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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 11.16
BMO's Cash to Debt is ranked higher than
85% of the 1266 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 1.28 vs. BMO: 11.16 )
BMO' s 10-Year Cash to Debt Range
Min: 1.27   Max: No Debt
Current: 11.16

Equity to Asset 0.06
BMO's Equity to Asset is ranked higher than
53% of the 1651 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 0.09 vs. BMO: 0.06 )
BMO' s 10-Year Equity to Asset Range
Min: 0.04   Max: 0.06
Current: 0.06

0.04
0.06
Interest Coverage 1.17
BMO's Interest Coverage is ranked higher than
65% of the 1508 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 1.25 vs. BMO: 1.17 )
BMO' s 10-Year Interest Coverage Range
Min: 0.2   Max: 1.17
Current: 1.17

0.2
1.17
F-Score: 4
Z-Score: 0.14
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 (%) 33.06
BMO's Operating margin (%) is ranked higher than
80% of the 1652 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 29.46 vs. BMO: 33.06 )
BMO' s 10-Year Operating margin (%) Range
Min: 18.62   Max: 35.24
Current: 33.06

18.62
35.24
Net-margin (%) 25.72
BMO's Net-margin (%) is ranked higher than
82% of the 1671 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 21.71 vs. BMO: 25.72 )
BMO' s 10-Year Net-margin (%) Range
Min: 16.15   Max: 26.68
Current: 25.72

16.15
26.68
ROE (%) 13.76
BMO's ROE (%) is ranked higher than
92% of the 1674 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 8.17 vs. BMO: 13.76 )
BMO' s 10-Year ROE (%) Range
Min: 8.85   Max: 17.48
Current: 13.76

8.85
17.48
ROA (%) 0.78
BMO's ROA (%) is ranked higher than
74% of the 1674 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 0.75 vs. BMO: 0.78 )
BMO' s 10-Year ROA (%) Range
Min: 0.46   Max: 0.87
Current: 0.78

0.46
0.87
ROC (Joel Greenblatt) (%) 245.41
BMO's ROC (Joel Greenblatt) (%) is ranked higher than
92% of the 1624 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 73.28 vs. BMO: 245.41 )
BMO' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 88.17   Max: 245.41
Current: 245.41

88.17
245.41
Revenue Growth (%) 4.90
BMO's Revenue Growth (%) is ranked higher than
86% of the 1452 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 1.00 vs. BMO: 4.90 )
BMO' s 10-Year Revenue Growth (%) Range
Min: 0.4   Max: 8.6
Current: 4.9

0.4
8.6
EBITDA Growth (%) 9.30
BMO's EBITDA Growth (%) is ranked higher than
77% of the 1307 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 6.70 vs. BMO: 9.30 )
BMO' s 10-Year EBITDA Growth (%) Range
Min: -14.8   Max: 24.7
Current: 9.3

-14.8
24.7
EPS Growth (%) 10.70
BMO's EPS Growth (%) is ranked higher than
77% of the 1293 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 9.10 vs. BMO: 10.70 )
BMO' s 10-Year EPS Growth (%) Range
Min: -15.8   Max: 27.7
Current: 10.7

-15.8
27.7
» BMO's 10-Y Financials

Financials


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

» Details

Guru Trades

Q3 2013

BMO Guru Trades in Q3 2013

Steven Cohen 32,782 sh (New)
Bill Frels 18,636 sh (unchged)
Pioneer Investments 250,474 sh (-0.05%)
Jeremy Grantham 358,100 sh (-20.37%)
Jim Simons 48,495 sh (-88.26%)
» More
Q4 2013

BMO Guru Trades in Q4 2013

David Dreman 720 sh (New)
Jim Simons 237,995 sh (+390.76%)
Jeremy Grantham 373,000 sh (+4.16%)
Pioneer Investments Sold Out
Bill Frels 11,636 sh (-37.56%)
Steven Cohen 8,665 sh (-73.57%)
» More
Q1 2014

BMO Guru Trades in Q1 2014

Jim Simons 432,595 sh (+81.77%)
Steven Cohen 10,068 sh (+16.19%)
David Dreman 752 sh (+4.44%)
Jeremy Grantham 334,700 sh (-10.27%)
Bill Frels 9,636 sh (-17.19%)
» More
Q2 2014

BMO Guru Trades in Q2 2014

David Dreman 813 sh (+8.11%)
Jeremy Grantham 335,000 sh (+0.09%)
Bill Frels 6,636 sh (-31.13%)
Jim Simons 231,095 sh (-46.58%)
» 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%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
David Dreman 2013-12-31 New Buy$64.72 - $70.79 $ 76.6813%720
Ray Dalio 2012-06-30 Sold Out 0.1%$51.62 - $60.23 $ 76.6837%0
Ray Dalio 2012-03-31 New Buy0.1%$56.27 - $60.6 $ 76.6842%109700
Mario Gabelli 2011-12-31 Sold Out 0.0031%$52.65 - $61.14 $ 76.6836%0
Charles Brandes 2011-09-30 Sold Out 0.0049%$54.4 - $65.45 $ 76.6826%0
Mario Gabelli 2011-09-30 New Buy$54.4 - $65.45 $ 76.6826%6000
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

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.Canada26.045.04
BMO.PR.M.Canada25.283.35Non-Cum Pfd Shs -B- Series -16-
BMO.PR.J.Canada25.754.37
BMO.PR.H.Canada25.035.29
BMO.PR.Q.Canada24.883.92
BMO.PR.L.Canada26.405.49Non-Cum Perp Pfd Shs -B- Without Fixed Maturity Series -15-
BMO.PR.P.Canada25.505.29Non-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.Canada25.352.55
BMQCF0.000.00Non-Cum Pfd Shs -B- Series -16-
BMQZF24.265.50Non-Cum Perp Pfd Shs -B- Without Fixed Maturity Series -15-
BMO.PR.S.Canada25.481.33Non-Cum Pfd Shs -B- Series -27-

Ratios

vs
industry
vs
history
P/E(ttm) 12.90
BMO's P/E(ttm) is ranked higher than
80% of the 1834 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 15.40 vs. BMO: 12.90 )
BMO' s 10-Year P/E(ttm) Range
Min: 6.7   Max: 18.2
Current: 12.9

6.7
18.2
P/B 1.78
BMO's P/B is ranked higher than
51% of the 1834 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 1.20 vs. BMO: 1.78 )
BMO' s 10-Year P/B Range
Min: 0.77   Max: 2.54
Current: 1.78

0.77
2.54
P/S 3.25
BMO's P/S is ranked higher than
61% of the 1834 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 3.11 vs. BMO: 3.25 )
BMO' s 10-Year P/S Range
Min: 1.19   Max: 3.85
Current: 3.25

1.19
3.85
EV-to-EBIT 3.14
BMO's EV-to-EBIT is ranked higher than
98% of the 1834 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 17.74 vs. BMO: 3.14 )
BMO' s 10-Year EV-to-EBIT Range
Min: 0.1   Max: 12.8
Current: 3.14

0.1
12.8
PEG 0.72
BMO's PEG is ranked higher than
92% of the 1834 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 9999.00 vs. BMO: 0.72 )
BMO' s 10-Year PEG Range
Min: 0.5   Max: 49.19
Current: 0.72

0.5
49.19
Shiller P/E 14.98
BMO's Shiller P/E is ranked higher than
83% of the 1833 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 30.55 vs. BMO: 14.98 )
BMO' s 10-Year Shiller P/E Range
Min: 5.42   Max: 19.24
Current: 14.98

5.42
19.24

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 3.65
BMO's Dividend Yield is ranked higher than
76% of the 1413 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 2.42 vs. BMO: 3.65 )
BMO' s 10-Year Dividend Yield Range
Min: 2.33   Max: 11.35
Current: 3.65

2.33
11.35
Dividend Payout 0.45
BMO's Dividend Payout is ranked higher than
65% of the 1834 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 0.48 vs. BMO: 0.45 )
BMO' s 10-Year Dividend Payout Range
Min: 0.25   Max: 1.8
Current: 0.45

0.25
1.8
Dividend growth (3y) 1.60
BMO's Dividend growth (3y) is ranked higher than
70% of the 979 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 5.40 vs. BMO: 1.60 )
BMO' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 72.2
Current: 1.6

0
72.2
Yield on cost (5-Year) 3.91
BMO's Yield on cost (5-Year) is ranked higher than
68% of the 1426 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 2.64 vs. BMO: 3.91 )
BMO' s 10-Year Yield on cost (5-Year) Range
Min: 2.46   Max: 11.99
Current: 3.91

2.46
11.99
Share Buyback Rate -4.90
BMO's Share Buyback Rate is ranked higher than
64% of the 1240 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: -2.00 vs. BMO: -4.90 )
BMO' s 10-Year Share Buyback Rate Range
Min: 2.8   Max: -5.9
Current: -4.9

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 2.34
BMO's Price/Tangible Book is ranked higher than
59% of the 1834 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 1.42 vs. BMO: 2.34 )
BMO' s 10-Year Price/Tangible Book Range
Min: 1.2   Max: 3.01
Current: 2.34

1.2
3.01
Price/DCF (Projected) 0.79
BMO's Price/DCF (Projected) is ranked higher than
83% of the 1834 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 1.09 vs. BMO: 0.79 )
BMO' s 10-Year Price/DCF (Projected) Range
Min: 0.51   Max: 65.83
Current: 0.79

0.51
65.83
Price/Median PS Value 1.16
BMO's Price/Median PS Value is ranked higher than
67% of the 1834 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 1.13 vs. BMO: 1.16 )
BMO' s 10-Year Price/Median PS Value Range
Min: 0.51   Max: 1.83
Current: 1.16

0.51
1.83
Price/Peter Lynch Fair Value 1.22
BMO's Price/Peter Lynch Fair Value is ranked higher than
92% of the 1834 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 9999.00 vs. BMO: 1.22 )
BMO' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.02   Max: 3.02
Current: 1.22

0.02
3.02
Price/Graham Number 1.06
BMO's Price/Graham Number is ranked higher than
73% of the 1834 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 1.10 vs. BMO: 1.06 )
BMO' s 10-Year Price/Graham Number Range
Min: 0.61   Max: 1.32
Current: 1.06

0.61
1.32
Earnings Yield (Greenblatt) 31.80
BMO's Earnings Yield (Greenblatt) is ranked higher than
97% of the 1606 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 6.90 vs. BMO: 31.80 )
BMO' s 10-Year Earnings Yield (Greenblatt) Range
Min: 7.8   Max: 2402.9
Current: 31.8

7.8
2402.9
Forward Rate of Return (Yacktman) 15.54
BMO's Forward Rate of Return (Yacktman) is ranked higher than
83% of the 1309 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 15.11 vs. BMO: 15.54 )
BMO' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -38   Max: 32.5
Current: 15.54

-38
32.5

Business Description

Industry: Banks » Banks - Regional - Canada
Compare:RY, CM, NTIOF, BNS, CBWBF » details
Traded in other countries:BMO.PR.N.Canada, BMO.PR.K.Canada, BMO.PR.M.Canada, BMO.PR.J.Canada, BMO.PR.H.Canada, BMO.PR.Q.Canada, BMO.PR.L.Canada, BMO.PR.P.Canada, BMO.PR.O.Canada, BMO.Canada, BZZ.Germany, BMO.PR.R.Canada, BMQZF.USA, BMO.PR.S.Canada
Bank of Montreal is incorporated in 1821 by an Act of Lower Canada as the first Canadian chartered bank. The bank commenced its business in Montreal in 1817 It 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 2,000 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 large 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.
» More Articles for NYSE:BMO

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