Bank Of Montreal Stock Performance
| BMO Stock | USD 94.92 0.29 0.31% |
Bank of Montreal has a performance score of 8 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.77, which signifies possible diversification benefits within a given portfolio. 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 1.19%. Please confirm Bank of Montreal semi variance, and the relationship between the treynor ratio and daily balance of power , to decide if Bank of Montreal will be following its price patterns.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Bank of Montreal are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating primary indicators, Bank of Montreal may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
Actual Historical Performance (%)
One Day Return 0.31 | Five Day Return 1.5 | Year To Date Return (3.03) | Ten Year Return 28.76 | All Time Return 926.16 |
Forward Dividend Yield 0.047 | Payout Ratio 0.4523 | Last Split Factor 2:1 | Forward Dividend Rate 4.46 | Dividend Date 2024-11-26 |
1 | FINANCIAL 15 SPLIT CORP. Monthly Dividend Declaration for Class A Preferred Share | 09/18/2024 |
2 | Bank of Montreal Can Reduces Stock Holdings in Nordstrom, Inc. - MarketBeat | 10/08/2024 |
3 | In major U-turn, Canada to cut immigration, cop population decline | 10/25/2024 |
4 | Do Options Traders Know Something About Bank of Montreal Stock We Dont | 11/05/2024 |
5 | PREMIUM INCOME CORPORATION ANNOUNCES CLOSING OF OVERNIGHT OFFERING OF PREFERRED SHARES | 11/06/2024 |
6 | Endeavour Reports Q3-2024 Results | 11/07/2024 |
7 | Investors Look for Canadian Banks to Catch Up After Trump Victory | 11/11/2024 |
8 | Jaffetilchin Investment Partners LLC Invests 493,000 in Rio Tinto Group | 11/12/2024 |
9 | American Rare Earths Engages BMO Capital Markets as Financial Adviser | 11/18/2024 |
10 | An alleged mafia leader has been accused of laundering crime money. Why are these banks still doing business with him | 11/20/2024 |
11 | Trudeau Reopens Spending Playbook, Shaking Up Bets for Rates, Growth | 11/22/2024 |
| 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 8,771 in Bank of Montreal on August 26, 2024 and sell it today you would earn a total of 721.00 from holding Bank of Montreal or generate 8.22% return on investment over 90 days. Bank of Montreal is generating 0.1287% of daily returns assuming volatility of 1.1889% on return distribution over 90 days investment horizon. In other words, 10% of stocks are less volatile than Bank, and above 98% 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 = 0.1082
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | BMO | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.19 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Bank of Montreal is performing at about 8% 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 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 | 0.0849 | ||||
| Return On Asset | 0.005 | ||||
| Profit Margin | 0.21 % | ||||
| Operating Margin | 0.37 % | ||||
| Current Valuation | (105.52 B) | ||||
| Shares Outstanding | 729.41 M | ||||
| Price To Earning | 14.84 X | ||||
| Price To Book | 1.20 X | ||||
| Price To Sales | 2.20 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 | ||||
| Earnings Per Share | 6.22 X | ||||
| Market Capitalization | 69.24 B | ||||
| Total Asset | 1.29 T | ||||
| Retained Earnings | 44.92 B | ||||
About Bank of Montreal Performance
By examining Bank of Montreal's fundamental ratios, stakeholders can obtain critical insights into Bank of Montreal's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Bank of Montreal is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.00 | 0.01 | |
| Return On Capital Employed | 0.02 | 0.03 | |
| Return On Assets | 0.00 | 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 has a poor financial position based on the latest SEC disclosures | |
| Latest headline from bnnbloomberg.ca: Trudeau Reopens Spending Playbook, Shaking Up Bets for Rates, Growth |
- 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 closely tied 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 Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
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 6.22 | 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.