Stock Scorecard

Stock Summary for Bank of Montreal (BMO) - $94.50 as of 11/20/2024 7:50:45 PM EST

Total Score

13 out of 30

Currently on the following lists
None
Tim's Recommendation
Avoid

Growth List Algorithm Criteria for BMO

Positive 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 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 (77 out of 90)

Stock Price Rating (Max of 10) 9
Historical Stock Price Rating (Max of 10) 9
Stock Price Trend (Max of 10) 9
Book Value (Max of 10) 10
Book Value to Price (Max of 10) 6
Analyst Buy Ratings (Max of 5) 2
Analyst Strong Buy Ratings (Max of 5) 4
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) 9

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 FINANCE
Industry Name COMMERCIAL BANKS, NEC
Most Recent Quarter 7/31/2024
Next Earnings Date 12/5/2024

Stock Price History
Last Day Price 94.50
Price 4 Years Ago 62.92
Last Day Price Updated 11/20/2024 7:50:45 PM EST
Last Day Volume 486,927
Average Daily Volume 986,945
52-Week High 95.38
52-Week Low 75.10
Last Price to 52 Week Low 25.83%

Valuation Measures
Trailing PE 15.25
Industry PE 16.66
Sector PE 21.40
5-Year Average PE 7.77
Free Cash Flow Ratio 0.88
Industry Free Cash Flow Ratio 0.96
Sector Free Cash Flow Ratio 11.50
Current Ratio Most Recent Quarter 0.68
Total Cash Per Share 107.38
Book Value Per Share Most Recent Quarter 105.41
Price to Book Ratio 1.19
Industry Price to Book Ratio 1.30
Sector Price to Book Ratio 2.00
Price to Sales Ratio Twelve Trailing Months 2.19
Industry Price to Sales Ratio Twelve Trailing Months 1.41
Sector Price to Sales Ratio Twelve Trailing Months 3.50
Analyst Buy Ratings 1
Analyst Strong Buy Ratings 4

Share Statistics
Total Shares Outstanding 729,413,000
Market Capitalization 68,929,528,500
Institutional Ownership N/A

Dividends
Ex-Dividend Date 10/30/2024
Last Dividend Amount 1.55
Current Dividend Amount 1.55
Total Years Dividend Increasing 2
Trailing Annual Dividend Rate 6.12
Trailing Annual Dividend Yield 6.48%
Forward Annual Dividend Rate 6.69
Forward Annual Dividend Yield 7.08%
5-Year Dividend Payments Count 20
3-Year Average Dividend Yield 5.27%
5-Year Average Dividend Yield 5.32%
1-Year Dividend Growth Rate Percentage 6.62%
3-Year Dividend Growth Rate Percentage 16.96%
5-Year Dividend Growth Rate Percentage 9.33%
All-Time Dividend Growth Rate Percentage 7.29%
Dividend Payout Ratio 99.19%

Income Statement
Quarterly Earnings Growth YOY 17.00%
Annual Earnings Growth -67.76%
Reported EPS 12 Trailing Months 6.17
Reported EPS Past Year 7.10
Reported EPS Prior Year 11.74
Net Income Twelve Trailing Months 6,879,000,000
Net Income Past Year 4,365,000,000
Net Income Prior Year 13,537,000,000
Quarterly Revenue Growth YOY -3.60%
5-Year Revenue Growth 4.88%
Operating Margin Twelve Trailing Months 0.37

Balance Sheet
Total Cash Most Recent Quarter 78,323,000,000
Total Cash Past Year 82,059,000,000
Total Cash Prior Year 93,200,000,000
Net Cash Position Most Recent Quarter -68,773,000,000
Net Cash Position Past Year -54,634,000,000
Long Term Debt Past Year 136,693,000,000
Long Term Debt Prior Year 25,944,000,000
Total Debt Most Recent Quarter 147,096,000,000
Equity to Debt Ratio Past Year 0.36
Equity to Debt Ratio Most Recent Quarter 0.36
Total Stockholder Equity Past Year 77,009,000,000
Total Stockholder Equity Prior Year 71,038,000,000
Total Stockholder Equity Most Recent Quarter 82,926,000,000

Free Cash Flow
Free Cash Flow Twelve Trailing Months 22,113,000,000
Free Cash Flow Per Share Twelve Trailing Months 30.32
Free Cash Flow Past Year 7,914,000,000
Free Cash Flow Prior Year 3,509,000,000

Options
Put/Call Ratio 0.16
Has Options Options Chain
Liquidity Rating

Technical Analysis
Yahoo Finance Chart Yahoo Finance Chart
MACD 1.02
MACD Signal 1.02
20-Day Bollinger Lower Band 78.65
20-Day Bollinger Middle Band 87.48
20-Day Bollinger Upper Band 96.32
Beta 1.16
RSI 59.57
50-Day SMA 88.39
150-Day SMA 87.03
200-Day SMA 86.22

System
Modified 11/20/2024 7:42:21 PM EST