Indicators
Indicators
Value
Direction
MACD(12,26,9)
1.407
Buy
RSI(14)
60.815
Neutral
STOCH(KDJ)(9,3,3)
82.383
Neutral
ATR(14)
2.238
High Vlolatility
CCI(14)
88.432
Neutral
Williams %R
24.547
Buy
TRIX(12,20)
0.202
Sell
StochRSI(14)
0.000
Sell
Bank of Montreal
BMO130.540USD
-1.530-1.16%
Close 12/16, 16:00（ET）Quotes delayed by 15 min
92.54BMarket Cap
15.96P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Bank of Montreal
Currency: USD Updated: 2025-12-15Key Insights
Bank of Montreal's fundamentals are relatively healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 60/404 in the Banking Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 173.05.In the medium term, the stock price is expected to remain stable.The company has been performing well in the stock market over the past month, which is supported by its strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Bank of Montreal's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
6
analysts
Hold
Current Rating
173.046
Target Price
+36.72%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Bank of Montreal 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 Growth
The company's revenue has grown steadily over the past 3 years, averaging 21.93% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 25.68B.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 55.97%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 55.97%.
Overvalued
The company’s latest PB is 1.66, at a high 3-year percentile range.
Institutional Buying
The latest institutional holdings are 394.01M shares, increasing 0.10% quarter-over-quarter.
Financial Health
Currency: USD Updated: 2025-12-15The current financial score of Bank of Montreal is 8.78, ranking 60/404 in the Banking Services industry. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 6.57B, representing a year-over-year increase of 3.95%, while its net profit experienced a year-over-year increase of 0.65%.
Score
Financials
7.95
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
10.00
Operational Efficiency
10.00
Growth Potential
6.71
Shareholder Returns
9.22
Bank of Montreal's Company Valuation
Currency: USD Updated: 2025-12-15The current valuation score of Bank of Montreal is 7.63, ranking 220/404 in the Banking Services industry. Its current P/E ratio is 16.15, which is 48.21% below the recent high of 23.93 and 62.98% above the recent low of 5.98.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 60/404
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-15The current earnings forecast score of Bank of Montreal is 5.67, ranking 333/404 in the Banking Services industry. The average price target for Bank of Montreal is 178.00, with a high of 184.22 and a low of 153.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
6
analysts
Hold
Current Rating
173.046
Target Price
+36.72%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
304
Total
4
Median
5
Average
Company name
Ratings
Analysts
Bank of Montreal
BMO
6
JPMorgan Chase & Co
JPM
26
Bank of America Corp
BAC
26
Wells Fargo & Co
WFC
26
US Bancorp
USB
25
Regions Financial Corp
RF
25
1
2
3
...
61
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
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 Updated: 2025-12-15The current price momentum score of Bank of Montreal is 9.59, ranking 67/404 in the Banking Services industry. Currently, the stock price is trading between the resistance level at 136.74 and the support level at 123.62, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
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.
Moving Average
Indicators
Value
Direction
MA5
131.184
Sell
MA10
129.129
Buy
MA20
126.173
Buy
MA50
125.702
Buy
MA100
123.373
Buy
MA200
112.881
Buy
Institutional Confidence
Currency: USD Updated: 2025-12-15Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
RBC Dominion Securities, Inc.
RBC Wealth Management, International
RBC Global Asset Management Inc.
TD Asset Management Inc.
BMO Asset Management Inc.
CIBC World Markets Inc.
BMO Nesbitt Burns Inc.
National Bank of Canada
Norges Bank Investment Management (NBIM)
1
2
Risk Assessment
Currency: USD Updated: 2025-12-15The current risk assessment score of Bank of Montreal is 9.54, ranking 10/404 in the Banking Services industry. The company's beta value is 1.22. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.
Score
Beta vs S&P 500 index
1.22
VaR
+2.07%
240-Day Maximum Drawdown
+15.94%
240-Day Volatility
+19.97%
Return
Best Daily Return
60 days
+2.43%
120 days
+4.94%
5 years
+5.36%
Worst Daily Return
60 days
-2.78%
120 days
-2.78%
5 years
-9.50%
Sharpe Ratio
60 days
+0.59
120 days
+2.79
5 years
+0.79
Risk Assessment
Maximum Drawdown
240 days
+15.94%
3 years
+27.22%
5 years
+39.33%
Return-to-Drawdown Ratio
240 days
+2.28
3 years
+0.38
5 years
+0.27
Skewness
240 days
-0.49
3 years
-0.92
5 years
-0.56
Volatility
Realised Volatility
240 days
+19.97%
5 years
+20.42%
Standardised True Range
240 days
+1.30%
5 years
+1.30%
Downside Risk-Adjusted Return
120 days
+441.44%
240 days
+441.44%
Maximum Daily Upside Volatility
60 days
+10.09%
Maximum Daily Downside Volatility
60 days
+14.62%
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
Banking Services
Bank of Montreal
BMO
7.85 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
East West Bancorp Inc
EWBC
8.91 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
AerCap Holdings NV
AER
8.86 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Citizens Financial Group Inc
CFG
8.84 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Credicorp Ltd
BAP
8.80 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Wintrust Financial Corp
WTFC
8.73 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of Bank of Montreal?
The TradingKey Stock Score provides a comprehensive assessment of Bank of Montreal based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of Bank of Montreal’s performance and outlook.
How do we generate the financial health score of Bank of Montreal?
To generate the financial health score of Bank of Montreal, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects Bank of Montreal's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of Bank of Montreal.
How do we generate the company valuation score of Bank of Montreal?
To generate the company valuation score of Bank of Montreal, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare Bank of Montreal’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of Bank of Montreal’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of Bank of Montreal.
How do we generate the earnings forecast score of Bank of Montreal?
To calculate the earnings forecast score of Bank of Montreal, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on Bank of Montreal’s future.
How do we generate the price momentum score of Bank of Montreal?
When generating the price momentum score for Bank of Montreal, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of Bank of Montreal’s prices. A higher score indicates a more stable short-term price trend for Bank of Montreal.
How do we generate the institutional confidence score of Bank of Montreal?
To generate the institutional confidence score of Bank of Montreal, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about Bank of Montreal’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of Bank of Montreal.
How do we generate the risk management score of Bank of Montreal?
To assess the risk management score of Bank of Montreal, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of Bank of Montreal’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of Bank of Montreal.
