BMO:NYE-Bank of Montreal (USD)

COMMON STOCK | Banks—Diversified | NYE

Last Closing Price

USD 72.72

Change

-2.02 (-2.70)%

Market Cap

USD 47.77B

Volume

0.77M

Average Target Price

USD 90.40 (+24.31%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Bank of Montreal provides diversified financial services primarily in North America. It operates through three groups: Personal and Commercial Banking, BMO Wealth Management, and BMO Capital Markets. 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, and specialized banking programs for small business and commercial banking customers. It also offers wealth management products and services, such as investment and wealth advisory services; digital investing services; financial services and solutions to high net worth and ultra-high net worth clients; 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 to brokers and individuals; creditor and travel insurance to bank customers; and reinsurance solutions. Further, it offers investment and corporate banking services, including 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; 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. The company was founded in 1817 and is headquartered in Montreal, Canada. Address: 129 rue Saint Jacques, Montreal, QC, Canada, H2Y 1L6

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-11-30 )

Largest Industry Peers for Banks—Diversified

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

-0.14 (-0.49%)

USD373.46B 3.71 N/A
JPM JPMorgan Chase & Co

-3.34 (-2.76%)

USD369.50B 15.81 N/A
JPM-PD JPMorgan Chase & Co

-0.07 (-0.25%)

USD369.21B 3.62 N/A
BML-PL Bank of America Corporation

N/A

USD305.81B 12.23 N/A
BAC-PE Bank of America Corporation

-0.11 (-0.44%)

USD296.35B 12.29 N/A
BML-PG Bank of America Corporation

N/A

USD294.91B 10.76 N/A
BAC-PL Bank of America Corporation

-13.13 (-0.88%)

USD294.27B 737.07 N/A
BML-PH Bank of America Corporation

N/A

USD291.78B 10.60 N/A
BML-PJ Bank of America Corporation

N/A

USD287.61B 12.25 N/A
BAC-PK Bank of America Corporation

-0.25 (-0.91%)

USD276.70B 13.59 N/A

ETFs Containing BMO

Symbol Name Weight Mer Price(Change) Market Cap
HEWC iShares Currency Hedged M.. 0.00 % 0.52 %

-0.21 (-0.76%)

USD0.01B
IBDK iShares iBonds Dec 2019 T.. 0.00 % 0.10 %

N/A

USD0.63B
SPSB SPDR Portfolio Short Term.. 0.00 % 0.07 %

+0.02 (+0.06%)

USD7.03B
CCAU:LSE iShares VII PLC - iShares.. 0.00 % 0.48 %

-1.89 (-1.32%)

USD0.56B
HCAD:LSE HSBC MSCI Canada UCITS ET.. 0.00 % 0.35 %

-0.18 (-1.00%)

USD0.03B
FLXG:LSE Franklin LibertyQ Global .. 0.00 % 0.40 %

-0.30 (-1.22%)

USD0.02B
FLXG:XETRA Franklin LibertyQ Global .. 0.00 % 0.40 %

-0.31 (-1.12%)

USD0.01B

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 -6.17% N/A N/A N/A N/A
Dividend Return 5.48% N/A N/A N/A N/A
Total Return -0.69% N/A N/A N/A N/A
Trailing 12 Months  
Capital Gain -3.89% N/A N/A N/A N/A
Dividend Return 5.61% N/A N/A N/A N/A
Total Return 1.73% N/A N/A N/A N/A
Trailing 5 Years  
Capital Gain 21.85% N/A N/A N/A N/A
Dividend Return 31.51% N/A N/A N/A N/A
Total Return 53.36% N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 2.84% N/A N/A 59% F
Dividend Return 5.19% N/A N/A 86% B
Total Return 8.03% N/A N/A 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 18.37% N/A N/A 44% F
Risk Adjusted Return 43.72% N/A N/A 60% D-
Market Capitalization 47.77B N/A N/A N/A N/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—Diversified)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 12.17 N/A N/A N/A N/A
Price/Book Ratio 1.27 N/A N/A N/A N/A
Price / Cash Flow Ratio 1.63 N/A N/A N/A N/A
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 8.95% N/A N/A N/A N/A
Return on Invested Capital -1.43% N/A N/A N/A N/A
Return on Assets 0.52% N/A N/A N/A N/A
Debt to Equity Ratio 57.55% N/A N/A N/A N/A
Technical Ratios  
Short Ratio 8.35 N/A N/A N/A N/A
Short Percent N/A N/A N/A N/A N/A
Beta 1.05 N/A N/A N/A N/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%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

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:
Positive cash flow

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

What to not like:

There is nothing we particularly dislike