Overview
Founded in 1817, the Bank of Montreal (BMO) is a major Canadian multinational banking and financial services corporation headquartered in Montreal, Quebec, with a significant presence in the United States. As one of the largest banks in Canada, BMO operates primarily in the banking industry, providing a broad array of retail banking, wealth management, and investment banking products and services to more than 12 million clients across North America and the globe. Key initiatives include the expansion of its digital banking capabilities and a strong focus on sustainability, highlighted by commitments to green finance and ESG principles. BMO has also strategically grown its footprint through acquisitions, most notably with its recent purchase of Bank of the West, which enhances its scale and capabilities in the U.S. market.
Quality, Value, Momentum Scores
This card shows the Quality, Value, and Momentum scores for the company
Income Statement: Revenue, Operating Income, Net Income
- The revenue for Bank of Montreal - Preferred Stock as of July 31, 2025 is 31,505.00 MM.
- The operating income for Bank of Montreal - Preferred Stock as of July 31, 2025 is 12,669.00 MM.
- The net income for Bank of Montreal - Preferred Stock as of July 31, 2025 is 8,722.00 MM.
| Period End (TTM) | Revenue (MM) | Operating Income (MM) | Net Income (MM) |
| 2025-07-31 | 31,505.00 | 12,669.00 | 8,722.00 |
| 2025-04-30 | 30,600.00 | 12,029.00 | 8,260.00 |
| 2025-01-31 | 30,244.00 | 11,828.00 | 8,162.00 |
| 2024-10-31 | 29,034.00 | 10,647.00 | 7,318.00 |
| 2024-07-31 | 29,473.00 | 9,838.00 | 6,720.00 |
| 2024-04-30 | 29,747.00 | 9,386.00 | 6,418.00 |
| 2024-01-31 | 29,244.00 | 8,228.00 | 5,582.00 |
| 2023-10-31 | 27,081.00 | 6,955.00 | 4,425.00 |
| 2023-07-31 | 29,536.00 | 10,570.00 | 7,205.00 |
| 2023-04-30 | 27,932.00 | 10,140.00 | 7,007.00 |
| 2023-01-31 | 30,423.00 | 15,107.00 | 10,737.00 |
| 2022-10-31 | 33,381.00 | 18,490.00 | 13,537.00 |
| 2022-07-31 | 29,722.00 | 15,383.00 | 11,213.00 |
| 2022-04-30 | 31,374.00 | 16,670.00 | 12,123.00 |
| 2022-01-31 | 28,080.00 | 12,955.00 | 8,670.00 |
| 2021-10-31 | 27,059.00 | 11,671.00 | 7,754.00 |
| 2021-07-31 | 25,944.00 | 10,863.00 | 7,179.00 |
| 2021-04-30 | 25,079.00 | 9,998.00 | 6,136.00 |
| 2021-01-31 | 22,654.00 | 7,578.00 | 5,522.00 |
| 2020-10-31 | 22,233.00 | 6,981.00 | 5,097.00 |
| 2020-07-31 | |||
| 2020-04-30 |
Income Statement: EPS
| Period End (TTM) | Earnings Per Share Basic | Earnings Per Share Diluted |
| 2025-07-31 | ||
| 2025-04-30 | ||
| 2025-01-31 | 10.63 | 10.61 |
| 2024-10-31 | 9.53 | 9.51 |
| 2024-07-31 | 8.69 | 8.68 |
| 2024-04-30 | 8.33 | 8.31 |
| 2024-01-31 | 7.32 | 7.31 |
| 2023-10-31 | 5.77 | 5.76 |
| 2023-07-31 | 9.91 | 9.89 |
| 2023-04-30 | 9.76 | 9.75 |
| 2023-01-31 | 15.60 | 15.57 |
| 2022-10-31 | 20.04 | 19.99 |
| 2022-07-31 | 16.74 | 16.70 |
| 2022-04-30 | 18.29 | 18.24 |
| 2022-01-31 | 13.01 | 12.97 |
| 2021-10-31 | 11.60 | 11.58 |
| 2021-07-31 | 10.74 | 10.72 |
| 2021-04-30 | 9.13 | 9.11 |
| 2021-01-31 | 8.22 | 8.22 |
| 2020-10-31 | 7.56 | 7.55 |
| 2020-07-31 | 6.97 | 6.96 |
| 2020-04-30 | 7.51 | 7.49 |
Cash Flow: Operations, Investing, Financing
- The cash from operating activities for Bank of Montreal - Preferred Stock as of July 31, 2025 is 17,198.00 MM.
- The cash from investing activities for Bank of Montreal - Preferred Stock as of July 31, 2025 is -5,944.00 MM.
- The cash from financing activities for Bank of Montreal - Preferred Stock as of July 31, 2025 is -27,041.00 MM.
| Period End (TTM) | Cash From Operating Activities (MM) | Cash From Investing Activities (MM) | Cash From Financing Activities (MM) |
| 2025-07-31 | 17,198.00 | -5,944.00 | -27,041.00 |
| 2025-04-30 | -7,089.00 | -10,985.00 | 3,927.00 |
| 2025-01-31 | -21,892.00 | -4,574.00 | 24,779.00 |
| 2024-10-31 | -39,411.00 | -24,529.00 | 51,029.00 |
| 2024-07-31 | -32,790.00 | -21,626.00 | 45,466.00 |
| 2024-04-30 | -18,719.00 | -12,586.00 | 41,980.00 |
| 2024-01-31 | -29,073.00 | -27,693.00 | 27,255.00 |
| 2023-10-31 | -23,130.00 | -21,157.00 | 32,989.00 |
| 2023-07-31 | -21,251.00 | -18,855.00 | 50,352.00 |
| 2023-04-30 | -30,695.00 | -23,870.00 | 50,005.00 |
| 2023-01-31 | -5,529.00 | -8,696.00 | 66,183.00 |
| 2022-10-31 | -40,275.00 | -29,471.00 | 61,212.00 |
| 2022-07-31 | -37,504.00 | -27,696.00 | 51,203.00 |
| 2022-04-30 | -47,358.00 | -30,579.00 | 48,880.00 |
| 2022-01-31 | -34,588.00 | -26,386.00 | 38,956.00 |
| 2021-10-31 | -8,195.00 | -299.00 | 47,122.00 |
| 2021-07-31 | -32,483.00 | 1,334.00 | 40,645.00 |
| 2021-04-30 | -83.00 | -5,979.00 | 37,502.00 |
| 2021-01-31 | -40,008.00 | -24,253.00 | 92,766.00 |
| 2020-10-31 | -37,505.00 | -31,974.00 | 78,037.00 |
| 2020-07-31 | |||
| 2020-04-30 |
Valuation Metrics : PE, PriceToBook, PriceToTBV
- P/Book
- The current closing price divided by the book value per share.
- P/TBV
- The current price divided by the tangible book value per share.
| Period End (TTM) | p/e | P/Book | P/TBV |
| 2025-07-31 | |||
| 2025-04-30 | |||
| 2025-01-31 | |||
| 2024-10-31 | |||
| 2024-07-31 | |||
| 2024-04-30 | |||
| 2024-01-31 | |||
| 2023-10-31 | |||
| 2023-07-31 | |||
| 2023-04-30 | |||
| 2023-01-31 | |||
| 2022-10-31 | |||
| 2022-07-31 | |||
| 2022-04-30 | |||
| 2022-01-31 | |||
| 2021-10-31 | |||
| 2021-07-31 | |||
| 2021-04-30 | |||
| 2021-01-31 | |||
| 2020-10-31 | |||
| 2020-07-31 | |||
| 2020-04-30 |
Valuation Metrics : EBitToEv, EBit3YrAvgToEv
| Period End (TTM) | EBIT/EV | EBIT (3y)/EV |
| 2025-07-31 | ||
| 2025-04-30 | ||
| 2025-01-31 | ||
| 2024-10-31 | ||
| 2024-07-31 | ||
| 2024-04-30 | ||
| 2024-01-31 | ||
| 2023-10-31 | ||
| 2023-07-31 | ||
| 2023-04-30 | ||
| 2023-01-31 | ||
| 2022-10-31 | ||
| 2022-07-31 | ||
| 2022-04-30 | ||
| 2022-01-31 | ||
| 2021-10-31 | ||
| 2021-07-31 | ||
| 2021-04-30 | ||
| 2021-01-31 | ||
| 2020-10-31 | ||
| 2020-07-31 | ||
| 2020-04-30 |
Management Effectiveness
- The roa for Bank of Montreal - Preferred Stock as of July 31, 2025 is 0.01.
- The roic for Bank of Montreal - Preferred Stock as of July 31, 2025 is 0.03.
- The croic for Bank of Montreal - Preferred Stock as of July 31, 2025 is -0.04.
- The ocroic for Bank of Montreal - Preferred Stock as of July 31, 2025 is -0.02.
| Period End (TTM) | ROA | ROE | ROIC | CROIC | OCROIC |
| 2025-07-31 | 0.01 | 0.03 | -0.04 | -0.02 | |
| 2025-04-30 | 0.01 | 0.10 | 0.02 | 0.01 | -0.07 |
| 2025-01-31 | 0.01 | 0.11 | 0.02 | -0.03 | -0.10 |
| 2024-10-31 | 0.01 | 0.09 | 0.02 | -0.02 | -0.13 |
| 2024-07-31 | 0.01 | 0.09 | 0.02 | 0.04 | -0.08 |
| 2024-04-30 | 0.01 | 0.08 | 0.02 | -0.11 | -0.13 |
| 2024-01-31 | 0.00 | 0.07 | 0.02 | -0.11 | -0.13 |
| 2023-10-31 | 0.00 | 0.06 | 0.02 | -0.04 | -0.11 |
| 2023-07-31 | 0.01 | 0.11 | 0.03 | 0.05 | -0.11 |
| 2023-04-30 | 0.01 | 0.18 | 0.04 | 0.21 | -0.05 |
| 2023-01-31 | 0.01 | 0.18 | 0.04 | 0.21 | -0.05 |
| 2022-10-31 | 0.01 | 0.24 | 0.05 | -0.02 | -0.15 |
| 2022-07-31 | 0.01 | 0.22 | 0.05 | -0.12 | -0.20 |
| 2022-04-30 | 0.01 | 0.15 | 0.04 | -0.10 | -0.15 |
| 2022-01-31 | 0.01 | 0.15 | 0.04 | -0.10 | -0.15 |
| 2021-10-31 | 0.01 | 0.13 | 0.03 | 0.03 | -0.15 |
| 2021-07-31 | 0.01 | 0.11 | 0.03 | 0.13 | -0.00 |
| 2021-04-30 | 0.01 | 0.11 | 0.03 | 0.13 | -0.00 |
| 2021-01-31 | 0.01 | 0.10 | 0.02 | 0.03 | -0.12 |
| 2020-10-31 | 0.01 | 0.09 | 0.02 | 0.16 | -0.06 |
| 2020-07-31 | 0.01 | 0.09 | 0.02 | 0.16 | -0.06 |
| 2020-04-30 | 0.01 | 0.10 | 0.02 | 0.15 | -0.07 |
Gross Margins
- The gross margin for Bank of Montreal - Preferred Stock as of July 31, 2025 is 1.00.
- The net margin for Bank of Montreal - Preferred Stock as of July 31, 2025 is 0.27.
- The operating margin for Bank of Montreal - Preferred Stock as of July 31, 2025 is 0.38.
- Gross Margin
- The Gross Margin is the ratio of revenue left after substracting the Cost of Goods Sold. It is calculated as 1.0 - (Revenue - COGS ) / Revenue.
- Net Margin
- The Net Margin (aka Profit Margin) is the ratio of revenue left after substracting the Net Income. It is calculated as Net Income / Revenue.
- Operating Margin
- The Operaing Margin is the ratio of revenue left after substracting the Operating Income. It is calculated as Operating Income / Revenue.
| Period End (TTM) | Gross Margin | Net Margin | Operating Margin |
| 2025-07-31 | 1.00 | 0.27 | 0.38 |
| 2025-04-30 | 1.00 | 0.27 | 0.38 |
| 2025-01-31 | 1.00 | 0.25 | 0.37 |
| 2024-10-31 | 1.00 | 0.21 | 0.28 |
| 2024-07-31 | 1.00 | 0.20 | 0.27 |
| 2024-04-30 | 1.00 | 0.19 | 0.22 |
| 2024-01-31 | 1.00 | 0.15 | 0.24 |
| 2023-10-31 | 1.00 | 0.15 | 0.24 |
| 2023-07-31 | 1.00 | 0.23 | 0.33 |
| 2023-04-30 | 1.00 | 0.34 | 0.48 |
| 2023-01-31 | 1.00 | 0.34 | 0.48 |
| 2022-10-31 | 1.00 | 0.41 | 0.55 |
| 2022-07-31 | 1.00 | 0.37 | 0.55 |
| 2022-04-30 | 1.00 | 0.31 | 0.46 |
| 2022-01-31 | 1.00 | 0.31 | 0.46 |
| 2021-10-31 | 1.00 | 0.28 | 0.42 |
| 2021-07-31 | 1.00 | 0.24 | 0.40 |
| 2021-04-30 | 1.00 | 0.24 | 0.40 |
| 2021-01-31 | 1.00 | 0.23 | 0.31 |
| 2020-10-31 | 1.00 | 0.21 | 0.29 |
| 2020-07-31 | 1.00 | 0.21 | 0.29 |
| 2020-04-30 | 1.00 | 0.21 | 0.30 |
Identifiers and Descriptors
| Central Index Key (CIK) |
