Bank Return on Average Equity vs EBITDA Margin Analysis

BMO Stock  USD 96.38  0.41  0.43%   
Trend analysis of Bank Of Montreal balance sheet accounts such as Short Long Term Debt Total of 300.3 B, Total Stockholder Equity of 35.4 B or Property Plant And Equipment Net of 7.7 B provides information on Bank Of Montreal's total assets, liabilities, and equity, which is the actual value of Bank Of Montreal to its prevalent stockholders. By breaking down trends over time using Bank Of Montreal balance sheet statements, investors will see what precisely the company owns and what it owes to creditors or other parties at the end of each accounting year.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Bank Of Montreal. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in population.
To learn how to invest in Bank Stock, please use our How to Invest in Bank Of Montreal guide.

About Bank Balance Sheet Analysis

Balance Sheet is a snapshot of the financial position of Bank Of Montreal at a specified time, usually calculated after every quarter, six months, or one year. Bank Of Montreal Balance Sheet has two main parts: assets and liabilities. Liabilities are the debts or obligations of Bank Of Montreal and are divided into current liabilities and long term liabilities. An asset, on the other hand, is anything of value that can be converted into cash and which Bank currently owns. An asset can also be divided into two categories, current and non-current.

Bank Of Montreal Balance Sheet Chart

Bank Of Montreal Balance Sheet is one of the main financial statements that report all assets, liabilities, and shareholders' equity for the current year. It provides a basis for different types of computing rates of return, such as return on equity (ROE) or return on asset (ROA), as well as shows how Bank Of Montreal uses and utilizes its capital. It also shows what exactly a company owns and owes.
At this time, Bank Of Montreal's Liabilities And Stockholders Equity is very stable compared to the past year. As of the 28th of March 2024, Non Current Liabilities Total is likely to grow to about 169.3 B, while Total Assets are likely to drop about 626.6 B.

Total Assets

Total assets refers to the total amount of Bank Of Montreal assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in Bank Of Montreal books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. The total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets.

Total Stockholder Equity

The total equity held by shareholders, calculated as the difference between a company's total assets and total liabilities. It represents the net value of the company owned by shareholders.

Property Plant And Equipment Net

The total value of a company's physical assets (such as land, buildings, and equipment) used in operations, net of depreciation. It reflects the company's investment in assets used for production.
Most indicators from Bank Of Montreal's fundamental ratios are interrelated and interconnected. However, analyzing fundamental ratios indicators one by one will only give a small insight into Bank Of Montreal current financial condition. On the other hand, looking into the entire matrix of fundamental ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Bank Of Montreal. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in population.
To learn how to invest in Bank Stock, please use our How to Invest in Bank Of Montreal guide.As of the 28th of March 2024, Selling General Administrative is likely to grow to about 39.7 B. Also, Tax Provision is likely to grow to about 2 B
 2021 2022 2024 (projected)
EBIT28.9B5.9B11.6B
Operating Income28.9B5.9B11.1B

Bank Of Montreal fundamental ratios Correlations

0.291.00.310.220.330.540.42-0.010.130.520.590.650.471.00.280.680.690.15-0.070.630.70.340.320.840.71
0.290.320.950.990.510.020.920.840.40.910.470.830.020.290.910.790.80.390.21-0.270.77-0.12-0.170.450.19
1.00.320.330.260.360.510.440.020.170.550.60.660.441.00.310.710.70.18-0.040.620.710.310.280.840.68
0.310.950.330.930.360.170.970.710.250.840.540.830.170.310.970.710.80.240.09-0.130.770.050.010.480.31
0.220.990.260.930.49-0.030.890.860.40.870.440.79-0.030.220.880.750.750.380.23-0.340.73-0.15-0.210.380.15
0.330.510.360.360.49-0.550.330.560.970.460.130.25-0.60.330.360.560.240.960.77-0.30.23-0.73-0.730.09-0.23
0.540.020.510.17-0.03-0.550.28-0.32-0.720.250.330.520.990.540.160.170.56-0.71-0.740.710.580.970.930.760.84
0.420.920.440.970.890.330.280.570.190.890.660.880.270.420.930.770.860.210.010.060.830.160.140.580.42
-0.010.840.020.710.860.56-0.320.570.520.630.080.52-0.31-0.010.690.540.480.480.38-0.70.47-0.43-0.530.11-0.15
0.130.40.170.250.40.97-0.720.190.520.30.040.06-0.770.130.230.40.040.990.84-0.420.02-0.86-0.85-0.14-0.4
0.520.910.550.840.870.460.250.890.630.30.530.920.210.520.80.920.910.30.00.020.890.070.020.650.35
0.590.470.60.540.440.130.330.660.080.040.530.550.290.590.530.670.550.09-0.110.470.520.260.320.430.43
0.650.830.660.830.790.250.520.880.520.060.920.550.50.650.780.831.00.05-0.170.180.990.350.280.830.65
0.470.020.440.17-0.03-0.60.990.27-0.31-0.770.210.290.50.470.170.120.54-0.76-0.740.670.550.980.930.720.84
1.00.291.00.310.220.330.540.42-0.010.130.520.590.650.470.280.680.690.15-0.070.630.70.350.320.840.71
0.280.910.310.970.880.360.160.930.690.230.80.530.780.170.280.670.770.230.12-0.120.740.050.010.460.31
0.680.790.710.710.750.560.170.770.540.40.920.670.830.120.680.670.820.410.090.140.81-0.02-0.060.630.32
0.690.80.70.80.750.240.560.860.480.040.910.551.00.540.690.770.820.04-0.190.231.00.380.310.870.67
0.150.390.180.240.380.96-0.710.210.480.990.30.090.05-0.760.150.230.410.040.81-0.380.02-0.84-0.81-0.14-0.37
-0.070.21-0.040.090.230.77-0.740.010.380.840.0-0.11-0.17-0.74-0.070.120.09-0.190.81-0.44-0.2-0.81-0.8-0.31-0.4
0.63-0.270.62-0.13-0.34-0.30.710.06-0.7-0.420.020.470.180.670.63-0.120.140.23-0.38-0.440.240.670.720.560.61
0.70.770.710.770.730.230.580.830.470.020.890.520.990.550.70.740.811.00.02-0.20.240.40.320.890.68
0.34-0.120.310.05-0.15-0.730.970.16-0.43-0.860.070.260.350.980.350.05-0.020.38-0.84-0.810.670.40.980.590.75
0.32-0.170.280.01-0.21-0.730.930.14-0.53-0.850.020.320.280.930.320.01-0.060.31-0.81-0.80.720.320.980.510.73
0.840.450.840.480.380.090.760.580.11-0.140.650.430.830.720.840.460.630.87-0.14-0.310.560.890.590.510.79
0.710.190.680.310.15-0.230.840.42-0.15-0.40.350.430.650.840.710.310.320.67-0.37-0.40.610.680.750.730.79
Click cells to compare fundamentals

Bank Of Montreal Account Relationship Matchups

Bank Of Montreal fundamental ratios Accounts

201920202021202220232024 (projected)
Total Assets852.2B949.3B988.2B1.1T1.3T626.6B
Short Long Term Debt Total187.0B189.8B222.6B248.7B286.0B300.3B
Total Stockholder Equity51.1B56.6B57.5B71.0B77.0B35.4B
Property Plant And Equipment Net4.9B4.9B5.1B6.4B7.3B7.7B
Net Debt120.6B88.2B129.4B166.7B191.7B201.3B
Retained Earnings28.7B30.7B35.5B45.1B44.9B6.3B
Cash56.8B66.4B101.6B93.2B82.1B383.7B
Non Current Assets Total248.0B245.2B285.5B350.7B403.3B423.5B
Non Currrent Assets Other(1.5B)(1.3B)(1.2B)(3.1B)(2.8B)(2.9B)
Other Assets523.9B600.0B614.3B727.4B816.5B24.5B
Cash And Short Term Investments95.2B122.0B118.2B114.3B131.5B138.0B
Common Stock Shares Outstanding642.1M648.7M665.7M720M828M637.8M
Liabilities And Stockholders Equity949.3B988.2B1.1T1.3T1.5T1.6T
Non Current Liabilities Total106.0B103.7B113.0B140.2B161.2B169.3B
Other Stockholder Equity283M2.2B2.2B4.0B4.0B27.2B
Total Liab801.1B892.7B930.7B1.1T1.2T590.8B
Property Plant And Equipment Gross4.9B10.0B11.2B13.2B15.2B16.0B
Total Current Assets101.2B128.7B126.3B126.1B145.0B90.6B
Total Current Liabilities94.2B100.1B113.0B128.3B147.5B154.9B
Accounts Payable12.5B13.0B13.8B16.9B19.7B1.1B
Net Receivables6.0B5.9B6.7B8.1B11.8B990.9M
Other Current Assets295.6B334.1B335.9B342.2B393.5B315.0B
Short Term Debt81.2B86.3B96.1B108.5B124.8B131.1B
Other Current Liab(93.6B)(94.2B)(100.1B)(113.0B)(128.3B)636.2B
Other Liab11.7B4.8B4.8B11.5B19.1B208.5B
Net Tangible Assets37.6B42.9B46.2B60.9B51.8B62.2B
Long Term Debt29.4B29.8B25.1B25.9B136.7B109.4B
Good Will6.3B6.5B5.4B5.3B16.7B4.1B
Short Term Investments28.8B20.4B25.0B32.3B37.1B37.2B
Inventory(295.6B)(334.1B)(335.9B)(342.2B)(308.0B)(292.6B)
Long Term Investments189.4B234.3B232.7B272.9B322.4B999.0B
Short Long Term Debt28.6B86.3B96.1B108.5B124.8B131.1B
Accumulated Other Comprehensive Income5.5B2.6B1.6B1.9B2.1B1.2B
Intangible Assets2.4B2.4B2.3B2.2B5.2B2.0B
Common Stock13.0B13.5B13.6B17.7B22.9B10.7B
Property Plant Equipment2.9B4.9B4.9B4.8B6.4B18.1B
Long Term Debt Total29.4B32.2B27.8B28.8B33.1B30.2B

Bank Of Montreal Investors Sentiment

The influence of Bank Of Montreal's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Bank. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Bank Of Montreal's public news can be used to forecast risks associated with an investment in Bank. The trend in average sentiment can be used to explain how an investor holding Bank can time the market purely based on public headlines and social activities around Bank Of Montreal. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Bank Of Montreal's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Bank Of Montreal's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Bank Of Montreal's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Bank Of Montreal.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Bank Of Montreal in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Bank Of Montreal's short interest history, or implied volatility extrapolated from Bank Of Montreal options trading.

Pair Trading with Bank Of Montreal

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Bank Of Montreal position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Bank Of Montreal will appreciate offsetting losses from the drop in the long position's value.

Moving together with Bank Stock

  0.82RY Royal Bank Financial Report 23rd of May 2024 PairCorr
  0.77TD Toronto Dominion Bank Financial Report 23rd of May 2024 PairCorr

Moving against Bank Stock

  0.52JPM-PJ JPMorgan ChasePairCorr
  0.48BAC-PB Bank Of AmericaPairCorr
  0.41JPM-PK JPMorgan ChasePairCorr
The ability to find closely correlated positions to Bank Of Montreal could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Bank Of Montreal when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Bank Of Montreal - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Bank Of Montreal to buy it.
The correlation of Bank Of Montreal is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Bank Of Montreal moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Bank Of Montreal moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Bank Of Montreal can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Bank Of Montreal offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Bank Of Montreal's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Bank Of Montreal Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Bank Of Montreal Stock:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Bank Of Montreal. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in population.
To learn how to invest in Bank Stock, please use our How to Invest in Bank Of Montreal guide.
You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.

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Is Bank Of Montreal's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Bank Of Montreal. If investors know Bank will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Bank Of Montreal listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
11.567
Dividend Share
5.88
Earnings Share
5.35
Revenue Per Share
43.463
Quarterly Revenue Growth
0.443
The market value of Bank Of Montreal is measured differently than its book value, which is the value of Bank that is recorded on the company's balance sheet. Investors also form their own opinion of Bank Of Montreal's value that differs from its market value or its book value, called intrinsic value, which is Bank Of Montreal's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Bank Of Montreal's market value can be influenced by many factors that don't directly affect Bank Of Montreal's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Bank Of Montreal's value and its price as these two are different measures arrived at by different means. Investors typically determine if Bank Of Montreal is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Bank Of Montreal's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.