:LSE UBS ETF SICAV - MSCI Cana.. 0.00 % 0.43 %

-1.25 (-0.07%)

USD0.07B
BMDLF BMO Covered Call Canadian.. 0.00 % 0.00 %

N/A

USD1.42B
XIU iShares S&P/TSX 60 ETF 0.00 % 0.00 %

-0.30 (-0.93%)

N/A
UIM9:XETRA UBS ETF SICAV - MSCI Cana.. 0.00 % 0.33 %

-0.45 (-1.19%)

USD2.55B
SXR2:XETRA iShares VII Public Limite.. 0.00 % 0.48 %

-1.94 (-1.20%)

USD1.21B
H4ZR:XETRA HSBC ETFs Public Limited .. 0.00 % 0.35 %

-0.25 (-1.23%)

USD0.90B
D5BH:XETRA Xtrackers - MSCI Canada U.. 0.00 % 0.35 %

-0.79 (-1.20%)

USD0.44B
UIM9:F UBS ETF SICAV - MSCI Cana.. 0.00 % 0.33 %

-0.57 (-1.50%)

USD2.54B
SXR2:F iShares VII Public Limite.. 0.00 % 0.48 %

-2.52 (-1.56%)

USD1.21B
H4ZR:F HSBC ETFs Public Limited .. 0.00 % 0.35 %

-0.31 (-1.50%)

USD0.90B
D5BH:F Xtrackers - MSCI Canada U.. 0.00 % 0.35 %

-0.95 (-1.43%)

USD0.44B
HCAN:PA HSBC ETFs Public Limited .. 0.00 % 0.35 %

-0.24 (-1.16%)

USD0.87B
XCAD:LSE Xtrackers - MSCI Canada U.. 0.00 % 0.35 %

-1.13 (-1.47%)

USD0.44B
UB23:LSE UBS ETF SICAV - MSCI Cana.. 0.00 % 0.33 %

N/A

USD2.55B
HEWC iShares Trust - iShares C.. 0.00 % 0.54 %

-0.32 (-0.96%)

USD0.01B
HCAN:LSE HSBC ETFs Public Limited .. 0.00 % 0.35 %

-13.00 (-0.76%)

USD0.90B
HCAD:LSE HSBC ETFs Public Limited .. 0.00 % 0.35 %

-0.31 (-1.29%)

USD0.90B
CSCA:LSE iShares VII Public Limite.. 0.00 % 0.48 %

-74.00 (-0.54%)

USD1.21B
CCAU:LSE iShares VII PLC - iShares.. 0.00 % 0.48 %

-1.96 (-1.05%)

USD1.13B
IUTSF iShares S&P/TSX 60 Index .. 0.00 % 0.00 %

N/A

USD6.41B
ZCAN SPDR Solactive Canada ETF 0.00 % 0.14 %

N/A

USD0.05B
UIVM VictoryShares USAA MSCI I.. 0.00 % 0.35 %

-0.32 (-0.65%)

USD0.36B
SPSB SPDR Portfolio Short Term.. 0.00 % 0.07 %

-0.01 (-0.03%)

USD7.72B
FLCA Franklin Templeton ETF Tr.. 0.00 % 0.09 %

-0.25 (-0.72%)

USD0.03B
GIGB Goldman Sachs ETF Trust -.. 0.00 % 0.14 %

+0.27 (+0.49%)

USD0.76B
PICB Invesco Exchange-Traded F.. 0.00 % 0.50 %

+0.13 (+0.45%)

USD0.11B
IDMO Invesco S&P International.. 0.00 % 0.25 %

-0.15 (-0.39%)

USD8.48M
IBDK iShares iBonds Dec 2019 T.. 0.00 % 0.10 %

N/A

USD0.63B
GGUE:XETRA UBS (Irl) ETF Public Limi.. 0.00 % 0.30 %

-0.13 (-0.64%)

USD0.20B

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 45.84% 91% A- 87% B+
Dividend Return 3.32% 39% F 63% D
Total Return 49.15% 91% A- 88% B+
Trailing 12 Months  
Capital Gain 84.58% 82% B- 85% B
Dividend Return 5.52% 71% C- 71% C-
Total Return 90.11% 82% B- 85% B
Trailing 5 Years  
Capital Gain 73.87% 89% B+ 70% C-
Dividend Return 28.11% 78% C+ 83% B
Total Return 101.99% 89% B+ 75% C
Average Annual (5 Year Horizon)  
Capital Gain 9.82% 94% A 61% D-
Dividend Return 5.44% 94% A 86% B
Total Return 15.26% 94% A 69% D+
Risk Return Profile  
Volatility (Standard Deviation) 36.08% 24% F 30% F
Risk Adjusted Return 42.28% 47% F 47% F
Market Capitalization 72.19B 34% F 96% A
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-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-Diversified)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 12.85 17% F 67% D+
Price/Book Ratio 1.63 30% F 57% F
Price / Cash Flow Ratio 1.42 47% F 75% C
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 12.79% 64% D 59% F
Return on Invested Capital -1.25% 11% F 23% F
Return on Assets 0.74% 31% F 25% F
Debt to Equity Ratio 52.58% 63% D 61% D-
Technical Ratios  
Short Ratio 3.49 36% F 32% F
Short Percent 0.33% 45% F 87% B+
Beta 1.18 67% D+ 41% 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 (USD)

Quarterly Financials (USD)

Analyst Ratings

Target Price Action Rating Action Analyst Rating Price Date

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User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

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 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 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.

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:
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.

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.

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.

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.

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.

Poor return on assets

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

Low Dividend Growth

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