Switch to:
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 : 5/10

vs
industry
vs
history
Cash-to-Debt 8.67
NYSE:BMO's Cash-to-Debt is ranked higher than
79% of the 1374 Companies
in the Global Banks - Global industry.

( Industry Median: 1.22 vs. NYSE:BMO: 8.67 )
Ranked among companies with meaningful Cash-to-Debt only.
NYSE:BMO' s Cash-to-Debt Range Over the Past 10 Years
Min: 1.27  Med: 6.47 Max: 12.8
Current: 8.67
1.27
12.8
Equity-to-Asset 0.06
NYSE:BMO's Equity-to-Asset is ranked lower than
84% of the 1386 Companies
in the Global Banks - Global industry.

( Industry Median: 0.11 vs. NYSE:BMO: 0.06 )
Ranked among companies with meaningful Equity-to-Asset only.
NYSE: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
Debt-to-Equity 0.13
NYSE:BMO's Debt-to-Equity is ranked higher than
89% of the 1222 Companies
in the Global Banks - Global industry.

( Industry Median: 0.72 vs. NYSE:BMO: 0.13 )
Ranked among companies with meaningful Debt-to-Equity only.
NYSE:BMO' s Debt-to-Equity Range Over the Past 10 Years
Min: 0.1  Med: 0.25 Max: 1.08
Current: 0.13
0.1
1.08
Debt-to-EBITDA 0.25
NYSE:BMO's Debt-to-EBITDA is ranked higher than
92% of the 1236 Companies
in the Global Banks - Global industry.

( Industry Median: 1.99 vs. NYSE:BMO: 0.25 )
Ranked among companies with meaningful Debt-to-EBITDA only.
NYSE:BMO' s Debt-to-EBITDA Range Over the Past 10 Years
Min: 0  Med: 0 Max: 0.25
Current: 0.25
0
0.25
Beneish M-Score: -2.48
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 : 4/10

vs
industry
vs
history
Net Margin % 22.05
NYSE:BMO's Net Margin % is ranked lower than
55% of the 1390 Companies
in the Global Banks - Global industry.

( Industry Median: 23.34 vs. NYSE:BMO: 22.05 )
Ranked among companies with meaningful Net Margin % only.
NYSE:BMO' s Net Margin % Range Over the Past 10 Years
Min: 16.15  Med: 22.9 Max: 25.63
Current: 22.05
16.15
25.63
ROE % 11.17
NYSE:BMO's ROE % is ranked higher than
66% of the 1390 Companies
in the Global Banks - Global industry.

( Industry Median: 8.73 vs. NYSE:BMO: 11.17 )
Ranked among companies with meaningful ROE % only.
NYSE:BMO' s ROE % Range Over the Past 10 Years
Min: 8.69  Med: 12.18 Max: 14.35
Current: 11.17
8.69
14.35
ROA % 0.68
NYSE:BMO's ROA % is ranked lower than
64% of the 1396 Companies
in the Global Banks - Global industry.

( Industry Median: 0.90 vs. NYSE:BMO: 0.68 )
Ranked among companies with meaningful ROA % only.
NYSE:BMO' s ROA % Range Over the Past 10 Years
Min: 0.44  Med: 0.71 Max: 0.8
Current: 0.68
0.44
0.8
3-Year Revenue Growth Rate 6.40
NYSE:BMO's 3-Year Revenue Growth Rate is ranked higher than
62% of the 1293 Companies
in the Global Banks - Global industry.

( Industry Median: 4.30 vs. NYSE:BMO: 6.40 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
NYSE:BMO' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: 0.4  Med: 6.1 Max: 9.8
Current: 6.4
0.4
9.8
3-Year EPS without NRI Growth Rate 7.30
NYSE:BMO's 3-Year EPS without NRI Growth Rate is ranked higher than
59% of the 1163 Companies
in the Global Banks - Global industry.

( Industry Median: 4.80 vs. NYSE:BMO: 7.30 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
NYSE:BMO' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: -15.7  Med: 7.3 Max: 25.6
Current: 7.3
-15.7
25.6
GuruFocus has detected 4 Warning Signs with Bank of Montreal NYSE:BMO.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» NYSE:BMO's 30-Y Financials

Financials (Next Earnings Date: 2018-12-05)


Revenue & Net Income
Equity & Asset
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q3 2017

BMO Guru Trades in Q3 2017

Joel Greenblatt 3,795 sh (+2.93%)
David Dreman 13,369 sh (unchged)
Ray Dalio 127,610 sh (unchged)
Jim Simons 647,195 sh (-13.31%)
Jeremy Grantham 150,200 sh (-36.22%)
» More
Q4 2017

BMO Guru Trades in Q4 2017

Pioneer Investments 164,568 sh (New)
Jim Simons 911,095 sh (+40.78%)
Joel Greenblatt 3,958 sh (+4.30%)
David Dreman 13,369 sh (unchged)
Jeremy Grantham Sold Out
Ray Dalio 74,326 sh (-41.76%)
» More
Q1 2018

BMO Guru Trades in Q1 2018

Pioneer Investments 444,661 sh (+170.20%)
David Dreman 13,369 sh (unchged)
Ray Dalio 72,617 sh (-2.30%)
Joel Greenblatt 3,007 sh (-24.03%)
Jim Simons 479,495 sh (-47.37%)
» More
Q2 2018

BMO Guru Trades in Q2 2018

Jeremy Grantham 342,000 sh (New)
Ray Dalio 264,561 sh (+264.32%)
Jim Simons 909,295 sh (+89.64%)
Joel Greenblatt Sold Out
Pioneer Investments 367,020 sh (-17.46%)
» 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
Joel Greenblatt 2018-06-30 Sold Out $74.84 - $79.49 $ 83.669%0
Joel Greenblatt 2018-03-31 Reduce -24.03%$74.4 - $84.11 $ 83.666%3,007
Joel Greenblatt 2017-12-31 Add 4.30%$76.21 - $80.02 $ 83.667%3,958
Joel Greenblatt 2017-09-30 Add 2.93%$71.44 - $76.98 $ 83.6612%3,795
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Preferred stocks of Bank of Montreal

SymbolPriceYieldDescription
BMO.PR.K.PFD.Canada24.995.255 1/4 % Non-Cum Perp Pfd Shs -B- Series -14-
BMO.PR.M.PFD.Canada24.993.39Non-Cum Pfd Shs -B- Series -16-
BMO.PR.Q.PFD.Canada23.501.92Non-Cum Pfd Shs B Series 25
BMO.PR.L.PFD.Canada25.016.29Non-Cum Perp Pfd Shs -B- Without Fixed Maturity Series -15-
BMO.PR.D.PFD.Canada25.295.05Pfd Registered Shs -B- Series -42-
BMO.PR.R.PFD.Canada24.992.67Pfd Shs Series -17-
BMQCF.PFD20.220.00Non-Cum Pfd Shs -B- Series -16-
BMQZF.PFD19.220.00Non-Cum Perp Pfd Shs -B- Without Fixed Maturity Series -15-
BMO.PR.S.PFD.Canada23.424.27Non-Cum Pfd Shs -B- Series -27-
BMO.PR.T.PFD.Canada23.074.23B
BMO.PR.W.PFD.Canada22.834.16Non-Cum Pfd Shs -B- Series -31-
BMO.PR.A.PFD.Canada24.252.24B
BMO.PR.Y.PFD.Canada24.453.89Non-Cum Red Pfd Shs -B- Series -33-
BMO.PR.C.PFD.Canada25.474.42Non-Cum Red Pfd Registered Shs -B- Series -40-
BMO.PR.Z.PFD.Canada25.054.99Non-Cum Pfd Shs -B- Series -35-
BMMQF.PFD0.000.00B
BMO.PR.B.PFD.Canada26.144.65Series 38
BMO.PR.E.PFD.Canada25.000.00FXDFR PRF PERPETUAL CAD 25 - Ser 44 Cls B NVCC

Business Description

Industry: Banks » Banks - Global    NAICS: 522110    SIC: 7021
Compare:LSE:BARC, LSE:RBS, XMCE:BBVA, XSWX:CSGN, ASX:ANZ, TSE:8316, ASX:NAB, TSX:CM, ADX:FAB, LSE:STAN, XAMS:INGA, SHSE:601328, SHSE:601818, XSWX:UBSGE, XKLS:1155, JSE:FSR, XAMS:ABN, ASX:WBC, TSX:BNS, OSTO:SHB A » details
Traded in other countries:BMO.Canada, BZZ.Germany,
Headquarter Location:Canada
Bank of Montreal provides diversified financial services primarily in North America. The company offers broad range of personal and commercial banking, wealth management and investment banking products and services.

Bank of Montreal is a diversified financial services provider based in North America, operating four business segments: Canadian P&C banking, U.S. P&C banking, wealth management, and capital markets.

Ratios

vs
industry
vs
history
PE Ratio 14.58
BMO's PE Ratio is ranked higher than
52% of the 1278 Companies
in the Global Banks - Global industry.

( Industry Median: 14.76 vs. BMO: 14.58 )
Ranked among companies with meaningful PE Ratio only.
BMO' s PE Ratio Range Over the Past 10 Years
Min: 6.7  Med: 12.23 Max: 17.83
Current: 14.58
6.7
17.83
Forward PE Ratio 11.39
BMO's Forward PE Ratio is ranked higher than
73% of the 464 Companies
in the Global Banks - Global industry.

( Industry Median: 13.40 vs. BMO: 11.39 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 14.58
BMO's PE Ratio without NRI is ranked higher than
52% of the 1278 Companies
in the Global Banks - Global industry.

( Industry Median: 14.76 vs. BMO: 14.58 )
Ranked among companies with meaningful PE Ratio without NRI only.
BMO' s PE Ratio without NRI Range Over the Past 10 Years
Min: 6.7  Med: 12.23 Max: 17.83
Current: 14.58
6.7
17.83
Price-to-Owner-Earnings 8.37
BMO's Price-to-Owner-Earnings is ranked higher than
79% of the 813 Companies
in the Global Banks - Global industry.

( Industry Median: 15.15 vs. BMO: 8.37 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
BMO' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 1.63  Med: 6.9 Max: 20.78
Current: 8.37
1.63
20.78
PB Ratio 1.72
BMO's PB Ratio is ranked lower than
75% of the 1383 Companies
in the Global Banks - Global industry.

( Industry Median: 1.24 vs. BMO: 1.72 )
Ranked among companies with meaningful PB Ratio only.
BMO' s PB Ratio Range Over the Past 10 Years
Min: 0.77  Med: 1.53 Max: 2.12
Current: 1.72
0.77
2.12
PS Ratio 3.15
BMO's PS Ratio is ranked higher than
56% of the 1373 Companies
in the Global Banks - Global industry.

( Industry Median: 3.41 vs. BMO: 3.15 )
Ranked among companies with meaningful PS Ratio only.
BMO' s PS Ratio Range Over the Past 10 Years
Min: 1.19  Med: 2.66 Max: 3.54
Current: 3.15
1.19
3.54
Price-to-Free-Cash-Flow 8.22
BMO's Price-to-Free-Cash-Flow is ranked lower than
92% of the 754 Companies
in the Global Banks - Global industry.

( Industry Median: 12.61 vs. BMO: 8.22 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
BMO' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 1.5  Med: 6.98 Max: 338.01
Current: 8.22
1.5
338.01
Price-to-Operating-Cash-Flow 7.47
BMO's Price-to-Operating-Cash-Flow is ranked lower than
89% of the 803 Companies
in the Global Banks - Global industry.

( Industry Median: 11.07 vs. BMO: 7.47 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
BMO' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 1.46  Med: 6.67 Max: 142.17
Current: 7.47
1.46
142.17
EV-to-Revenue 1.34
BMO's EV-to-Revenue is ranked higher than
86% of the 1151 Companies
in the Global Banks - Global industry.

( Industry Median: 4.50 vs. BMO: 1.34 )
Ranked among companies with meaningful EV-to-Revenue only.
BMO' s EV-to-Revenue Range Over the Past 10 Years
Min: -0.3  Med: 1.2 Max: 2.9
Current: 1.34
-0.3
2.9
Shiller PE Ratio 16.86
BMO's Shiller PE Ratio is ranked higher than
64% of the 573 Companies
in the Global Banks - Global industry.

( Industry Median: 20.24 vs. BMO: 16.86 )
Ranked among companies with meaningful Shiller PE Ratio only.
BMO' s Shiller PE Ratio Range Over the Past 10 Years
Min: 6.12  Med: 13.91 Max: 17.89
Current: 16.86
6.12
17.89

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 3.46
BMO's Dividend Yield % is ranked higher than
68% of the 2530 Companies
in the Global Banks - Global industry.

( Industry Median: 2.60 vs. BMO: 3.46 )
Ranked among companies with meaningful Dividend Yield % only.
BMO' s Dividend Yield % Range Over the Past 10 Years
Min: 3.34  Med: 4.51 Max: 11.35
Current: 3.46
3.34
11.35
Dividend Payout Ratio 0.50
BMO's Dividend Payout Ratio is ranked lower than
73% of the 1372 Companies
in the Global Banks - Global industry.

( Industry Median: 0.34 vs. BMO: 0.50 )
Ranked among companies with meaningful Dividend Payout Ratio only.
BMO' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.45  Med: 0.49 Max: 0.91
Current: 0.5
0.45
0.91
3-Year Dividend Growth Rate 4.90
BMO's 3-Year Dividend Growth Rate is ranked lower than
56% of the 790 Companies
in the Global Banks - Global industry.

( Industry Median: 6.20 vs. BMO: 4.90 )
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
BMO' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: 0  Med: 8.3 Max: 19.5
Current: 4.9
0
19.5
Forward Dividend Yield % 3.52
BMO's Forward Dividend Yield % is ranked higher than
65% of the 2459 Companies
in the Global Banks - Global industry.

( Industry Median: 2.93 vs. BMO: 3.52 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 4.37
BMO's 5-Year Yield-on-Cost % is ranked higher than
66% of the 2507 Companies
in the Global Banks - Global industry.

( Industry Median: 3.30 vs. BMO: 4.37 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
BMO' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 4.22  Med: 5.7 Max: 14.35
Current: 4.37
4.22
14.35
3-Year Average Share Buyback Ratio -0.20
BMO's 3-Year Average Share Buyback Ratio is ranked higher than
73% of the 975 Companies
in the Global Banks - Global industry.

( Industry Median: -2.40 vs. BMO: -0.20 )
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: -0.2 Max: 2.7
Current: -0.2
-8.1
2.7

Valuation & Return

vs
industry
vs
history
Price-to-Tangible-Book 2.16
BMO's Price-to-Tangible-Book is ranked lower than
79% of the 1370 Companies
in the Global Banks - Global industry.

( Industry Median: 1.33 vs. BMO: 2.16 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
BMO' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 1.2  Med: 1.99 Max: 3.01
Current: 2.16
1.2
3.01
Price-to-Intrinsic-Value-Projected-FCF 1.47
BMO's Price-to-Intrinsic-Value-Projected-FCF is ranked lower than
91% of the 867 Companies
in the Global Banks - Global industry.

( Industry Median: 0.82 vs. BMO: 1.47 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
BMO' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.5  Med: 1.4 Max: 207.81
Current: 1.47
0.5
207.81
Price-to-Median-PS-Value 1.19
BMO's Price-to-Median-PS-Value is ranked lower than
54% of the 1305 Companies
in the Global Banks - Global industry.

( Industry Median: 1.11 vs. BMO: 1.19 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
BMO' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.54  Med: 0.98 Max: 1.95
Current: 1.19
0.54
1.95
Price-to-Graham-Number 1.18
BMO's Price-to-Graham-Number is ranked lower than
61% of the 1212 Companies
in the Global Banks - Global industry.

( Industry Median: 1.01 vs. BMO: 1.18 )
Ranked among companies with meaningful Price-to-Graham-Number only.
BMO' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 0.68  Med: 1.05 Max: 1.45
Current: 1.18
0.68
1.45

More Statistics

Revenue (TTM) (Mil) $17,758.87
EPS (TTM) $ 5.81
Beta0.92
Volatility11.77%
52-Week Range $73.79 - 84.71
Shares Outstanding (Mil)639.90

Analyst Estimate

Oct18 Oct19 Oct20
Revenue (Mil $) 16,814 17,608 18,371
EBIT (Mil $)
EBITDA (Mil $)
EPS ($) 6.80 7.26 7.78
EPS without NRI ($) 6.80 7.26 7.78
EPS Growth Rate
(Future 3Y To 5Y Estimate)
N/A
Dividends per Share ($)

Piotroski F-Score Details

Piotroski F-Score: ----
Positive ROAN
Positive CFROAN
Higher ROA yoyN
CFROA > ROAN
Lower Leverage yoyN
Higher Current Ratio yoyN
Less Shares Outstanding yoyN
Higher Gross Margin yoyN
Higher Asset Turnover yoyN

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}