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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 8.13
BMO's Cash to Debt is ranked higher than
80% of the 1639 Companies
in the Global Banks - Global industry.

( Industry Median: 1.98 vs. BMO: 8.13 )
Ranked among companies with meaningful Cash to Debt only.
BMO' s Cash to Debt Range Over the Past 10 Years
Min: 2.47  Med: 5.09 Max: 10.8
Current: 8.13
2.47
10.8
Equity to Asset 0.06
BMO's Equity to Asset is ranked lower than
92% of the 1660 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 1.67
BMO's Interest Coverage is ranked lower than
58% of the 1590 Companies
in the Global Banks - Global industry.

( Industry Median: 1.69 vs. BMO: 1.67 )
Ranked among companies with meaningful Interest Coverage only.
BMO' s Interest Coverage Range Over the Past 10 Years
Min: 0.2  Med: 1.07 Max: 1.67
Current: 1.67
0.2
1.67
F-Score: 5
M-Score: -1.91
WACC vs ROIC
13.16%
50.99%
WACC
ROIC
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 : 6/10

vs
industry
vs
history
Operating margin (%) 27.18
BMO's Operating margin (%) is ranked lower than
61% of the 1678 Companies
in the Global Banks - Global industry.

( Industry Median: 30.78 vs. BMO: 27.18 )
Ranked among companies with meaningful Operating margin (%) only.
BMO' s Operating margin (%) Range Over the Past 10 Years
Min: 18.62  Med: 28.09 Max: 31.58
Current: 27.18
18.62
31.58
Net-margin (%) 21.92
BMO's Net-margin (%) is ranked lower than
52% of the 1677 Companies
in the Global Banks - Global industry.

( Industry Median: 22.15 vs. BMO: 21.92 )
Ranked among companies with meaningful Net-margin (%) only.
BMO' s Net-margin (%) Range Over the Past 10 Years
Min: 16.15  Med: 22.67 Max: 25.63
Current: 21.92
16.15
25.63
ROE (%) 11.00
BMO's ROE (%) is ranked higher than
69% of the 1675 Companies
in the Global Banks - Global industry.

( Industry Median: 8.39 vs. BMO: 11.00 )
Ranked among companies with meaningful ROE (%) only.
BMO' s ROE (%) Range Over the Past 10 Years
Min: 8.69  Med: 12.68 Max: 14.84
Current: 11
8.69
14.84
ROA (%) 0.68
BMO's ROA (%) is ranked lower than
64% of the 1683 Companies
in the Global Banks - Global industry.

( Industry Median: 0.89 vs. BMO: 0.68 )
Ranked among companies with meaningful ROA (%) only.
BMO' s ROA (%) Range Over the Past 10 Years
Min: 0.44  Med: 0.69 Max: 0.8
Current: 0.68
0.44
0.8
Revenue Growth (3Y)(%) 8.00
BMO's Revenue Growth (3Y)(%) is ranked higher than
67% of the 1371 Companies
in the Global Banks - Global industry.

( Industry Median: 3.10 vs. BMO: 8.00 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
BMO' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: 0.4  Med: 5.7 Max: 8
Current: 8
0.4
8
EBITDA Growth (3Y)(%) 3.50
BMO's EBITDA Growth (3Y)(%) is ranked lower than
61% of the 1253 Companies
in the Global Banks - Global industry.

( Industry Median: 5.80 vs. BMO: 3.50 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
BMO' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: -14.8  Med: 7.3 Max: 23.6
Current: 3.5
-14.8
23.6
EPS Growth (3Y)(%) 3.90
BMO's EPS Growth (3Y)(%) is ranked lower than
65% of the 1231 Companies
in the Global Banks - Global industry.

( Industry Median: 7.30 vs. BMO: 3.90 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
BMO' s EPS Growth (3Y)(%) Range Over the Past 10 Years
Min: -15.7  Med: 4.9 Max: 25.6
Current: 3.9
-15.7
25.6
» BMO's 10-Y Financials

Financials (Next Earnings Date: Est. 2017-05-25)


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

» Details

Guru Trades

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
Q2 2016

BMO Guru Trades in Q2 2016

David Dreman 15,175 sh (-4.45%)
Mairs and Power 3,573 sh (-7.77%)
Jeremy Grantham 704,700 sh (-11.67%)
Jim Simons 112,800 sh (-54.46%)
» More
Q3 2016

BMO Guru Trades in Q3 2016

Jim Simons 359,695 sh (+218.88%)
David Dreman 15,175 sh (unchged)
Mairs and Power Sold Out
Jeremy Grantham 257,800 sh (-63.42%)
» 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.K.Canada25.355.16
BMO.PR.M.Canada24.003.52Non-Cum Pfd Shs -B- Series -16-
BMO.PR.Q.Canada20.164.19
BMO.PR.L.Canada25.405.70Non-Cum Perp Pfd Shs -B- Without Fixed Maturity Series -15-
BMO.PR.R.Canada23.152.31
BMQCF19.410.00Non-Cum Pfd Shs -B- Series -16-
BMQZF18.764.29Non-Cum Perp Pfd Shs -B- Without Fixed Maturity Series -15-
BMO.PR.S.Canada19.325.19Non-Cum Pfd Shs -B- Series -27-
BMO.PR.T.Canada18.785.19B
BMO.PR.W.Canada18.715.08Non-Cum Pfd Shs -B- Series -31-
BMO.PR.A.Canada20.200.51B
BMO.PR.Y.Canada21.005.53
BMO.PR.Z.Canada24.575.45Non-Cum Pfd Shs -B- Series -35-
BMMQF0.000.00B
BMO.PR.B.Canada25.650.00Series 38

Business Description

Industry: Banks » Banks - Global    NAICS: 522110    SIC: 7021
Compare:NYSE:RY/PT, OTCPK:BCLYF, NYSE:BBVA, NYSE:SMFG, OTCPK:INGVF, NYSE:CM, NYSE:RBS, OTCPK:CSGKF, OTCPK:NABZY, OTCPK:BCMXY, OTCPK:SVNLY, NYSE:UBS, OTCPK:ANEWF, OTCPK:SCBFF, OTCPK:FANDY, NYSE:BNS, OTCPK:MLYBY, NYSE:SAN, OTCPK:NTIOF, OTCPK:JBAXY » 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) 14.00
BMO's P/E(ttm) is ranked higher than
54% of the 1557 Companies
in the Global Banks - Global industry.

( Industry Median: 13.95 vs. BMO: 14.00 )
Ranked among companies with meaningful P/E(ttm) only.
BMO' s P/E(ttm) Range Over the Past 10 Years
Min: 6.7  Med: 12.35 Max: 18.13
Current: 14
6.7
18.13
Forward P/E 12.30
BMO's Forward P/E is ranked higher than
72% of the 334 Companies
in the Global Banks - Global industry.

( Industry Median: 15.24 vs. BMO: 12.30 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 14.00
BMO's PE(NRI) is ranked higher than
54% of the 1539 Companies
in the Global Banks - Global industry.

( Industry Median: 13.98 vs. BMO: 14.00 )
Ranked among companies with meaningful PE(NRI) only.
BMO' s PE(NRI) Range Over the Past 10 Years
Min: 6.7  Med: 12.35 Max: 18.13
Current: 14
6.7
18.13
Price/Owner Earnings (ttm) 4.07
BMO's Price/Owner Earnings (ttm) is ranked lower than
99.99% of the 883 Companies
in the Global Banks - Global industry.

( Industry Median: 13.78 vs. BMO: 4.07 )
Ranked among companies with meaningful Price/Owner Earnings (ttm) only.
BMO' s Price/Owner Earnings (ttm) Range Over the Past 10 Years
Min: 1.64  Med: 5.64 Max: 24.37
Current: 4.07
1.64
24.37
P/B 1.60
BMO's P/B is ranked lower than
73% of the 1662 Companies
in the Global Banks - Global industry.

( Industry Median: 1.12 vs. BMO: 1.60 )
Ranked among companies with meaningful P/B only.
BMO' s P/B Range Over the Past 10 Years
Min: 0.77  Med: 1.54 Max: 2.47
Current: 1.6
0.77
2.47
P/S 2.98
BMO's P/S is ranked higher than
59% of the 1645 Companies
in the Global Banks - Global industry.

( Industry Median: 3.21 vs. BMO: 2.98 )
Ranked among companies with meaningful P/S only.
BMO' s P/S Range Over the Past 10 Years
Min: 1.19  Med: 2.66 Max: 3.84
Current: 2.98
1.19
3.84
PFCF 10.24
BMO's PFCF is ranked lower than
99.99% of the 826 Companies
in the Global Banks - Global industry.

( Industry Median: 12.19 vs. BMO: 10.24 )
Ranked among companies with meaningful PFCF only.
BMO' s PFCF Range Over the Past 10 Years
Min: 1.56  Med: 7.03 Max: 149.69
Current: 10.24
1.56
149.69
POCF 9.65
BMO's POCF is ranked lower than
99.99% of the 925 Companies
in the Global Banks - Global industry.

( Industry Median: 10.51 vs. BMO: 9.65 )
Ranked among companies with meaningful POCF only.
BMO' s POCF Range Over the Past 10 Years
Min: 1.52  Med: 8.52 Max: 144.64
Current: 9.65
1.52
144.64
EV-to-EBIT 6.06
BMO's EV-to-EBIT is ranked higher than
58% of the 1265 Companies
in the Global Banks - Global industry.

( Industry Median: 12.31 vs. BMO: 6.06 )
Ranked among companies with meaningful EV-to-EBIT only.
BMO' s EV-to-EBIT Range Over the Past 10 Years
Min: -0.8  Med: 4 Max: 12.8
Current: 6.06
-0.8
12.8
EV-to-EBITDA 5.55
BMO's EV-to-EBITDA is ranked higher than
59% of the 1263 Companies
in the Global Banks - Global industry.

( Industry Median: 10.92 vs. BMO: 5.55 )
Ranked among companies with meaningful EV-to-EBITDA only.
BMO' s EV-to-EBITDA Range Over the Past 10 Years
Min: -0.7  Med: 3.6 Max: 9.9
Current: 5.55
-0.7
9.9
PEG 2.60
BMO's PEG is ranked lower than
69% of the 752 Companies
in the Global Banks - Global industry.

( Industry Median: 1.28 vs. BMO: 2.60 )
Ranked among companies with meaningful PEG only.
BMO' s PEG Range Over the Past 10 Years
Min: 0.57  Med: 1.19 Max: 21.4
Current: 2.6
0.57
21.4
Shiller P/E 17.23
BMO's Shiller P/E is ranked higher than
66% of the 502 Companies
in the Global Banks - Global industry.

( Industry Median: 20.35 vs. BMO: 17.23 )
Ranked among companies with meaningful Shiller P/E only.
BMO' s Shiller P/E Range Over the Past 10 Years
Min: 6.15  Med: 13.67 Max: 19.5
Current: 17.23
6.15
19.5

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 3.53
BMO's Dividend Yield is ranked higher than
66% of the 2376 Companies
in the Global Banks - Global industry.

( Industry Median: 2.79 vs. BMO: 3.53 )
Ranked among companies with meaningful Dividend Yield only.
BMO' s Dividend Yield Range Over the Past 10 Years
Min: 2.72  Med: 4.52 Max: 11.35
Current: 3.53
2.72
11.35
Dividend Payout 0.49
BMO's Dividend Payout is ranked lower than
76% of the 1294 Companies
in the Global Banks - Global industry.

( Industry Median: 9999.00 vs. BMO: 0.49 )
Ranked among companies with meaningful Dividend Payout only.
BMO' s Dividend Payout Range Over the Past 10 Years
Min: 0.31  Med: 0.46 Max: 0.91
Current: 0.49
0.31
0.91
Dividend Growth (3y) 5.00
BMO's Dividend Growth (3y) is ranked lower than
62% of the 739 Companies
in the Global Banks - Global industry.

( Industry Median: 8.00 vs. BMO: 5.00 )
Ranked among companies with meaningful Dividend Growth (3y) only.
BMO' s Dividend Growth (3y) Range Over the Past 10 Years
Min: 0  Med: 7.4 Max: 19.5
Current: 5
0
19.5
Forward Dividend Yield 3.67
BMO's Forward Dividend Yield is ranked higher than
64% of the 2299 Companies
in the Global Banks - Global industry.

( Industry Median: 2.98 vs. BMO: 3.67 )
Ranked among companies with meaningful Forward Dividend Yield only.
N/A
Yield on cost (5-Year) 4.34
BMO's Yield on cost (5-Year) is ranked higher than
62% of the 2629 Companies
in the Global Banks - Global industry.

( Industry Median: 3.56 vs. BMO: 4.34 )
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: 3.34  Med: 5.55 Max: 13.94
Current: 4.34
3.34
13.94
3-Year Average Share Buyback Ratio -0.10
BMO's 3-Year Average Share Buyback Ratio is ranked higher than
81% of the 1061 Companies
in the Global Banks - Global industry.

( Industry Median: -2.00 vs. BMO: -0.10 )
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: -0.3 Max: 2.7
Current: -0.1
-8.1
2.7

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 2.09
BMO's Price/Tangible Book is ranked lower than
66% of the 1660 Companies
in the Global Banks - Global industry.

( Industry Median: 1.19 vs. BMO: 2.09 )
Ranked among companies with meaningful Price/Tangible Book only.
BMO' s Price/Tangible Book Range Over the Past 10 Years
Min: 1.36  Med: 2.1 Max: 2.7
Current: 2.09
1.36
2.7
Price/Projected FCF 0.78
BMO's Price/Projected FCF is ranked lower than
53% of the 872 Companies
in the Global Banks - Global industry.

( Industry Median: 0.74 vs. BMO: 0.78 )
Ranked among companies with meaningful Price/Projected FCF only.
BMO' s Price/Projected FCF Range Over the Past 10 Years
Min: 0.52  Med: 1.11 Max: 21.11
Current: 0.78
0.52
21.11
Price/DCF (Earnings Based) 1.21
BMO's Price/DCF (Earnings Based) is ranked lower than
99.99% of the 106 Companies
in the Global Banks - Global industry.

( Industry Median: 0.73 vs. BMO: 1.21 )
Ranked among companies with meaningful Price/DCF (Earnings Based) only.
N/A
Price/Median PS Value 1.12
BMO's Price/Median PS Value is ranked higher than
59% of the 1450 Companies
in the Global Banks - Global industry.

( Industry Median: 1.10 vs. BMO: 1.12 )
Ranked among companies with meaningful Price/Median PS Value only.
BMO' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.73  Med: 0.96 Max: 1.37
Current: 1.12
0.73
1.37
Price/Graham Number 1.14
BMO's Price/Graham Number is ranked lower than
51% of the 1404 Companies
in the Global Banks - Global industry.

( Industry Median: 0.92 vs. BMO: 1.14 )
Ranked among companies with meaningful Price/Graham Number only.
BMO' s Price/Graham Number Range Over the Past 10 Years
Min: 0.83  Med: 1.09 Max: 1.31
Current: 1.14
0.83
1.31
Earnings Yield (Greenblatt) (%) 16.50
BMO's Earnings Yield (Greenblatt) (%) is ranked higher than
68% of the 1663 Companies
in the Global Banks - Global industry.

( Industry Median: 5.80 vs. BMO: 16.50 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
BMO' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 7.8  Med: 24.6 Max: 2314.3
Current: 16.5
7.8
2314.3
Forward Rate of Return (Yacktman) (%) 6.65
BMO's Forward Rate of Return (Yacktman) (%) is ranked lower than
51% of the 886 Companies
in the Global Banks - Global industry.

( Industry Median: 11.59 vs. BMO: 6.65 )
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: 7.4 Max: 35.2
Current: 6.65
-27.2
35.2

More Statistics

Revenue (TTM) (Mil) $15,850
EPS (TTM) $ 5.19
Beta1.10
Short Percentage of Float0.96%
52-Week Range $47.54 - 72.33
Shares Outstanding (Mil)645.76

Analyst Estimate

Oct17 Oct18
Revenue (Mil $) 15,807 16,295
EPS ($) 5.67 5.97
EPS w/o NRI ($) 5.67 5.97
EPS Growth Rate
(3Y to 5Y Estimate)
N/A
Dividends Per Share ($)
» More Articles for NYSE:BMO

Headlines

Articles On GuruFocus.com
The Bank of Montreal: Canada’s Oldest Dividend Payer Dec 08 2016 
A Record Year From the Smallest of the Big 5 Dec 06 2016 
Bank of Nova Scotia: Canada’s Most International Bank Reports Solid 2016 Earnings Dec 05 2016 
BMO Equity-Lined Notes Sep 02 2016 
Canadian “Bank-in” for Delicious Yield and Great Value Sep 01 2016 
5 Companies Hit 52-Week Highs Sep 01 2016 
Housing Bubbles Are Everywhere! Jul 13 2016 
3 Elite Canadian Banks for Dividends: Toronto-Dominion (Part 3 of 3) Jun 16 2016 
3 Elite Canadian Banks for Dividends: Royal Bank of Canada (Part 1 of 3) Jun 09 2016 
Dividend Yield Investing in Canadian Financials Mar 22 2016 

More From Other Websites
BMO Capital Markets to Host Inaugural Healthcare Conference Dec 09 2016
Post Earnings Coverage as Bank of Montreal Posts Healthy Q4 and Full Year FY16 Results Dec 09 2016
The Bank of Montreal: Canada's Oldest Dividend Payer Dec 08 2016
BMO Harris Bank Announces Plans for New Office Tower in the Heart of Downtown Milwaukee Dec 08 2016
BMO Global Asset Management Releases Five-Year Outlook Report Dec 08 2016
MEDIA ADVISORY / INTERVIEW OPPORTUNITY - BMO Experts Available for Market Commentary Ahead of U.S.... Dec 07 2016
Bank of Montreal upgraded by Canaccord Genuity Dec 07 2016
[$$] Finance Watch Dec 06 2016
CANADA STOCKS-TSX barely higher on BMO beat; energy stocks weigh Dec 06 2016
Bank of Montreal's quarterly results beat market view Dec 06 2016
[$$] Bank of Montreal Profit Climbs 11% Dec 06 2016
Bank of Montreal posts 4Q profit Dec 06 2016
Bank of Montreal posts 4Q profit Dec 06 2016
Bank of Montreal quarterly results beat market expectations Dec 06 2016
BMO Financial Group Increases Common Share Dividend Dec 06 2016
BMO Financial Group Reports Net Income of $4.6 Billion for Fiscal 2016 Dec 06 2016
Is Bank of Montreal (USA) (BMO) a Good Stock To Buy? Dec 05 2016
BMO Celebrates International Day of Persons with Disabilities Dec 02 2016
BMO and Catalyst Canada Welcome Newest Members of BMO Millennial Leaders Advisory Council Dec 01 2016
BMO and Catalyst Canada Welcome Newest Members of BMO Millennial Leaders Advisory Council Dec 01 2016

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