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Bank of Montreal

BMO | US

165.38

USD

2.76

1.70%

BMO | US

About Bank of Montreal

Sector

Financial Services

Industry

Banks - Global

Earnings date

31/07/2024

As of date

02/06/2026

Close

165.38

Open

162.62

High

165.92

Low

162.50

Bank of Montreal provides diversified financial services primarily in North America. The company's personal banking products and services include checking and savings accounts credit cards mortgages and financial and investment advice services; and commercial banking products and services comprise business deposit accounts commercial credit cards business loans and commercial mortgages cash management solutions foreign exchange specialized banking programs treasury and payment solutions and risk management products for small business and commercial banking customers. It also offers investment and wealth advisory services; digital investing services; financial services and solutions; and investment management and trust and custody services. In addition the company provides life insurance accident and sickness insurance and annuity products; creditor and travel insurance to bank customers; and reinsurance solutions. Further it offers client's debt and equity capital-raising services as well as loan origination and syndication and treasury management; strategic advice on mergers and acquisitions restructurings and recapitalizations as well as valuation and fairness opinions; and trade finance risk mitigation and other operating services. Additionally the company provides research and access to markets for institutional corporate and retail clients; trading solutions that include debt foreign exchange interest rate credit equity securitization and commodities; new product development and origination services as well as risk management advice and services to hedge against fluctuations; and funding and liquidity management services to its clients. Bank of Montreal was founded in 1817 and is headquartered in Montreal Canada.

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BMO | US

Risk
19.1
Sharpe
2.80
Luna's Score
69/100
Recommendation
Buy

Luna says (BMO | US)

What's Working

Positive Momentum

Low 6-Month Volatility (<30%)

Largecap (10B - 200B USD)

Good Dividend Yield (2% <= Dividend Yield <= 8%)

Low Debt to Asset (< 0.2)

Value Stock (Price to Book < 3)

Strong Operating Margin (> 25%)

Strong Sharpe Ratio (> 1.2)

What's not Working

High Market Beta (> 0.8)

High Debt to Equity (> 0.75)

Declining Revenue (< 0%)

Volatility Signals

Bearish: Increased Volatility (6-month > 1-month volatility)

Risk Meter

10 days

14.1%

1 month

19.1%

3 months

22.2%

6 months

22.5%

Returns

Fundamental Ratios

PE

14.88

Fwd. PE

11.74

Price to book

1.17

Debt to equity

1.98

Debt to assets

0.12

Ent. to EBITDA

-

Ent. to rev.

10.33

PEG

0.71

Other Fundamentals

EBITDA

-

MarketCap

120.72B

MarketCap(USD)

120.72B

Div. yield

4.88

Op. margin

37.39

Erngs. growth

17.00

Rev. growth

-3.60

Ret. on equity

8.49

Short ratio

3.87

Short perc.

0.33

Market Sentiment (SMA and Price signals)

Short-term: Bullish (SMA10D > SMA1M)

Intermediate-term: Bullish (SMA1M > SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

Range10D

13.78

Range1M

16.85

Range3M

35.83

Volumes: Market Activity

Rel. volume

0.59

Price X volume

82.43M

Peers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Mizuho Financial Group IncMFGBanks - Regional - Asia9.28117.62B2.77%11.34665.26%
ICICI Bank LimitedIBNBanks - Regional - Asia25.2890.54B-1.83%19.6075.55%
Ita+ Unibanco Holding S.AITUBBanks - Regional - Latin America7.8671.88B0.94%9.36456.39%
Manulife Financial CorporationMFCInsurance-Life38.4468.26B2.02%17.830.00%
Aflac IncorporatedAFLInsurance-Life113.6363.64B1.36%12.0728.62%
HDFC Bank LimitedHDBBanks - Regional - Asia23.5459.88B-0.25%19.32141.51%
MetLife IncMETInsurance-Life82.8258.00B1.20%23.1869.42%
Delta Air Lines IncDALAirlines80.0251.64B-1.78%7.74178.72%
Banco Santander (Brasil) S.ABSBRBanks - Regional - Latin America5.4840.88B0.92%19.65379.93%
KB Financial Group IncKBBanks - Regional - Asia104.4840.05B2.65%8.630.00%
  • 1

Diversifiers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Carrier Global CorporationCARRBuilding Products & Equipment66.4259.96B2.01%21.69100.40%
Live Nation Entertainment IncLYVMedia - Diversified167.6438.91B-1.65%105.45-18562.20%
Netflix IncNFLXMedia - Diversified83.3335.76B-2.94%43.2370.34%
Twenty-First Century Fox IncFOXAMedia - Diversified65.6928.83B-1.68%13.5776.09%
Twenty-First Century Fox IncFOXMedia - Diversified58.6528.04B-1.99%12.4576.09%
PPL CorporationPPLBuilding Products & Equipment34.8325.70B0.90%28.90114.80%
Avery Dennison CorporationAVYBuilding Products & Equipment157.0412.64B1.00%27.93140.74%
Sirius XM Holdings IncSIRIBroadcasting - Radio28.779.76B-0.93%8.37-444.39%
Dolby Laboratories IncDLBMedia - Diversified55.615.30B-0.82%34.320.00%
FBINFBINBuilding Products & Equipment39.214.87B0.33%25.57130.24%
  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA---
Ent. to Revenue10.33-Expensive
PE Ratio14.8813.24Par
Price to Book1.171.69Cheaper
Dividend Yield4.88-Par
Std. Deviation (3M)22.20-Par
Debt to Equity1.982.53Cheaper
Debt to Assets0.120.15Cheaper
Market Cap120.72B-Par
  • 1

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