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v0.1
BMO$162.84+0.51%
Fair $162.84+0.0%

BMO

Bank of Montreal

Financial Services / Banks - DiversifiedNYSE

$162.84

+0.83 (+0.51%)

Fairly Valued+0.0%Fair Value $162.84Fund rank 28/100 · Data gapFallback financials|
SA 43/C
F-Score: 6/9
High Debt

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 37.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 64/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

43/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Debt-to-Equity ratio is 3.18, above the 2.0 threshold
Thesis & Journal · BMOLocal privado en este navegador · Bank of Montreal
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$114.1B

P/E

17.3x

↑

EV/EBITDA

N/A

•

ROE

9.9%

↑

Gross Margin

N/A

•

Debt/Equity

3.18

↑
52-Week Range$163
$104$164

TradingView lightweight chart

BMO price, volumen y niveles de valoración

Último $162.84Periodo +872.2%
Fair value: $162.84

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+11.2%

FCF CAGR

+34.4%

FCF margin

23.6%

FCF / Net income

0.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $36.10B · net income $8.71B · FCF $8.51B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

24.1%-27.4% pts

FCF margin

23.6%+10.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$36.10B$36.10B$32.04B$31.11B$26.26B
Net Income$8.71B$8.71B$7.32B$4.42B$13.54B
EPS11.4411.449.515.7619.99
Net Margin24.1%24.1%22.8%14.2%51.6%
Balance Sheet
Debt/Equity3.183.183.163.273.13
Cash Flow
Free Cash Flow$8.51B$8.51B$25.14B$7.91B$3.51B
Returns
ROE9.9%9.9%8.7%5.8%19.1%
Valuation
P/E17.3217.329.7713.904.71
P/B1.341.340.800.750.88
Growth & Yield
Revenue Growth12.7%12.7%3.0%18.5%—
EPS Growth20.3%20.3%65.1%-71.2%—
Dividend Yield3.1%3.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

8.1%

razonable

EPS terminal req.

$14.45

Spread vs growth

12.2%

5Y implied EPS CAGR

8.9%

razonable

EPS terminal req.

$17.48

Spread vs growth

11.4%

10Y implied EPS CAGR

9.4%

razonable

EPS terminal req.

$28.16

Spread vs growth

10.9%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +54.8%

Total return

+54.8%

Start / end P/E

11.3x → 14.2x

EPS bridge

9.51 → 11.44

Residual

+5.3%

EPS growth+20.3%
Multiple rerating+26.1%
Dividend+3.1%
Residual / FX / buybacks / cross-term+5.3%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.