Value
6.2/10data confidence 83%| Component | Sub-score |
|---|---|
| P/E | 7.2 |
| P/S | 8.1 |
| Fwd P/E | 8.3 |
| PEG | 4.6 |
| Analyst target | 3.0 |
- ▸Forward P/E: 14.1x
- ▸PEG: 1.86
BMO · Why this verdict
Why Bank Of Montreal (BMO) is rated HOLD
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictHOLD
Overall score5.7/10
ConfidenceMEDIUM
MacroRISK_OFF
Per-dimension breakdown
Quality
5.2/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 3.8 |
| ROA | 0.4 |
| Gross margin | 0.0 |
| Op margin | 10.0 |
| Net margin | 10.0 |
| Moat | 5.4 |
| Piotroski F | 6.7 |
- ▸Strong margins: 28%
- ▸No competitive moat
Growth
8.2/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 6.5 |
| EPS growth | 10.0 |
Momentum
5.1/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 4.2 |
| MACD | 10.0 |
| OBV | 1.0 |
| MA position | 9.0 |
| Volume | 1.4 |
- ▸Overbought (RSI 77)
- ▸Volume distribution (falling OBV)
- ▸Above 200-day MA
Sentiment
4.7/10data confidence 100%| Component | Sub-score |
|---|---|
| Analyst rating | 5.0 |
| Price target | 4.0 |
| erm sentiment | 5.0 |
Insider
5.0/10data confidence 50%| Component | Sub-score |
|---|---|
| materiality | 5.0 |
| holder change | 5.1 |
- ▸No net insider activity — $0 (0.000% of mkt cap)
Peer rank
5.0/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 3.2 |
| quality rank | 3.4 |
| growth rank | 8.2 |
- ▸Industry growth leader
Technical
4.3/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 2.1 |
| support resistance | 0.9 |
| 52w position | 9.8 |
Risk (lower is worse)
4.8/10data confidence 100%| Component | Sub-score |
|---|---|
| days to cover | 5.7 |
| volatility | 8.0 |
| put call | 0.0 |
| implied vol | 5.9 |
| max pain risk | 3.0 |
| beta | 6.3 |
- ▸Elevated put/call: 2.19
- ▸Above max pain $65
Catalyst
6.1/10data confidence 100%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| earnings history | 10.0 |
| earnings timing | 5.0 |
| surprise avg | 5.9 |
| dividend safety | 4.8 |
- ▸Perfect beat streak: 4Q
- ▸Yield trap warning: high yield but unsafe
How the verdict was assembled
Engine trigger
Maintain position. Not compelling to add more.
Engine technical detail
verdict_path:
L4:PATH_F_HOLDPassed (7)
- MOMENTUM:5.1>=4.5
- INSIDER:OK
- 8K:CLEAN
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:77d clear
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (1)
- ASYMMETRY:-2.2=NEGATIVE
Warning (1)
- MOMENTUM:5.1<5.5 (soft — BUY_NOW allowed but watch)
Reward-to-Risk
-2.23
Upside
-20.7%
Downside
9.3%
Sizing output
AVOID
SetupUNKNOWN — No clear chart pattern; technical signals are mixed
EdgeNO_EDGE — No clear edge identified
SuitabilityMODERATE — Balanced profile
Investment implication
None of the engine's positive-conviction paths (C-quality, D-momentum) triggered — the F-path HOLD reflects balanced signals. Strongest-cleared gate: MOMENTUM:5.1>=4.5. Top dim: Growth at 8.2; weakest: Technical at 4.3. No conviction either direction.
The strongest dimensions are Growth at 8.2, Value at 6.2, and Catalyst at 6.1; the weakest are Technical at 4.3, Sentiment at 4.7, and Risk (lower is worse) at 4.8. The V9 engine flagged 1 failed gate with 1 warning, producing an asymmetric reward-to-risk of -2.23 and an engine sizing output of AVOID.