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CB vs BMO

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

Both CB and BMO are from the Financial Services sector.

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

CB vs BMO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

CB vs BMO - Historical Returns

Returns include dividend reinvestment.

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

CB vs BMO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

CB vs BMO Drawdown Comparison

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

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

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

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

Correlation

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

0.96
-101

Dividend Comparison (1999 - 2026)

CB vs BMO dividend yield comparison.

YearCBBMO
20260.56%1.37%
20251.22%3.55%
20241.30%4.60%
20231.51%4.76%
20221.49%4.62%
20211.65%3.95%
20202.01%4.15%
20191.91%3.96%
20182.24%4.78%
20171.93%4.45%
20162.07%4.73%
20154.23%5.74%
20144.54%4.35%
20133.16%4.41%
20125.08%4.60%
20113.69%5.11%
20104.47%4.86%
20095.63%5.28%
20084.04%10.90%
20073.59%4.79%
20061.02%3.71%
20052.68%3.31%
20043.09%3.30%
20033.20%3.24%
20023.95%4.52%
20012.52%4.93%
20001.06%3.80%
19990.00%1.38%

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