CPZ (Calamos L/S Equity & Dynamic Trust) Moat Score: 3/10 (As of Aug. 30, 2026)

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CPZ Calamos L/S Equity & Dynamic Inc Trust CPZ
32 GF Score
Price $13.36
GF Value $1.41
Valuation Significantly Overvalued
! 4 Warning Signs
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What is Calamos L/S Equity & Dynamic Trust Moat Score?

Calamos L/S Equity & Dynamic Trust CPZ -0.26% 32 Moat Score is 3 as of Aug. 30, 2026. 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 1,687 Asset Management companies, Calamos L/S Equity & Dynamic Trust ranks better than 90.52% on this metric.

Calamos L/S Equity & Dynamic Trust has the Moat Score of 3, which implies that the company might have No Moat - Very weak/transient advantages.

Calamos L/S Equity & Dynamic Trust has No Moat: Calamos L/S Equity & Dynamic Inc Trust lacks significant market leadership or customer switching costs. The company does not possess strong brand strength, durable cost advantages, or regulatory barriers that would provide a competitive edge.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Calamos L/S Equity & Dynamic Trust might have No Moat - Very weak/transient advantages.

Calamos L/S Equity & Dynamic Trust  (NAS:CPZ) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Calamos L/S Equity & Dynamic Trust Moat Score Related Terms

CPZ vs NHS, JRS, NUW: Moat Score Comparison

For the Asset Management subindustry, Calamos L/S Equity & Dynamic Trust's Moat Score, along with its competitors' market caps and Moat Score 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 Moat Score vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Calamos L/S Equity & Dynamic Trust's Moat Score distribution charts can be found below:

* The bar in red indicates where Calamos L/S Equity & Dynamic Trust's Moat Score falls into.


CPZ
32GF Score
Calamos L/S Equity & Dynamic Inc Trust CPZ
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 3 mean?
Calamos L/S Equity & Dynamic Trust (CPZ) has a Moat Score of 3 as of Aug. 30, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Calamos L/S Equity & Dynamic Trust ranks #160 out of 1687 companies in the Asset Management industry, placing it in the top 9.5%.
Is Calamos L/S Equity & Dynamic Trust's Moat Score too high?
Calamos L/S Equity & Dynamic Trust's current Moat Score is 3. Based on the distribution chart, Calamos L/S Equity & Dynamic Trust ranks #160 out of 1687 companies in the Asset Management industry, which is in the top quartile — a strong position 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 Moat Score compare to NHS and JRS?
According to the Asset Management industry distribution chart, Calamos L/S Equity & Dynamic Trust ranks #160 out of 1687 companies for Moat Score. This places Calamos L/S Equity & Dynamic Trust in the top 10% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for an Asset Management company?
A good Moat Score depends on the Asset Management industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Calamos L/S Equity & Dynamic Trust's current Moat Score is 3. 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 Moat Score is 3. 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 Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Calamos L/S Equity & Dynamic Trust (CPZ), the current Moat Score is 3 as of Aug. 30, 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:

  • Moat Score: 3
  • GF Value™: $1.41 vs. price of $13.36 (847.5% above fair value)
  • GF Score™: 32/100 with 4 warning signs

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 Trust Business Description

Address 2020 Calamos Court, Naperville, IL, USA, 60563-2787
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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Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$13.36
Price
$1.41
GF Value