WallStSmart

Bank of Montreal (BMO)vsBanco Santander SA ADR (SAN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Banco Santander SA ADR generates 41% more annual revenue ($47.37B vs $33.48B). SAN leads profitability with a 34.1% profit margin vs 27.1%. BMO appears more attractively valued with a PEG of 1.56. BMO earns a higher WallStSmart Score of 73/100 (B).

BMO

Strong Buy

73

out of 100

Grade: B

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

SAN

Strong Buy

67

out of 100

Grade: B-

Growth: 7.3Profit: 7.5Value: 5.7Quality: 3.8
Piotroski: 4/9Altman Z: 0.38

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

SAN6 strengths · Avg: 9.5/10
P/E RatioValuation
11.7x10/10

Attractively priced relative to earnings

Profit MarginProfitability
34.1%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
43.3%10/10

Strong operational efficiency at 43.3%

EPS GrowthGrowth
67.4%10/10

Earnings expanding 67.4% YoY

Market CapQuality
$175.40B9/10

Large-cap with strong market position

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Areas to Watch

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

Expensive relative to growth rate

SAN4 concerns · Avg: 2.3/10
Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

PEG RatioValuation
2.792/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.382/10

Distress zone — elevated risk

Debt/EquityHealth
4.471/10

Elevated debt levels

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 : SAN

The strongest argument for SAN centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 34.1% and operating margin at 43.3%.

Bear Case : BMO

The primary concerns for BMO are PEG Ratio.

Bear Case : SAN

The primary concerns for SAN are Revenue Growth, PEG Ratio, Altman Z-Score. Debt-to-equity of 4.47 is elevated, increasing financial risk.

Key Dynamics to Monitor

BMO profiles as a mature stock while SAN is a value play — different risk/reward profiles.

BMO carries more volatility with a beta of 1.17 — expect wider price swings.

BMO is growing revenue faster at 10.0% — sustainability is the question.

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

Bottom Line

BMO scores higher overall (73/100 vs 67/100), backed by strong 27.1% margins. 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.

Banco Santander SA ADR

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Banco Santander, SA, offers various commercial and retail banking products and services to individuals, small and medium-sized companies and large companies worldwide. The company is headquartered in Madrid, Spain.

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