BMO.TO vs. MS
Compare and contrast key facts about Bank of Montreal (BMO.TO) and Morgan Stanley (MS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BMO.TO or MS.
Key characteristics
| BMO.TO | MS | |
|---|---|---|
| YTD Return | -1.72% | -0.28% |
| 1Y Return | 8.39% | 5.16% |
| 3Y Return (Ann) | 7.65% | 7.99% |
| 5Y Return (Ann) | 8.57% | 17.91% |
| 10Y Return (Ann) | 9.87% | 14.57% |
| Sharpe Ratio | 0.47 | 0.24 |
| Daily Std Dev | 16.99% | 25.16% |
| Max Drawdown | -62.39% | -88.12% |
| Current Drawdown | -9.21% | -8.67% |
Fundamentals
| BMO.TO | MS | |
|---|---|---|
| Market Cap | CA$91.95B | $147.47B |
| EPS | CA$7.28 | $5.50 |
| PE Ratio | 17.41 | 16.48 |
| PEG Ratio | 0.59 | 3.06 |
| Revenue (TTM) | CA$31.18B | $54.47B |
| Gross Profit (TTM) | CA$33.38B | $46.44B |
Correlation
The correlation between BMO.TO and MS is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BMO.TO vs. MS - Performance Comparison
In the year-to-date period, BMO.TO achieves a -1.72% return, which is significantly lower than MS's -0.28% return. Over the past 10 years, BMO.TO has underperformed MS with an annualized return of 9.87%, while MS has yielded a comparatively higher 14.57% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BMO.TO vs. MS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bank of Montreal (BMO.TO) and Morgan Stanley (MS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BMO.TO vs. MS - Dividend Comparison
BMO.TO's dividend yield for the trailing twelve months is around 4.62%, more than MS's 3.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMO.TO Bank of Montreal | 4.62% | 4.42% | 4.44% | 3.11% | 4.38% | 4.03% | 4.24% | 3.54% | 3.55% | 4.15% | 3.79% | 4.15% |
MS Morgan Stanley | 3.61% | 3.49% | 3.47% | 2.14% | 2.04% | 2.54% | 2.77% | 1.72% | 1.66% | 1.73% | 0.90% | 0.64% |
Drawdowns
BMO.TO vs. MS - Drawdown Comparison
The maximum BMO.TO drawdown since its inception was -62.39%, smaller than the maximum MS drawdown of -88.12%. Use the drawdown chart below to compare losses from any high point for BMO.TO and MS. For additional features, visit the drawdowns tool.
Volatility
BMO.TO vs. MS - Volatility Comparison
The current volatility for Bank of Montreal (BMO.TO) is 4.97%, while Morgan Stanley (MS) has a volatility of 7.94%. This indicates that BMO.TO experiences smaller price fluctuations and is considered to be less risky than MS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BMO.TO vs. MS - Financials Comparison
This section allows you to compare key financial metrics between Bank of Montreal and Morgan Stanley. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities