BMO:CA:TSX-Bank of Montreal

EQUITY | Banks | Toronto Stock Exchange

Last Closing

CAD 101.89

Change

+0.82 (+0.81)%

Market Cap

CAD 57.08B

Volume

1.56M

Analyst Target

CAD 108.36
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.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2018-05-22 )

Largest Industry Peers for Banks

ETFs Containing BMO:CA

HCB:CA Hamilton Capital Canadian.. 26.34 % 0.00 %

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CAD 0.01B
CIC:CA First Asset CanBanc Incom.. 15.28 % 0.84 %

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CAD 0.16B
BNC:CA Purpose Canadian Financia.. 10.57 % 0.69 %

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CAD 2.20M
CEW:CA iShares Equal Weight Banc.. 9.82 % 0.60 %

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CAD 0.16B
CEW.A:CA iShares Equal Weight Banc.. 9.69 % 1.44 %

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CAD 0.06B
XFN:CA iShares S&P/TSX Capped Fi.. 8.95 % 0.61 %

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CAD 1.08B
FIE:CA iShares Canadian Financia.. 8.69 % 0.93 %

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CAD 0.65B
DRFC:CA Desjardins RI Canada Mult.. 8.43 % 0.00 %

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CAD 3.90M
HEF.A:CA Horizons Enhanced Income .. 8.43 % 1.61 %

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CAD 1.50M
FIE.A:CA iShares Canadian Financia.. 8.35 % 1.78 %

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CAD 0.09B
RBNK:CA RBC Canadian Bank Yield I.. 7.93 % 0.34 %

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CAD 0.07B
HEF:CA Horizons Enhanced Income .. 7.44 % 0.83 %

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CAD 0.02B
XEN:CA iShares Jantzi Social Ind.. 7.29 % 0.55 %

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CAD 0.13B
XDV:CA iShares Canadian Select D.. 6.59 % 0.55 %

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CAD 1.38B
VDY:CA Vanguard FTSE Canadian Hi.. 6.57 % 0.22 %

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CAD 0.49B
SHC:CA Sphere FTSE Canada Sustai.. 6.19 % 0.71 %

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CAD 3.88M
XCV:CA iShares Canadian Value In.. 5.87 % 0.55 %

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CAD 0.05B
XEI:CA iShares S&P/TSX Composite.. 5.35 % 0.22 %

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CAD 0.57B
RCD:CA RBC Quant Canadian Divide.. 5.14 % 0.43 %

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CAD 0.12B
CRQ:CA iShares Canadian Fundamen.. 4.64 % 0.72 %

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CAD 0.22B
PXC:CA Invesco FTSE RAFI Canadia.. 4.64 % 0.51 %

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CAD 0.30B
DRMC:CA Desjardins RI Canada - Lo.. 4.59 % 0.00 %

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CAD 1.99M
CRQ.A:CA iShares Canadian Fundamen.. 4.35 % 1.55 %

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CAD 0.03B
FLCA Franklin FTSE Canada 3.96 % 0.09 %

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USD 4.85M
VCE:CA Vanguard FTSE Canada Inde.. 3.83 % 0.06 %

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CAD 0.62B
XIU:CA iShares S&P/TSX 60 Index .. 3.82 % 0.17 %

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CAD 8.39B
HEX.A:CA Horizons Enhanced Income .. 3.69 % 1.60 %

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CAD 4.73M
QCE:CA Mackenzie Canadian Large .. 3.67 % 0.06 %

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CAD 0.07B
RCE:CA RBC Quant Canadian Equity.. 3.66 % 0.44 %

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CAD 0.01B
EWC iShares MSCI Canada Index.. 3.64 % 0.47 %

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USD 2.63B
FLRM:CA Franklin Liberty Risk Man.. 3.60 % 0.33 %

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CAD 0.01B
MCLC:CA Manulife Multifactor Cana.. 3.59 % 0.42 %

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CAD 0.04B
DXM:CA First Asset Morningstar C.. 3.48 % 0.67 %

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CAD 0.02B
ZCAN SPDR Solactive Canada 3.34 % 0.30 %

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USD 0.02B
VCN:CA Vanguard FTSE Canada All .. 3.06 % 0.06 %

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CAD 1.83B
XMV:CA iShares Edge MSCI Min Vol.. 3.00 % 0.33 %

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CAD 0.09B
WOMN:CA BMO Women in Leadership F.. 2.98 % 0.39 %

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CAD 2.09M
QCN:CA Mackenzie Canadian Equity.. 2.93 % 0.06 %

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CAD 0.03B
XIC:CA iShares Core S&P/TSX Capp.. 2.91 % 0.06 %

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CAD 5.06B
TTP:CA TD Canadian Equity Index .. 2.88 % 0.08 %

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CAD 0.01B
TLV:CA Invesco S&P/TSX Composite.. 2.81 % 0.34 %

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CAD 0.36B
HAL.A:CA Horizons Active Cdn Divid.. 2.78 % 1.64 %

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CAD 3.37M
FBE:CA First Asset Canadian Buyb.. 2.58 % 0.72 %

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CAD 0.01B
RWC:CA First Asset MSCI Canada L.. 2.35 % 0.66 %

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CAD 7.89M
PDF:CA Purpose Core Dividend Fun.. 1.71 % 0.68 %

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CAD 0.28B
IDLV Invesco S&P International.. 0.83 % 0.25 %

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USD 0.65B
FVD First Trust VL Dividend 0.57 % 0.70 %

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USD 5.36B
FUD.A:CA First Trust Value Line Di.. 0.56 % 1.76 %

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CAD 4.11M
FUD:CA First Trust Value Line Di.. 0.56 % 0.67 %

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CAD 0.02B
CIL VictoryShares Internation.. 0.50 % 0.45 %

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CIZ VictoryShares Developed E.. 0.13 % 0.45 %

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ZDV:CA BMO Canadian Dividend ETF 0.00 % 0.39 %

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CAD 0.45B
RODM Hartford Multifactor Deve.. 0.00 % 0.31 %

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USD 1.90B
ZWB:CA BMO Covered Call Canadian.. 0.00 % 0.72 %

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CAD 1.92B

Market Performance

  Market Performance vs. Industry/Classification (Banks) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.29% 86% B 67% D+
Dividend Return 1.85% 48% F 74% C
Total Return 3.14% 88% B+ 72% C-
Trailing 12 Months  
Capital Gain 8.79% 64% D 71% C-
Dividend Return 3.91% 29% F 50% F
Total Return 12.69% 63% D 72% C-
Trailing 5 Years  
Capital Gain 61.24% 93% A 80% B-
Dividend Return 26.30% 76% C 80% B-
Total Return 87.55% 90% A- 83% B
Average Annual (5 Year Horizon)  
Capital Gain 9.57% 96% A 77% C+
Dividend Return 13.81% 94% A 79% C+
Total Return 4.24% 76% C 70% C-
Risk Return Profile  
Volatility (Standard Deviation) 12.75% 33% F 55% F
Risk Adjusted Return 108.35% 89% B+ 88% B+
Market Capitalization 57.08B 97% A+ 100% A+

Key Financial Ratios

  Ratio vs. Industry/Classification (Banks) Ratio vs. Market (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 13.10 14% F 28% F
Price/Book Ratio 1.64 18% F 35% F
Price / Cash Flow Ratio 42.63 1% F 1% F
Price/Free Cash Flow Ratio 28.30 9% F 13% F
Management Effectiveness  
Return on Equity 11.05% 30% F 65% D
Return on Invested Capital 13.34% 44% F 75% C
Return on Assets 0.67% 28% F 40% F
Debt to Equity Ratio 13.50% 82% B- 81% B-

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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.

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.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

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.

What to not like:
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 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.

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 Dividend Growth

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