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CSQ'
s Equity-to-Asset Range Over the Past 10 Years
Min: 0.65 Med: 0.68 Max: 0.71
Current: 0.71
During the past 9 years, the highest Equity to Asset Ratio of Calamos Strategic Total Return Fund was 0.71. The lowest was 0.65. And the median was 0.68.
CSQ's Equity-to-Asset is ranked worse than 61.09% of 1632
companies
in the Asset Management industry
Industry Median: 0.83
vs CSQ: 0.71
Calamos Strategic Total Return Fund (NAS:CSQ) Equity-to-Asset Explanation
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 Strategic Total Return Fund Equity-to-Asset Related Terms
Calamos Strategic Total Return Fund 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.
Calamos Strategic Total Return Fund Equity-to-Asset Chart
CSQ vs STEP, GBDC, UTF: Equity-to-Asset Comparison
For the Asset Management subindustry, Calamos Strategic Total Return Fund'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 Strategic Total Return Fund Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Calamos Strategic Total Return Fund's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Calamos Strategic Total Return Fund's Equity-to-Asset falls into.
Calamos Strategic Total Return Fund Equity-to-Asset Calculation
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 Strategic Total Return Fund (CSQ) has a Equity-to-Asset of 0.71 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 Strategic Total Return Fund and its competitors. This is near median its historical median of 0.68. Over the past decade, Calamos Strategic Total Return Fund's Equity-to-Asset has ranged from 0.65 to 0.71. According to the industry distribution chart, Calamos Strategic Total Return Fund ranks #997 out of 1632 companies in the Asset Management industry, placing it in the top 61.1%.
Is Calamos Strategic Total Return Fund's Equity-to-Asset too high?
Calamos Strategic Total Return Fund's current Equity-to-Asset of 0.71 is near median its 10-year median of 0.68. Over the past 10 years, this metric has ranged from a low of 0.65 to a high of 0.71. The Asset Management industry median Equity-to-Asset is 0.83. Calamos Strategic Total Return Fund's value of 0.71 is 14.5% below this industry median. Based on the distribution chart, Calamos Strategic Total Return Fund ranks #997 out of 1632 companies in the Asset Management industry, which is below the industry midpoint. Overall, Calamos Strategic Total Return Fund has a GF Scoreâ„¢ of 53/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Calamos Strategic Total Return Fund's Equity-to-Asset compare to STEP and GBDC?
According to the Asset Management industry distribution chart, Calamos Strategic Total Return Fund ranks #997 out of 1632 companies for Equity-to-Asset. This places Calamos Strategic Total Return Fund in the lower half of its industry. The industry median Equity-to-Asset is 0.83. Calamos Strategic Total Return Fund's value of 0.71 is 14.5% below this benchmark. Historically, Calamos Strategic Total Return Fund's own Equity-to-Asset has ranged from 0.65 to 0.71 over the past decade. While the company's 10-year median is 0.68 vs. the industry median of 0.83, Calamos Strategic Total Return Fund 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 1,632 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 Strategic Total Return Fund's current Equity-to-Asset of 0.71 is 14.5% 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 Strategic Total Return Fund 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 Strategic Total Return Fund's current Equity-to-Asset is 0.71, which is near median its own 10-year median of 0.68. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Calamos Strategic Total Return Fund stock overvalued right now?
Based on GuruFocus' analysis, Calamos Strategic Total Return Fund (CSQ) is currently considered Significantly Undervalued. The stock's GF Value™ is $37.57, compared to a current price of $20.20 — trading 46.2% below its estimated fair value. The current Equity-to-Asset is 0.71, which is near median its 10-year median of 0.68 and 14.5% below the Asset Management industry median of 0.83. Calamos Strategic Total Return Fund's overall GF Score™ is 53/100 with 5 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 Strategic Total Return Fund (CSQ), the current Equity-to-Asset is 0.71 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 Strategic Total Return Fund (CSQ) Overvalued in 2026?
Based on GuruFocus' analysis, Calamos Strategic Total Return Fund stock appears to be undervalued.
The current stock price of $20.20 is trading 46.2% below its estimated GF Value™ of $37.57.
GuruFocus considers Calamos Strategic Total Return Fund to be Significantly Undervalued.
Key valuation signals for CSQ:
Equity-to-Asset: 0.71 (near median its 10-year median of 0.68)
GF Value™: $37.57 vs. price of $20.20 (46.2% below fair value)
Industry Position: 14.5% below the Asset Management median (#997 of 1632)
No single metric tells the full story. See the CSQ stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Calamos Strategic Total Return Fund Business Description
Calamos Strategic Total Return Fund is a diversified, closed-end management investment company. The fund's objective is to provide total return through a combination of capital appreciation and current income. Its investment portfolio comprises equities, convertible securities, and high-yield corporate bonds.
53GF Score
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