Bank of Montreal (BMO)

NYSE: BMO · USD

$174

+1.76 (+1.0%)· Recorded snapshot

Market cap	121B
Revenue (ttm)	25.4B
Net income (ttm)	6.2B
EPS (ttm)	$8.74
Shares out	697.1M
P/E (trailing)	19.9x
P/E (forward)	15.2x
Dividend	$4.91 (2.82%)
Volume	352,252
Beta	1.12

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 25.4B
Net income (ttm): 6.2B
EPS (ttm): $8.74
P/E (trailing): 19.9x
P/E (forward): 15.2x
Market cap: 121B

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
ACGL	Arch Capital Group Ltd.	34.8B	8.3x	1.8x	15.9%	+15.1%	+18.7%	Активно покупать
AIG	American International Group Inc.	41.7B	14.7x	1.6x	7.7%	-9.6%	+2.8%	Активно покупать
AIZ	Assurant, Inc.	14.1B	13.6x	1.0x	14.4%	+6.6%	+36.2%	Держать

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E15.2

P25 n/aP50 n/aP75 n/a

Trailing P/E19.9

P25 n/aP50 n/aP75 n/a

ROE10.6

P25 n/aP50 n/aP75 n/a

ROICn/a

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All BMO indicators

Market & fundamental data

Available fields

221

Groups with data

Currency

CAD

Showing 221 of 221 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	USD
CIK code	0000927971
Company name	Bank of Montreal
Country	Canada
Country code	US
CUSIP number	063671101
Earnings date	2026-12-02
Earnings time	bmo
Employees	53,234
Employees change	-363
Employees growth	-0.68%
Exchange	NYSE
Financial currency	CAD
Financial report date	2026-07-31
First seen	2026-05-09
Fiscal year end	October
Founded	1817
Industry	Banks - Diversified
Is primary listing	No
Is SPAC	No
ISIN number	CA0636711016
Last earnings date	2026-08-25
Last refreshed	2026-10-28
Last stock split date	2001-03-15
Last stock split type	Forward
Market cap	$121B
Market cap category	Large-Cap
Next earnings date	2026-12-02
Options	Yes
Price	$173.88
Price currency	USD
Sector	Financials
SIC code	6029
Stock price date	2026-10-28
Symbol	BMO
Website	https://www.bmo.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Adjusted P/E ratio	16.99x
Average P/E ratio (10Y)	12.45x
Average P/E ratio (3Y)	15.24x
Average P/E ratio (5Y)	13.1x
Earnings yield	5.03%
FCF yield	-3.37%
Forward P/E	15.21x
Forward P/S	4.12x
Graham number	132.66935
Graham upside	-22.57%
Industry forward P/E	11.84x
Industry P/E	13.41x
Lynch fair value	$44.30
Lynch upside	-74.14%
P/B ratio	1.94x
P/E ratio	19.9x
P/S ratio	4.71x
Price / tangible book value	2.64x
Sector forward P/E	13.61x
Sector P/E	15.68x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
Effective tax rate	25.79%
Operating margin	37.94%
Pretax margin	34.62%
Profit margin	25.66%
Profit per employee	$116,336
Profitable quarters	99
Profitable years	26
Revenue per employee	$477,582
ROA	0.62%
ROA (5Y)	0.71%
ROE	10.57%
ROE (5Y)	11.99%
Tax / revenue	8.93%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	7.55%
EPS growth (Q)	-24.2%
EPS growth (QoQ)	-32.58%
EPS growth 10Y	6.2%
EPS growth 3Y	7.44%
EPS growth 5Y	2.74%
EPS growth years	2
Net income growth	4.93%
Net income growth (Q)	-24.88%
Net income growth (QoQ)	-32.97%
Net income growth 3Y	7.87%
Net income growth 5Y	4.59%
Net income growth years	2
Revenue growth	13.21%
Revenue growth (Q)	12%
Revenue growth (QoQ)	3.92%
Revenue growth 10Y	5.94%
Revenue growth 3Y	6.49%
Revenue growth 5Y	6.57%
Revenue growth quarters	11
Revenue growth years	2

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-656.7M
EPS	$8.74
FCF per share	$-5.79
Financing cash flow	$34.2B
Free cash flow	$-4B
Gross profit	$25.4B
Income taxes	$2.3B
Investing cash flow	$-20B
Net borrowing	$2.6B
Net cash flow	$11B
Net income	$6.2B
Operating income	$9.6B
Revenue	$25.4B

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Book value per share	$86.88
Debt / equity	3.91
Goodwill	$11.5B
Net cash (debt)	$85.7B
Net cash / market cap	71.57%
Net cash growth	-30.91%
Net debt / equity	-1.39
Piotroski F-Score	2
Property, plant and equipment	$4.5B
Shareholders' equity	$61.7B
Tangible book value	$45.4B
Tangible book value per share	$65.16
Total assets	$1.1T
Total cash	$327.2B
Total debt	$241.5B
Total liabilities	$1T
WACC	3.46%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Working capital	$-434.4B

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	2.64%
Dividend growth	6.57%
Dividend growth (10Y)	6.68%
Dividend growth (3Y)	4.54%
Dividend growth (5Y)	7.62%
Dividend growth years	10
Dividend payment date	2026-11-26
Dividend payment years	54
Dividend payout frequency	Quarterly
Dividend per share	$4.91
Dividend yield	2.82%
Ex-dividend date	2026-10-30
Last dividend	$1.24
Payout ratio	56.17%
Shareholder yield	5.51%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y price change	167.29%
10Y return CAGR	15.03%
10Y total return	305.48%
150-day SMA	$166.08
15Y price change	183.99%
15Y return CAGR	11.82%
15Y total return	434.56%
1D price change	1.02%
1M price change	0.77%
1M total return	0.77%
1W price change	3.68%
1W total return	3.68%
1Y price change	36.43%
1Y return CAGR	41.06%
1Y total return	41.03%
20-day SMA	$166.66
200-day SMA	$159.62
20Y price change	183.85%
20Y return CAGR	10.14%
20Y total return	589.43%
3M price change	-2.73%
3M total return	-2.06%
3Y price change	133.94%
3Y return CAGR	37.94%
3Y total return	162.52%
50-day SMA	$170.42
50-day SMA vs 200-day SMA	50over200
52-week high	$187.22
52-week high date	2026-08-17
52-week low	$119.84
52-week low date	2025-11-20
5Y price change	56.59%
5Y return CAGR	14.12%
5Y total return	93.55%
6M price change	13.95%
6M total return	15.68%
All-time high	$187.22
All-time high date	2026-08-17
All-time low	$8.56
All-time low date	1995-01-23
Average true range (ATR)	$2.88
Average volume	630.5K
Beta (5Y)	1.12
Change from 52-week high	-7.13%
Change from 52-week low	45.09%
Change from all-time high	-7.26%
Change from all-time low	1,927.91%
Change from open	0.68%
Day's gap	0.33%
Dollar volume	$61.2M
High price	$173.90
Low price	$171.30
Monthly RSI	72.2
Open price	$172.70
Position in 52-week range	99.23%
Premarket change	-0.48%
Premarket close	$172.13
Premarket price	$171.30
Previous close	$172.13
Price vs 150-day SMA	4.55%
Price vs 20-day SMA	4.18%
Price vs 200-day SMA	8.78%
Price vs 50-day SMA	1.88%
Relative volume	0.56
RSI	61.19
Sharpe ratio	1.61
Sharpe ratio (3Y)	1.45
Sharpe ratio (5Y)	0.55
Sortino ratio	2.65
Sortino ratio (3Y)	2.35
Sortino ratio (5Y)	1.03
Volume	352.3K
Weekly RSI	58.83
YTD price change	33.78%
YTD total return	37%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	694.3M
Float percentage	99.59%
Shares change (QoQ)	-0.41%
Shares change (YoY)	-2.64%
Shares held by insiders	0.04%
Shares held by institutions	51.33%
Shares outstanding	697.1M
Short % of float	0.79%
Short % of shares	0.79%
Short ratio	8.8 days

Deeper analysis on BMO

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

→

Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

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Sensitivity

Cost-of-equity and terminal-growth stress table.

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Risks

Kill scenarios, soft-pass flags, and downside catalysts.

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Earnings

Next earnings setup and beat / inline / miss thresholds.

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Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

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Financials

Revenue, margins, cash flow, and balance-sheet context.

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Peers

Relative valuation and profitability against the cohort.

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Moat

Economic-profit evidence and competitive advantage risk.

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Industry cycle

Sector phase, capital cycle, and secular tailwinds.

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Frequently asked questions

About this BMO report

Is a complete BMO research report available?

No complete published report is available for Bank of Montreal (BMO) on this page. Market-directory data, when present, is not a substitute for a validated stock analysis.

Bank of Montreal (BMO)

Price

Financial snapshot

Fair-value bridge

Latest news · BMO

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All BMO indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on BMO

Frequently asked questions