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BMO vs CB

Comparison between Bank of Montreal (BMO, Company) and Chubb Ltd (CB, Company).

Both BMO and CB are from the Financial Services sector.

5-Year PerformanceBMO has outperformed CB, delivering a return of +17.9% compared to +17.7%

BMO vs CB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
BMO
$130B
Winner
CB
$131B
Max Drawdown
BMO
71.02%
Winner
CB
52.83%
Sharpe Ratio
Winner
BMO
2.43
CB
1.34
5Y Beta
BMO
0.68
Winner
CB
0.14
Industry
BMO
Banks - Diversified
CB
Insurance - Property & Casualty
P/E Ratio
BMO
18.60
Winner
CB
11.75
Forward P/E
BMO
15.55
Winner
CB
13.00
PEG Ratio
BMO
0.84
Winner
CB
0.32
Dividend Yield
Winner
BMO
3.63%
CB
1.10%
5Y Dividends CAGR
Winner
BMO
13.40%
CB
9.45%
5Y EPS CAGR
BMO
6.27%
Winner
CB
18.31%
Debt to Equity
BMO
194.68%
Winner
CB
23.68%
Free Cash Flow Yield
BMO
9.84%
Winner
CB
11.59%
P/S Ratio
BMO
3.65
Winner
CB
2.20
P/B Ratio
BMO
2.12
Winner
CB
1.86

BMO vs CB - Historical Returns

Returns include dividend reinvestment.

1M
BMO
+3.26%
Winner
CB
+9.09%
3M
Winner
BMO
+19.04%
CB
+8.07%
6M
Winner
BMO
+34.00%
CB
+18.98%
1Y
Winner
BMO
+61.41%
CB
+31.12%
5Y(CAGR)
Winner
BMO
+17.88%
CB
+17.66%
10Y(CAGR)
Winner
BMO
+15.86%
CB
+12.79%
Max(CAGR)
Winner
BMO
+14.03%
CB
+13.29%

BMO vs CB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBMOCB
2026+37.62%+15.11%
2025+39.63%+16.04%
2024+4.14%+23.15%
2023+14.70%+4.10%
2022-13.33%+17.13%
2021+50.18%+31.46%
2020+3.23%+1.18%
2019+22.41%+24.75%
2018-15.22%-7.20%
2017+16.13%+13.16%
2016+38.11%+18.73%
2015-15.17%+6.86%
2014+11.59%+18.77%
2013+12.35%+31.12%
2012+14.28%+19.74%
2011-1.53%+17.36%
2010+12.59%+32.78%
2009+117.13%+0.94%
2008-51.18%-9.88%
2007-0.12%+6.27%
2006+7.35%+25.44%
2005+22.60%+31.91%
2004+19.52%+16.95%
2003+58.98%+31.15%
2002+23.28%-21.31%
2001-6.32%-15.18%
2000+65.58%+61.64%
1999-9.33%+1.35%

BMO vs CB Drawdown Comparison

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

The maximum drawdown for CB was -50.98%, occurring on Mar 9, 2009. Recovery took 514 trading sessions.

The current BMO drawdown is -2.63%. The current CB drawdown is -1.77%.

RankBMOCB
#1-68.20%
Nov 6, 2007 - Mar 4, 2010
-50.98%
Sep 19, 2008 - Oct 5, 2010
#2-50.96%
Jan 21, 2020 - Dec 3, 2020
-49.75%
Dec 8, 2000 - Feb 11, 2005
#3-33.91%
Mar 22, 2022 - May 27, 2025
-42.59%
Feb 5, 2020 - Feb 4, 2021
#4-33.86%
Sep 3, 2014 - Dec 6, 2016
-26.92%
Jun 5, 2008 - Sep 19, 2008
#5-26.55%
Feb 12, 2001 - Dec 12, 2002
-26.34%
Nov 5, 1999 - Mar 29, 2000
#6-24.45%
Nov 15, 1999 - May 17, 2000
-21.32%
Jan 31, 2018 - Jul 15, 2019
#7-23.48%
Sep 21, 2018 - Jan 21, 2020
-19.28%
Jan 26, 2023 - Nov 27, 2023
#8-19.74%
Jan 22, 2004 - Oct 1, 2004
-19.06%
Mar 25, 2022 - Nov 25, 2022
#9-17.98%
Apr 29, 2011 - Dec 18, 2012
-18.57%
Jul 3, 2007 - Dec 24, 2007
#10-17.80%
Apr 26, 2010 - Feb 24, 2011
-15.03%
May 24, 2000 - Jul 26, 2000
#11-14.70%
Jul 19, 2007 - Oct 1, 2007
-14.65%
Dec 24, 2007 - Jun 5, 2008
#12-13.27%
Feb 27, 2006 - Aug 23, 2006
-14.35%
Oct 17, 2024 - Mar 31, 2025
#13-13.06%
Nov 15, 2013 - May 8, 2014
-13.98%
May 18, 2011 - Oct 20, 2011
#14-12.61%
Feb 16, 2017 - Jul 14, 2017
-12.87%
Apr 3, 2000 - May 22, 2000
#15-11.62%
Feb 26, 2026 - Apr 15, 2026
-12.65%
Dec 28, 2006 - Apr 25, 2007

Correlation

Correlation between BMO and CB is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

BMO vs CB dividend yield comparison.

YearBMOCB
20261.37%0.56%
20253.55%1.22%
20244.60%1.30%
20234.76%1.51%
20224.62%1.49%
20213.95%1.65%
20204.15%2.01%
20193.96%1.91%
20184.78%2.24%
20174.45%1.93%
20164.73%2.07%
20155.74%4.23%
20144.35%4.54%
20134.41%3.16%
20124.60%5.08%
20115.11%3.69%
20104.86%4.47%
20095.28%5.63%
200810.90%4.04%
20074.79%3.59%
20063.71%1.02%
20053.31%2.68%
20043.30%3.09%
20033.24%3.20%
20024.52%3.95%
20014.93%2.52%
20003.80%1.06%
19991.38%0.00%

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