Bank Of Montreal Stock Fundamentals
| BMO Stock | USD 94.63 0.59 0.63% |
Bank of Montreal fundamentals help investors to digest information that contributes to Bank of Montreal's financial success or failures. It also enables traders to predict the movement of Bank Stock. The fundamental analysis module provides a way to measure Bank of Montreal's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Bank of Montreal stock.
At this time, Bank of Montreal's Tax Provision is very stable compared to the past year. As of the 21st of November 2024, Interest Income is likely to grow to about 67.1 B, while Interest Expense is likely to drop 0.00. Bank | Select Account or Indicator |
Bank of Montreal Company Operating Margin Analysis
Bank of Montreal's Operating Margin shows how much operating income a company makes on each dollar of sales. It is one of the profitability indicators which helps analysts to understand whether the firm is successful or not making money from everyday operations.
Current Bank of Montreal Operating Margin | 0.37 % |
Most of Bank of Montreal's fundamental indicators, such as Operating Margin, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Bank of Montreal is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Bank Operating Margin Historical Pattern
Today, most investors in Bank of Montreal Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Bank of Montreal's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's operating margin growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of Bank of Montreal operating margin as a starting point in their analysis.
Bank of Montreal Operating Margin |
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A good Operating Margin is required for a company to be able to pay for its fixed costs or payout its debt, which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against a firm's competitors.
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Bank Pretax Profit Margin
Pretax Profit Margin |
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Based on the recorded statements, Bank of Montreal has an Operating Margin of 0.3739%. This is 97.97% lower than that of the Banks sector and significantly higher than that of the Financials industry. The operating margin for all United States stocks is 106.79% lower than that of the firm.
Bank of Montreal Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Bank of Montreal's current stock value. Our valuation model uses many indicators to compare Bank of Montreal value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Bank of Montreal competition to find correlations between indicators driving Bank of Montreal's intrinsic value. More Info.Bank of Montreal is rated below average in return on equity category among its peers. It also is rated below average in return on asset category among its peers reporting about 0.06 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Bank of Montreal is roughly 16.98 . At this time, Bank of Montreal's Return On Equity is very stable compared to the past year. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Bank of Montreal's earnings, one of the primary drivers of an investment's value.Bank Operating Margin Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Bank of Montreal's direct or indirect competition against its Operating Margin to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Bank of Montreal could also be used in its relative valuation, which is a method of valuing Bank of Montreal by comparing valuation metrics of similar companies.Bank of Montreal is currently under evaluation in operating margin category among its peers.
Bank of Montreal Current Valuation Drivers
We derive many important indicators used in calculating different scores of Bank of Montreal from analyzing Bank of Montreal's financial statements. These drivers represent accounts that assess Bank of Montreal's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Bank of Montreal's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 50.8B | 87.7B | 83.3B | 80.5B | 72.5B | 76.1B | |
| Enterprise Value | 171.4B | 175.9B | 212.7B | 247.2B | 222.5B | 233.6B |
Bank of Montreal ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Bank of Montreal's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Bank of Montreal's managers, analysts, and investors.Environmental | Governance | Social |
Bank Fundamentals
| Return On Equity | 0.0849 | |||
| Return On Asset | 0.005 | |||
| Profit Margin | 0.21 % | |||
| Operating Margin | 0.37 % | |||
| Current Valuation | (106.16 B) | |||
| Shares Outstanding | 729.41 M | |||
| Shares Owned By Insiders | 0.02 % | |||
| Shares Owned By Institutions | 53.30 % | |||
| Number Of Shares Shorted | 13.47 M | |||
| Price To Earning | 14.84 X | |||
| Price To Book | 1.20 X | |||
| Price To Sales | 2.18 X | |||
| Revenue | 29.02 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 | 105.41 X | |||
| Cash Flow From Operations | 9.59 B | |||
| Short Ratio | 11.93 X | |||
| Earnings Per Share | 6.20 X | |||
| Price To Earnings To Growth | 0.71 X | |||
| Target Price | 132.71 | |||
| Number Of Employees | 55.77 K | |||
| Beta | 1.16 | |||
| Market Capitalization | 68.59 B | |||
| Total Asset | 1.29 T | |||
| Retained Earnings | 44.92 B | |||
| Annual Yield | 0.05 % | |||
| Five Year Return | 4.01 % | |||
| Net Asset | 1.29 T | |||
| Last Dividend Paid | 6.04 |
About Bank of Montreal Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Bank of Montreal's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Bank of Montreal using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Bank of Montreal based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.| Last Reported | Projected for Next Year | ||
| Total Revenue | 52.3 B | 54.9 B | |
| Stock Based Compensation To Revenue | 0.02 | 0.02 | |
| Sales General And Administrative To Revenue | 0.42 | 0.31 | |
| Capex To Revenue | 0.07 | 0.05 | |
| Revenue Per Share | 33.99 | 18.90 | |
| Ebit Per Revenue | 0.41 | 0.39 |
Pair Trading with Bank of Montreal
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Bank of Montreal position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Bank of Montreal will appreciate offsetting losses from the drop in the long position's value.Moving together with Bank Stock
| 0.76 | C | Citigroup Aggressive Push | PairCorr |
| 0.91 | BK | Bank of New York Fiscal Year End 10th of January 2025 | PairCorr |
| 0.73 | CM | Canadian Imperial Bank Fiscal Year End 5th of December 2024 | PairCorr |
Moving against Bank Stock
| 0.69 | ING | ING Group NV | PairCorr |
| 0.46 | TD | Toronto Dominion Bank Fiscal Year End 5th of December 2024 | PairCorr |
The ability to find closely correlated positions to Bank of Montreal could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Bank of Montreal when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Bank of Montreal - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Bank of Montreal to buy it.
The correlation of Bank of Montreal is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Bank of Montreal moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Bank of Montreal moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Bank of Montreal can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Bank of Montreal Piotroski F Score and Bank of Montreal Altman Z Score analysis. 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.
Is Diversified Banks space 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 0.17 | Dividend Share 6.04 | Earnings Share 6.2 | Revenue Per Share 43.316 | Quarterly Revenue Growth (0.04) |
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.