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Bank of Montreal

BMO

126.310USD

-0.420-0.33%
Close 09/12, 16:00ETQuotes delayed by 15 min
90.48BMarket Cap
10.90P/E TTM

Bank of Montreal

126.310

-0.420-0.33%

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Currency: USD Updated2025-09-12

Key Insights

The company's fundamentals are relatively healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Hold. Despite a weak stock market performance, the company shows strong technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Industry Ranking
117 / 400
Overall Ranking
221 / 4724
Industry
Banking Services

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analyst Rating

Based on 6 analysts
Hold
Current Rating
164.635
Target Price
+30.34%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company Highlights

StrengthsRisks
Bank of Montreal (the Bank) is a North American bank. The Bank provides a broad range of personal and commercial banking, wealth management, global markets and investment banking products and services. The Bank serves about 13 million customers across North America, and in select markets globally, through three integrated operating groups: Personal and Commercial Banking (P&C), BMO Wealth Management and BMO Capital Markets. The P&C operating group represents the sum of its two retail and commercial operating segments, Canadian Personal and Commercial Banking (Canadian P&C) and U.S. Personal and Commercial Banking (U.S. P&C). BMO Wealth Management serves a full range of clients, from individuals and families to business owners and institutions, offering a wide spectrum of wealth, asset management and insurance products and services. BMO Capital Markets offers a comprehensive range of products and services to corporate, institutional and government clients.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 64.31%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 64.31%.
Overvalued
The company’s latest PB is 1.17, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 383.10M shares, decreasing 5.46% quarter-over-quarter.

Financial Health

Currency: USD Updated2025-09-12

The company's current financial score is 5.73, which is lower than the Banking Services industry's average of 7.33. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 8.74B, representing a year-over-year increase of 11.40%, while its net profit experienced a year-over-year increase of 5.76%.

Score

Industry at a Glance

Previous score
5.73
Change
0

Financials

6.84

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data

Quality of Earnings

3.06

Operational Efficiency

6.97

Growth Potential

6.84

Shareholder Returns

4.93

Company Valuation

Currency: USD Updated2025-09-12

The company’s current valuation score is 5.60, which is higher than the Banking Services industry's average of 4.39. Its current P/E ratio is 11.05, which is -5.91% below the recent high of 10.40 and 19.91% above the recent low of 8.85.

Score

Industry at a Glance

Previous score
1.20
Change
0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 117/400
No Data

Earnings Forecast

Currency: USD Updated2025-09-12

The company’s current earnings forecast score is 6.29, which is lower than the Banking Services industry's average of 7.34. The average price target for Bank of Montreal is 165.00, with a high of 177.13 and a low of 153.00.

Score

Industry at a Glance

Previous score
6.00
Change
0

Support & Resistance

No Data

Analyst Rating

Based on 6 analysts
Hold
Current Rating
164.635
Target Price
+30.34%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

306
Total
4
Median
5
Average
Company name
Ratings
Analysts
Bank of Montreal
BMO
6
Bank of America Corp
BAC
26
JPMorgan Chase & Co
JPM
26
Wells Fargo & Co
WFC
25
US Bancorp
USB
25
Fifth Third Bancorp
FITB
24
1
2
3
...
61

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated2025-09-12

The company’s current price momentum score is 9.38, which is higher than the Banking Services industry's average of 8.78. Sideways: Currently, the stock price is trading between the resistance level at 123.06 and the support level at 112.40, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
9.54
Change
-0.01

Support & Resistance

No Data

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(1)
Neutral(1)
Buy(2)
Indicators
Value
Direction
MACD(12,26,9)
1.102
Buy
RSI(14)
77.883
Buy
STOCH(KDJ)(9,3,3)
89.391
Overbought
ATR(14)
1.869
High Vlolatility
CCI(14)
69.763
Neutral
Williams %R
7.698
Overbought
TRIX(12,20)
0.488
Sell
StochRSI(14)
0.000
Oversold
Moving Average
Sell(1)
Neutral(0)
Buy(5)
Indicators
Value
Direction
MA5
126.566
Sell
MA10
125.034
Buy
MA20
120.074
Buy
MA50
115.961
Buy
MA100
109.796
Buy
MA200
103.678
Buy

Institutional Confidence

Currency: USD Updated2025-09-12

Score

Industry at a Glance

Previous score
5.00
Change
0

Institutional Shareholding

No Data

Shareholder Activity

Name
Shares Held
Chg %
The Vanguard Group, Inc.
Star Investors
30.68M
+1.67%
RBC Wealth Management, International
22.51M
-9.96%
RBC Global Asset Management Inc.
16.46M
-0.05%
RBC Dominion Securities, Inc.
16.77M
+2.41%
BMO Asset Management Inc.
17.08M
+1.74%
CIBC World Markets Inc.
17.09M
+4.12%
TD Asset Management Inc.
13.25M
-1.23%
BMO Nesbitt Burns Inc.
11.42M
+5.69%
Norges Bank Investment Management (NBIM)
10.46M
+21.17%
National Bank of Canada
13.04M
-5.18%
1
2

Risk Assessment

Currency: USD Updated2025-09-12

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Banking Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 6.33, which is higher than the Banking Services industry's average of 5.16. The company's beta value is 1.25. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.

Score

Industry at a Glance

Previous score
6.33
Change
0
Beta vs S&P 500 index
1.25
VaR
+2.08%
240-Day Maximum Drawdown
+15.94%
240-Day Volatility
+20.78%
Return
Best Daily Return
60 days
+4.94%
120 days
+4.94%
5 years
+5.36%
Worst Daily Return
60 days
-1.81%
120 days
-7.12%
5 years
-9.50%
Sharpe Ratio
60 days
+4.39
120 days
+2.96
5 years
+0.92
Risk Assessment
Maximum Drawdown
240 days
+15.94%
3 years
+27.22%
5 years
+39.33%
Return-to-Drawdown Ratio
240 days
+2.46
3 years
+0.44
5 years
+0.35
Skewness
240 days
-0.15
3 years
-0.75
5 years
-0.53
Volatility
Realised Volatility
240 days
+20.78%
5 years
+20.42%
Standardised True Range
240 days
+1.24%
5 years
+1.33%
Downside Risk-Adjusted Return
120 days
+322.17%
240 days
+322.17%
Maximum Daily Upside Volatility
60 days
+12.98%
Maximum Daily Downside Volatility
60 days
+9.00%
Liquidity
Average Turnover Rate
60 days
+0.09%
120 days
+0.10%
5 years
--
Turnover Deviation
20 days
-22.52%
60 days
-15.30%
120 days
-12.80%

Peer Comparison

Currency: USD Updated2025-09-12
Bank of Montreal
Bank of Montreal
BMO
5.85 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Intercorp Financial Services Inc
Intercorp Financial Services Inc
IFS
7.50 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Citizens Financial Group Inc
Citizens Financial Group Inc
CFG
7.30 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Credicorp Ltd
Credicorp Ltd
BAP
7.24 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
PennyMac Financial Services Inc
PennyMac Financial Services Inc
PFSI
7.23 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Synchrony Financial
Synchrony Financial
SYF
7.17 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more

The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.

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