BAC-P-O vs BMO

Comparison between Bank Of America Corp (BAC-P-O, Company) and Bank of Montreal (BMO, Company).

5-Year PerformanceBMO has outperformed BAC-P-O, delivering a return of +16.1% compared to -2.1%

BAC-P-O vs BMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BAC-P-O(COMPANY)	BMO(COMPANY)
Market Cap	$123B	$121B
Max Drawdown	37.75%	71.02%
Sharpe Ratio	0.48	2.61
5Y Beta	0.22	0.68
Industry	N/A	Banks - Diversified
P/E Ratio	3.95	17.30
Forward P/E	N/A	16.47
PEG Ratio	0.19	0.78
Dividend Yield	N/A	3.89%
5Y Dividends CAGR	19.58%	13.40%
5Y EPS CAGR	11.43%	6.27%
Debt to Equity	108.41%	194.68%
Free Cash Flow Yield	45.99%	13.91%

Market Cap

Winner

BAC-P-O

$123B

BMO

$121B

Max Drawdown

Winner

BAC-P-O

37.75%

BMO

71.02%

Sharpe Ratio

BAC-P-O

0.48

Winner

BMO

2.61

5Y Beta

Winner

BAC-P-O

0.22

BMO

0.68

Industry

BAC-P-O

N/A

BMO

Banks - Diversified

P/E Ratio

Winner

BAC-P-O

3.95

BMO

17.30

Forward P/E

BAC-P-O

N/A

BMO

16.47

PEG Ratio

Winner

BAC-P-O

0.19

BMO

0.78

Dividend Yield

BAC-P-O

N/A

BMO

3.89%

5Y Dividends CAGR

Winner

BAC-P-O

19.58%

BMO

13.40%

5Y EPS CAGR

Winner

BAC-P-O

11.43%

BMO

6.27%

Debt to Equity

Winner

BAC-P-O

108.41%

BMO

194.68%

Free Cash Flow Yield

Winner

BAC-P-O

45.99%

BMO

13.91%

BAC-P-O vs BMO - Historical Returns

Returns include dividend reinvestment.

Period	BAC-P-O	BMO
1 month	+1.15%	+11.07%
3 months	+0.23%	+24.80%
6 months	+0.49%	+34.80%
1 year	+6.63%	+66.87%
5 years(CAGR)	-2.13%	+16.12%
10 years(CAGR)	N/A	+15.60%
Max(CAGR)	-0.85%	+13.89%

BAC-P-O

+1.15%

Winner

BMO

+11.07%

BAC-P-O

+0.23%

Winner

BMO

+24.80%

BAC-P-O

+0.49%

Winner

BMO

+34.80%

BAC-P-O

+6.63%

Winner

BMO

+66.87%

5Y(CAGR)

BAC-P-O

-2.13%

Winner

BMO

+16.12%

10Y(CAGR)

BAC-P-O

N/A

BMO

+15.60%

Max(CAGR)

BAC-P-O

-0.85%

Winner

BMO

+13.89%

BAC-P-O vs BMO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BAC-P-O	BMO
2026	-0.72%	+31.46%
2025	-1.84%	+39.63%
2024	+5.69%	+4.14%
2023	+15.97%	+14.70%
2022	-27.35%	-13.33%
2021	+1.37%	+50.18%
2020	+6.54%	+3.23%
2019	N/A	+22.41%
2018	N/A	-15.22%
2017	N/A	+16.13%
2016	N/A	+38.11%
2015	N/A	-15.17%
2014	N/A	+11.59%
2013	N/A	+12.35%
2012	N/A	+14.28%
2011	N/A	-1.53%
2010	N/A	+12.59%
2009	N/A	+117.13%
2008	N/A	-51.18%
2007	N/A	-0.12%
2006	N/A	+7.35%
2005	N/A	+22.60%
2004	N/A	+19.52%
2003	N/A	+58.98%
2002	N/A	+23.28%
2001	N/A	-6.32%
2000	N/A	+65.58%
1999	N/A	-9.33%

BAC-P-O vs BMO Drawdown Comparison

The maximum drawdown for BAC-P-O was -31.26%, occurring on Oct 21, 2022. This drawdown has not yet recovered.

The maximum drawdown for BMO was -68.20%, occurring on Feb 23, 2009. Recovery took 584 trading sessions.

The current BAC-P-O drawdown is -13.30%.

Rank	BAC-P-O	BMO
#1	-31.26% Sep 22, 2021 - Oct 21, 2022	-68.20% Nov 6, 2007 - Mar 4, 2010
#2	-6.03% Dec 31, 2020 - Jun 14, 2021	-50.96% Jan 21, 2020 - Dec 3, 2020
#3	-1.88% Jul 7, 2021 - Sep 3, 2021	-33.91% Mar 22, 2022 - May 27, 2025
#4	-0.91% Nov 5, 2020 - Nov 16, 2020	-33.86% Sep 3, 2014 - Dec 6, 2016
#5	-0.71% Jun 14, 2021 - Jun 30, 2021	-26.55% Feb 12, 2001 - Dec 12, 2002
#6	-0.69% Nov 27, 2020 - Dec 10, 2020	-24.45% Nov 15, 1999 - May 17, 2000
#7	-0.68% Sep 3, 2021 - Sep 16, 2021	-23.48% Sep 21, 2018 - Jan 21, 2020
#8	-0.40% Oct 29, 2020 - Nov 4, 2020	-19.74% Jan 22, 2004 - Oct 1, 2004
#9	-0.31% Sep 16, 2021 - Sep 21, 2021	-17.98% Apr 29, 2011 - Dec 18, 2012
#10	-0.30% Dec 21, 2020 - Dec 28, 2020	-17.80% Apr 26, 2010 - Feb 24, 2011
#11	-0.23% Dec 10, 2020 - Dec 16, 2020	-14.70% Jul 19, 2007 - Oct 1, 2007
#12	-0.19% Nov 17, 2020 - Nov 19, 2020	-13.27% Feb 27, 2006 - Aug 23, 2006
#13	-0.12% Nov 19, 2020 - Nov 23, 2020	-13.06% Nov 15, 2013 - May 8, 2014
#14	-0.08% Dec 28, 2020 - Dec 31, 2020	-12.61% Feb 16, 2017 - Jul 14, 2017
#15	N/A	-11.62% Feb 26, 2026 - Apr 15, 2026

Correlation

Correlation between BAC-P-O and BMO is 0.05 which considered as a very weak or no correlation - the stocks move independently of each other.

0.05

-101

Dividend Comparison (1999 - 2026)

BAC-P-O vs BMO dividend yield comparison.

Year	BAC-P-O	BMO
2026	3.11%	1.44%
2025	6.03%	3.55%
2024	5.63%	4.60%
2023	5.63%	4.76%
2022	6.23%	4.62%
2021	4.32%	3.95%
2020	0.00%	4.15%
2019	0.00%	3.96%
2018	0.00%	4.78%
2017	0.00%	4.45%
2016	0.00%	4.73%
2015	0.00%	5.74%
2014	0.00%	4.35%
2013	0.00%	4.41%
2012	0.00%	4.60%
2011	0.00%	5.11%
2010	0.00%	4.86%
2009	0.00%	5.28%
2008	0.00%	10.90%
2007	0.00%	4.79%
2006	0.00%	3.71%
2005	0.00%	3.31%
2004	0.00%	3.30%
2003	0.00%	3.24%
2002	0.00%	4.52%
2001	0.00%	4.93%
2000	0.00%	3.80%
1999	0.00%	1.38%