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DisclosuresTermsPrivacy

Research & education only — not financial advice.TENK is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities TENK rates — see Disclosures. Do your own research.

EDGAR® is a registered trademark of the U.S. Securities and Exchange Commission. TENK/calls is an independent service and is not affiliated with, endorsed by, or approved by the U.S. Securities and Exchange Commission.

TTENK/calls
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Pulling SEC filings + quote and writing the call…

TTENK/calls
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Home›Stocks›BULZ

BULZ

BANK OF MONTREAL /CAN/

Sell
$36.01
▼ -3.35%
$36.01▲ +105.97%
over 1Y
L $16.26H $54.14
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today-3.4%
1W-0.3%
1M-33.5%
3M+91.5%
YTD+39.0%
1Y+106.0%
OverviewValuationQualityFilings
Rating
Sell
Quality
C-
Valuation
Fair value
Sell
Conviction
Horizon
Medium (3–12mo)

Mixed signals in the latest filings.

BANK OF MONTREAL /CAN/ shows limited reported revenue.

On these fundamentals, BULZ screens as SELL on the SEC figures.

Is BULZ a buy? The one-page verdict, explained →

The options angle

model · matches our verdict
Bear put spread~60d expiry
  • Long put 36 @ ~9.61 est
  • Short put 32 @ ~7.23 est
debit $238max +$162max −$238BE 33.62

SELL verdict, defined risk: profits into weakness down to the short strike; max loss is the net debit.

Open in the calculator →

Educational template, not a trade recommendation. Strikes and premiums are Black-Scholes model estimates from the last close and 30-day realized volatility — real chains, spreads and IV will differ. Options involve substantial risk.

Financials · annual, by fiscal year

No income data filed.

10-year statements — income, cash flow, balance sheet & CSV export →

Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.

Key statistics

Valuation

Enterprise value$25.5B
EV / EBITDA—
EV / Sales—
EV / FCF—
P / FCF—
PEG (trailing)—
Earnings yield—
FCF yield—

Quality & risk

ROIC (est.)—
Free cash flow—
Total debt—
Net cash—

Capital returns

Buyback yield—
Dividend yield (est.)—
Shareholder yield—
Shares Δ YoY-2.8%

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Recent filings

all on EDGAR ↗
FWPFiling2026-07-02open ↗FWPFiling2026-07-02open ↗FWPFiling2026-07-02open ↗FWPFiling2026-07-02open ↗FWPFiling2026-07-02open ↗FWPFiling2026-07-02open ↗FWPFiling2026-07-02open ↗FWPFiling2026-07-02open ↗FWPFiling2026-07-02open ↗FWPFiling2026-07-02open ↗FWPFiling2026-07-02open ↗FWPFiling2026-07-02open ↗

Quality score

C-
ValueGrowthProfitHealthMom.
Value—
Growth—
Profitability—
Financial health—
MomentumC-
15.2852-week55.09
Revenue
—
Net margin
—
ROE
—
P/E
—

SEC fundamentals

Frequently asked

Is BANK OF MONTREAL /CAN/ (BULZ) a buy?
BULZ currently carries a Sell rating with 2/5 conviction, derived from its latest SEC filings. Mixed signals in the latest filings.
What is BANK OF MONTREAL /CAN/'s quality score?
BULZ scores 53.09583646313547/100 (grade C-) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.

Sources: SEC EDGAR (CIK 0000927971, latest FWP filed 2026-07-02) · EODHD · as of 7/5/2026, 7:19:27 AM.

›About this recommendation — produced by TENK/calls (tenkcalls.com), Luxembourg · not investment advice

Rule-based analysis, generated automatically from SEC filing data.

Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jul 5, 2026, 3:19 AM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.

Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Recent news

market news →
The 3x Leverage That Built a 192% Year Just Took Back 18% in HoursBullish
finance.yahoo.com· 2026-06-08
BMO Announces Upcoming Splits of Three Series of its Exchange Traded Notes (NYSE Arca: BULZ, SHNY and SPYU)Bullish
finance.yahoo.com· 2026-02-12
Bank of Montreal Announces the Reverse Split of Three Series of ETNsBullish
finance.yahoo.com· 2022-10-21

Vs tracked universe

compare →

1195 tracked peers · median

TENK Score53 vs 67
Revenue growth— vs 7.5%
Net margin— vs 10.0%
Return on equity— vs 12.0%
P/E— vs 26.2