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Bank of Montreal (BMO) Stock Verdict & Ratings | Investment Bastion

02Growth

Is it actually growing, and how fast?

BMOBank of Montreal

Revenue FY25$25.8B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-2%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+10%–

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+29%8

EPS growth, FY27E+9%6

EPS growth, FY28E+7%6

GROWTH ASSESSMENT

STRENGTHS

After shrinking over the last 3 years, revenue is set to grow 10%/yr from here.

Earnings are set to grow in step with sales (EPS about 9%/yr vs revenue 10%/yr).

WATCH

Revenue is set to grow 10%/yr over the next 3 years, a little ahead of the market.6/10

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's turning around.

03Price Momentum

Is the market behind it right now?

BMOBank of Montreal

Total return Current282%

Price return Current161%

MOMENTUM RATING↗

AVERAGE64 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-6%4

YTD return+31%8

MID & LONG-TERM▾SCORE

% of 52-week high89%7

1-year return+33%8

3-year return+133%8

5-year return+98%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +133% over three years and +98% over five, ahead of 70% of the market.

It's up 33% over the past year, but 11% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+31%).

WATCH

Returns sit at the market level over the past month (-5%) and over three months (-6%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout.

04Value

Are you paying a fair price for it?

Stop guessing on Bank of Montreal. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

BMOBank of Montreal

Revenue FY25$25.8B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-2%–

Revenue, next 1Yna–

Revenue, next 3Y, CAGR+10%–

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+29%8

EPS growth, FY27E+9%6

EPS growth, FY28E+7%6

GROWTH ASSESSMENT

STRENGTHS

After shrinking over the last 3 years, revenue is set to grow 10%/yr from here.

Earnings are set to grow in step with sales (EPS about 9%/yr vs revenue 10%/yr).

WATCH

Revenue is set to grow 10%/yr over the next 3 years, a little ahead of the market.6/10

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's turning around.

03Price Momentum

Is the market behind it right now?

BMOBank of Montreal

Total return Current282%

Price return Current161%

MOMENTUM RATING↗

AVERAGE64 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-6%4

YTD return+31%8

MID & LONG-TERM▾SCORE

% of 52-week high89%7

1-year return+33%8

3-year return+133%8

5-year return+98%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +133% over three years and +98% over five, ahead of 70% of the market.

It's up 33% over the past year, but 11% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+31%).

WATCH

Returns sit at the market level over the past month (-5%) and over three months (-6%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout.

04Value

Are you paying a fair price for it?

Stop guessing on Bank of Montreal. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community

Bank of Montreal

01Key Ratings

02Growth

03Price Momentum

04Value

Stop guessing on Bank of Montreal. Get the full investment case.

Premium

02Growth

03Price Momentum

04Value

Stop guessing on Bank of Montreal. Get the full investment case.

Premium