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

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

Company Profile

SymbolBMOIBKR
Company NameBank of MontrealInteractive Brokers Group, Inc.
CountryCanadaUnited States
GICS SectorFinancialsFinancials
GICS IndustryBanksCapital Markets
Market Capitalization82.81 billion USD107.92 billion USD
ExchangeNYSENasdaqGS
Listing DateOctober 27, 1994May 4, 2007
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of BMO and IBKR 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. IBKR: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolBMOIBKR
5-Day Price Return0.87%-1.18%
13-Week Price Return12.51%28.76%
26-Week Price Return10.65%11.27%
52-Week Price Return39.54%115.37%
Month-to-Date Return2.05%-3.16%
Year-to-Date Return11.84%43.74%
10-Day Avg. Volume3.32M4.49M
3-Month Avg. Volume3.04M6.25M
3-Month Volatility10.93%34.10%
Beta1.071.23

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.

IBKR

18.88%

Capital Markets Industry

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

IBKR’s Return on Equity of 18.88% is on par with the norm for the Capital Markets industry, indicating its profitability relative to shareholder equity is typical for the sector.

BMO vs. IBKR: 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.

IBKR

8.57%

Capital Markets Industry

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

Falling into the lower quartile for the Capital Markets industry, IBKR’s Net Profit Margin of 8.57% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

BMO vs. IBKR: 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.

IBKR

42.00%

Capital Markets Industry

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

IBKR’s Operating Profit Margin of 42.00% is around the midpoint for the Capital Markets industry, indicating that its efficiency in managing core business operations is typical for the sector.

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

Profitability at a Glance

SymbolBMOIBKR
Return on Equity (TTM)9.70%18.88%
Return on Assets (TTM)0.58%0.53%
Net Profit Margin (TTM)21.68%8.57%
Operating Profit Margin (TTM)28.81%42.00%
Gross Profit Margin (TTM)--53.08%

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.

IBKR

0.96

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. IBKR: 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.

IBKR

4.40

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. IBKR: 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.

IBKR

--

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

Financial Strength at a Glance

SymbolBMOIBKR
Current Ratio (MRQ)--0.96
Quick Ratio (MRQ)--0.96
Debt-to-Equity Ratio (MRQ)2.734.40
Interest Coverage Ratio (TTM)----

Growth

Revenue Growth

BMO vs. IBKR: 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. IBKR: 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.

IBKR

0.11%

Capital Markets Industry

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

IBKR’s Dividend Yield of 0.11% is in the lower quartile for the Capital Markets industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

BMO vs. IBKR: 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.

IBKR

13.84%

Capital Markets Industry

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

IBKR’s Dividend Payout Ratio of 13.84% is in the lower quartile for the Capital Markets industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.

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

Dividend at a Glance

SymbolBMOIBKR
Dividend Yield (TTM)4.38%0.11%
Dividend Payout Ratio (TTM)59.72%13.84%

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.

IBKR

126.97

Capital Markets Industry

Max
58.89
Q3
31.00
Median
18.54
Q1
12.09
Min
5.24

At 126.97, IBKR’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. IBKR: 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.

IBKR

10.88

Capital Markets Industry

Max
14.49
Q3
7.41
Median
4.68
Q1
2.25
Min
0.04

IBKR’s P/S Ratio of 10.88 is in the upper echelon for the Capital Markets industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.

BMO vs. IBKR: 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.

IBKR

19.41

Capital Markets Industry

Max
9.48
Q3
4.94
Median
2.42
Q1
1.21
Min
0.38

At 19.41, IBKR’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. IBKR: A comparison of their Price-to-Book Ratio (MRQ) against their respective Banks and Capital Markets industry benchmarks.

Valuation at a Glance

SymbolBMOIBKR
Price-to-Earnings Ratio (TTM)13.64126.97
Price-to-Sales Ratio (TTM)2.3810.88
Price-to-Book Ratio (MRQ)1.1119.41
Price-to-Free Cash Flow Ratio (TTM)6.897.05