BMO vs BAC-P-O

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

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

BMO vs BAC-P-O - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

BMO

$121B

Winner

BAC-P-O

$123B

Max Drawdown

BMO

71.02%

Winner

BAC-P-O

37.75%

Sharpe Ratio

Winner

BMO

2.61

BAC-P-O

0.48

5Y Beta

BMO

0.68

Winner

BAC-P-O

0.22

Industry

BMO

Banks - Diversified

BAC-P-O

N/A

P/E Ratio

BMO

17.30

Winner

BAC-P-O

3.95

Forward P/E

BMO

16.47

BAC-P-O

N/A

PEG Ratio

BMO

0.78

Winner

BAC-P-O

0.19

Dividend Yield

BMO

3.89%

BAC-P-O

N/A

5Y Dividends CAGR

BMO

13.40%

Winner

BAC-P-O

19.58%

5Y EPS CAGR

BMO

6.27%

Winner

BAC-P-O

11.43%

Debt to Equity

BMO

194.68%

Winner

BAC-P-O

108.41%

Free Cash Flow Yield

BMO

13.91%

Winner

BAC-P-O

45.99%

BMO vs BAC-P-O - Historical Returns

Returns include dividend reinvestment.

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

Winner

BMO

+11.07%

BAC-P-O

+1.15%

Winner

BMO

+24.80%

BAC-P-O

+0.23%

Winner

BMO

+34.80%

BAC-P-O

+0.49%

Winner

BMO

+66.87%

BAC-P-O

+6.63%

5Y(CAGR)

Winner

BMO

+16.12%

BAC-P-O

-2.13%

10Y(CAGR)

BMO

+15.60%

BAC-P-O

N/A

Max(CAGR)

Winner

BMO

+13.89%

BAC-P-O

-0.85%

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

Returns include dividend reinvestment.

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

BMO vs BAC-P-O Drawdown Comparison

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

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

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

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

Correlation

Correlation between BMO and BAC-P-O 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)

BMO vs BAC-P-O dividend yield comparison.

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