BMO vs. BX: A Head-to-Head Stock Comparison

Updated on August 20, 2025

Here’s a clear look at BMO and BX, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

Symbol	BMO	BX
Company Name	Bank of Montreal	Blackstone Inc.
Country	Canada	United States
GICS Sector	Financials	Financials
GICS Industry	Banks	Capital Markets
Market Capitalization	82.81 billion USD	216.92 billion USD
Exchange	NYSE	NYSE
Listing Date	October 27, 1994	June 22, 2007
Security Type	Common Stock	Common Stock

Historical Performance

This chart compares the performance of BMO and BX by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

BMO vs. BX: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

Symbol	BMO	BX
5-Day Price Return	0.87%	5.36%
13-Week Price Return	12.51%	18.54%
26-Week Price Return	10.65%	1.19%
52-Week Price Return	39.54%	36.62%
Month-to-Date Return	2.05%	2.12%
Year-to-Date Return	11.84%	2.44%
10-Day Avg. Volume	3.32M	3.61M
3-Month Avg. Volume	3.04M	4.40M
3-Month Volatility	10.93%	30.42%
Beta	1.07	1.81

Profitability

Return on Equity (TTM)

BMO

9.70%

Banks Industry

Max: 26.37%
Q3: 15.92%
Median: 12.25%
Q1: 8.69%
Min: 0.15%

BMO’s Return on Equity of 9.70% is on par with the norm for the Banks industry, indicating its profitability relative to shareholder equity is typical for the sector.

BX

36.31%

Capital Markets Industry

Max: 38.97%
Q3: 21.61%
Median: 13.77%
Q1: 8.31%
Min: -4.25%

In the upper quartile for the Capital Markets industry, BX’s Return on Equity of 36.31% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

BMO vs. BX: A comparison of their Return on Equity (TTM) against their respective Banks and Capital Markets industry benchmarks.

Net Profit Margin (TTM)

BMO

21.68%

Banks Industry

Max: 54.20%
Q3: 35.70%
Median: 28.97%
Q1: 22.53%
Min: 6.98%

Falling into the lower quartile for the Banks industry, BMO’s Net Profit Margin of 21.68% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

BX

20.83%

Capital Markets Industry

Max: 66.67%
Q3: 35.11%
Median: 23.49%
Q1: 13.63%
Min: -15.18%

BX’s Net Profit Margin of 20.83% is aligned with the median group of its peers in the Capital Markets industry. This indicates its ability to convert revenue into profit is typical for the sector.

BMO vs. BX: A comparison of their Net Profit Margin (TTM) against their respective Banks and Capital Markets industry benchmarks.

Operating Profit Margin (TTM)

BMO

28.81%

Banks Industry

Max: 63.35%
Q3: 44.59%
Median: 37.24%
Q1: 28.25%
Min: 13.37%

BMO’s Operating Profit Margin of 28.81% is around the midpoint for the Banks industry, indicating that its efficiency in managing core business operations is typical for the sector.

BX

47.16%

Capital Markets Industry

Max: 86.40%
Q3: 46.46%
Median: 32.80%
Q1: 18.32%
Min: -21.87%

An Operating Profit Margin of 47.16% places BX in the upper quartile for the Capital Markets industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.

BMO vs. BX: A comparison of their Operating Profit Margin (TTM) against their respective Banks and Capital Markets industry benchmarks.

Profitability at a Glance

Symbol	BMO	BX
Return on Equity (TTM)	9.70%	36.31%
Return on Assets (TTM)	0.58%	6.48%
Net Profit Margin (TTM)	21.68%	20.83%
Operating Profit Margin (TTM)	28.81%	47.16%
Gross Profit Margin (TTM)	--	83.07%

Financial Strength

Current Ratio (MRQ)

BMO

Banks Industry

Max: --
Q3: --
Median: --
Q1: --
Min: --

For the Banks industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

BX

0.69

Capital Markets Industry

Max: 3.76
Q3: 1.89
Median: 1.01
Q1: 0.54
Min: -0.41

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

BMO vs. BX: A comparison of their Current Ratio (MRQ) against their respective Banks and Capital Markets industry benchmarks.

Debt-to-Equity Ratio (MRQ)

BMO

2.73

Banks Industry

Max: 4.75
Q3: 2.62
Median: 1.02
Q1: 0.39
Min: 0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Banks industry.

BX

1.44

Capital Markets Industry

Max: 6.62
Q3: 2.84
Median: 1.02
Q1: 0.32
Min: 0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

BMO vs. BX: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Banks and Capital Markets industry benchmarks.

Interest Coverage Ratio (TTM)

BMO

Banks Industry

Max: --
Q3: --
Median: --
Q1: --
Min: --

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Banks industry.

BX

7.05

Capital Markets Industry

Max: 126.03
Q3: 60.98
Median: 11.77
Q1: 4.95
Min: -36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

BMO vs. BX: A comparison of their Interest Coverage Ratio (TTM) against their respective Banks and Capital Markets industry benchmarks.

Financial Strength at a Glance

Symbol	BMO	BX
Current Ratio (MRQ)	--	0.69
Quick Ratio (MRQ)	--	0.69
Debt-to-Equity Ratio (MRQ)	2.73	1.44
Interest Coverage Ratio (TTM)	--	7.05

Growth

Revenue Growth

BMO vs. BX: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

BMO vs. BX: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

BMO

4.38%

Banks Industry

Max: 10.27%
Q3: 5.83%
Median: 3.81%
Q1: 2.50%
Min: 0.00%

BMO’s Dividend Yield of 4.38% is consistent with its peers in the Banks industry, providing a dividend return that is standard for its sector.

BX

2.35%

Capital Markets Industry

Max: 10.26%
Q3: 4.86%
Median: 2.78%
Q1: 1.22%
Min: 0.00%

BX’s Dividend Yield of 2.35% is consistent with its peers in the Capital Markets industry, providing a dividend return that is standard for its sector.

BMO vs. BX: A comparison of their Dividend Yield (TTM) against their respective Banks and Capital Markets industry benchmarks.

Dividend Payout Ratio (TTM)

BMO

59.72%

Banks Industry

Max: 147.07%
Q3: 80.55%
Median: 54.40%
Q1: 35.71%
Min: 0.00%

BMO’s Dividend Payout Ratio of 59.72% is within the typical range for the Banks industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

BX

200.72%

Capital Markets Industry

Max: 200.72%
Q3: 101.92%
Median: 57.97%
Q1: 32.36%
Min: 0.00%

BX’s Dividend Payout Ratio of 200.72% is in the upper quartile for the Capital Markets industry. This indicates a strong commitment to shareholder returns but also suggests that a smaller portion of earnings is retained for reinvestment compared to many peers.

BMO vs. BX: A comparison of their Dividend Payout Ratio (TTM) against their respective Banks and Capital Markets industry benchmarks.

Dividend at a Glance

Symbol	BMO	BX
Dividend Yield (TTM)	4.38%	2.35%
Dividend Payout Ratio (TTM)	59.72%	200.72%

Valuation

Price-to-Earnings Ratio (TTM)

BMO

13.64

Banks Industry

Max: 20.05
Q3: 12.65
Median: 10.21
Q1: 7.54
Min: 2.74

A P/E Ratio of 13.64 places BMO in the upper quartile for the Banks industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

BX

75.93

Capital Markets Industry

Max: 58.89
Q3: 31.00
Median: 18.54
Q1: 12.09
Min: 5.24

At 75.93, BX’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Capital Markets industry. This suggests the stock may be significantly overvalued compared to its peers and implies high market expectations that could be difficult to meet.

BMO vs. BX: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Banks and Capital Markets industry benchmarks.

Price-to-Sales Ratio (TTM)

BMO

2.38

Banks Industry

Max: 5.06
Q3: 2.98
Median: 2.24
Q1: 1.59
Min: 0.45

The P/S Ratio is often not a primary valuation tool in the Banks industry.

BX

15.82

Capital Markets Industry

Max: 14.49
Q3: 7.41
Median: 4.68
Q1: 2.25
Min: 0.04

With a P/S Ratio of 15.82, BX trades at a valuation that eclipses even the highest in the Capital Markets industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.

BMO vs. BX: A comparison of their Price-to-Sales Ratio (TTM) against their respective Banks and Capital Markets industry benchmarks.

Price-to-Book Ratio (MRQ)

BMO

1.11

Banks Industry

Max: 2.18
Q3: 1.36
Median: 1.09
Q1: 0.81
Min: 0.20

BMO’s P/B Ratio of 1.11 is within the conventional range for the Banks industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.

BX

21.73

Capital Markets Industry

Max: 9.48
Q3: 4.94
Median: 2.42
Q1: 1.21
Min: 0.38

At 21.73, BX’s P/B Ratio is at an extreme premium to the Capital Markets industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

BMO vs. BX: A comparison of their Price-to-Book Ratio (MRQ) against their respective Banks and Capital Markets industry benchmarks.

Valuation at a Glance

Symbol	BMO	BX
Price-to-Earnings Ratio (TTM)	13.64	75.93
Price-to-Sales Ratio (TTM)	2.38	15.82
Price-to-Book Ratio (MRQ)	1.11	21.73
Price-to-Free Cash Flow Ratio (TTM)	6.89	60.78