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Also traded in: Canada, Germany

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 6/10

vs
industry
vs
history
Cash to Debt 9.37
BMO's Cash to Debt is ranked higher than
56% of the 1184 Companies
in the Global Banks - Global industry.

( Industry Median: 3.02 vs. BMO: 9.37 )
Ranked among companies with meaningful Cash to Debt only.
BMO' s Cash to Debt Range Over the Past 10 Years
Min: 1.27  Med: 5.73 Max: 13.13
Current: 9.37
1.27
13.13
Equity to Asset 0.06
BMO's Equity to Asset is ranked lower than
86% of the 1667 Companies
in the Global Banks - Global industry.

( Industry Median: 0.10 vs. BMO: 0.06 )
Ranked among companies with meaningful Equity to Asset only.
BMO' s Equity to Asset Range Over the Past 10 Years
Min: 0.04  Med: 0.05 Max: 0.06
Current: 0.06
0.04
0.06
Interest Coverage 1.26
BMO's Interest Coverage is ranked lower than
57% of the 1535 Companies
in the Global Banks - Global industry.

( Industry Median: 1.66 vs. BMO: 1.26 )
Ranked among companies with meaningful Interest Coverage only.
BMO' s Interest Coverage Range Over the Past 10 Years
Min: 0.2  Med: 0.84 Max: 1.17
Current: 1.26
0.2
1.17
F-Score: 3
M-Score: -2.22
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry
vs
history
Operating margin (%) 27.07
BMO's Operating margin (%) is ranked lower than
60% of the 1685 Companies
in the Global Banks - Global industry.

( Industry Median: 30.85 vs. BMO: 27.07 )
Ranked among companies with meaningful Operating margin (%) only.
BMO' s Operating margin (%) Range Over the Past 10 Years
Min: 18.62  Med: 31.17 Max: 34.61
Current: 27.07
18.62
34.61
Net-margin (%) 22.14
BMO's Net-margin (%) is ranked lower than
51% of the 1685 Companies
in the Global Banks - Global industry.

( Industry Median: 22.32 vs. BMO: 22.14 )
Ranked among companies with meaningful Net-margin (%) only.
BMO' s Net-margin (%) Range Over the Past 10 Years
Min: 16.15  Med: 24.11 Max: 26.68
Current: 22.14
16.15
26.68
ROE (%) 11.06
BMO's ROE (%) is ranked higher than
69% of the 1680 Companies
in the Global Banks - Global industry.

( Industry Median: 8.23 vs. BMO: 11.06 )
Ranked among companies with meaningful ROE (%) only.
BMO' s ROE (%) Range Over the Past 10 Years
Min: 8.69  Med: 13.49 Max: 17.67
Current: 11.06
8.69
17.67
ROA (%) 0.66
BMO's ROA (%) is ranked lower than
65% of the 1690 Companies
in the Global Banks - Global industry.

( Industry Median: 0.87 vs. BMO: 0.66 )
Ranked among companies with meaningful ROA (%) only.
BMO' s ROA (%) Range Over the Past 10 Years
Min: 0.44  Med: 0.73 Max: 0.87
Current: 0.66
0.44
0.87
Revenue Growth (3Y)(%) 3.70
BMO's Revenue Growth (3Y)(%) is ranked higher than
57% of the 1390 Companies
in the Global Banks - Global industry.

( Industry Median: 2.60 vs. BMO: 3.70 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
BMO' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: 0  Med: 4.30 Max: 8.2
Current: 3.7
0
8.2
EBITDA Growth (3Y)(%) 4.60
BMO's EBITDA Growth (3Y)(%) is ranked lower than
54% of the 1280 Companies
in the Global Banks - Global industry.

( Industry Median: 5.60 vs. BMO: 4.60 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
BMO' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: -14.8  Med: 6.15 Max: 24.4
Current: 4.6
-14.8
24.4
EPS Growth (3Y)(%) 6.80
BMO's EPS Growth (3Y)(%) is ranked higher than
53% of the 1261 Companies
in the Global Banks - Global industry.

( Industry Median: 7.40 vs. BMO: 6.80 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
BMO' s EPS Growth (3Y)(%) Range Over the Past 10 Years
Min: -15.7  Med: 5.85 Max: 25.9
Current: 6.8
-15.7
25.9
» BMO's 10-Y Financials

Financials (Next Earnings Date: Est. 2016-08-25)


Revenue & Net Income
Equity & Asset
Oprt. Cash Flow & Free Cash Flow
Oprt. Cash Flow & Net Income

» Details

Guru Trades

Q2 2015

BMO Guru Trades in Q2 2015

David Dreman 295 sh (unchged)
Jeremy Grantham 183,800 sh (unchged)
Mairs and Power 6,150 sh (-0.95%)
Jim Simons 418,595 sh (-51.05%)
» More
Q3 2015

BMO Guru Trades in Q3 2015

Jeremy Grantham 1,020,800 sh (+455.39%)
Jim Simons 444,695 sh (+6.24%)
David Dreman 295 sh (unchged)
Mairs and Power 4,774 sh (-22.37%)
» More
Q4 2015

BMO Guru Trades in Q4 2015

David Dreman 420 sh (+42.37%)
Jeremy Grantham 1,018,500 sh (-0.23%)
Mairs and Power 4,074 sh (-14.66%)
Jim Simons 46,000 sh (-89.66%)
» More
Q1 2016

BMO Guru Trades in Q1 2016

David Dreman 15,882 sh (+3681.43%)
Jim Simons 247,700 sh (+438.48%)
Mairs and Power 3,874 sh (-4.91%)
Jeremy Grantham 797,800 sh (-21.67%)
» More
» Details

Insider Trades

Latest Guru Trades with BMO

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Preferred stocks of Bank of Montreal

SymbolPriceYieldDescription
BMO.PR.N.Canada24.996.50Bank of Montreal,non-cumulative, five-year rate reset Class B preferred shares, Series 18
BMO.PR.K.Canada25.593.85
BMO.PR.M.Canada23.182.76Non-Cum Pfd Shs -B- Series -16-
BMO.PR.J.Canada25.244.46
BMO.PR.H.Canada25.035.29
BMO.PR.Q.Canada19.804.96
BMO.PR.L.Canada25.874.21Non-Cum Perp Pfd Shs -B- Without Fixed Maturity Series -15-
BMO.PR.P.Canada25.005.40Non-Cum Reset Pfd Shs -B- Series -23-
BMO.PR.O.Canada25.006.50Non-cumulative five-year rate reset Class B preferred shares, Series 21
BMO.PR.R.Canada21.702.51
BMQCF20.220.00Non-Cum Pfd Shs -B- Series -16-
BMQZF19.974.05Non-Cum Perp Pfd Shs -B- Without Fixed Maturity Series -15-
BMO.PR.S.Canada18.605.42Non-Cum Pfd Shs -B- Series -27-
BMO.PR.T.Canada18.495.35Non-Cum Pfd Shs -B- Series -29-
BMO.PR.W.Canada18.295.22Non-Cum Pfd Shs -B- Series -31-
BMO.PR.Y.Canada20.154.61
BMO.PR.Z.Canada25.154.11Non-Cum Pfd Shs -B- Series -35-

Business Description

Industry: Banks » Banks - Global
Compare:OTCPK:BKFCF, NYSE:SMFG, OTCPK:INGVF, OTCPK:BCLYF, NYSE:RY/PT, NYSE:BBVA, OTCPK:NABZY, NYSE:RBS, NYSE:CM, OTCPK:ANZBY, NYSE:UBS, OTCPK:BCDRF, OTCPK:SCBFF, OTCPK:SVNLY, OTCPK:CSGKF, NYSE:BNS, OTCPK:MLYNF, OTCPK:FANDY, NYSE:MTU, NYSE:WBK » details
Traded in other countries:BMO.Canada, BZZ.Germany,
Bank of Montreal is a financial services provider based in North America. It provides retail banking, wealth management and investment banking products & services.

Bank of Montreal was incorporated in Canada on March 18, 1821 by an Act of Lower Canada as the first Canadian chartered bank. The Company offers credit and non-credit products and services directly and through Canadian and non-Canadian subsidiaries. The Company is comprised of three operating groups: Personal and Commercial Banking which provides financial services to personal and commercial customers across Canada and in select markets in the U.S. Midwest through its branches as well as directly and a network of automated banking machines; Private Client Group which provides wealth management products and services to individuals and select institutional segments through Bank of Montreal, BMO Nesbitt Burns(r), BMO InvestorLine(r), Guardian Mutual Funds, Jones Heward Investment Counsel and BMO Harris Private Banking in Canada and through Harris Private Bank and Harris Investment Management in the United States and BMO Capital Markets which serves corporate, institutional and government clients in Canada and the United States but also in the United Kingdom, Europe, Asia and Australia, offering clients complete financial and capital markets solutions. The Bank's Corporate Services and Technology and Operations groups, provide risk management, information technology and other corporate services to the three operating groups. The Company also provides investment dealer services through the BMO Nesbitt Burns group of companies, which include BMO Nesbitt Burns Inc., a Canadian investment dealer and BMO Capital Markets Corp. The Company competes with companies including full-service banks, internet banks, trust companies, credit unions, online and full-service brokerages, investment dealers, life and property and casualty insurance companies, mutual fund dealers and other mono-line financial institutions among others. The activities of Bank of Montreal and its subsidiaries in the United States are subject to federal and state supervision, regulation and examination by bank regulatory and other governmental agencies.

Ratios

vs
industry
vs
history
P/E(ttm) 12.37
BMO's P/E(ttm) is ranked higher than
51% of the 1547 Companies
in the Global Banks - Global industry.

( Industry Median: 12.50 vs. BMO: 12.37 )
Ranked among companies with meaningful P/E(ttm) only.
BMO' s P/E(ttm) Range Over the Past 10 Years
Min: 6.7  Med: 12.36 Max: 17.83
Current: 12.37
6.7
17.83
Forward P/E 11.57
BMO's Forward P/E is ranked higher than
60% of the 366 Companies
in the Global Banks - Global industry.

( Industry Median: 12.50 vs. BMO: 11.57 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 12.37
BMO's PE(NRI) is ranked higher than
51% of the 1546 Companies
in the Global Banks - Global industry.

( Industry Median: 12.50 vs. BMO: 12.37 )
Ranked among companies with meaningful PE(NRI) only.
BMO' s PE(NRI) Range Over the Past 10 Years
Min: 6.7  Med: 12.36 Max: 17.83
Current: 12.37
6.7
17.83
P/B 1.47
BMO's P/B is ranked lower than
78% of the 1654 Companies
in the Global Banks - Global industry.

( Industry Median: 1.02 vs. BMO: 1.47 )
Ranked among companies with meaningful P/B only.
BMO' s P/B Range Over the Past 10 Years
Min: 0.77  Med: 1.57 Max: 2.47
Current: 1.47
0.77
2.47
P/S 2.64
BMO's P/S is ranked higher than
55% of the 1638 Companies
in the Global Banks - Global industry.

( Industry Median: 2.85 vs. BMO: 2.64 )
Ranked among companies with meaningful P/S only.
BMO' s P/S Range Over the Past 10 Years
Min: 1.19  Med: 2.67 Max: 3.84
Current: 2.64
1.19
3.84
EV-to-EBIT 3.15
BMO's EV-to-EBIT is ranked higher than
95% of the 1495 Companies
in the Global Banks - Global industry.

( Industry Median: 12.99 vs. BMO: 3.15 )
Ranked among companies with meaningful EV-to-EBIT only.
BMO' s EV-to-EBIT Range Over the Past 10 Years
Min: -1  Med: 4.00 Max: 12.8
Current: 3.15
-1
12.8
EV-to-EBITDA 2.73
BMO's EV-to-EBITDA is ranked higher than
95% of the 1494 Companies
in the Global Banks - Global industry.

( Industry Median: 11.84 vs. BMO: 2.73 )
Ranked among companies with meaningful EV-to-EBITDA only.
BMO' s EV-to-EBITDA Range Over the Past 10 Years
Min: -0.8  Med: 3.50 Max: 9.9
Current: 2.73
-0.8
9.9
PEG 0.95
BMO's PEG is ranked higher than
56% of the 751 Companies
in the Global Banks - Global industry.

( Industry Median: 1.06 vs. BMO: 0.95 )
Ranked among companies with meaningful PEG only.
BMO' s PEG Range Over the Past 10 Years
Min: 0.57  Med: 1.18 Max: 22.85
Current: 0.95
0.57
22.85
Shiller P/E 14.97
BMO's Shiller P/E is ranked higher than
61% of the 504 Companies
in the Global Banks - Global industry.

( Industry Median: 16.55 vs. BMO: 14.97 )
Ranked among companies with meaningful Shiller P/E only.
BMO' s Shiller P/E Range Over the Past 10 Years
Min: 6.15  Med: 13.69 Max: 19.75
Current: 14.97
6.15
19.75

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 3.91
BMO's Dividend Yield is ranked higher than
67% of the 2261 Companies
in the Global Banks - Global industry.

( Industry Median: 3.03 vs. BMO: 3.91 )
Ranked among companies with meaningful Dividend Yield only.
BMO' s Dividend Yield Range Over the Past 10 Years
Min: 2.72  Med: 4.51 Max: 11.35
Current: 3.91
2.72
11.35
Dividend Payout 0.50
BMO's Dividend Payout is ranked lower than
58% of the 1286 Companies
in the Global Banks - Global industry.

( Industry Median: 0.34 vs. BMO: 0.50 )
Ranked among companies with meaningful Dividend Payout only.
BMO' s Dividend Payout Range Over the Past 10 Years
Min: 0.25  Med: 0.47 Max: 280
Current: 0.5
0.25
280
Dividend Growth (3y) 3.20
BMO's Dividend Growth (3y) is ranked lower than
68% of the 755 Companies
in the Global Banks - Global industry.

( Industry Median: 8.40 vs. BMO: 3.20 )
Ranked among companies with meaningful Dividend Growth (3y) only.
BMO' s Dividend Growth (3y) Range Over the Past 10 Years
Min: 0  Med: 5.30 Max: 72.2
Current: 3.2
0
72.2
Forward Dividend Yield 4.13
BMO's Forward Dividend Yield is ranked higher than
65% of the 2124 Companies
in the Global Banks - Global industry.

( Industry Median: 3.29 vs. BMO: 4.13 )
Ranked among companies with meaningful Forward Dividend Yield only.
N/A
Yield on cost (5-Year) 4.27
BMO's Yield on cost (5-Year) is ranked higher than
60% of the 2499 Companies
in the Global Banks - Global industry.

( Industry Median: 3.61 vs. BMO: 4.27 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
BMO' s Yield on cost (5-Year) Range Over the Past 10 Years
Min: 2.97  Med: 4.93 Max: 12.41
Current: 4.27
2.97
12.41
3-Year Average Share Buyback Ratio -0.30
BMO's 3-Year Average Share Buyback Ratio is ranked higher than
69% of the 1081 Companies
in the Global Banks - Global industry.

( Industry Median: -1.80 vs. BMO: -0.30 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
BMO' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -8.1  Med: -0.45 Max: 2.7
Current: -0.3
-8.1
2.7

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 1.93
BMO's Price/Tangible Book is ranked lower than
84% of the 1647 Companies
in the Global Banks - Global industry.

( Industry Median: 1.08 vs. BMO: 1.93 )
Ranked among companies with meaningful Price/Tangible Book only.
BMO' s Price/Tangible Book Range Over the Past 10 Years
Min: 1.2  Med: 1.98 Max: 3.01
Current: 1.93
1.2
3.01
Price/Projected FCF 0.60
BMO's Price/Projected FCF is ranked higher than
56% of the 897 Companies
in the Global Banks - Global industry.

( Industry Median: 0.64 vs. BMO: 0.60 )
Ranked among companies with meaningful Price/Projected FCF only.
BMO' s Price/Projected FCF Range Over the Past 10 Years
Min: 0.39  Med: 1.98 Max: 207.81
Current: 0.6
0.39
207.81
Price/Median PS Value 0.99
BMO's Price/Median PS Value is ranked higher than
51% of the 1572 Companies
in the Global Banks - Global industry.

( Industry Median: 0.99 vs. BMO: 0.99 )
Ranked among companies with meaningful Price/Median PS Value only.
BMO' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.51  Med: 0.95 Max: 1.39
Current: 0.99
0.51
1.39
Price/Graham Number 1.03
BMO's Price/Graham Number is ranked lower than
69% of the 1440 Companies
in the Global Banks - Global industry.

( Industry Median: 0.81 vs. BMO: 1.03 )
Ranked among companies with meaningful Price/Graham Number only.
BMO' s Price/Graham Number Range Over the Past 10 Years
Min: 0.68  Med: 1.06 Max: 1.45
Current: 1.03
0.68
1.45
Earnings Yield (Greenblatt) (%) 31.43
BMO's Earnings Yield (Greenblatt) (%) is ranked higher than
95% of the 1646 Companies
in the Global Banks - Global industry.

( Industry Median: 7.10 vs. BMO: 31.43 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
BMO' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 7.8  Med: 24.90 Max: 2314.3
Current: 31.43
7.8
2314.3
Forward Rate of Return (Yacktman) (%) 13.48
BMO's Forward Rate of Return (Yacktman) (%) is ranked higher than
51% of the 874 Companies
in the Global Banks - Global industry.

( Industry Median: 13.27 vs. BMO: 13.48 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
BMO' s Forward Rate of Return (Yacktman) (%) Range Over the Past 10 Years
Min: -27.2  Med: 5.10 Max: 35.2
Current: 13.48
-27.2
35.2

More Statistics

Revenue (TTM) (Mil) $15,115
EPS (TTM) $ 5.03
Beta1.14
Short Percentage of Float1.60%
52-Week Range $47.54 - 66.29
Shares Outstanding (Mil)644.00

Analyst Estimate

Oct16 Oct17 Oct18
Revenue (Mil $) 14,589 15,490 16,443
EPS ($) 5.21 5.45 5.92
EPS w/o NRI ($) 5.21 5.45 5.92
EPS Growth Rate
(3Y to 5Y Estimate)
N/A
» More Articles for BMO

Headlines

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3 Elite Canadian Banks for Dividends: Royal Bank of Canada (Part 1 of 3) Jun 09 2016 
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Leith Wheeler Canadian Equity Fund Buys 3 New Stocks Mar 31 2015 
All Banks Portfolio – Genius Idea? Jan 13 2015 
Dividend Yield Investing in Canadian Financials Nov 11 2014 
Weekly 52-Week Highs Highlight: KLAC, BMO, EEP, GLW Jun 30 2014 
4 Stocks with Higher Future Dividends Dec 09 2013 
Insiders Are Buying Pacific & Western Bank of Canada Oct 05 2013 
My 5 Favorites Stocks With Dividend Growth From Last Week Mar 03 2013 

More From Other Websites
BANK OF MONTREAL /CAN/ Files SEC form 8-K, Other Events, Financial Statements and Exhibits Jun 30 2016
MEDIA ADVISORY: BMO Supports the LGBTQ+ Community With the 21st Annual Pride and Remembrance Run Jun 28 2016
5:05 am Bank of Montreal announces it does not intend to exercise its right to redeem the currently... Jun 28 2016
Bank of Montreal Announces Conversion Privilege of $290,000,000 Non-Cumulative 5-Year Rate Reset... Jun 27 2016
Bank of Montreal Announces Conversion Privilege of $290,000,000 Non-Cumulative 5-Year Rate Reset... Jun 27 2016
BMO Harris Bank Opens New Commercial Banking Office in Dallas Jun 27 2016
BMO Harris Bank Opens New Commercial Banking Office in Dallas Jun 27 2016
Bank of Montreal breached its 50 day moving average in a Bearish Manner : BMO-US : June 27, 2016 Jun 27 2016
BMO Welcomes the Argos to BMO Field Jun 23 2016
BMO Welcomes the Argos to BMO Field Jun 23 2016
ETF’s with exposure to Bank of Montreal : June 21, 2016 Jun 21 2016
BMO Marks 20th National Aboriginal Day With In-Branch Celebrations Jun 21 2016
BMO Marks 20th National Aboriginal Day With In-Branch Celebrations Jun 21 2016
Barclays Calls Amanda Staveley's $1B Lawsuit Misconceived Jun 20 2016
BMO Asset Management Inc. Announces Cash Distributions for BMO Exchange Traded Funds Jun 20 2016
BMO Asset Management Inc. Announces Cash Distributions for BMO Exchange Traded Funds Jun 20 2016
New Strong Buy Stocks for June 16th Jun 16 2016
BMO Asset Management Inc. Lowers Management Fees on ETFs Jun 15 2016
BMO Asset Management Inc. Lowers Management Fees on ETFs Jun 15 2016
Bank of Montreal breached its 50 day moving average in a Bearish Manner : BMO-US : June 15, 2016 Jun 15 2016

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