Bringing the fundamentals into focus…
Bringing the fundamentals into focus…
BMO · against 52 other Banks & Insurance companies of similar size
Ranked #41 of 53 · scores higher than 23% of peers
Bars: peers in each 10-point band of the profitability score8 peers with a profitability score of 30–39, including BMO · Click a bar to see the companies
Mainly because of its return on assets, which is weaker than most Banks & Insurance peers.
| Metric | BMO | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Return on invested capitalHigher is better · 41 reported | Not reported | 13.8% | — | — | Context only |
| Operating marginHigher is better · 6 reported | Not reported | 66.0% | — | — | Context only |
| Return on assetsHigher is better · 53 reported | 0.6% | 1.1% | 31% | 50% | |
| Return on equityHigher is better · 53 reported | 10.6% | 14.2% | 15% | 50% | |
| Gross marginHigher is better · 55 reported | 0.0% | 0.0% | 0% | Context only |
Metrics with no weight are context only: for banks, brokers and insurers, free cash flow, EBITDA, gross margin and current ratio mostly reflect trading and funding flows, not the health of the business.
A metric that is not reported is left out of the score; the other weights are rescaled.
| Rank | Company | Market cap | Profitability | Overall |
|---|---|---|---|---|
| 1 | 66.1B USD | 98 | 93 | |
| 1 | 133.0B USD | 98 | 58 | |
| 3 | 82.5B USD | 96 | 76 | |
| 4 | 77.0B USD | 89 | 47 | |
| 5 | 62.2B USD | 87 | 71 | |
| 37 | 60.4B USD | 38 | 54 | |
| 38 | 64.0B USD | 36 | 22 | |
| 39 | 395.1B BRL (≈$71.1B) | 35 | 44 | |
| 39 | 115.5B USD | 35 | 50 | |
| 41 | 119.3B USD | 34 | 34 | |
| 42 | 96.0B EUR (≈$105.6B) | 32 | 51 | |
| 42 | 114.2B USD | 32 | 42 | |
| 44 | 125.7B AUD (≈$83.0B) | 31 | 26 | |
| 45 | 71.6B USD | 28 | 48 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score