Stock Scorecard

Stock Summary for Bank of Montreal (BMO) - $161.84 as of 5/29/2026 12:13:32 PM EST

Total Score

13 out of 30

Safety Score

72 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 (72 out of 100)

Stock Price Rating (Max of 10) 10
Historical Stock Price Rating (Max of 10) 9
Stock Price Trend (Max of 10) 10
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) 3
Dividend Yield Percentage (Max of 10) 6
Operating Margin (Max of 10) 6
Trading Volume (Max of 10) 8
Price to Earnings (Max of 10) 8
Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) 0

Financial Details for BMO

Company Overview
Ticker BMO
Company Name Bank of Montreal
Country USA
Description Bank of Montreal offers diversified financial services primarily in North America. The company is headquartered in Montreal, Canada.
Sector Name FINANCIAL SERVICES
Industry Name BANKS - DIVERSIFIED
Most Recent Quarter 1/31/2026
Next Earnings Date N/A

Stock Price History
Last Day Price 161.84
Price 4 Years Ago 76.94
Last Day Price Updated 5/29/2026 12:13:32 PM EST
Last Day Volume 802,919
Average Daily Volume 852,343
52-Week High 163.44
52-Week Low 100.37
Last Price to 52 Week Low 61.24%

Valuation Measures
Trailing PE 17.30
Industry PE 13.85
Sector PE 57.84
5-Year Average PE 10.55
Free Cash Flow Ratio 1.68
Industry Free Cash Flow Ratio 1.04
Sector Free Cash Flow Ratio 44.92
Current Ratio Most Recent Quarter 0.39
Total Cash Per Share 96.07
Book Value Per Share Most Recent Quarter 88.36
Price to Book Ratio 1.88
Industry Price to Book Ratio 1.79
Sector Price to Book Ratio 1.84
Price to Sales Ratio Twelve Trailing Months 3.41
Industry Price to Sales Ratio Twelve Trailing Months 3.17
Sector Price to Sales Ratio Twelve Trailing Months 3.85
Analyst Buy Ratings 3
Analyst Strong Buy Ratings 1

Share Statistics
Total Shares Outstanding 700,417,000
Market Capitalization 113,355,487,280
Institutional Ownership 53.45%

Dividends
Ex-Dividend Date 7/30/2026
Previous Dividend Amount 1.6700
Current Dividend Amount 1.7100
Total Years Dividend Increasing 4
Trailing Annual Dividend Rate 6.60
Trailing Annual Dividend Yield 4.06%
Forward Annual Dividend Rate 6.84
Forward Annual Dividend Yield 4.20%
5-Year Dividend Payments Count 21
3-Year Average Dividend Yield 5.05%
5-Year Average Dividend Yield 6.34%
1-Year Dividend Growth Rate Percentage 6.21%
3-Year Dividend Growth Rate Percentage 3.06%
5-Year Dividend Growth Rate Percentage 5.89%
All-Time Dividend Growth Rate Percentage 5.29%
Dividend Payout Ratio 69.99%

Income Statement
Quarterly Earnings Growth YOY 19.80%
Annual Earnings Growth 19.01%
Reported EPS 12 Trailing Months 9.43
Reported EPS Past Year 7.15
Reported EPS Prior Year 11.86
Net Income Twelve Trailing Months 9,065,000,000
Net Income Past Year 8,709,000,000
Net Income Prior Year 7,318,000,000
Quarterly Revenue Growth YOY 10.00%
5-Year Revenue Growth 17.86%
Operating Margin Twelve Trailing Months 39.90%

Balance Sheet
Total Cash Most Recent Quarter 67,291,000,000
Total Cash Past Year 70,322,000,000
Total Cash Prior Year 68,738,000,000
Net Cash Position Most Recent Quarter -102,067,000,000
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 169,358,000,000
Equity to Debt Ratio Past Year 0.60
Equity to Debt Ratio Most Recent Quarter 0.34
Total Stockholder Equity Past Year 88,051,000,000
Total Stockholder Equity Prior Year 84,250,000,000
Total Stockholder Equity Most Recent Quarter 85,705,000,000

Free Cash Flow
Free Cash Flow Twelve Trailing Months 10,975,000,000
Free Cash Flow Per Share Twelve Trailing Months 15.67
Free Cash Flow Past Year 8,511,000,000
Free Cash Flow Prior Year 27,466,000,000

Options
Put/Call Ratio 0.87
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 124.33
20-Day Bollinger Middle Band 139.07
20-Day Bollinger Upper Band 153.81
Beta 1.17
RSI 0.00
50-Day SMA 0.00
150-Day SMA 0.00
200-Day SMA 0.00

System
Modified 5/28/2026 6:47:24 PM EST