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10.06%Return on Equity
VS
Market
Sector
Industry
History
$ 125.66Close
$ 87.54 - $ 130.66 52-Week Range
Ticker Information
Ticker
BMOCompany Name
BANK OF MONTREALSector
Financial ServicesIndustry
Banks - DiversifiedExchange
NYSEBANK OF MONTREAL - Return on Equity Chart Analysis (TTM)
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BMO - ROE Historical data
| Date | Shareholders Equity | Net Income Common Stock | Return on Equity |
|---|---|---|---|
| 6/30/2025 | $ 63.3B | $ 6.37B | 10.06% |
| 3/31/2025 | $ 61.28B | $ 5.9B | 9.63% |
| 12/31/2024 | $ 61.66B | $ 5.75B | 9.32% |
| 9/30/2024 | $ 60.18B | $ 5.23B | 8.69% |
| 6/30/2024 | $ 60.97B | $ 4.94B | 8.1% |
| 3/31/2024 | $ 58.48B | $ 4.64B | 7.93% |
| 12/31/2023 | $ 57.22B | $ 4.07B | 7.12% |
| 9/30/2023 | $ 55.8B | $ 3.16B | 5.67% |
| 6/30/2023 | $ 54.94B | $ 5.36B | 9.76% |
| 3/31/2023 | $ 56.35B | $ 5.3B | 9.4% |
Key Performance Insights, Last 5 Years
- BANK OF MONTREAL's latest trailing twelve months (TTM) ROE stands at 9.01%.
- Over the past 5 years, BANK OF MONTREAL's average ROE has been 11.24%.
- The median ROE for BANK OF MONTREAL during this period was 9.8%
- BANK OF MONTREAL reached its highest ROE over the past 5 years at 19.06%.
- The lowest ROE recorded by BANK OF MONTREAL in the same timeframe 5.67%
BANK OF MONTREAL's ROE vs. competitors
We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue
ROE Benchmarks
Similar metrics to ROE:
- Net Income Common Stock - [Income Statement] The company's Net Income (loss) [NetInc] less the sum paid on dividends of preferred shares [PrefDivIS].
- Return on Assets - [Calculation] Return on Assets (ROA) measures net income [NetIncCmn] as percentage of total [Assets]. A high ROA shows an effective allocation of capital by the company.
- Shareholders Equity - [Balance Sheet] A principal component of the balance sheet; in addition to [Liabilities] and [Assets]; that represents the total of all stockholders' equity (deficit) after all liabilities have been deducted.
- Net Margin - [Calculation] A company’s Net Income [NetIncCmn] as a percentage of [Revenue]. Measures how much earnings a company produces for each dollar of revenue generated.
- Return on Invested Capital - [Calculation] Return on Invested Capital (ROIC) measures how well a company allocates its invested capital to profitable projects and/or investments. It is calculated as net income [NetIncCmn] divided by invested capital [InvCapital].
Definition of Return on Equity
[Calculation] Return on Equity (ROE) measures net income [NetIncCmn] as percentage of [Equity]. A high ROE shows an effective use of investor capital, but it doesn't consider any risks related to financial leverage [Debt].Net Inc. Cmn. / Equity
(=) ROE ROE for BANK OF MONTREAL is calculated as follows: Net Inc. Cmn. [ $ 3.92B ] / Equity [ $ 43.53B ]
(=) ROE [ 9.01% ] BMO - Return on Equity, Last 5 years
5.67%
Minimum
Sep 30, 2023
19.06%
Maximum
Sep 30, 2022
11.24%
Average
9.8%
Median
ROE Benchmark AnalysisMarket
The chart above depicts the distribution of ROE for companies in the Total Stock Market. The average ROE of the companies is 1.63% with a standard deviation of 22.52%.
The following table provides additional summary stats:
ROE in the Market:
| filtered constituents | 3.13K |
|---|---|
| min | -66.24% |
| max | 73.25% |
| average | 1.63% |
| median | 6.52% |
| std | 22.52% |