Bank Of Montreal Stock Buy Hold or Sell Recommendation

BMO Stock  USD 97.68  1.30  1.35%   
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Bank Of Montreal is 'Strong Hold'. Macroaxis provides Bank Of Montreal buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BMO positions. The advice algorithm takes into account all of Bank Of Montreal's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Bank Of Montreal's buy or sell advice are summarized below:
Real Value
92.68
Target Price
90.33
Hype Value
96.38
Market Value
97.68
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Bank Of Montreal given historical horizon and risk tolerance towards Bank Of Montreal. When Macroaxis issues a 'buy' or 'sell' recommendation for Bank Of Montreal, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Bank Of Montreal Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
To learn how to invest in Bank Stock, please use our How to Invest in Bank Of Montreal guide.
In addition, we conduct extensive research on individual companies such as Bank and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Bank Of Montreal. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in population.

Execute Bank Of Montreal Buy or Sell Advice

The Bank recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Bank Of Montreal. Macroaxis does not own or have any residual interests in Bank Of Montreal or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Bank Of Montreal's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Bank Of MontrealBuy Bank Of Montreal
Strong Hold

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Responds to the marketDetails

Investor Sentiment

InterestedDetails

Analyst Consensus

BuyDetails

Financial Strenth (F Score)

PoorDetails

Financial Leverage

InapplicableDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon Bank Of Montreal has a Risk Adjusted Performance of 0.01, Jensen Alpha of (0.16), Total Risk Alpha of (0.25) and Sortino Ratio of (0.09)
Macroaxis provides advice on Bank Of Montreal to complement and cross-verify current analyst consensus on Bank Of Montreal. Our investment recommendation engine determines the company's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure Bank Of Montreal is not overpriced, please confirm all Bank Of Montreal fundamentals, including its book value per share, retained earnings, and the relationship between the net income and target price . Given that Bank Of Montreal has a price to earning of 14.84 X, we suggest you to validate Bank Of Montreal market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Bank Of Montreal Trading Alerts and Improvement Suggestions

Bank Of Montreal has a poor financial position based on the latest SEC disclosures
On 27th of February 2024 Bank Of Montreal paid $ 1.1173 per share dividend to its current shareholders
Latest headline from finance.yahoo.com: UBS Bankers FrustrationExposes Cracks in World of ClimateFinance

Bank Of Montreal Returns Distribution Density

The distribution of Bank Of Montreal's historical returns is an attempt to chart the uncertainty of Bank Of Montreal's future price movements. The chart of the probability distribution of Bank Of Montreal daily returns describes the distribution of returns around its average expected value. We use Bank Of Montreal price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Bank Of Montreal returns is essential to provide solid investment advice for Bank Of Montreal.
Mean Return
0.01
Value At Risk
-1.76
Potential Upside
2.15
Standard Deviation
1.12
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Bank Of Montreal historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Bank Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Bank Of Montreal is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Bank Of Montreal backward and forwards among themselves. Bank Of Montreal's institutional investor refers to the entity that pools money to purchase Bank Of Montreal's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Norges Bank2023-12-31
8.2 M
Beutel, Goodman & Company Ltd.2023-12-31
5.8 M
1832 Asset Management L.p2023-12-31
5.7 M
Caisse De Depot Et Placement Du Quebec2023-12-31
5.6 M
Manufacturers Life Insurance Co2023-12-31
5.5 M
Goldman Sachs Group Inc2023-12-31
5.5 M
Legal & General Group Plc2023-12-31
5.4 M
Connor Clark & Lunn Inv Mgmt Ltd2023-12-31
M
Bank Of America Corp2023-12-31
3.6 M
Royal Bank Of Canada2023-12-31
66.2 M
Vanguard Group Inc2023-12-31
28.1 M
Note, although Bank Of Montreal's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Bank Of Montreal Cash Flow Accounts

201920202021202220232024 (projected)
Change In Cash6.7B8.6B35.9B(5.8B)(9.5B)(1.8B)
Free Cash Flow49.8B43.1B3.5B7.9B9.1B5.4B
Depreciation1.4B1.4B1.4B2.1B2.4B2.5B
Other Non Cash Items197M140M(318M)2.0B2.3B2.4B
Dividends Paid2.8B2.5B3.0B2.6B2.7B3.9B
Capital Expenditures1.1B1.0B983M1.4B1.7B5.2B
Net Income5.8B5.1B7.8B13.5B4.4B3.7B
End Period Cash Flow48.8B57.4B93.3B87.5B77.9B26.3B
Change To Inventory(24.1B)(40.0B)(26.9B)(12.3B)(11.1B)(11.6B)
Investments(32.0B)621M(29.5B)(21.2B)(19.0B)(18.1B)
Net Borrowings(824M)(9B)(1.3B)14.7B(1.0B)(2.9B)
Change To Netincome623M2.8B208M61M1.3B17.0B

Bank Of Montreal Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Bank Of Montreal or Banks sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Bank Of Montreal's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Bank stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.16
β
Beta against NYSE Composite1.30
σ
Overall volatility
1.16
Ir
Information ratio -0.11

Bank Of Montreal Volatility Alert

Bank Of Montreal has relatively low volatility with skewness of -0.76 and kurtosis of 2.1. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Bank Of Montreal's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Bank Of Montreal's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Bank Of Montreal Fundamentals Vs Peers

Comparing Bank Of Montreal's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Bank Of Montreal's direct or indirect competition across all of the common fundamentals between Bank Of Montreal and the related equities. This way, we can detect undervalued stocks with similar characteristics as Bank Of Montreal or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Bank Of Montreal's fundamental indicators could also be used in its relative valuation, which is a method of valuing Bank Of Montreal by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Bank Of Montreal to competition
FundamentalsBank Of MontrealPeer Average
Return On Equity0.0728-0.31
Return On Asset0.0045-0.14
Profit Margin0.18 %(1.27) %
Operating Margin0.27 %(5.51) %
Current Valuation(103.37 B)16.62 B
Shares Outstanding725.44 M571.82 M
Shares Owned By Insiders0.02 %10.09 %
Shares Owned By Institutions53.75 %39.21 %
Number Of Shares Shorted6.73 M4.71 M
Price To Earning14.84 X28.72 X
Price To Book1.28 X9.51 X
Price To Sales2.24 X11.42 X
Revenue33.05 B9.43 B
Gross Profit29.02 B27.38 B
EBITDA7.95 B3.9 B
Net Income4.38 B570.98 M
Cash And Equivalents335.16 B2.7 B
Cash Per Share497.00 X5.01 X
Total Debt248.74 B5.32 B
Debt To Equity15.26 %48.70 %
Book Value Per Share101.95 X1.93 K
Cash Flow From Operations9.59 B971.22 M
Short Ratio7.99 X4.00 X
Earnings Per Share5.35 X3.12 X
Price To Earnings To Growth0.54 X4.89 X
Target Price96.29
Number Of Employees55.77 K18.84 K
Beta1.17-0.15
Market Capitalization69.92 B19.03 B
Total Asset1.29 T29.47 B
Retained Earnings44.92 B9.33 B
Z Score0.268.72
Annual Yield0.05 %

Bank Of Montreal Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Bank . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Bank Of Montreal Buy or Sell Advice

When is the right time to buy or sell Bank Of Montreal? Buying financial instruments such as Bank Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2021 2022 2024 (projected)
Short and Long Term Debt Total222.6B248.7B300.3B
Total Assets1.1T1.3T626.6B

Use Investing Ideas to Build Portfolios

In addition to having Bank Of Montreal in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Small Blend Funds Thematic Idea Now

Small Blend Funds
Small Blend Funds Theme
Fund or Etfs that invest in stocks of small to mid-sized entities that have characteristics of both growth and value companies. The Small Blend Funds theme has 39 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Small Blend Funds Theme or any other thematic opportunities.
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When determining whether Bank Of Montreal offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Bank Of Montreal's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Bank Of Montreal Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Bank Of Montreal Stock:
Check out Bank Of Montreal Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
To learn how to invest in Bank Stock, please use our How to Invest in Bank Of Montreal guide.
You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.

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When running Bank Of Montreal's price analysis, check to measure Bank Of Montreal's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Bank Of Montreal is operating at the current time. Most of Bank Of Montreal's value examination focuses on studying past and present price action to predict the probability of Bank Of Montreal's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Bank Of Montreal's price. Additionally, you may evaluate how the addition of Bank Of Montreal to your portfolios can decrease your overall portfolio volatility.
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Is Bank Of Montreal's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Bank Of Montreal. If investors know Bank will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Bank Of Montreal listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
11.567
Dividend Share
5.88
Earnings Share
5.35
Revenue Per Share
43.463
Quarterly Revenue Growth
0.443
The market value of Bank Of Montreal is measured differently than its book value, which is the value of Bank that is recorded on the company's balance sheet. Investors also form their own opinion of Bank Of Montreal's value that differs from its market value or its book value, called intrinsic value, which is Bank Of Montreal's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Bank Of Montreal's market value can be influenced by many factors that don't directly affect Bank Of Montreal's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Bank Of Montreal's value and its price as these two are different measures arrived at by different means. Investors typically determine if Bank Of Montreal is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Bank Of Montreal's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.