WallStSmart

Bank of Montreal (BMO)vsGoldman Sachs Group Inc (GS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Goldman Sachs Group Inc generates 84% more annual revenue ($61.53B vs $33.48B). GS leads profitability with a 29.4% profit margin vs 27.1%. GS appears more attractively valued with a PEG of 1.45. GS earns a higher WallStSmart Score of 75/100 (B).

BMO

Strong Buy

73

out of 100

Grade: B

Growth: 8.0Profit: 7.5Value: 5.7Quality: 5.0

GS

Strong Buy

75

out of 100

Grade: B

Growth: 8.0Profit: 7.5Value: 6.3Quality: 5.0
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BMO6 strengths · Avg: 8.7/10
Operating MarginProfitability
39.9%10/10

Strong operational efficiency at 39.9%

Market CapQuality
$109.28B9/10

Large-cap with strong market position

Profit MarginProfitability
27.1%9/10

Keeps 27 of every $100 in revenue as profit

P/E RatioValuation
17.6x8/10

Attractively priced relative to earnings

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$6.95B8/10

Generating 7.0B in free cash flow

GS6 strengths · Avg: 8.8/10
Market CapQuality
$276.27B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
38.6%10/10

Strong operational efficiency at 38.6%

Profit MarginProfitability
29.4%9/10

Keeps 29 of every $100 in revenue as profit

P/E RatioValuation
17.1x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
24.2%8/10

Earnings expanding 24.2% YoY

Areas to Watch

BMO1 concerns · Avg: 4.0/10
PEG RatioValuation
1.564/10

Expensive relative to growth rate

GS1 concerns · Avg: 2.0/10
Free Cash FlowQuality
$-32.43B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : BMO

The strongest argument for BMO centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 27.1% and operating margin at 39.9%.

Bull Case : GS

The strongest argument for GS centers on Market Cap, Operating Margin, Profit Margin. Profitability is solid with margins at 29.4% and operating margin at 38.6%. Revenue growth of 14.5% demonstrates continued momentum.

Bear Case : BMO

The primary concerns for BMO are PEG Ratio.

Bear Case : GS

The primary concerns for GS are Free Cash Flow.

Key Dynamics to Monitor

GS carries more volatility with a beta of 1.27 — expect wider price swings.

GS is growing revenue faster at 14.5% — sustainability is the question.

BMO generates stronger free cash flow (7.0B), providing more financial flexibility.

Monitor BANKS - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.

Bottom Line

GS scores higher overall (75/100 vs 73/100), backed by strong 29.4% margins and 14.5% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Bank of Montreal

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Bank of Montreal offers diversified financial services primarily in North America. The company is headquartered in Montreal, Canada.

Goldman Sachs Group Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

The Goldman Sachs Group, Inc., is an American multinational investment bank and financial services company headquartered in New York City. It offers services in investment management, securities, asset management, prime brokerage, and securities underwriting. It also provides investment banking to institutional investors.

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