BMO-PY chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 45.24
Dividend & Yield0.76C$ (3.86%)
Beta 1.13
Market capitalization 67.11B
Operating cash flow -37.5B
ESG Scores unknown

Company description

Bank of Montreal provides diversified financial services primarily in North America. The company's personal banking products and services include checking and savings accounts, credit cards, mortgages, and financial and investment advice services; and commercial banking products and services comprise business deposit accounts, commercial credit cards, business loans and commercial mortgages, cash management solutions, foreign exchange, specialized banking programs, treasury and payment solutions, and risk management products for small business and commercial banking customers. It also offers investment and wealth advisory services; digital investing services; financial services and solutions; and investment management, and trust and custody services. In addition, the company provides life insurance, accident and sickness insurance, and annuity products; creditor and travel insurance to bank customers; and reinsurance solutions. Further, it offers client's debt and equity capital-raising services, as well as loan origination and syndication, and treasury management; strategic advice on mergers and acquisitions, restructurings, and recapitalizations, as well as valuation and fairness opinions; and trade finance, risk mitigation, and other operating services. Additionally, the company provides research and access to markets for institutional, corporate, and retail clients; trading solutions that include debt, foreign exchange, interest rate, credit, equity, securitization and commodities; new product development and origination services, as well as risk management advice and services to hedge against fluctuations; and funding and liquidity management services to its clients. It operates through approximately 900 bank branches and 3,300 automated banking machines in Canada and the United States. Bank of Montreal was founded in 1817 and is headquartered in Montreal, Canada.

Sector: Financial Services - Industry: Banks—Diversified

Financial data

Diluted earning per share

Net income vs Operating income

Asset vs Liabilities

Similar Companies
no companies found

Financial Statements

Cashflow Statement 2018-10-31 2019-10-31 2020-10-31 2021-10-31
Change To Liabilities 834M 468M 137M 212M
Total Cashflows From Investing Activities -11.33B -19.58B -31.97B -299M
Net Borrowings 6.13B -824M -9B -1.25B
Total Cash From Financing Activities 36.88B 45.4B 78.04B 47.12B
Change To Operating Activities -26.8B -47.54B -24.87B -7.71B
Issuance Of Stock 88M 54M 159M 159M
Net Income 5.45B 5.76B 5.1B 7.75B
Change In Cash 9.54B 6.66B 8.61B 35.85B
Effect Of Exchange Rate 227M -450M 47M -2.77B
Total Cash From Operating Activities -16.23B -18.71B -37.51B -8.2B
Depreciation 1.13B 1.21B 1.14B 1.03B
Change To Account Receivables
Other Cashflows From Financing Activities 34.13B 48B 88.34B 52.24B
Change To Netincome 423M 623M 2.83B 208M
Capital Expenditures -330M -478M -399M -484M

Income Statement 2018-10-31 2019-10-31 2020-10-31 2021-10-31
Research Development
Income Before Tax 7.41B 7.27B 6.35B 10.26B
Net Income 5.45B 5.76B 5.1B 7.75B
Selling General Administrative 11.55B 12.29B 12.33B 12.93B
Gross Profit 22.24B 24.61B 22.23B 27.06B
Ebit
Operating Income 7.92B 8.32B 6.98B 11.69B
Interest Expense
Income Tax Expense 1.96B 1.51B 1.25B 2.5B
Total Revenue 22.24B 24.61B 22.23B 27.06B
Cost Of Revenue
Total Other Income ExpenseNet -503M -1.05B -633M -1.43B
Net Income From Continuing Ops 5.45B 5.76B 5.1B 7.75B
Net Income Applicable To Common Shares 5.27B 5.55B 4.85B 7.51B

Balance Sheet Statement 2018-10-31 2019-10-31 2020-10-31 2021-10-31
Total Liabilities 727.57B 801.12B 892.67B 930.65B
Total Stockholder Equity 41.38B 46.39B 51.9B 53.87B
Other Current Liabilities 52.91B 55.03B 50.1B 53.44B
Total Assets 773.29B 852.2B 949.26B 988.17B
Common Stock 12.93B 12.97B 13.43B 13.6B
Other Current Assets 25.32B 32.68B 26.86B 25.31B
Retained Earnings 25.85B 28.73B 30.75B 35.5B
Treasury Stock 2.3B 4.39B 7.43B 4.46B
Cash 40.49B 46.91B 57.3B 93.15B
Total Current Liabilities 661.93B 732.32B 831.02B 871.62B
Other Stockholder Equity 2.3B 4.39B 7.43B 4.46B
Property, Plant, and Equipment 2.92B 2.92B 4.86B 4.87B
Total Current Assets 289.4B 304.66B 345.43B 382.24B
Net Tangible Assets 32.74B 37.62B 42.93B 46.23B
Net Receivables 5.06B 4.97B 5.68B 6.96B
Accounts Payable 494.86B 541.8B 634.18B 657.75B


Insider Transactions

Here are the insider transactions of stock shares related to BMO-PY:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to BMO-PY. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on BMO-PY

Here is the result of two systematic investment strategies applied to BMO-PY. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on BMO-PY

The following chart shows the equity curve of the two systematic investment strategies applied to BMO-PY:

BMO-PY automated entries

The systematic investment strategy that buys the first day of the month would give a performance of -10.05% on the backtest period.

Performance at glance

Performance

-10.05 %

Latent gain

-75.51 C$

Invested capital

751.31 C$

Annualized return

-7.85 %
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Momentum strategy results on BMO-PY

This is the result of two momentum investment strategies applied to BMO-PY. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on BMO-PY

The following chart shows all the entries opened by the momentum investment system on BMO-PY:

BMO-PY momentum entries
  • The first momentum investment strategy would give -10.52% of return on BMO-PY. That represents -76.9C$ of latent gain with 730.9C$ of employed capital.
  • The second momentum investment strategy would give -11.85% of return on BMO-PY. That represents -29.3C$ of latent gain with 247.3C$ of employed capital.
Performance at glance (1Q Momentum)

Performance

-10.52 %

Latent gain

-76.9 C$

Invested capital

730.9 C$

Annualized return

-0.0 %
Performance at glance (2Q Momentum)

Performance

-11.85 %

Latent gain

-29.3 C$

Invested capital

247.3 C$

Annualized return

-14.81 %

Momentum equity curve on BMO-PY

The following chart shows the equity curve of the two momentum strategies applied to BMO-PY:

BMO-PY momentum equity

Note: the dividends potentially given by BMO-PY are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on BMO-PY

The following chart shows the employed capital evolution of the two momentum strategies on BMO-PY since the beginning:

BMO-PY

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250C$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000C$.


Buy the dip strategy result on BMO-PY

Buy the dip entry openings on BMO-PY

BMO-PY

The performance achieved by the robo-advisor on BMO-PY is 0%. That represents 0.0$ of latent gain with 0.0C$ of employed capital. The following chart shows BMO-PY stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of BMO-PY, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

0 %

Latent gain

0.0 C$

Invested capital

0.0 C$

Annualized return

-0.0 %

Equity curve of the strategy applied to BMO-PY

The following chart shows the result of the investment strategy applied to BMO-PY:

BMO-PY

Note: the dividends potentially given by BMO-PY are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on BMO-PY

The following chart shows the employed capital evolution since the beginning of the investment strategy on BMO-PY:

BMO-PY

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on BMO-PY

In this section, I will compare the three previous investment strategies applied to BMO-PY.

Equity curve comparison on BMO-PY

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

BMO-PY investment strategy comparison

Employed capital comparison on BMO-PY

BMO-PY investment comparison

Performance comparison on BMO-PY

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment -10.05% -75.51C$ 751.31C$ -7.85%
Momentum 1 quarter -10.52% -76.9C$ 730.9C$ -10.12%
Momentum 2 quarters -11.85% -29.3C$ 247.3C$ -14.81%
Non-directional 0% 0.0C$ 0.0C$ -0.0%
Annualized return comparison

Automatic investment

-7.85 %

Momentum 1Q

-14.81 %

Momentum 2Q

-14.81 %

Non-directional

-0.0 %

Correlated stocks

Here are the most positively and negatively correlated stocks with BMO-PY:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between BMO-PY and the other stocks. There may be false positives or some missing correlated stocks. If the price of BMO-PY does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name BMO-PY
Country Canada
City Montreal
Address 129 rue Saint Jacques
Phone
Website www.bmo.com
FullTime employees 43863
Industry Banks—Diversified
Sector Financial Services
Exchange XTSE
Ticker BMO-PY.XTSE
Market

BMO-PY ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0
Peer Environment Performance unknown
Environment Percentile unknown
Palm Oil unknown
Nuclear unknown
Fur Leather unknown
GMO unknown
Coal unknown
Pesticides unknown
Animal Testing unknown

Social scores

Social ESG Factors Scores
Social Score 0
Peer Social Performance unknown
Social Percentile unknown
Highest Controversy unknown
Peer Highest Controversy Performance unknown
Adult unknown
Gambling unknown
Alcoholic unknown
Tobacco unknown
Catholic unknown
Controversial Weapons unknown
Small Arms unknown
Military Contract unknown
Peer Count unknown

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 0
Peer Governance Performance unknown
Governance Percentile unknown

ESG at glance
Total ESG Scores: unknown
Environment Score: 0
Social Score: 0
Governance Score: 0

ESG Performance: unknown

Peer Group: unknown

Peer Esg Score Performance: unknown

Rating Year: unknown

Rating Month: unknown

Max Age: unknown

Percentile: unknown