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61.32 (1y: +13%)
Market Cap 39.61 B P/E(ttm) 10.10
Enterprise Value P/B 1.40
BMO- NYSE (USA)
Bank of Montreal
  • Currently 1/5
Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$61.32
Switch to:

GuruFocus Financial Strength Rank measures how strong a companyÂ’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 5.77
BMO's Cash to Debt is ranked higher than
81% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 0.85 vs. BMO: 5.77 )
BMO' s 10-Year Cash to Debt Range
Min: 2.47   Max: 7.54
Current: 5.77
2.47
7.54
Equity to Asset 0.045
BMO's Equity to Asset is ranked lower than
82% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 0.09 vs. BMO: 0.045 )
BMO' s 10-Year Equity to Asset Range
Min: 0.04   Max: 0.05
Current: 0.05
0.04
0.05
Interest Coverage No Debt
BMO's Interest Coverage is ranked lower than
64% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 10000.00 vs. BMO: No Debt )
BMO' s 10-Year Interest Coverage Range
Min: No Debt   Max: No Debt
Current: No Debt
F-Score: 3
Z-Score: 0.2
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyÂ’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 : 8/10

vs
industry		 vs
history
Operating margin (%) 31.80
BMO's Operating margin (%) is ranked higher than
68% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 25.80 vs. BMO: 31.80 )
BMO' s 10-Year Operating margin (%) Range
Min: 18.6   Max: 36.1
Current: 31.8
18.6
36.1
Net-margin (%) 25.5
BMO's Net-margin (%) is ranked higher than
75% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 18.10 vs. BMO: 25.5 )
BMO' s 10-Year Net-margin (%) Range
Min: 16.2   Max: 26.7
Current: 25.5
16.2
26.7
ROE (%) 14.4
BMO's ROE (%) is ranked higher than
88% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 6.80 vs. BMO: 14.4 )
BMO' s 10-Year ROE (%) Range
Min: 8.8   Max: 17.8
Current: 14.4
8.8
17.8
ROA (%) 0.8
BMO's ROA (%) is ranked lower than
51% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 0.80 vs. BMO: 0.8 )
BMO' s 10-Year ROA (%) Range
Min: 0.5   Max: 0.9
Current: 0.8
0.5
0.9
Revenue Growth (%) 5.2
BMO's Revenue Growth (%) is ranked higher than
76% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 1.70 vs. BMO: 5.2 )
BMO' s 10-Year Revenue Growth (%) Range
Min: 0   Max: 5.2
Current: 5.2
0
5.2
EBITDA Growth (%) 18
BMO's EBITDA Growth (%) is ranked higher than
89% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 5.10 vs. BMO: 18 )
BMO' s 10-Year EBITDA Growth (%) Range
Min: -11.3   Max: 18
Current: 18
-11.3
18
EPS Growth (%) 18.9
BMO's EPS Growth (%) is ranked higher than
89% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 5.40 vs. BMO: 18.9 )
BMO' s 10-Year EPS Growth (%) Range
Min: -12.1   Max: 18.9
Current: 18.9
-12.1
18.9
» BMO's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

BMO Guru Trades in Q2 2012

Bill Frels 18,048 sh (+3.58%)
Tom Russo 157 sh (unchged)
Ray Dalio Sold Out
Steven Cohen Sold Out
Pioneer Investments 248,776 sh (-0.01%)
Jeremy Grantham 379,831 sh (-5.83%)
Jim Simons 63,500 sh (-76.72%)
» More
Q3 2012

BMO Guru Trades in Q3 2012

Jeremy Grantham 391,331 sh (+3.03%)
Bill Frels 18,048 sh (unchged)
Tom Russo 157 sh (unchged)
Signature Select Canadian Fund Sold Out
Pioneer Investments 248,642 sh (-0.05%)
Jim Simons 32,700 sh (-48.5%)
» More
Q4 2012

BMO Guru Trades in Q4 2012

Jim Simons 429,495 sh (+1213.44%)
Bill Frels 18,297 sh (+1.38%)
Pioneer Investments 250,032 sh (+0.56%)
Tom Russo 157 sh (unchged)
Jeremy Grantham 563,331 sh (unchged)
» More
Q1 2013

BMO Guru Trades in Q1 2013

Jim Simons 629,895 sh (+46.66%)
Pioneer Investments 250,608 sh (+0.23%)
Tom Russo 157 sh (unchged)
Bill Frels 18,236 sh (-0.33%)
Jeremy Grantham 481,631 sh (-14.5%)
» More
» Details

Insider Trades

Latest Guru Trades with BMO

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Ray Dalio 2012-06-30 Sold Out 0.1%$51.62 - $60.23 $ 61.3210%0
Ray Dalio 2012-03-31 New Buy0.1%$56.27 - $60.6 $ 61.3213%109700
Mario Gabelli 2011-12-31 Sold Out 0.0031%$52.65 - $61.14 $ 61.329%0
Charles Brandes 2011-09-30 Sold Out 0.0049%$54.4 - $65.45 $ 61.321%0
Mario Gabelli 2011-09-30 New Buy$54.4 - $65.45 $ 61.321%6000
David Dreman 2011-03-31 Sold Out 0.02%$57.57 - $64.76 $ 61.320%0
David Dreman 2010-06-30 New Buy0.02%$54.18 - $65.3 $ 61.322%15171
George Soros 2010-03-31 Sold Out $48.1 - $61.23 $ 61.3214%0
Premium More recent guru trades are included for Premium Members only!!

Preferred stocks of Bank of Montreal

SymbolPriceYieldDescription
BMO.PR.N.Canada25.806.30Bank of Montreal,non-cumulative, five-year rate reset Class B preferred shares, Series 18
BMO.PR.K.Canada26.314.99
BMO.PR.M.Canada25.305.14Non-cumulative 5-year rate reset class B preferred share,series 16
BMO.PR.J.Canada25.714.38
BMO.PR.H.Canada25.035.29
BMO.PR.Q.Canada25.503.82
BMO.PR.L.Canada26.545.46
BMO.PR.P.Canada26.555.08Non-Cum Reset Pfd Shs -B- Series -23-
BMO.PR.O.Canada26.096.23Non-cumulative five-year rate reset Class B preferred shares, Series 21

Ratios

vs
industry		 vs
history
P/E(ttm) 10.10
BMO's P/E(ttm) is ranked higher than
79% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 13.43 vs. BMO: 10.10 )
BMO' s 10-Year P/E(ttm) Range
Min: 6.7   Max: 19.4
Current: 10.1
6.7
19.4
P/B 1.40
BMO's P/B is ranked lower than
79% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 0.90 vs. BMO: 1.40 )
BMO' s 10-Year P/B Range
Min: 0.67   Max: 2.44
Current: 1.4
0.67
2.44
P/S 2.53
BMO's P/S is ranked lower than
55% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 2.20 vs. BMO: 2.53 )
BMO' s 10-Year P/S Range
Min: 1.19   Max: 3.67
Current: 2.53
1.19
3.67
PFCF 4.00
BMO's PFCF is ranked higher than
67% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 6.70 vs. BMO: 4.00 )
BMO' s 10-Year PFCF Range
Min: 1.31   Max: 146.76
Current: 4
1.31
146.76
EV-to-EBIT 1.9
BMO's EV-to-EBIT is ranked lower than
82% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 16.90 vs. BMO: 1.9 )
BMO' s 10-Year EV-to-EBIT Range
Min: 0.1   Max: 12.8
Current: 1.9
0.1
12.8
PEG 0.5
BMO's PEG is ranked higher than
95% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 1.29 vs. BMO: 0.5 )
BMO' s 10-Year PEG Range
Min: 0.48   Max: 29.74
Current: 0.5
0.48
29.74
Shiller P/E 12.7
BMO's Shiller P/E is ranked higher than
72% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 14.60 vs. BMO: 12.7 )
BMO' s 10-Year Shiller P/E Range
Min: 5.44   Max: 18.99
Current: 12.7
5.44
18.99

Dividend & Buy Back

vs
industry		 vs
history
Dividend Yield 4.67
BMO's Dividend Yield is ranked higher than
94% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 2.20 vs. BMO: 4.67 )
BMO' s 10-Year Dividend Yield Range
Min: 1.89   Max: 11.35
Current: 4.67
1.89
11.35
Dividend Payout 0.4533
BMO's Dividend Payout is ranked higher than
66% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 0.42 vs. BMO: 0.4533 )
BMO' s 10-Year Dividend Payout Range
Min: 0.09   Max: 0.85
Current: 0.45
0.09
0.85
Dividend growth (3y) 0.2
BMO's Dividend growth (3y) is ranked higher than
86% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: -21.50 vs. BMO: 0.2 )
BMO' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 50.3
Current: 0.2
0
50.3
Yield on cost (5-Year) 4.72
BMO's Yield on cost (5-Year) is ranked higher than
92% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 1.92 vs. BMO: 4.72 )
BMO' s 10-Year Yield on cost (5-Year) Range
Min: 1.9   Max: 11.41
Current: 4.72
1.9
11.41
Share Buyback Rate -4.4
BMO's Share Buyback Rate is ranked higher than
58% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: -1.75 vs. BMO: -4.4 )
BMO' s 10-Year Share Buyback Rate Range
Min: 2.1   Max: -4.4
Current: -4.4

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 157.2
BMO's Price/Net Current Asset Value is ranked higher than
100% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 11.70 vs. BMO: 157.2 )
BMO' s 10-Year Price/Net Current Asset Value Range
Min: 4   Max: 159.5
Current: 157.2
4
159.5
Price/Tangible Book 1.7
BMO's Price/Tangible Book is ranked higher than
88% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 1.00 vs. BMO: 1.7 )
BMO' s 10-Year Price/Tangible Book Range
Min: 1.3   Max: 2.6
Current: 1.7
1.3
2.6
Price/DCF (Projected) 0.7
BMO's Price/DCF (Projected) is ranked higher than
97% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 0.50 vs. BMO: 0.7 )
BMO' s 10-Year Price/DCF (Projected) Range
Min: 1.1   Max: 22.8
Current: 0.7
1.1
22.8
Price/Median PS Value 1
BMO's Price/Median PS Value is ranked higher than
70% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 0.80 vs. BMO: 1 )
BMO' s 10-Year Price/Median PS Value Range
Min: 0.8   Max: 1.4
Current: 1
0.8
1.4
Price/Peter Lynch Fair Value 0.5
BMO's Price/Peter Lynch Fair Value is ranked lower than
71% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 1.00 vs. BMO: 0.5 )
BMO' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.5   Max: 2.3
Current: 0.5
0.5
2.3
Price/Graham Number 0.9
BMO's Price/Graham Number is ranked higher than
69% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 0.80 vs. BMO: 0.9 )
BMO' s 10-Year Price/Graham Number Range
Min: 0.8   Max: 1.2
Current: 0.9
0.8
1.2
Earnings Yield (Greenblatt) 52.30
BMO's Earnings Yield (Greenblatt) is ranked higher than
92% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 5.80 vs. BMO: 52.30 )
BMO' s 10-Year Earnings Yield (Greenblatt) Range
Min: 7.8   Max: 3128.5
Current: 52.3
7.8
3128.5
Forward Rate of Return (Yacktman) 30.79
BMO's Forward Rate of Return (Yacktman) is ranked lower than
82% of the 811 Companies
in the Global Banks - Regional - Canada industry.

( Industry Median: 15.01 vs. BMO: 30.79 )
BMO' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -38.5   Max: 33.1
Current: 30.79
-38.5
33.1

Business Description

Bank of Montreal commenced business in Montreal in 1817 and was incorporated in 1821 by an Act of Lower Canada as the first Canadian chartered bank. The Company offers a range of 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 a range of 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.
Company Website
Industry: Banks - Regional - Canada
Compare:RY, CM, NTIOF, BNS, CBWBF
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

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