Bank Of Montreal (BMO) Return on Invested Capital [ROIC] (2009 - 2026)
Bank Of Montreal's Return on Invested Capital [ROIC] was 36.28% in fiscal Q3 2026 (quarter ended Jul 31, 2026), down 1.79 percentage points from 38.08% a year earlier and down 0.38 percentage points from the prior quarter.
Powered by 
Analysis
Bank Of Montreal (BMO) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025 (ended Oct 31, 2025), Return on Invested Capital [ROIC] at Bank Of Montreal came in at 37.44%, down 5.85 percentage points from FY2024.
- Return on Invested Capital [ROIC] shows a five-year change of +21.08 percentage points (FY2020 to FY2025).
- In earlier fiscal years, Return on Invested Capital [ROIC] was 43.29% in FY2024 (+9.37 pp), 33.91% in FY2023 (+8.38 pp), 25.54% in FY2022 (+10.05 pp) and 15.49% in FY2021 (-0.87 pp).
- Quarterly Return on Invested Capital [ROIC] has moved between 15.67% (fiscal Q4 2021) and 41.80% (fiscal Q1 2025) over five years.
- Compared with a year earlier, Return on Invested Capital [ROIC] has declined for six straight quarters, with an average year-over-year change of -1.06 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Invested Capital [ROIC] over five years was fiscal Q1 2024 (a gain of 13.17 percentage points); the worst was fiscal Q1 2026 (a drop of 5.66 percentage points).
- Per Business Quant data, BMO's Return on Invested Capital [ROIC] in the three fiscal quarters before Q3 2026 was 36.66% (Q2 2026), 36.14% (Q1 2026) and 36.97% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 881.30 Bn | 881.30 Bn | - | 15.80% |
| 2 | Bank Of America | 354.90 Bn | -2,021.17 Bn | - | 13.07% |
| 3 | Hsbc Holdings | 311.39 Bn | -1,517.77 Bn | - | - |
| 4 | Morgan Stanley | 282.15 Bn | -226.95 Bn | - | 12.02% |
| 5 | Royal Bank Of Canada | 281.68 Bn | -548.32 Bn | - | 49.26% |
| 6 | Goldman Sachs | 255.22 Bn | -3,301.89 Bn | - | 14.05% |
| 7 | Mitsubishi Ufj Financial | 249.82 Bn | -82.42 Bn | 10.89 Bn | 3.63% |
| 8 | Wells Fargo & Company | 249.49 Bn | 251.62 Bn | - | 14.79% |
| 9 | Toronto Dominion Bank | 210.53 Bn | -465.35 Bn | - | - |
| 10 | Bank Of Montreal | 119.98 Bn | -658.38 Bn | - | 36.28% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jul 31, 2026 | 36.28% |
| Apr 30, 2026 | 36.66% |
| Jan 31, 2026 | 36.14% |
| Oct 31, 2025 | 36.97% |
| Jul 31, 2025 | 38.08% |
| Apr 30, 2025 | 39.87% |
| Jan 31, 2025 | 41.80% |
| Oct 31, 2024 | 41.45% |
| Jul 31, 2024 | 41.25% |
| Apr 30, 2024 | 40.54% |
| Jan 31, 2024 | 39.03% |
| Oct 31, 2023 | 33.69% |
| Jul 31, 2023 | 32.52% |
| Apr 30, 2023 | 27.37% |
| Jan 31, 2023 | 25.86% |
| Oct 31, 2022 | 25.03% |
| Jul 31, 2022 | 20.04% |
| Apr 30, 2022 | 20.82% |
| Jan 31, 2022 | 16.39% |
| Oct 31, 2021 | 15.67% |
API Access
Bank Of Montreal Return on Invested Capital [ROIC] 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=return-on-invested-capital-%5Broic%5D&ticker=BMO&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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=return-on-invested-capital-%5Broic%5D&ticker=BMO&period=max&api_key=YOUR_API_KEY");
const data = await res.json();