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Calamos L/S Equity & Dynamic TrustCPZ -0.26%32 Equity-to-Asset is 0.51 as of Apr. 2026, which is 7% below its 10-year median of 0.55. GuruFocus rates CPZ with a GF Score™ of 32/100 and a GF Value™ of $1.41 (Significantly Overvalued). The stock has 4 warning signs investors should review. Among 1,628 Asset Management companies, Calamos L/S Equity & Dynamic Trust ranks worse than 81.14% on this metric.
The historical rank and industry rank for Calamos L/S Equity & Dynamic Trust's Equity-to-Asset or its related term are showing as below:
CPZ'
s Equity-to-Asset Range Over the Past 10 Years
Min: 0.45 Med: 0.55 Max: 0.69
Current: 0.51
During the past 6 years, the highest Equity to Asset Ratio of Calamos L/S Equity & Dynamic Trust was 0.69. The lowest was 0.45. And the median was 0.55.
CPZ's Equity-to-Asset is ranked worse than 81.14% of 1628
companies
in the Asset Management industry
Industry Median: 0.83
vs CPZ: 0.51
Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.
For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.
Calamos L/S Equity & Dynamic Trust Equity-to-Asset Related Terms
Calamos L/S Equity & Dynamic Trust Equity-to-Asset Historical Data
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Asset Management subindustry, Calamos L/S Equity & Dynamic Trust's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Calamos L/S Equity & Dynamic Trust Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Calamos L/S Equity & Dynamic Trust's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Calamos L/S Equity & Dynamic Trust's Equity-to-Asset falls into.
Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.
Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Calamos L/S Equity & Dynamic Trust (CPZ) has a Equity-to-Asset of 0.51 as of Apr. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Calamos L/S Equity & Dynamic Trust and its competitors. This is near median its historical median of 0.55. Over the past decade, Calamos L/S Equity & Dynamic Trust's Equity-to-Asset has ranged from 0.45 to 0.69. According to the industry distribution chart, Calamos L/S Equity & Dynamic Trust ranks #1321 out of 1628 companies in the Asset Management industry, placing it in the top 81.1%.
Is Calamos L/S Equity & Dynamic Trust's Equity-to-Asset too high?
Calamos L/S Equity & Dynamic Trust's current Equity-to-Asset of 0.51 is near median its 10-year median of 0.55. Over the past 10 years, this metric has ranged from a low of 0.45 to a high of 0.69. The Asset Management industry median Equity-to-Asset is 0.83. Calamos L/S Equity & Dynamic Trust's value of 0.51 is 38.6% below this industry median. Based on the distribution chart, Calamos L/S Equity & Dynamic Trust ranks #1321 out of 1628 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Calamos L/S Equity & Dynamic Trust has a GF Score™ of 32/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Calamos L/S Equity & Dynamic Trust's Equity-to-Asset compare to NHS and JRS?
According to the Asset Management industry distribution chart, Calamos L/S Equity & Dynamic Trust ranks #1321 out of 1628 companies for Equity-to-Asset. This places Calamos L/S Equity & Dynamic Trust in the lower half of its industry. The industry median Equity-to-Asset is 0.83. Calamos L/S Equity & Dynamic Trust's value of 0.51 is 38.6% below this benchmark. Historically, Calamos L/S Equity & Dynamic Trust's own Equity-to-Asset has ranged from 0.45 to 0.69 over the past decade. While the company's 10-year median is 0.55 vs. the industry median of 0.83, Calamos L/S Equity & Dynamic Trust has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Equity-to-Asset for an Asset Management company?
The median Equity-to-Asset among Asset Management companies is 0.83, based on 1,628 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Calamos L/S Equity & Dynamic Trust's current Equity-to-Asset of 0.51 is 38.6% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Calamos L/S Equity & Dynamic Trust and its competitors. For the Asset Management industry, the median Equity-to-Asset is 0.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Calamos L/S Equity & Dynamic Trust's current Equity-to-Asset is 0.51, which is near median its own 10-year median of 0.55. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Calamos L/S Equity & Dynamic Trust stock overvalued right now?
Based on GuruFocus' analysis, Calamos L/S Equity & Dynamic Trust (CPZ) is currently considered Significantly Overvalued. The stock's GF Value™ is $1.41, compared to a current price of $13.36 — trading 847.5% above its estimated fair value. The current Equity-to-Asset is 0.51, which is near median its 10-year median of 0.55 and 38.6% below the Asset Management industry median of 0.83. Calamos L/S Equity & Dynamic Trust's overall GF Score™ is 32/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For Calamos L/S Equity & Dynamic Trust (CPZ), the current Equity-to-Asset is 0.51 as of Apr. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Calamos L/S Equity & Dynamic Trust (CPZ) Overvalued in 2026?
Based on GuruFocus' analysis, Calamos L/S Equity & Dynamic Trust stock appears to be overvalued.
The current stock price of $13.36 is trading 847.5% above its estimated GF Value™ of $1.41.
GuruFocus considers Calamos L/S Equity & Dynamic Trust to be Significantly Overvalued.
Key valuation signals for CPZ:
Equity-to-Asset: 0.51 (near median its 10-year median of 0.55)
GF Value™: $1.41 vs. price of $13.36 (847.5% above fair value)
Industry Position: 38.6% below the Asset Management median (#1321 of 1628)
No single metric tells the full story. See the CPZ stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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.
32GF Score
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