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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry
vs
history
Cash to Debt 6.26
CLMS's Cash to Debt is ranked lower than
51% of the 1131 Companies
in the Global Asset Management industry.

( Industry Median: 10000.00 vs. CLMS: 6.26 )
CLMS' s 10-Year Cash to Debt Range
Min: 0.15   Max: No Debt
Current: 6.26

Equity to Asset 0.31
CLMS's Equity to Asset is ranked lower than
62% of the 1243 Companies
in the Global Asset Management industry.

( Industry Median: 0.83 vs. CLMS: 0.31 )
CLMS' s 10-Year Equity to Asset Range
Min: 0.15   Max: 0.44
Current: 0.31

0.15
0.44
Interest Coverage 12.94
CLMS's Interest Coverage is ranked lower than
57% of the 1018 Companies
in the Global Asset Management industry.

( Industry Median: 307.84 vs. CLMS: 12.94 )
CLMS' s 10-Year Interest Coverage Range
Min: 4.97   Max: 68.56
Current: 12.94

4.97
68.56
F-Score: 7
Z-Score: 2.34
M-Score: -3.57
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 5/10

vs
industry
vs
history
Operating margin (%) 28.94
CLMS's Operating margin (%) is ranked higher than
57% of the 1251 Companies
in the Global Asset Management industry.

( Industry Median: 42.60 vs. CLMS: 28.94 )
CLMS' s 10-Year Operating margin (%) Range
Min: 10.16   Max: 49.36
Current: 28.94

10.16
49.36
Net-margin (%) 6.92
CLMS's Net-margin (%) is ranked lower than
54% of the 1256 Companies
in the Global Asset Management industry.

( Industry Median: 49.19 vs. CLMS: 6.92 )
CLMS' s 10-Year Net-margin (%) Range
Min: -6.26   Max: 41.46
Current: 6.92

-6.26
41.46
ROE (%) 8.95
CLMS's ROE (%) is ranked higher than
68% of the 1297 Companies
in the Global Asset Management industry.

( Industry Median: 8.25 vs. CLMS: 8.95 )
CLMS' s 10-Year ROE (%) Range
Min: -16.26   Max: 145.06
Current: 8.95

-16.26
145.06
ROA (%) 2.88
CLMS's ROA (%) is ranked higher than
59% of the 1307 Companies
in the Global Asset Management industry.

( Industry Median: 4.25 vs. CLMS: 2.88 )
CLMS' s 10-Year ROA (%) Range
Min: -5.15   Max: 64.41
Current: 2.88

-5.15
64.41
ROC (Joel Greenblatt) (%) 458.42
CLMS's ROC (Joel Greenblatt) (%) is ranked higher than
85% of the 798 Companies
in the Global Asset Management industry.

( Industry Median: 49.64 vs. CLMS: 458.42 )
CLMS' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 45.03   Max: 2722.77
Current: 458.42

45.03
2722.77
Revenue Growth (%) -6.50
CLMS's Revenue Growth (%) is ranked higher than
59% of the 854 Companies
in the Global Asset Management industry.

( Industry Median: 2.00 vs. CLMS: -6.50 )
CLMS' s 10-Year Revenue Growth (%) Range
Min: -6.5   Max: 79.6
Current: -6.5

-6.5
79.6
EBITDA Growth (%) -10.50
CLMS's EBITDA Growth (%) is ranked higher than
57% of the 762 Companies
in the Global Asset Management industry.

( Industry Median: 1.60 vs. CLMS: -10.50 )
CLMS' s 10-Year EBITDA Growth (%) Range
Min: -60.3   Max: 271.3
Current: -10.5

-60.3
271.3
EPS Growth (%) -2.40
CLMS's EPS Growth (%) is ranked higher than
63% of the 770 Companies
in the Global Asset Management industry.

( Industry Median: 3.40 vs. CLMS: -2.40 )
CLMS' s 10-Year EPS Growth (%) Range
Min: -21.4   Max: 138.1
Current: -2.4

-21.4
138.1
» CLMS's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q3 2013

CLMS Guru Trades in Q3 2013

Mario Gabelli 126,000 sh (unchged)
Jim Simons 34,500 sh (-42.5%)
» More
Q4 2013

CLMS Guru Trades in Q4 2013

Paul Tudor Jones 31,600 sh (New)
Jim Simons 74,657 sh (+116.4%)
Mario Gabelli 126,000 sh (unchged)
» More
Q1 2014

CLMS Guru Trades in Q1 2014

Mario Gabelli 161,000 sh (+27.78%)
Paul Tudor Jones Sold Out
Jim Simons 26,300 sh (-64.77%)
» More
Q2 2014

CLMS Guru Trades in Q2 2014

Jim Simons 98,200 sh (+273.38%)
Mario Gabelli 161,000 sh (unchged)
» More
» Details

Insider Trades

Latest Guru Trades with CLMS

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Mario Gabelli 2014-03-31 Add 27.78%$10.85 - $13.43 $ 13.029%161000
Tom Gayner 2013-03-31 Sold Out 0.1%$9.68 - $12.06 $ 13.0221%0
Tom Gayner 2012-12-31 Add 76.92%0.04%$9.31 - $11.75 $ 13.0226%230000
Tom Gayner 2012-06-30 Add 380%0.05%$10.63 - $13.26 $ 13.029%120000
Tom Gayner 2012-03-31 New Buy0.02%$11.77 - $13.26 $ 13.0211%25000
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Top Ranked Articles about Calamos Asset Management Inc

Largest CEO Buys of the Week
Over the past week there were several companies reporting smaller insider buys along some large insider sells. The following insiders reported the largest insider buys over the past week. These transactions were judged based on the number of insiders buying, transaction amount and the amount of shares being purchased Read more...
Morning Coffee: Insider Buys
This morning we are going to take a look at recent insider buys of more than $100,000: Read more...
Weekly CEO Buys Highlight: CLMS, OPK, OVAS, RTRX, MDCA
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: Read more...
Three Companies Reporting High Costing CEO Buys
Over the past week we’ve seen several large insider buys as well as several coming from the companies’ CEOs. It is interesting to note when a CEO, or even a CFO, buys because these insiders supposedly have the most intimate knowledge of their company's workings. Read more...
Weekly CEO Buys Highlight: KMI, CLMS, RTRX, OPK, KO
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: Read more...
Weekly CEO Buys Highlight: OPK, CLMS
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: Read more...
Weekly CEO Buys Highlight: SIGM, CLMS, OPK, GMAN, GBDC
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: Read more...
Three Largest CEO Transactions of the Week
Over the past week we’ve seen several large insider buys as well as several coming from the companies’ CEOs. It is interesting to note when a CEO, or even a CFO, buys because these insiders supposedly have the most intimate knowledge of their company's workings. Read more...
Weekly CEO Buys Highlight: CLR, CLMS, OPK, PACB, GAIN
According to GuruFocus Insider Data , these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: Read more...
Sector Watch: Asset Management Stocks on a 52-week Low
This week the asset management industry has leaped into the top four sectors with the most 52-week lows. Here’s a look at three of those companies with a high yield and billionaire stakeholders. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 13.50
CLMS's P/E(ttm) is ranked higher than
73% of the 1484 Companies
in the Global Asset Management industry.

( Industry Median: 20.90 vs. CLMS: 13.50 )
CLMS' s 10-Year P/E(ttm) Range
Min: 9.5   Max: 144.81
Current: 13.5

9.5
144.81
P/B 1.31
CLMS's P/B is ranked higher than
56% of the 1484 Companies
in the Global Asset Management industry.

( Industry Median: 1.08 vs. CLMS: 1.31 )
CLMS' s 10-Year P/B Range
Min: 0.31   Max: 5.06
Current: 1.31

0.31
5.06
P/S 0.99
CLMS's P/S is ranked higher than
95% of the 1484 Companies
in the Global Asset Management industry.

( Industry Median: 7.75 vs. CLMS: 0.99 )
CLMS' s 10-Year P/S Range
Min: 0.52   Max: 11.56
Current: 0.99

0.52
11.56
PFCF 2.70
CLMS's PFCF is ranked higher than
97% of the 1484 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. CLMS: 2.70 )
CLMS' s 10-Year PFCF Range
Min: 1.26   Max: 29.93
Current: 2.7

1.26
29.93
EV-to-EBIT 1.67
CLMS's EV-to-EBIT is ranked higher than
99% of the 1484 Companies
in the Global Asset Management industry.

( Industry Median: 24.09 vs. CLMS: 1.67 )
CLMS' s 10-Year EV-to-EBIT Range
Min: 0.1   Max: 106.4
Current: 1.67

0.1
106.4
Shiller P/E 24.70
CLMS's Shiller P/E is ranked higher than
81% of the 1484 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. CLMS: 24.70 )
CLMS' s 10-Year Shiller P/E Range
Min: 14.73   Max: 28.59
Current: 24.7

14.73
28.59
Current Ratio 7.70
CLMS's Current Ratio is ranked higher than
77% of the 327 Companies
in the Global Asset Management industry.

( Industry Median: 3.26 vs. CLMS: 7.70 )
CLMS' s 10-Year Current Ratio Range
Min: 1.35   Max: 24.55
Current: 7.7

1.35
24.55
Quick Ratio 7.70
CLMS's Quick Ratio is ranked higher than
77% of the 327 Companies
in the Global Asset Management industry.

( Industry Median: 3.26 vs. CLMS: 7.70 )
CLMS' s 10-Year Quick Ratio Range
Min: 1.35   Max: 24.55
Current: 7.7

1.35
24.55

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 4.03
CLMS's Dividend Yield is ranked higher than
64% of the 1004 Companies
in the Global Asset Management industry.

( Industry Median: 3.24 vs. CLMS: 4.03 )
CLMS' s 10-Year Dividend Yield Range
Min: 0.24   Max: 16.6
Current: 4.03

0.24
16.6
Dividend Payout 0.52
CLMS's Dividend Payout is ranked higher than
76% of the 1484 Companies
in the Global Asset Management industry.

( Industry Median: 11.35 vs. CLMS: 0.52 )
CLMS' s 10-Year Dividend Payout Range
Min: 0.21   Max: 5.5
Current: 0.52

0.21
5.5
Dividend growth (3y) 18.60
CLMS's Dividend growth (3y) is ranked higher than
84% of the 463 Companies
in the Global Asset Management industry.

( Industry Median: 6.10 vs. CLMS: 18.60 )
CLMS' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 23.1
Current: 18.6

0
23.1
Yield on cost (5-Year) 10.63
CLMS's Yield on cost (5-Year) is ranked higher than
92% of the 1021 Companies
in the Global Asset Management industry.

( Industry Median: 3.57 vs. CLMS: 10.63 )
CLMS' s 10-Year Yield on cost (5-Year) Range
Min: 0.64   Max: 44.13
Current: 10.63

0.64
44.13
Share Buyback Rate -0.30
CLMS's Share Buyback Rate is ranked higher than
69% of the 907 Companies
in the Global Asset Management industry.

( Industry Median: -0.70 vs. CLMS: -0.30 )
CLMS' s 10-Year Share Buyback Rate Range
Min: 41.7   Max: -26.8
Current: -0.3

Valuation & Return

vs
industry
vs
history
Price/Net Cash 2.43
CLMS's Price/Net Cash is ranked higher than
97% of the 1484 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. CLMS: 2.43 )
CLMS' s 10-Year Price/Net Cash Range
Min: 2.02   Max: 288
Current: 2.43

2.02
288
Price/Net Current Asset Value 2.14
CLMS's Price/Net Current Asset Value is ranked higher than
97% of the 1484 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. CLMS: 2.14 )
CLMS' s 10-Year Price/Net Current Asset Value Range
Min: 1.72   Max: 705.5
Current: 2.14

1.72
705.5
Price/Tangible Book 1.35
CLMS's Price/Tangible Book is ranked higher than
60% of the 1484 Companies
in the Global Asset Management industry.

( Industry Median: 1.20 vs. CLMS: 1.35 )
CLMS' s 10-Year Price/Tangible Book Range
Min: 0.62   Max: 4.45
Current: 1.35

0.62
4.45
Price/DCF (Projected) 0.16
CLMS's Price/DCF (Projected) is ranked higher than
99% of the 1484 Companies
in the Global Asset Management industry.

( Industry Median: 4.53 vs. CLMS: 0.16 )
CLMS' s 10-Year Price/DCF (Projected) Range
Min: 0.07   Max: 0.17
Current: 0.16

0.07
0.17
Price/Median PS Value 0.97
CLMS's Price/Median PS Value is ranked higher than
83% of the 1484 Companies
in the Global Asset Management industry.

( Industry Median: 1.42 vs. CLMS: 0.97 )
CLMS' s 10-Year Price/Median PS Value Range
Min: 0.57   Max: 10.76
Current: 0.97

0.57
10.76
Price/Peter Lynch Fair Value 2.12
CLMS's Price/Peter Lynch Fair Value is ranked higher than
96% of the 1484 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. CLMS: 2.12 )
CLMS' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.38   Max: 3.54
Current: 2.12

0.38
3.54
Price/Graham Number 0.40
CLMS's Price/Graham Number is ranked higher than
92% of the 1484 Companies
in the Global Asset Management industry.

( Industry Median: 2.01 vs. CLMS: 0.40 )
CLMS' s 10-Year Price/Graham Number Range
Min: 0.23   Max: 2.32
Current: 0.4

0.23
2.32
Earnings Yield (Greenblatt) 59.90
CLMS's Earnings Yield (Greenblatt) is ranked higher than
98% of the 1109 Companies
in the Global Asset Management industry.

( Industry Median: 7.80 vs. CLMS: 59.90 )
CLMS' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.9   Max: 16652.9
Current: 59.9

0.9
16652.9
Forward Rate of Return (Yacktman) 45.42
CLMS's Forward Rate of Return (Yacktman) is ranked higher than
96% of the 1049 Companies
in the Global Asset Management industry.

( Industry Median: 0.64 vs. CLMS: 45.42 )
CLMS' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 4.4   Max: 25669.2
Current: 45.42

4.4
25669.2

Business Description

Industry: Asset Management » Asset Management
Compare:AMP, AMG, BEN, BLK, BK » details
Calamos Asset Management, Inc., is a global asset management firm that offers strategies to fulfill a range of asset allocation goals through a multi-team platform. The Company together with its subsidiaries provides investment advisory services to individuals and institutional investors through open-end funds, closed-end funds, separate accounts, offshore funds and partnerships. The company applies an investment philosophy and proprietary process centered on risk management across a range of investment strategies, including equity, balanced, convertible, high yield, alternative, fixed income and money market investments. The Company currently offers four types of investment products that fall into the categories of mutual funds and separate accounts. Funds include its open-end and closed-end funds as well as its Offshore Funds. The Company includes the Offshore Funds in open-end funds for reporting purposes. Separate accounts are individual portfolios of securities managed to meet clients' unique needs and include institutional accounts and managed accounts. The Company competes in all aspects of its business with a large number of investment management firms, commercial banks, broker-dealers and insurance companies. In the United States and other countries in which it does business, it is subject to regulations and laws at both a federal and state level, including U.S. federal, state and local tax laws as well as similar foreign jurisdiction tax laws.

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