BMO vs SPGI
Comparison between Bank of Montreal (BMO, Company) and S&P Global Inc (SPGI, Company).
Both BMO and SPGI are from the Financial Services sector.
5-Year PerformanceBMO has outperformed SPGI, delivering a return of +16.1% compared to +1.9%
BMO vs SPGI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BMO vs SPGI - Historical Returns
Returns include dividend reinvestment.
BMO vs SPGI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BMO | SPGI |
|---|---|---|
| 2026 | +31.46% | -19.48% |
| 2025 | +39.63% | +6.25% |
| 2024 | +4.14% | +15.02% |
| 2023 | +14.70% | +32.70% |
| 2022 | -13.33% | -26.71% |
| 2021 | +50.18% | +42.73% |
| 2020 | +3.23% | +19.31% |
| 2019 | +22.41% | +62.35% |
| 2018 | -15.22% | +2.14% |
| 2017 | +16.13% | +58.06% |
| 2016 | +38.11% | +14.96% |
| 2015 | -15.17% | +12.67% |
| 2014 | +11.59% | +16.12% |
| 2013 | +12.35% | +43.14% |
| 2012 | +14.28% | +27.94% |
| 2011 | -1.53% | +26.04% |
| 2010 | +12.59% | +11.66% |
| 2009 | +117.13% | +40.74% |
| 2008 | -51.18% | -44.27% |
| 2007 | -0.12% | -33.74% |
| 2006 | +7.35% | +32.51% |
| 2005 | +22.60% | +16.27% |
| 2004 | +19.52% | +33.74% |
| 2003 | +58.98% | +14.58% |
| 2002 | +23.28% | +3.22% |
| 2001 | -6.32% | +9.19% |
| 2000 | +65.58% | N/A |
| 1999 | -9.33% | N/A |
BMO vs SPGI Drawdown Comparison
The maximum drawdown for BMO was -68.20%, occurring on Feb 23, 2009. Recovery took 584 trading sessions.
The maximum drawdown for SPGI was -74.69%, occurring on Mar 9, 2009. Recovery took 1542 trading sessions.
The current SPGI drawdown is -26.56%.
| Rank | BMO | SPGI |
|---|---|---|
| #1 | -68.20% Nov 6, 2007 - Mar 4, 2010 | -74.69% Jun 4, 2007 - Jul 22, 2013 |
| #2 | -50.96% Jan 21, 2020 - Dec 3, 2020 | -39.77% Dec 15, 2021 - Jul 11, 2024 |
| #3 | -33.91% Mar 22, 2022 - May 27, 2025 | -38.13% Feb 19, 2020 - May 18, 2020 |
| #4 | -33.86% Sep 3, 2014 - Dec 6, 2016 | -30.48% Aug 14, 2025 - Feb 11, 2026 |
| #5 | -26.55% Feb 12, 2001 - Dec 12, 2002 | -29.48% May 17, 2001 - Nov 24, 2003 |
| #6 | -24.45% Nov 15, 1999 - May 17, 2000 | -25.58% Jul 25, 2018 - Apr 2, 2019 |
| #7 | -23.48% Sep 21, 2018 - Jan 21, 2020 | -24.86% Mar 20, 2015 - Apr 27, 2016 |
| #8 | -19.74% Jan 22, 2004 - Oct 1, 2004 | -19.25% Feb 18, 2025 - Jul 31, 2025 |
| #9 | -17.98% Apr 29, 2011 - Dec 18, 2012 | -18.99% Sep 2, 2020 - Apr 16, 2021 |
| #10 | -17.80% Apr 26, 2010 - Feb 24, 2011 | -17.31% Mar 16, 2006 - Oct 5, 2006 |
| #11 | -14.70% Jul 19, 2007 - Oct 1, 2007 | -15.44% Sep 21, 2016 - Feb 15, 2017 |
| #12 | -13.27% Feb 27, 2006 - Aug 23, 2006 | -15.43% Mar 4, 2005 - Aug 11, 2005 |
| #13 | -13.06% Nov 15, 2013 - May 8, 2014 | -13.25% Feb 5, 2001 - Apr 18, 2001 |
| #14 | -12.61% Feb 16, 2017 - Jul 14, 2017 | -12.40% Feb 8, 2007 - May 11, 2007 |
| #15 | -11.62% Feb 26, 2026 - Apr 15, 2026 | -12.26% Mar 10, 2014 - May 30, 2014 |
Correlation
Correlation between BMO and SPGI is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
BMO vs SPGI dividend yield comparison.
| Year | BMO | SPGI |
|---|---|---|
| 2026 | 1.44% | 0.47% |
| 2025 | 3.55% | 0.73% |
| 2024 | 4.60% | 0.73% |
| 2023 | 4.76% | 0.82% |
| 2022 | 4.62% | 0.99% |
| 2021 | 3.95% | 0.65% |
| 2020 | 4.15% | 0.82% |
| 2019 | 3.96% | 0.84% |
| 2018 | 4.78% | 1.18% |
| 2017 | 4.45% | 0.97% |
| 2016 | 4.73% | 1.34% |
| 2015 | 5.74% | 1.34% |
| 2014 | 4.35% | 1.35% |
| 2013 | 4.41% | 1.43% |
| 2012 | 4.60% | 6.44% |
| 2011 | 5.11% | 2.22% |
| 2010 | 4.86% | 2.58% |
| 2009 | 5.28% | 2.69% |
| 2008 | 10.90% | 3.79% |
| 2007 | 4.79% | 1.87% |
| 2006 | 3.71% | 0.80% |
| 2005 | 3.31% | 1.28% |
| 2004 | 3.30% | 1.31% |
| 2003 | 3.24% | 1.54% |
| 2002 | 4.52% | 1.69% |
| 2001 | 4.93% | 1.61% |
| 2000 | 3.80% | 0.00% |
| 1999 | 1.38% | 0.00% |
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