Bank of Montreal (BMO)
Company Info
CA0636711016
063671101
Oct 27, 1994
Highlights
$77.33B
$7.73
13.75
1.39
$24.82B
$25.69B
$530.00M
$74.34 - $108.38
$103.29
0.33%
7.34
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Bank of Montreal (BMO) returned 12.78% year-to-date (YTD) and 29.05% over the past 12 months. Over the past 10 years, BMO had an annualized return of 10.46%, just below the S&P 500 benchmark at 10.84%.
BMO
12.78%
12.33%
15.26%
29.05%
4.71%
22.11%
10.46%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of BMO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.20% | 3.82% | -7.11% | 1.14% | 12.04% | 12.78% | |||||||
| 2024 | -3.69% | -3.91% | 7.93% | -7.46% | -0.24% | -5.90% | 1.90% | -0.84% | 7.87% | 2.25% | 4.53% | 1.89% | 3.00% |
| 2023 | 12.26% | -5.84% | -5.96% | 2.42% | -7.52% | 8.27% | 4.13% | -7.35% | -2.00% | -9.19% | 8.92% | 20.23% | 14.62% |
| 2022 | 6.07% | 0.64% | 3.57% | -9.25% | 2.69% | -11.68% | 4.73% | -7.43% | -4.99% | 6.22% | 6.24% | -7.39% | -12.40% |
| 2021 | -1.21% | 9.72% | 9.31% | 6.80% | 11.32% | -2.34% | -2.79% | 0.71% | 0.21% | 9.64% | -4.09% | 3.51% | 46.90% |
| 2020 | -0.64% | -10.94% | -25.96% | 2.73% | -3.12% | 7.58% | 4.66% | 16.10% | -8.12% | 3.17% | 22.28% | 4.55% | 3.31% |
| 2019 | 13.16% | 6.49% | -4.00% | 6.55% | -8.05% | 3.91% | 0.19% | -8.26% | 7.46% | 1.38% | 4.00% | 0.71% | 23.51% |
| 2018 | 3.81% | -7.65% | -0.58% | 1.44% | 1.94% | -0.18% | 3.57% | 3.38% | 0.70% | -8.55% | -0.32% | -12.28% | -15.20% |
| 2017 | 6.09% | 0.00% | -1.11% | -4.43% | -5.24% | 9.38% | 4.30% | -5.38% | 5.46% | 2.10% | 0.52% | 3.91% | 15.36% |
| 2016 | -4.05% | 2.80% | 10.31% | 8.48% | -3.45% | 0.76% | 2.18% | 3.40% | -1.10% | -2.03% | 3.55% | 9.20% | 32.91% |
| 2015 | -17.89% | 7.79% | -3.21% | 9.99% | -6.43% | -2.98% | -4.70% | -3.47% | 1.15% | 7.62% | -0.77% | -2.12% | -16.81% |
| 2014 | -7.37% | 8.01% | 1.58% | 3.92% | 1.97% | 4.68% | 2.30% | 3.21% | -4.34% | -0.44% | 1.50% | -4.02% | 10.43% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 75, BMO is among the top 25% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Bank of Montreal (BMO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Bank of Montreal provided a 4.19% dividend yield over the last twelve months, with an annual payout of $4.49 per share. The company has been increasing its dividends for 9 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.49 | $4.48 | $4.30 | $4.20 | $3.40 | $3.13 | $3.07 | $2.95 | $2.74 | $2.56 | $2.56 | $2.78 |
Dividend yield | 4.19% | 4.62% | 4.34% | 4.64% | 3.16% | 4.12% | 3.96% | 4.52% | 3.42% | 3.56% | 4.53% | 3.94% |
Monthly Dividends
The table displays the monthly dividend distributions for Bank of Montreal. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.12 | $0.00 | $0.00 | $1.11 | $0.00 | $2.23 | |||||||
| 2024 | $1.13 | $0.00 | $0.00 | $1.10 | $0.00 | $0.00 | $1.14 | $0.00 | $0.00 | $1.11 | $0.00 | $0.00 | $4.48 |
| 2023 | $1.07 | $0.00 | $0.00 | $1.05 | $0.00 | $0.00 | $1.11 | $0.00 | $0.00 | $1.06 | $0.00 | $0.00 | $4.30 |
| 2022 | $1.06 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $0.00 | $1.08 | $0.00 | $1.02 | $0.00 | $0.00 | $4.20 |
| 2021 | $0.82 | $0.00 | $0.00 | $0.85 | $0.00 | $0.00 | $0.00 | $0.88 | $0.00 | $0.86 | $0.00 | $0.00 | $3.40 |
| 2020 | $0.80 | $0.00 | $0.00 | $0.76 | $0.00 | $0.00 | $0.00 | $0.77 | $0.00 | $0.80 | $0.00 | $0.00 | $3.13 |
| 2019 | $0.76 | $0.00 | $0.00 | $0.74 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $3.07 |
| 2018 | $0.76 | $0.00 | $0.00 | $0.73 | $0.00 | $0.00 | $0.74 | $0.00 | $0.00 | $0.73 | $0.00 | $0.00 | $2.95 |
| 2017 | $0.67 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $2.74 |
| 2016 | $0.60 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $2.56 |
| 2015 | $0.64 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $2.56 |
| 2014 | $0.68 | $0.00 | $0.00 | $0.69 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $2.78 |
Dividend Yield & Payout
Dividend Yield
Bank of Montreal has a dividend yield of 4.19%, which is quite average when compared to the overall market.
Payout Ratio
Bank of Montreal has a payout ratio of 37.08%, which is quite average when compared to the overall market. This suggests that Bank of Montreal strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Bank of Montreal. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Bank of Montreal was 68.43%, occurring on Feb 23, 2009. Recovery took 265 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.43% | Nov 7, 2007 | 325 | Feb 23, 2009 | 265 | Mar 12, 2010 | 590 |
| -50.97% | Jan 22, 2020 | 43 | Mar 23, 2020 | 178 | Dec 3, 2020 | 221 |
| -47.89% | Apr 15, 1998 | 449 | Jan 24, 2000 | 257 | Jan 30, 2001 | 706 |
| -34.69% | Sep 4, 2014 | 347 | Jan 20, 2016 | 225 | Dec 8, 2016 | 572 |
| -34.3% | Mar 23, 2022 | 403 | Oct 27, 2023 | 395 | May 28, 2025 | 798 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Bank of Montreal over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Bank of Montreal, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 2.7% positive surprise.
Valuation
The Valuation section provides an overview of how Bank of Montreal is priced in the market compared to other companies in the Banks - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for BMO, comparing it with other companies in the Banks - Diversified industry. Currently, BMO has a P/E ratio of 13.8. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for BMO compared to other companies in the Banks - Diversified industry. BMO currently has a PEG ratio of 1.4. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for BMO relative to other companies in the Banks - Diversified industry. Currently, BMO has a P/S ratio of 2.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for BMO in comparison with other companies in the Banks - Diversified industry. Currently, BMO has a P/B value of 1.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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