Bank of montreal BMO.US Value Analysis
BMO Value Score
3
24
15
- AI analysis rates BMO with the lowest value score of 1.
- It is mainly due to unstable operating cash flow, along with potential higher debt.
- Over the past 3 months, BMO has maintained a consecutive value rating of 1.0, slightly lower than the rating of 1.5 over the past 3 years, indicating slight decrease in enterprise value.
- Compared to all stocks in the Financials sector, BMO has a lower value rating.
BMO Value Reference Factors
The Value score is derived from various data and factor information, integrated through AI algorithms. The following factors are part of the evaluation used by AI value scores.
Update to 2024/04/02 (Weekly Update)
BMO Financial Forecast
Unit : USD
Update to 2024/12/1 (Quarterly Update)
BMO Earnings Table
Unit : USD
| QTR | Non-GAAP EPS | EPS YoY | EPS Surprise % | Sales | Sales YoY | Sales Surprise % | NPM |
|---|---|---|---|---|---|---|---|
| Current | 2.64 | -5% | -4.3% | 8.21B | 1.7% | -0.2% | 9.1% |
| 2024Q2 | 2.59 | -11.6% | -6.5% | 7.99B | -5.4% | -0.8% | 9.6% |
| 2024Q1 | 2.56 | -20.5% | -14.9% | 7.85B | -7.5% | -6.4% | 6.8% |
| 2023Q4 | 2.81 | -7.6% | -1.5% | 7.94B | 21.4% | -3.3% | 8.6% |
| 2023Q3 | 2.78 | -10% | -10.9% | 8.07B | 20.5% | 0.2% | 8.1% |
Update to 2024/12/1 (Quarterly Update)
BMO Historical Value Score
You can use historical scores of 3 or above to observe potential performance and make investment decisions.
BMO Value Strategy Backtest
The following backtest is based on specified rules since 2007. Price chart shows buy/sell time, cumulative returns, and backtesting statistics.
The Backtest Result of BMO from 2007/01 till Now
- 11.70%
- Cumulative Return
- 0.62%
- Annual Return
- 8.69%
- Volatility
- 0.07
- Sharpe Ratio
Statistics data for entering at or above a Value score of 4 and exiting at or below a Value score of 2 from January, 2007 to November, 2024. (Total Trades: 7)
| BMO | Sector | US Overall Market | |
|---|---|---|---|
| Wining Rate | 43% | 61% | 56% |
| Avg Return | 2.4% | 58.5% | 81% |
| Avg Profit | 12% | 109.5% | 171.2% |
| Avg Loss | -4.8% | -22.3% | -34.9% |
| Avg Risk-Reward Ratio | 248.9% | 490% | 490% |
Update to 2024/12/1 (Daily Update)