Business Description
Calamos L/S Equity & Dynamic Inc Trust
NAICS : 523991
SIC : 6733
ISIN : US12812C1062
Description
Calamos L/S Equity & Dynamic Inc Trust is a trust company that seeks to provide current income and risk-managed capital appreciation, with an investment objective to deliver total return through a combination of capital appreciation and current income. The Fund invests in securities across sectors such as Industrials, Healthcare, Financials, Consumer Discretionary, and others, and holds securities with a broad range of maturities, with the average term to maturity typically ranging from two to ten years. Managed assets represent the Fund's total assets, including any assets attributable to leverage that may be outstanding, minus total liabilities other than debt representing financial leverage.
Financial Strength
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 0.01 | |||||
Equity-to-Asset | 0.51 | |||||
Debt-to-Equity | 0.4 | |||||
Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
Interest Coverage | N/A |
N/A
|
N/A
| |||
Piotroski F-Score | 4/9 | |||||
Beneish M-Score | 0.24 | |||||
WACC vs ROIC | ||||||
Growth Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Book Growth Rate | 16.5 |
Momentum Rank
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 63.52 | |||||
9-Day RSI | 59.07 | |||||
14-Day RSI | 55.68 | |||||
3-1 Month Momentum % | -7.91 | |||||
6-1 Month Momentum % | -14.72 | |||||
12-1 Month Momentum % | -21.13 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 12.87 | |||||
Dividend Payout Ratio | 8.32 | |||||
3-Year Dividend Growth Rate | 3.7 | |||||
Forward Dividend Yield % | 12.87 | |||||
5-Year Yield-on-Cost % | 12.87 | |||||
Shareholder Yield % | -1.2 |
Profitability Rank
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Net Margin % | 71.23 | |||||
FCF Margin % | 4642.01 | |||||
OCF Margin % | 4642.01 | |||||
ROE % | 0.36 | |||||
ROA % | 0.22 | |||||
Years of Profitability over Past 10-Year | 4 | |||||
Moat Score | 3 | |||||
Tariff Resilience Score | 7 |
GF Value Rank
1/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 64.7 | |||||
PE Ratio without NRI | 64.7 | |||||
PEG Ratio | 13.2 | |||||
PS Ratio | 128.18 | |||||
PB Ratio | 0.86 | |||||
Price-to-Tangible-Book | 0.86 | |||||
Price-to-Free-Cash-Flow | 2.76 | |||||
Price-to-Operating-Cash-Flow | 2.76 | |||||
EV-to-Revenue | 188.11 | |||||
EV-to-FCF | 4.05 | |||||
Price-to-GF-Value | 9.27 | |||||
Price-to-Graham-Number | 1.57 | |||||
FCF Yield % | 36.22 | |||||
Forward Rate of Return (Yacktman) % | 0.86 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
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Annualized Return % Â
Total Annual Return % Â
Calamos L/S Equity & Dynamic Inc Trust Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 2.002 | ||
| EPS (TTM) ($) | 0.202 | ||
| Beta | 0.4372 | ||
| 3-Year Sharpe Ratio | -0.76 | ||
| 3-Year Sortino Ratio | -0.89 | ||
| Volatility % | 12.43 | ||
| 14-Day RSI | 55.68 | ||
| 14-Day ATR ($) | 0.23164 | ||
| 20-Day SMA ($) | 13.0255 | ||
| 12-1 Month Momentum % | -21.13 | ||
| 52-Week Range ($) | 12.41 - 16.82 | ||
| Shares Outstanding (Mil) | 19.63 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 4 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Calamos L/S Equity & Dynamic Inc Trust Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Calamos L/S Equity & Dynamic Inc Trust Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| Annual report for 2026 | 2026-12-29 | In 165 days | ||
| USD 0.140000 Cash Dividend | 2026-07-14 | 13.06 (-1.28%) | ||
| Second quarter earnings results for 2026 | 2026-07-02 | 12.99 (-0.54%) | ||
| General meeting for 2026 | 2026-06-23 16:00 | 12.82 (-1.08%) | ||
| USD 0.140000 Cash Dividend | 2026-06-12 | 12.99 (+0.39%) | ||
| USD 0.140000 Cash Dividend | 2026-05-14 | 13.34 (-0.45%) | ||
| USD 0.140000 Cash Dividend | 2026-04-14 | 14.15 (+2.24%) | ||
| USD 0.140000 Cash Dividend | 2026-03-13 | 14.49 (-0.89%) | ||
| USD 0.140000 Cash Dividend | 2026-02-13 | 15.03 (+0.07%) | ||
| USD 0.140000 Cash Dividend | 2025-12-30 | 14.78 (-0.40%) |
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Calamos L/S Equity & Dynamic Inc Trust Frequently Asked Questions
What is Calamos L/S Equity & Dynamic Inc Trust(CPZ)'s stock price today?
The current price of CPZ is $13.07. The 52 week high of CPZ is $16.82 and 52 week low is $12.41.
When is next earnings date of Calamos L/S Equity & Dynamic Inc Trust(CPZ)?
The next earnings date of Calamos L/S Equity & Dynamic Inc Trust(CPZ) is 2027-01-02 Est..
Does Calamos L/S Equity & Dynamic Inc Trust(CPZ) pay dividends? If so, how much?
The Dividend Yield %  of Calamos L/S Equity & Dynamic Inc Trust(CPZ) is 12.87% (As of Today), Highest Dividend Payout Ratio of Calamos L/S Equity & Dynamic Inc Trust(CPZ) was 8.32. The lowest was 0.22. And the median was 1.26. The  Forward Dividend Yield % of Calamos L/S Equity & Dynamic Inc Trust(CPZ) is 12.87%. For more information regarding to dividend, please check our Dividend Page.
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