ScoreWhy is Bank of Montreal ?
1
Healthy long term growth as Net Interest Income (ex other income) has grown by an annual rate of 0% and Net profit at 13.13%
2
With ROA of 0.39%, it has a very attractive valuation with a 1.50 Price to Book Value
- The stock is trading at a premium compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 49.59%, its profits have risen by 31.6% ; the PEG ratio of the company is 0.5
3
High Institutional Holdings at 48.97%
- These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
- Their stake has increased by 0.54% over the previous quarter.
4
Market Beating Performance
- The stock has generated a return of 49.59% in the last 1 year, much higher than market (S&P/TSX 60) returns of 22.54%
Real-Time Research ReportHow much should you buy?
- Overall Portfolio exposure to Bank of Montreal should be less than 10%
- Overall Portfolio exposure to Major Banks should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Major Banks)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Bank of Montreal for you?
Low Risk, High Return
Absolute
Risk Adjusted
Volatility
Bank of Montreal
31.81%
7.90
17.99%
S&P/TSX 60
19.1%
1.54
14.62%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
21.16%
EBIT Growth (5y)
8.33%
EBIT to Interest (avg)
0
Debt to EBITDA (avg)
0
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
0
Dividend Payout Ratio
64.25%
Pledged Shares
0
Institutional Holding
48.97%
ROCE (avg)
0
ROE (avg)
0
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
15
Industry P/E
Price to Book Value
1.51
EV to EBIT
26.28
EV to EBITDA
21.24
EV to Capital Employed
1.23
EV to Sales
3.64
PEG Ratio
0.49
Dividend Yield
0.04%
ROCE (Latest)
4.69%
ROE (Latest)
10.06%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bullish
Mildly Bullish
Moving Averages
Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bullish
Mildly Bearish
OBV
Bullish
Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend2What is working for the Company
DIVIDEND PER SHARE(HY)
Highest at CAD 0
-3What is not working for the Company
GROSS NPA (%)
(Q
NET SALES(Q)
Lowest at CAD 15,654 MM
Here's what is working for Bank of Montreal
Dividend per share
Highest at CAD 0 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (CAD)
Here's what is not working for Bank of Montreal
Non Performing Loans (%)
Highest at 1.02%
in the last four Semi-Annual periodsMOJO Watch
Proportion of stressed loans given by the bank are increasing
Non Performing Loans (%)
Net Sales
Lowest at CAD 15,654 MM
in the last five periodsMOJO Watch
Near term sales trend is negative
Net Sales (CAD MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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