Bank Of Montreal (BMO) Invested Capital (2009 - 2026)
Bank Of Montreal's Invested Capital was $75.7 billion in fiscal Q3 2026 (quarter ended Jul 31, 2026), down 3.3% from $78.24 billion a year earlier and down 2.3% from the prior quarter.
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Analysis
Bank Of Montreal (BMO) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025 (ended Oct 31, 2025), Invested Capital at Bank Of Montreal came in at $78.11 billion, up 2.2% from FY2024.
- Invested Capital shows a five-year compound annual growth rate of 5.5% (FY2020 to FY2025).
- In earlier fiscal years, Invested Capital was $76.39 billion in FY2024 (+9.3%), $69.87 billion in FY2023 (-0.1%), $69.93 billion in FY2022 (+10.6%) and $63.24 billion in FY2021 (+5.9%).
- The fiscal Q3 2026 figure marks the lowest quarterly Invested Capital since fiscal Q1 2025.
- Compared with a year earlier, Invested Capital was higher in six of the last eight quarters, with growth averaging 2.9%.
- The best year-over-year quarter for Invested Capital over five years was fiscal Q1 2023 (growth of 14.7%); the worst was fiscal Q1 2022 (a decline of 39.5%).
- Per Business Quant data, BMO's Invested Capital in the three fiscal quarters before Q3 2026 was $77.49 billion (Q2 2026), $78.74 billion (Q1 2026) and $78.11 billion (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 918.91 Bn | 918.91 Bn | - | 903.87 Bn |
| 2 | Banco Santander Chile | 870.35 Bn | 846.93 Bn | - | 55.89 Bn |
| 3 | Bank Of America | 358.55 Bn | -2,017.56 Bn | - | 677.67 Bn |
| 4 | Hsbc Holdings | 315.74 Bn | -668.95 Bn | - | - |
| 5 | Morgan Stanley | 290.88 Bn | -253.14 Bn | - | 506.91 Bn |
| 6 | Royal Bank Of Canada | 287.92 Bn | 137.98 Bn | - | - |
| 7 | Goldman Sachs | 270.57 Bn | -3,472.88 Bn | - | 569.75 Bn |
| 8 | Wells Fargo & Company | 258.79 Bn | 258.79 Bn | - | 398.92 Bn |
| 9 | Mitsubishi Ufj Financial | 247.94 Bn | 129.81 Bn | - | 347.75 Bn |
| 10 | Bank Of Montreal | 125.83 Bn | -71.94 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jul 31, 2026 | 75.70 Bn |
| Apr 30, 2026 | 77.49 Bn |
| Jan 31, 2026 | 78.74 Bn |
| Oct 31, 2025 | 78.11 Bn |
| Jul 31, 2025 | 78.24 Bn |
| Apr 30, 2025 | 78.66 Bn |
| Jan 31, 2025 | 75.65 Bn |
| Oct 31, 2024 | 76.39 Bn |
| Jul 31, 2024 | 76.31 Bn |
| Apr 30, 2024 | 73.77 Bn |
| Jan 31, 2024 | 73.12 Bn |
| Oct 31, 2023 | 69.87 Bn |
| Jul 31, 2023 | 70.89 Bn |
| Apr 30, 2023 | 70.09 Bn |
| Jan 31, 2023 | 68.61 Bn |
| Oct 31, 2022 | 69.93 Bn |
| Jul 31, 2022 | 65.25 Bn |
| Apr 30, 2022 | 64.40 Bn |
| Jan 31, 2022 | 59.83 Bn |
| Oct 31, 2021 | 63.24 Bn |
API Access
Bank Of Montreal Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=BMO&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "BMO", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=BMO&period=max&api_key=YOUR_API_KEY");
const data = await res.json();