Stock Scorecard
Stock Summary for Bank of Montreal (BMO) - $132.58 as of 1/9/2026 7:24:07 PM EST
Total Score
15 out of 30
Safety Score
67 out of 100
Currently on the following lists
None
Tim's Recommendation
Possible Buy
Growth List Algorithm Criteria for BMO
| Positive Quarterly and Annual earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the Annual earnings growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for BMO
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for BMO
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for BMO
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for BMO (67 out of 100)
| Stock Price Rating (Max of 10) | 10 |
| Historical Stock Price Rating (Max of 10) | 9 |
| Stock Price Trend (Max of 10) | 9 |
| Book Value (Max of 10) | 9 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 3 |
| Analyst Strong Buy Ratings (Max of 5) | 0 |
| Dividend Yield Percentage (Max of 10) | 8 |
| Operating Margin (Max of 10) | 6 |
| Trading Volume (Max of 10) | 5 |
| Price to Earnings (Max of 10) | 8 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | 0 |
Latest News for for BMO
Financial Details for BMO
Company Overview |
|
|---|---|
| Ticker | BMO |
| Company Name | Bank of Montreal |
| Country | USA |
| Description | Bank of Montreal (BMO) is a leading North American financial services institution headquartered in Montreal, Canada, with a substantial presence in both Canadian and U.S. markets. The bank provides a comprehensive range of services, including personal and commercial banking, wealth management, and investment solutions, positioning itself as a key player in the financial sector. BMO's strong focus on innovation and sustainability, coupled with its commitment to customer-centric solutions, enhances its competitive edge and supports its potential for long-term growth. These attributes make BMO an attractive investment opportunity for institutional investors seeking stability and resilience in their portfolios. |
| Sector Name | FINANCIAL SERVICES |
| Industry Name | BANKS - DIVERSIFIED |
| Most Recent Quarter | 10/31/2025 |
| Next Earnings Date | 2/24/2026 |
Stock Price History |
|
| Last Day Price | 132.58 |
| Price 4 Years Ago | 78.28 |
| Last Day Price Updated | 1/9/2026 7:24:07 PM EST |
| Last Day Volume | 318,208 |
| Average Daily Volume | 600,928 |
| 52-Week High | 135.01 |
| 52-Week Low | 82.76 |
| Last Price to 52 Week Low | 60.20% |
Valuation Measures |
|
| Trailing PE | 15.97 |
| Industry PE | 15.22 |
| Sector PE | 29.24 |
| 5-Year Average PE | 7.74 |
| Free Cash Flow Ratio | 1.34 |
| Industry Free Cash Flow Ratio | 1.42 |
| Sector Free Cash Flow Ratio | 48.95 |
| Current Ratio Most Recent Quarter | 0.14 |
| Total Cash Per Share | 99.20 |
| Book Value Per Share Most Recent Quarter | 88.31 |
| Price to Book Ratio | 1.50 |
| Industry Price to Book Ratio | 1.74 |
| Sector Price to Book Ratio | 1.87 |
| Price to Sales Ratio Twelve Trailing Months | 2.91 |
| Industry Price to Sales Ratio Twelve Trailing Months | 3.79 |
| Sector Price to Sales Ratio Twelve Trailing Months | 4.10 |
| Analyst Buy Ratings | 2 |
| Analyst Strong Buy Ratings | 0 |
Share Statistics |
|
| Total Shares Outstanding | 708,906,000 |
| Market Capitalization | 93,986,757,480 |
| Institutional Ownership | 55.32% |
Dividends |
|
| Ex-Dividend Date | 1/30/2026 |
| Previous Dividend Amount | 1.6300 |
| Current Dividend Amount | 1.6700 |
| Total Years Dividend Increasing | 4 |
| Trailing Annual Dividend Rate | 6.44 |
| Trailing Annual Dividend Yield | 4.86% |
| Forward Annual Dividend Rate | 6.68 |
| Forward Annual Dividend Yield | 5.04% |
| 5-Year Dividend Payments Count | 21 |
| 3-Year Average Dividend Yield | 4.96% |
| 5-Year Average Dividend Yield | 6.23% |
| 1-Year Dividend Growth Rate Percentage | 3.73% |
| 3-Year Dividend Growth Rate Percentage | 1.85% |
| 5-Year Dividend Growth Rate Percentage | 5.27% |
| All-Time Dividend Growth Rate Percentage | 5.29% |
| Dividend Payout Ratio | 77.78% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 1.10% |
| Annual Earnings Growth | 19.01% |
| Reported EPS 12 Trailing Months | 8.28 |
| Reported EPS Past Year | 12.17 |
| Reported EPS Prior Year | 9.00 |
| Net Income Twelve Trailing Months | 8,709,000,000 |
| Net Income Past Year | 8,709,000,000 |
| Net Income Prior Year | 7,318,000,000 |
| Quarterly Revenue Growth YOY | 15.50% |
| 5-Year Revenue Growth | 17.86% |
| Operating Margin Twelve Trailing Months | 38.70% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 70,322,000,000 |
| Total Cash Past Year | 70,322,000,000 |
| Total Cash Prior Year | 68,738,000,000 |
| Net Cash Position Most Recent Quarter | 11,196,000,000 |
| Net Cash Position Past Year | 11,196,000,000 |
| Long Term Debt Past Year | 59,126,000,000 |
| Long Term Debt Prior Year | 152,277,000,000 |
| Total Debt Most Recent Quarter | 59,126,000,000 |
| Equity to Debt Ratio Past Year | 0.60 |
| Equity to Debt Ratio Most Recent Quarter | 0.60 |
| Total Stockholder Equity Past Year | 88,051,000,000 |
| Total Stockholder Equity Prior Year | 84,250,000,000 |
| Total Stockholder Equity Most Recent Quarter | 88,051,000,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 8,511,000,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 12.01 |
| Free Cash Flow Past Year | 8,511,000,000 |
| Free Cash Flow Prior Year | 27,466,000,000 |
Options |
|
| Put/Call Ratio | 0.32 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.00 |
| MACD Signal | 0.00 |
| 20-Day Bollinger Lower Band | 0.00 |
| 20-Day Bollinger Middle Band | 0.00 |
| 20-Day Bollinger Upper Band | 0.00 |
| Beta | 1.22 |
| RSI | 0.00 |
| 50-Day SMA | 0.00 |
| 150-Day SMA | 0.00 |
| 200-Day SMA | 0.00 |
System |
|
| Modified | 1/8/2026 7:00:34 PM EST |