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BMY vs BMO

Comparison between Bristol-Myers Squibb Company (BMY, Company) and Bank of Montreal (BMO, Company).

BMY is from the Healthcare sector, while BMO is from the Financial Services sector.

5-Year PerformanceBMO has outperformed BMY, delivering a return of +17.6% compared to +3.6%

BMY vs BMO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
BMY
$130B
Winner
BMO
$130B
Max Drawdown
BMY
77.77%
Winner
BMO
71.02%
Sharpe Ratio
BMY
1.31
Winner
BMO
2.50
5Y Beta
Winner
BMY
0.25
BMO
0.67
Industry
BMY
Drug Manufacturers - General
BMO
Banks - Diversified
P/E Ratio
Winner
BMY
13.66
BMO
18.59
Forward P/E
Winner
BMY
9.25
BMO
15.70
PEG Ratio
BMY
2.26
Winner
BMO
0.84
Dividend Yield
Winner
BMY
3.93%
BMO
3.55%
5Y Dividends CAGR
BMY
5.72%
Winner
BMO
7.86%
5Y EPS CAGR
BMY
3.55%
Winner
BMO
6.27%
Debt to Equity
Winner
BMY
192.04%
BMO
194.68%
Free Cash Flow Yield
BMY
8.79%
Winner
BMO
9.84%
P/S Ratio
Winner
BMY
2.65
BMO
3.75
P/B Ratio
BMY
5.84
Winner
BMO
2.16

BMY vs BMO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BMY
+8.74%
BMO
+1.06%
3M
BMY
+16.50%
Winner
BMO
+19.57%
6M
BMY
+12.96%
Winner
BMO
+30.12%
1Y
BMY
+43.59%
Winner
BMO
+67.03%
5Y(CAGR)
BMY
+3.60%
Winner
BMO
+17.56%
10Y(CAGR)
BMY
+4.83%
Winner
BMO
+15.89%
Max(CAGR)
BMY
+3.18%
Winner
BMO
+14.11%

BMY vs BMO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBMYBMO
2026+26.21%+41.53%
2025-0.28%+39.63%
2024+12.60%+4.14%
2023-26.47%+14.70%
2022+19.91%-13.33%
2021+3.98%+50.18%
2020+1.02%+3.23%
2019+26.77%+22.41%
2018-12.95%-15.22%
2017+5.89%+16.13%
2016-11.22%+38.11%
2015+18.28%-15.17%
2014+16.11%+11.59%
2013+67.54%+12.35%
2012-3.15%+14.28%
2011+38.90%-1.53%
2010+7.13%+12.59%
2009+11.75%+117.13%
2008-5.76%-51.18%
2007+3.41%-0.12%
2006+18.58%+7.35%
2005-5.46%+22.60%
2004-9.64%+19.52%
2003+24.30%+58.98%
2002-52.48%+23.28%
2001-27.31%-6.32%
2000+16.65%+65.58%
1999-16.91%-9.33%

BMY vs BMO Drawdown Comparison

The maximum drawdown for BMY was -71.90%, occurring on Jul 24, 2002. Recovery took 3398 trading sessions.

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

The current BMY drawdown is -3.91%. The current BMO drawdown is -1.70%.

RankBMYBMO
#1-71.90%
Nov 16, 1999 - May 22, 2013
-68.20%
Nov 6, 2007 - Mar 4, 2010
#2-47.67%
Dec 2, 2022 - Jul 3, 2024
-50.96%
Jan 21, 2020 - Dec 3, 2020
#3-39.24%
Jul 14, 2016 - May 20, 2021
-33.91%
Mar 22, 2022 - May 27, 2025
#4-21.98%
Aug 3, 2021 - Feb 25, 2022
-33.86%
Sep 3, 2014 - Dec 6, 2016
#5-18.21%
Jul 14, 2015 - Dec 15, 2015
-26.55%
Feb 12, 2001 - Dec 12, 2002
#6-17.13%
Mar 5, 2014 - Oct 30, 2014
-24.45%
Nov 15, 1999 - May 17, 2000
#7-16.29%
Dec 16, 2015 - Apr 21, 2016
-23.48%
Sep 21, 2018 - Jan 21, 2020
#8-15.96%
Jun 27, 2022 - Nov 7, 2022
-19.74%
Jan 22, 2004 - Oct 1, 2004
#9-13.60%
Jan 10, 2014 - Mar 4, 2014
-17.98%
Apr 29, 2011 - Dec 18, 2012
#10-12.65%
May 28, 2013 - Sep 19, 2013
-17.80%
Apr 26, 2010 - Feb 24, 2011
#11-7.45%
Mar 18, 2015 - May 11, 2015
-14.70%
Jul 19, 2007 - Oct 1, 2007
#12-7.16%
May 17, 2022 - Jun 24, 2022
-13.27%
Feb 27, 2006 - Aug 23, 2006
#13-6.76%
Jan 13, 2015 - Mar 4, 2015
-13.06%
Nov 15, 2013 - May 8, 2014
#14-6.58%
May 28, 2015 - Jul 10, 2015
-12.61%
Feb 16, 2017 - Jul 14, 2017
#15-5.35%
Nov 22, 2013 - Dec 19, 2013
-11.62%
Feb 26, 2026 - Apr 15, 2026

Correlation

Correlation between BMY and BMO is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (1999 - 2026)

BMY vs BMO dividend yield comparison.

YearBMYBMO
20262.86%2.01%
20254.60%3.55%
20244.24%4.60%
20234.44%4.76%
20223.00%4.62%
20212.36%3.95%
20203.69%4.15%
20192.55%3.96%
20183.08%4.78%
20172.55%4.45%
20161.95%4.73%
20152.17%5.74%
20142.46%4.35%
20133.31%4.41%
20124.17%4.60%
20113.75%5.11%
20103.63%4.86%
20094.95%5.28%
20086.67%10.90%
20074.22%4.79%
20064.26%3.71%
20054.87%3.31%
20043.28%3.30%
20033.92%3.24%
20026.05%4.52%
20012.16%4.93%
20001.33%3.80%
19990.00%1.38%

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