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

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

-0.21 (-0.22%)

CAD 135.75B
TD:CA Toronto-Dominion Bank (The)

-0.03 (-0.04%)

CAD 127.87B
BNS:CA Bank of Nova Scotia (The)

-0.18 (-0.25%)

CAD 88.41B
CM:CA Canadian Imperial Bank Of Comm..

+0.59 (+0.55%)

CAD 47.43B
NA:CA National Bank of Canada

N/A

CAD 19.70B
CWB:CA Canadian Western Bank

-0.55 (-2.05%)

CAD 2.33B
LB:CA Laurentian Bank of Canada

-1.06 (-2.73%)

CAD 1.59B
FN:CA First National Financial Corpo..

-0.24 (-0.90%)

CAD 1.58B
HCG:CA Home Capital Group Inc.

+0.02 (+0.12%)

CAD 1.37B
EQB:CA Equitable Group Inc.

-1.01 (-1.58%)

CAD 1.04B

ETFs Containing BMO:CA

RBNK:CA RBC Canadian Bank Yield I.. 16.81 % 0.34 %

-0.02 (0.00%)

CAD 0.05B
CIC:CA First Asset CanBanc Incom.. 15.85 % 0.84 %

-0.08 (0.00%)

CAD 0.14B
BNC:CA Purpose Canadian Financia.. 11.28 % 0.69 %

N/A

CAD 2.04M
ZWB:CA BMO Covered Call Canadian.. 9.87 % 0.72 %

-0.03 (0.00%)

CAD 1.78B
CEW.A:CA iShares Equal Weight Banc.. 9.69 % 1.44 %

N/A

CAD 0.06B
CEW:CA iShares Equal Weight Banc.. 9.42 % 0.60 %

-0.07 (0.00%)

CAD 0.15B
XDIV:CA iShares Core MSCI Canadia.. 9.01 % 0.11 %

-0.11 (0.00%)

CAD 0.06B
XFN:CA iShares S&P/TSX Capped Fi.. 8.72 % 0.61 %

-0.14 (0.00%)

CAD 0.94B
FIE:CA iShares Canadian Financia.. 8.70 % 0.93 %

N/A

CAD 0.59B
HEF.A:CA Horizons Enhanced Income .. 8.43 % 1.61 %

N/A

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

N/A

CAD 0.09B
DRFC:CA Desjardins RI Canada Mult.. 8.27 % 0.00 %

N/A

CAD 1.86M
HEF:CA Horizons Enhanced Income .. 7.59 % 0.83 %

N/A

CAD 0.02B
XEN:CA iShares Jantzi Social Ind.. 7.39 % 0.55 %

-0.21 (0.00%)

CAD 0.10B
VDY:CA Vanguard FTSE Canadian Hi.. 6.99 % 0.22 %

+0.04 (+0.00%)

CAD 0.43B
XDV:CA iShares Canadian Select D.. 6.68 % 0.55 %

-0.04 (0.00%)

CAD 1.26B
HCB:CA Hamilton Capital Canadian.. 6.65 % 0.00 %

-0.03 (0.00%)

CAD 8.92M
SHC:CA Sphere FTSE Canada Sustai.. 6.07 % 0.71 %

-0.34 (0.00%)

CAD 8.07M
XCV:CA iShares Canadian Value In.. 5.95 % 0.55 %

-0.14 (0.00%)

CAD 0.05B
XEI:CA iShares S&P/TSX Composite.. 4.96 % 0.22 %

+0.04 (+0.00%)

CAD 0.49B
ZVC:CA BMO MSCI Canada Value Ind.. 4.84 % 0.40 %

N/A

CAD 5.86M
DRMC:CA Desjardins RI Canada - Lo.. 4.77 % 0.00 %

N/A

CAD 1.84M
PXC:CA Invesco FTSE RAFI Canadia.. 4.73 % 0.51 %

-0.08 (0.00%)

CAD 0.25B
CRQ:CA iShares Canadian Fundamen.. 4.69 % 0.72 %

N/A

CAD 0.22B
CRQ.A:CA iShares Canadian Fundamen.. 4.35 % 1.55 %

N/A

CAD 0.03B
FST.A:CA First Trust Canadian Capi.. 4.26 % 1.76 %

-0.14 (0.00%)

CAD 0.03B
FST:CA First Trust Canadian Capi.. 4.26 % 0.66 %

-0.09 (0.00%)

CAD 0.04B
VCE:CA Vanguard FTSE Canada Inde.. 4.10 % 0.06 %

-0.07 (0.00%)

CAD 0.54B
FLCA Franklin FTSE Canada 4.05 % 0.09 %

-0.03 (0.00%)

USD 3.40M
FLRM:CA Franklin Liberty Risk Man.. 3.94 % 0.34 %

N/A

CAD 0.01B
XIU:CA iShares S&P/TSX 60 Index .. 3.91 % 0.17 %

-0.03 (0.00%)

CAD 8.83B
QCE:CA Mackenzie Canadian Large .. 3.90 % 0.06 %

N/A

CAD 0.06B
MCLC:CA Manulife Multifactor Cana.. 3.76 % 0.42 %

N/A

CAD 0.03B
EWC iShares MSCI Canada Index.. 3.73 % 0.47 %

-0.05 (0.00%)

USD 2.57B
HEX.A:CA Horizons Enhanced Income .. 3.69 % 1.60 %

N/A

CAD 4.73M
ZCAN SPDR Solactive Canada 3.42 % 0.30 %

-0.04 (0.00%)

USD 0.02B
WOMN:CA BMO Women in Leadership F.. 3.27 % 0.00 %

N/A

CAD 1.99M
VCN:CA Vanguard FTSE Canada All .. 3.25 % 0.06 %

-0.07 (0.00%)

CAD 1.56B
AIIQ AI Powered International .. 3.25 % 0.00 %

-0.11 (0.00%)

USD 3.45M
QCN:CA Mackenzie Canadian Equity.. 3.09 % 0.06 %

N/A

CAD 0.03B
HAL:CA Horizons Active Cdn Divid.. 3.07 % 0.79 %

+0.04 (+0.00%)

CAD 0.03B
XMV:CA iShares Edge MSCI Min Vol.. 3.00 % 0.33 %

+0.01 (+0.00%)

CAD 0.07B
XIC:CA iShares Core S&P/TSX Capp.. 2.99 % 0.06 %

-0.04 (0.00%)

CAD 4.01B
TTP:CA TD Canadian Equity Index .. 2.88 % 0.08 %

+0.16 (+0.00%)

CAD 0.01B
HAL.A:CA Horizons Active Cdn Divid.. 2.78 % 1.64 %

N/A

CAD 3.37M
TLV:CA Invesco S&P/TSX Composite.. 2.74 % 0.34 %

-0.03 (0.00%)

CAD 0.33B
PINC:CA Purpose Multi-Asset Incom.. 2.26 % 0.00 %

+0.06 (+0.00%)

CAD 0.13B
RWC:CA First Asset MSCI Canada L.. 2.25 % 0.66 %

N/A

CAD 0.01B
IDLV Invesco S&P International.. 0.77 % 0.25 %

-0.03 (0.00%)

USD 0.56B
RODM Hartford Multifactor Deve.. 0.64 % 0.40 %

-0.01 (0.00%)

USD 1.22B
CIL Compass EMP International.. 0.49 % 0.45 %

-0.13 (0.00%)

N/A
CIZ Compass EMP International.. 0.12 % 0.45 %

-0.01 (0.00%)

N/A
ZDV:CA BMO Canadian Dividend ETF 0.00 % 0.39 %

+0.03 (+0.00%)

CAD 0.43B
ZEB:CA BMO Equal Weight Banks In.. 0.00 % 0.62 %

-0.02 (0.00%)

CAD 1.37B
ZCN:CA BMO S&P/TSX Capped Compos.. 0.00 % 0.06 %

-0.04 (0.00%)

CAD 3.96B

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.