Bank Of Montreal Preferred Stock Performance
| BMO-PW Preferred Stock | CAD 24.99 0.00 0.00% |
Bank of Montreal has a performance score of 4 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.0571, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Bank of Montreal's returns are expected to increase less than the market. However, during the bear market, the loss of holding Bank of Montreal is expected to be smaller as well. Bank of Montreal right now shows a risk of 0.77%. Please confirm Bank of Montreal total risk alpha, downside variance, day median price, as well as the relationship between the maximum drawdown and skewness , to decide if Bank of Montreal will be following its price patterns.
Risk-Adjusted Performance
4 of 100
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Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Bank of Montreal are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, Bank of Montreal is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 87.5 B | |
| Free Cash Flow | 7.9 B |
Bank |
Bank of Montreal Relative Risk vs. Return Landscape
If you would invest 2,441 in Bank of Montreal on September 1, 2024 and sell it today you would earn a total of 58.00 from holding Bank of Montreal or generate 2.38% return on investment over 90 days. Bank of Montreal is generating 0.042% of daily returns and assumes 0.7663% volatility on return distribution over the 90 days horizon. Simply put, 6% of preferred stocks are less volatile than Bank, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading 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 preferred 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 = 0.0548
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| Negative Returns | BMO-PW |
Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Bank of Montreal is performing at about 4% of its full potential. 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 it to a well-diversified portfolio.
Bank of Montreal Fundamentals Growth
Bank Preferred 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 Preferred Stock performance.
| Return On Equity | 0.0849 | ||||
| Return On Asset | 0.005 | ||||
| Profit Margin | 0.21 % | ||||
| Operating Margin | 0.37 % | ||||
| Current Valuation | (156.44 B) | ||||
| Shares Outstanding | 639.93 M | ||||
| Price To Sales | 3.11 X | ||||
| Revenue | 33.05 B | ||||
| Total Debt | 108.54 B | ||||
| Book Value Per Share | 105.41 X | ||||
| Cash Flow From Operations | 9.59 B | ||||
| Earnings Per Share | 18.24 X | ||||
| Total Asset | 1.29 T | ||||
| Retained Earnings | 44.92 B | ||||
About Bank of Montreal Performance
By analyzing Bank of Montreal's fundamental ratios, stakeholders can gain valuable insights into Bank of Montreal's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Bank of Montreal has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Bank of Montreal has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
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. Preferred 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.Evaluating Bank of Montreal's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Bank of Montreal's preferred stock performance include:- 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 preferred stock. These opinions can provide insight into Bank of Montreal's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Bank Preferred 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.
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