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CVS vs BMO

Comparison between CVS Health Corp (CVS, Company) and Bank of Montreal (BMO, Company).

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

5-Year PerformanceBMO has outperformed CVS, delivering a return of +14.6% compared to +4.6%

CVS vs BMO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
CVS
$111B
BMO
$110B
Max Drawdown
Winner
CVS
64.59%
BMO
71.02%
Sharpe Ratio
CVS
1.13
Winner
BMO
2.51
5Y Beta
Winner
CVS
0.33
BMO
0.70
Industry
CVS
Healthcare Plans
BMO
Banks - Diversified
P/E Ratio
CVS
37.71
Winner
BMO
17.02
Forward P/E
Winner
CVS
11.27
BMO
14.47
PEG Ratio
Winner
CVS
0.23
BMO
1.21
Dividend Yield
CVS
3.04%
Winner
BMO
4.28%
5Y Dividends CAGR
CVS
5.87%
Winner
BMO
13.40%
5Y EPS CAGR
CVS
-16.42%
Winner
BMO
7.25%
Debt to Equity
Winner
CVS
0.00%
BMO
196.55%
Free Cash Flow Yield
CVS
6.69%
Winner
BMO
7.15%
P/S Ratio
Winner
CVS
0.28
BMO
3.26
P/B Ratio
Winner
CVS
1.38
BMO
1.72

CVS vs BMO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CVS
+15.91%
BMO
+9.35%
3M
Winner
CVS
+20.53%
BMO
+6.53%
6M
CVS
+16.54%
Winner
BMO
+25.89%
1Y
CVS
+38.28%
Winner
BMO
+60.11%
5Y(CAGR)
CVS
+4.64%
Winner
BMO
+14.65%
10Y(CAGR)
CVS
+1.52%
Winner
BMO
+14.55%
Max(CAGR)
CVS
+7.70%
Winner
BMO
+13.47%

CVS vs BMO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCVSBMO
2026+14.89%+17.68%
2025+87.05%+39.63%
2024-42.14%+4.14%
2023-12.28%+14.70%
2022-8.50%-13.33%
2021+51.13%+50.18%
2020-4.98%+3.23%
2019+17.16%+22.41%
2018-8.32%-15.22%
2017-7.44%+16.13%
2016-16.72%+38.11%
2015+4.21%-15.17%
2014+38.82%+11.59%
2013+46.33%+12.35%
2012+18.16%+14.28%
2011+18.00%-1.53%
2010+6.55%+12.59%
2009+10.72%+117.13%
2008-26.42%-51.18%
2007+29.72%-0.12%
2006+17.91%+7.35%
2005+18.07%+22.60%
2004+26.84%+19.52%
2003+43.38%+58.98%
2002-14.96%+23.28%
2001-47.97%-6.32%
2000+59.42%+65.58%
1999-1.19%-9.33%

CVS vs BMO Drawdown Comparison

The maximum drawdown for CVS was -64.07%, occurring on Jan 30, 2003. Recovery took 1088 trading sessions.

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

The current CVS drawdown is -5.27%. The current BMO drawdown is -1.35%.

RankCVSBMO
#1-64.07%
Mar 8, 2001 - Jul 8, 2005
-68.20%
Nov 6, 2007 - Mar 4, 2010
#2-56.78%
Feb 8, 2022 - Dec 19, 2024
-50.96%
Jan 21, 2020 - Dec 3, 2020
#3-50.09%
Jul 29, 2015 - Nov 3, 2021
-33.91%
Mar 22, 2022 - May 27, 2025
#4-45.25%
Jun 5, 2008 - Jan 17, 2012
-33.86%
Sep 3, 2014 - Dec 6, 2016
#5-31.09%
Feb 10, 2000 - Apr 4, 2000
-26.55%
Feb 12, 2001 - Dec 12, 2002
#6-25.44%
Apr 25, 2000 - Oct 2, 2000
-24.45%
Nov 15, 1999 - May 17, 2000
#7-24.94%
Nov 17, 1999 - Feb 10, 2000
-23.48%
Sep 21, 2018 - Jan 21, 2020
#8-24.27%
Sep 12, 2006 - Apr 24, 2007
-19.74%
Jan 22, 2004 - Oct 1, 2004
#9-21.88%
Aug 2, 2005 - Apr 6, 2006
-17.98%
Apr 29, 2011 - Dec 18, 2012
#10-15.86%
Nov 13, 2007 - May 14, 2008
-17.80%
Apr 26, 2010 - Feb 24, 2011
#11-14.91%
Dec 28, 2000 - Feb 12, 2001
-14.70%
Jul 19, 2007 - Oct 1, 2007
#12-12.04%
Nov 1, 1999 - Nov 17, 1999
-13.27%
Feb 27, 2006 - Aug 23, 2006
#13-11.28%
Apr 6, 2006 - Jul 10, 2006
-13.06%
Nov 15, 2013 - May 8, 2014
#14-10.54%
Nov 27, 2000 - Dec 15, 2000
-12.61%
Feb 16, 2017 - Jul 14, 2017
#15-9.98%
May 25, 2007 - Sep 26, 2007
-11.62%
Feb 26, 2026 - Apr 15, 2026

Correlation

Correlation between CVS and BMO is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (1999 - 2026)

CVS vs BMO dividend yield comparison.

YearCVSBMO
20261.47%1.61%
20253.35%3.55%
20245.93%4.60%
20233.06%4.76%
20222.36%4.62%
20211.94%3.95%
20202.93%4.15%
20192.69%3.96%
20183.05%4.78%
20172.76%4.45%
20162.15%4.73%
20151.43%5.74%
20141.14%4.35%
20131.26%4.41%
20121.34%4.60%
20111.23%5.11%
20101.01%4.86%
20090.95%5.28%
20080.90%10.90%
20070.58%4.79%
20060.50%3.71%
20050.55%3.31%
20040.59%3.30%
20030.64%3.24%
20020.92%4.52%
20010.78%4.93%
20000.39%3.80%
19990.00%1.38%

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