Bank of Montreal (BULZ) stock
BULZNYSECommercial Banks, NECFiscal year ends October 31Also trades as AIQD, AIQU, BERZ, BMO, BNKD, BNKU, BRZD, BRZL, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD, GDXU, HYGD, HYGU, JETD, JETU, JPND, JPNU, LQDD, LQDU, MNGU, NRGD, NRGU, OILD, OILU, SHNY, SMHD, SMHU, SPYU, TAWN, TPEI, WTID, WTIU, XLCD, XLCU, XLPD, XLPU
$28.34−6.45 (-18.54%)
Close on Oct 30, 2026Market cap $121.32BP/E 19.5Yield –
Bank of Montreal statistics
69 measures from SEC filings and the closing price. Hover a name for the formula; the last column is the median of companies in the same industry group.
Important dates
- Next earnings
- –
- Last ex-dividend date
- No dividends
- Fundamentals through
- Jul 31, 2026
- Share price as of
- –
Valuation ratiosIndustry
- P/TBV Ratio
- 2.60
- –
- P/OCF Ratio
- 3.37
- 10.71
Enterprise valuationIndustry
- EV / Sales
- 2.48
- 4.20
Share statisticsIndustry
- Shares Change (YoY)
- -2.63%
- -1.41%
- Float
- 709M
- 1.08B
- Shares Held by Insiders
- 0.00%
- 0.00%
- Shares Held by Institutions
- 47.8%
- 45.1%
Short sellingIndustry
- Short Interest
- 5M
- –
- Short Interest Change
- 22.7%
- 35.7%
- Days to Cover
- 9.40
- 8.04
Stock price statisticsIndustry
- Price Change (1 Week)
- 1.19%
- 0.91%
- Price Change (1 Month)
- 2.90%
- 3.65%
- Price Change (3 Months)
- -4.78%
- 0.21%
- Price Change (6 Months)
- 12.2%
- 14.5%
- Price Change (YTD)
- 31.9%
- 30.2%
- Price Change (1 Year)
- 35.8%
- 42.3%
- Price Change (3 Years)
- 126.5%
- 142.9%
- Price Change (5 Years)
- 57.7%
- 77.1%
- Price Change (10 Years)
- 169.1%
- 174.3%
- Average Volume (10 Days)
- 975,462
- –
- Average Volume (20 Days)
- 704,871
- –
- Average Volume (90 Days)
- 773,119
- –
- Relative Volume
- 2.92
- 0.64
- Relative Strength Index (14)
- 53.0
- 56.2
- Volatility (1 Year)
- 20.6%
- 20.1%
- Beta (5 Years)
- 0.82
- 0.64
MarginsIndustry
- Pretax Margin
- 32.0%
- 33.6%
Returns on capitalIndustry
- Return on Equity (ROE)
- 10.6%
- –
- Return on Assets (ROA)
- 0.62%
- –
GrowthIndustry
- Revenue Growth (YoY)
- 7.63%
- 9.79%
- Net Income Growth (YoY)
- 4.93%
- –
- EPS Growth (YoY)
- 7.54%
- 20.0%
- Revenue Growth (3Y CAGR)
- 2.47%
- 10.4%
- Revenue Growth (5Y CAGR)
- 7.57%
- 8.39%
- EPS Growth (3Y CAGR)
- -17.0%
- 6.87%
- EPS Growth (5Y CAGR)
- 8.67%
- 12.4%
EfficiencyIndustry
- Asset Turnover
- 0.03
- 0.03
- WACC
- 9.06%
- 8.37%
Income statement (TTM)Industry
- Pretax Income
- C$12.35B
- C$12.61B
Balance sheetIndustry
- Net Cash (Debt)
- C$74.09B
- C$12.83B
- Net Cash Per Share
- 104.51 CAD
- 15.94 CAD
- Equity (Book Value)
- C$86.52B
- –
- Book Value Per Share
- 122.05 CAD
- –
- Tangible Book Value
- C$65.28B
- –
Cash flow (TTM)Industry
Dividends and yieldsIndustry
- Earnings Yield
- 5.39%
- –
- Buyback Yield
- 0.85%
- –
- Shareholder Yield
- 0.85%
- –
- Payout Ratio
- 55.9%
- –
Taxes and interestIndustry
- Interest Expense
- C$39.51B
- C$35.81B
- Income Tax
- C$3.19B
- C$3.23B
- Effective Tax Rate
- 25.8%
- 24.5%
Scores and fair valueIndustry
- Graham Number
- 183.56 CAD
- –
- Graham Upside
- -23.3%
- –
- Altman Z-Score
- 0.14
- 0.15
- Piotroski F-Score
- 7
- –
- Lynch Fair Value
- 106.34 CAD
- –
- Lynch Upside
- -55.6%
- –
Total return vs. the S&P 500
Price change plus reinvested dividends, to the close on Oct 30, 2026. The S&P 500 is measured by the SPY fund.
| Period | BULZ | S&P 500 | Difference | BULZ per year | S&P 500 per year |
|---|---|---|---|---|---|
| 1 month | -34.4% | -0.9% | −33.5 pts | ||
| 3 months | -2.4% | +2.1% | −4.5 pts | ||
| Year to date | +9.2% | +11.7% | −2.5 pts | ||
| 1 year | -7.1% | +12.4% | −19.5 pts | ||
| 3 years | +388.2% | +88.6% | +299.6 pts | +69.6% | +23.5% |
| 5 years | -5.8% | +75.9% | −81.8 pts | -1.2% | +12.0% |
Short interest
Shares sold short and not yet covered, reported by brokers to FINRA twice a month. Latest settlement date Oct 15, 2026.
1M BULZ shares were sold short on Oct 15, 2026, up 51.7% from the previous report. At recent volumes it would take 1.6 days to buy them back. Over the last 20 sessions, 54.0% of the volume reported to FINRA was short selling.
| Settlement date | Shares short | Change | Avg. daily volume | Days to cover |
|---|---|---|---|---|
| Oct 15, 2026 | 605,977 | +51.7% | 383,715 | 1.6 |
| Sep 30, 2026 | 399,476 | +16.8% | 449,658 | 1.0 |
| Sep 15, 2026 | 342,098 | -74.0% | 513,930 | 1.0 |
| Aug 31, 2026 | 1,315,973 | +21.1% | 437,340 | 3.0 |
| Aug 14, 2026 | 1,086,523 | +48.4% | 871,643 | 1.3 |
| Jul 31, 2026 | 732,312 | +35.8% | 790,214 | 1.0 |
| Jul 15, 2026 | 539,165 | -74.0% | 978,142 | 1.0 |
| Jun 30, 2026 | 2,074,277 | +71.9% | 1,104,317 | 1.9 |
| Jun 15, 2026 | 1,206,736 | +377.5% | 1,221,853 | 1.0 |
| May 29, 2026 | 252,719 | -36.4% | 1,029,646 | 1.0 |
| May 15, 2026 | 397,636 | -63.1% | 1,645,025 | 1.0 |
| Apr 30, 2026 | 1,077,818 | +41.4% | 1,914,102 | 1.0 |
Ratios use trailing-twelve-month results and the latest balance sheet. How we calculate.