Bank of Montreal (BMO)vsBerkshire Hathaway Inc (BRK-B)
BMO
Bank of Montreal
$178.62
+1.90%
FINANCIAL SERVICES · Cap: $127.45B
BRK-B
Berkshire Hathaway Inc
$509.16
-0.63%
FINANCIAL SERVICES · Cap: $1.06T
Smart Verdict
WallStSmart Research — data-driven comparison
Berkshire Hathaway Inc generates 982% more annual revenue ($375.39B vs $34.68B). BMO leads profitability with a 28.1% profit margin vs 19.3%. BMO appears more attractively valued with a PEG of 1.82. BMO earns a higher WallStSmart Score of 75/100 (B).
BMO
Strong Buy75
out of 100
Grade: B
BRK-B
Buy62
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 43.0%
Large-cap with strong market position
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
15.8% revenue growth
Earnings expanding 41.2% YoY
Mega-cap, among the largest globally
Reasonable price relative to book value
Earnings expanding 119.6% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Generating 5.5B in free cash flow
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Distress zone — elevated risk
4.4% revenue growth
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : BMO
The strongest argument for BMO centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 28.1% and operating margin at 43.0%. Revenue growth of 15.8% demonstrates continued momentum.
Bull Case : BRK-B
The strongest argument for BRK-B centers on Market Cap, Price/Book, EPS Growth. Profitability is solid with margins at 19.3% and operating margin at 14.3%.
Bear Case : BMO
The primary concerns for BMO are PEG Ratio, Debt/Equity, Altman Z-Score. Debt-to-equity of 1.95 is elevated, increasing financial risk.
Bear Case : BRK-B
The primary concerns for BRK-B are Revenue Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
BMO profiles as a growth stock while BRK-B is a value play — different risk/reward profiles.
BMO carries more volatility with a beta of 1.15 — expect wider price swings.
BMO is growing revenue faster at 15.8% — sustainability is the question.
BMO generates stronger free cash flow (8.6B), providing more financial flexibility.
Bottom Line
BMO scores higher overall (75/100 vs 62/100), backed by strong 28.1% margins and 15.8% revenue growth. Both earn "Strong Buy" and "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.
Berkshire Hathaway Inc
FINANCIAL SERVICES · INSURANCE - DIVERSIFIED · USA
Berkshire Hathaway Inc. is an American multinational conglomerate holding company headquartered in Omaha, Nebraska, United States. The company wholly owns GEICO, Duracell, Dairy Queen, BNSF, Lubrizol, Fruit of the Loom, Helzberg Diamonds, Long & Foster, FlightSafety International, Pampered Chef, Forest River, and NetJets, and also owns 38.6% of Pilot Flying J; and significant minority holdings in public companies Kraft Heinz Company (26.7%), American Express (18.8%), The Coca-Cola Company (9.32%), Bank of America (11.9%), and Apple (6.3%).
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