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BN vs BMO

Comparison between Brookfield Corporation - Class A (BN, Company) and Bank of Montreal (BMO, Company).

Both BN and BMO are from the Financial Services sector.

5-Year PerformanceBMO has outperformed BN, delivering a return of +14.6% compared to +14.6%

BN vs BMO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
BN
$110B
Winner
BMO
$110B
Max Drawdown
BN
73.40%
Winner
BMO
71.02%
Sharpe Ratio
BN
0.87
Winner
BMO
2.51
5Y Beta
BN
1.46
Winner
BMO
0.70
Industry
BN
Asset Management
BMO
Banks - Diversified
P/E Ratio
BN
83.97
Winner
BMO
17.02
Forward P/E
Winner
BN
11.89
BMO
14.47
PEG Ratio
Winner
BN
0.81
BMO
1.21
Dividend Yield
BN
0.52%
Winner
BMO
4.28%
5Y Dividends CAGR
BN
-6.34%
Winner
BMO
13.40%
5Y EPS CAGR
BN
N/A
BMO
7.25%
Debt to Equity
BN
654.01%
Winner
BMO
196.55%
Free Cash Flow Yield
BN
-3.44%
Winner
BMO
7.15%
P/S Ratio
Winner
BN
1.34
BMO
3.26
P/B Ratio
BN
2.34
Winner
BMO
1.72

BN vs BMO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BN
+11.96%
BMO
+9.35%
3M
BN
+0.63%
Winner
BMO
+6.53%
6M
BN
+3.09%
Winner
BMO
+25.89%
1Y
BN
+23.32%
Winner
BMO
+60.11%
5Y(CAGR)
BN
+14.64%
Winner
BMO
+14.65%
10Y(CAGR)
Winner
BN
+16.04%
BMO
+14.55%
Max(CAGR)
Winner
BN
+18.78%
BMO
+13.47%

BN vs BMO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBNBMO
2026+1.14%+17.68%
2025+20.33%+39.63%
2024+48.89%+4.14%
2023+28.19%+14.70%
2022-34.35%-13.33%
2021+56.21%+50.18%
2020+8.87%+3.23%
2019+54.24%+22.41%
2018-9.63%-15.22%
2017+33.02%+16.13%
2016+10.47%+38.11%
2015-4.72%-15.17%
2014+31.81%+11.59%
2013+9.81%+12.35%
2012+33.58%+14.28%
2011-16.44%-1.53%
2010+52.46%+12.59%
2009+48.15%+117.13%
2008-55.15%-51.18%
2007+14.67%-0.12%
2006+42.45%+7.35%
2005+43.00%+22.60%
2004+77.08%+19.52%
2003+56.79%+58.98%
2002+22.19%+23.28%
2001+34.46%-6.32%
2000+13.72%+65.58%
1999+3.38%-9.33%

BN vs BMO Drawdown Comparison

The maximum drawdown for BN was -71.78%, occurring on Mar 9, 2009. Recovery took 1438 trading sessions.

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

The current BN drawdown is -4.08%. The current BMO drawdown is -1.35%.

RankBNBMO
#1-71.78%
May 22, 2007 - Feb 6, 2013
-68.20%
Nov 6, 2007 - Mar 4, 2010
#2-51.42%
Feb 20, 2020 - Mar 17, 2021
-50.96%
Jan 21, 2020 - Dec 3, 2020
#3-41.86%
Oct 28, 2021 - Jul 31, 2024
-33.91%
Mar 22, 2022 - May 27, 2025
#4-28.63%
Apr 15, 2015 - May 2, 2017
-33.86%
Sep 3, 2014 - Dec 6, 2016
#5-27.85%
Jan 30, 2025 - Jun 30, 2025
-26.55%
Feb 12, 2001 - Dec 12, 2002
#6-22.05%
Jan 6, 2026 - Mar 20, 2026
-24.45%
Nov 15, 1999 - May 17, 2000
#7-21.46%
Jun 7, 2002 - May 6, 2003
-23.48%
Sep 21, 2018 - Jan 21, 2020
#8-20.13%
Jan 10, 2000 - Aug 24, 2000
-19.74%
Jan 22, 2004 - Oct 1, 2004
#9-19.03%
Aug 23, 2001 - Dec 27, 2001
-17.98%
Apr 29, 2011 - Dec 18, 2012
#10-18.08%
Oct 1, 2018 - Feb 26, 2019
-17.80%
Apr 26, 2010 - Feb 24, 2011
#11-17.84%
Mar 30, 2004 - Jun 8, 2004
-14.70%
Jul 19, 2007 - Oct 1, 2007
#12-15.94%
Nov 23, 2004 - Aug 25, 2005
-13.27%
Feb 27, 2006 - Aug 23, 2006
#13-13.79%
Aug 25, 2000 - Nov 15, 2000
-13.06%
Nov 15, 2013 - May 8, 2014
#14-13.63%
Dec 13, 2017 - Aug 16, 2018
-12.61%
Feb 16, 2017 - Jul 14, 2017
#15-12.30%
May 8, 2013 - Oct 16, 2013
-11.62%
Feb 26, 2026 - Apr 15, 2026

Correlation

Correlation between BN and BMO is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

BN vs BMO dividend yield comparison.

YearBNBMO
20260.15%1.61%
20250.52%3.55%
20240.56%4.60%
20230.70%4.76%
20221.44%4.62%
20211.12%3.95%
20201.55%4.15%
20191.11%3.96%
20181.56%4.78%
20171.29%4.45%
20161.58%4.73%
20151.50%5.74%
20141.36%4.35%
20134.64%4.41%
20121.50%4.60%
20111.89%5.11%
20101.56%4.86%
20092.34%5.28%
20088.87%10.90%
20071.31%4.79%
20061.21%3.71%
20051.17%3.31%
20041.76%3.30%
20033.96%3.24%
20025.61%4.52%
20016.36%4.93%
20004.47%3.80%
19990.00%1.38%

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