Bank Of Montreal Stock Performance
| BMO Stock | USD 92.14 1.13 1.24% |
The firm shows a Beta (market volatility) of 1.33, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Bank of Montreal will likely underperform. Bank of Montreal has an expected return of -0.0382%. Please make sure to confirm Bank of Montreal semi variance, and the relationship between the treynor ratio and daily balance of power , to decide if Bank of Montreal performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Bank of Montreal has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy primary indicators, Bank of Montreal is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 1.24 | Five Day Return (1.64) | Year To Date Return (5.87) | Ten Year Return 33.03 | All Time Return 896.11 |
Forward Dividend Yield 0.0491 | Payout Ratio 0.3983 | Last Split Factor 2:1 | Forward Dividend Rate 4.47 | Dividend Date 2024-05-28 |
| Bank of Montreal dividend paid on 27th of February 2024 | 02/27/2024 |
1 | Bank of Montreal Q1 2024 Earnings Call Transcript | 02/28/2024 |
2 | BMO and 1871 Support Progress of Women-Led Startups with Call for New WMNfintech Applications | 03/04/2024 |
3 | SmartStop Self Storage REIT, Inc. Reports Fourth Quarter 2023 Results | 03/18/2024 |
4 | BMO Asset Management debuts new structured outcome ETF | 04/01/2024 |
5 | UMH PROPERTIES, INC. EXPANDS ITS EXISTING UNSECURED REVOLVING CREDIT AGREEMENT | 04/03/2024 |
6 | Bank of Montreal Top Holdings and 13F Report | 04/05/2024 |
7 | QuoteMedia Announces 8 percent Revenue Growth for 2023 | 04/08/2024 |
8 | Orchid Island Capital Announces Estimated First Quarter 2024 Results, April 2024 Monthly Dividend and March 31, 2024 RMBS Portfolio Characteristics | 04/10/2024 |
9 | Interest Rates Witness Steepest Series Of Increases In Decades, Creating Potential Opportunities In Cash-Like Investments | 04/11/2024 |
10 | BMO chief says US economy improving, calls California a strategically important market | 04/16/2024 |
11 | Asian Business Headlines at 517 a.m. GMT | 04/17/2024 |
12 | BMO Announces Notional Distributions and Tax Adjustments for Certain Exchange-Traded Funds | 04/19/2024 |
| Begin Period Cash Flow | 87.5 B | |
| Total Cashflows From Investing Activities | -21.2 B |
Bank |
Bank of Montreal Relative Risk vs. Return Landscape
If you would invest 9,483 in Bank of Montreal on January 21, 2024 and sell it today you would lose (269.00) from holding Bank of Montreal or give up 2.84% of portfolio value over 90 days. Bank of Montreal is generating negative expected returns assuming volatility of 1.164% on return distribution over 90 days investment horizon. In other words, 10% of stocks are less volatile than Bank, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Bank of Montreal Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bank of Montreal's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Bank of Montreal, and traders can use it to determine the average amount a Bank of Montreal's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0328
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BMO |
Estimated Market Risk
| 1.16 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Bank of Montreal is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Bank of Montreal by adding Bank of Montreal to a well-diversified portfolio.
Bank of Montreal Fundamentals Growth
Bank Stock prices reflect investors' perceptions of the future prospects and financial health of Bank of Montreal, and Bank of Montreal fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Bank Stock performance.
| Return On Equity | 0.0728 | ||||
| Return On Asset | 0.0045 | ||||
| Profit Margin | 0.18 % | ||||
| Operating Margin | 0.27 % | ||||
| Current Valuation | (106.44 B) | ||||
| Shares Outstanding | 725.44 M | ||||
| Price To Earning | 14.84 X | ||||
| Price To Book | 1.25 X | ||||
| Price To Sales | 2.18 X | ||||
| Revenue | 33.05 B | ||||
| Gross Profit | 29.02 B | ||||
| EBITDA | 7.95 B | ||||
| Net Income | 4.38 B | ||||
| Cash And Equivalents | 335.16 B | ||||
| Cash Per Share | 497.00 X | ||||
| Total Debt | 248.74 B | ||||
| Debt To Equity | 15.26 % | ||||
| Book Value Per Share | 101.95 X | ||||
| Cash Flow From Operations | 9.59 B | ||||
| Earnings Per Share | 5.26 X | ||||
| Market Capitalization | 66.85 B | ||||
| Total Asset | 1.29 T | ||||
| Retained Earnings | 44.92 B | ||||
About Bank of Montreal Performance
To evaluate Bank of Montreal Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Bank of Montreal generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Bank Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Bank of Montreal market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Bank's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 0.00 | 0.00 | |
| Return On Tangible Assets | 0 | 0.01 | |
| Return On Capital Employed | 0.01 | 0.01 | |
| Return On Assets | 0 | 0.01 | |
| Return On Equity | 0.07 | 0.06 |
Things to note about Bank of Montreal performance evaluation
Checking the ongoing alerts about Bank of Montreal for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Bank of Montreal help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bank of Montreal generated a negative expected return over the last 90 days | |
| 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: BMO Announces Notional Distributions and Tax Adjustments for Certain Exchange-Traded Funds |
- Analyzing Bank of Montreal's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Bank of Montreal's stock is overvalued or undervalued compared to its peers.
- Examining Bank of Montreal's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Bank of Montreal's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bank of Montreal's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Bank of Montreal's stock. These opinions can provide insight into Bank of Montreal's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in 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. To learn how to invest in Bank Stock, please use our How to Invest in Bank of Montreal guide.You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
Complementary Tools for Bank Stock analysis
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.
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| AI Investment Finder Use AI to screen and filter profitable investment opportunities | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |
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 5.26 | 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.