CGO

HoldSecond WindFLAG

Calamos Global Total Return Fund · Financial Services · United States · $126M · Avg Vol: $304K/d

Second Wind: Cheap and rising again, but the business does not yet earn the optimism.

64
StockRank
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Quality
44
Value
56
Momentum
58
P/E (TTM)
2.9x
peers 12.7x
ROE
35.3%
peers 9.6%
D/E
0.4x
peers 0.3x
Dividend %
7.7%
trailing yield
Director trades · 180d
None →
Buybacks · 180d
None →
AI CONVICTION THESIS

Insufficient evidence for a screen-pass. Calamos Global Total Return Fund: fails the quant gate on quality (Q44/V56/M57; every leg must be >= 50). Absence of evidence is neutral; nothing adverse is known.

The ranks quoted here are from the day it was written; today's Quality, Value and Momentum are the bars above.

ABOUT CALAMOS GLOBAL TOTAL RETURN FUND

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Calamos Global Total Return Fund (CGO) is a closed-end investment fund managed by Calamos Advisors, aiming for total return through a diversified portfolio of global equities, convertible securities, and fixed-income instruments. The fund's competitive advantage lies in its active management expertise in convertible securities, seeking to generate both capital appreciation and current income. It offers investors exposure to a global multi-asset strategy within a single, professionally managed vehicle.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM
Revenue-47.9M5.3M36.1M22.8M107.9%2.8M
EPS-5.080.493.642.27115.2%4.47
Shares9.8M9.8M9.8M9.8M+0.0%9.8M
Debt26.0M30.1M48.8M43.6M18.8%59.1M
Equity94.2M89.6M115.9M128.8M11.0%—
Op CF31.1M4.7M-2.8M11.1M-29.0%-8.8M
Inv CF——————
Fin CF-30.7M-5.4M5.2M-14.7M——
Loading 1Y...
PRICE (1Y)-3.2%
12.4512.6812.9113.1413.3714 Aug4 Sep25 Sep
SMA 50SMA 200

Close
$12.94
RSI (14)
45.5
52-Week Range-6.4% from high
Low $10.18High $13.83

SCORE BREAKDOWN

Quality
44
ROIC (ROA)
0.2%*16.8
ROE
35.3%94.8
GP/Assets
1.5%11.7
Op. Margin
29.4%45.7
FCF/Assets
n/mN/A
Piotroski
446.3
Int. Cover
—N/A
D/E Ratio
0.42x49.3
Current Ratio
6.88x82.0
Value
56
P/E (TTM)
2.9x98.0
EV/EBITDA
n/mN/A
P/FCF
n/mN/A
P/B
0.9x69.5
P/S
44.5x3.5
Div Yield
7.7%80.6
Momentum
58
52W High %
94%70.4
RS 6M
2%63.0
SMA 50/200
1.05x59.7
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
—N/A

FUNDAMENTALS

Market Cap
$126M
P/E (Forward)
—
Gross Margin
100.0%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of CGO are excluded.

TickerCompanyMkt CapStockRankSignal
CGOCalamos Global Total Return Fund(you)$126M64Hold
IHDVoya Emerging Markets High Dividend Equity Fund$130M68Buy
GNTGAMCO Natural Resources, Gold & Income Trust$149M63Hold
PFOFlaherty & Crumrine Preferred Income Opportunity Fund Inc.$118M68Buy
PFDFlaherty & Crumrine Preferred Income Fund Inc.$140M60Hold
JHIJohn Hancock Investors Trust$114M69Buy
MSDMorgan Stanley Emerging Markets Debt Fund, Inc.$140M59Hold
ERHAllspring Utilities and High Income Fund$105M60Hold
IGAVoya Global Advantage and Premium Opportunity Fund$154M68Buy
BANXArrowMark Financial Corp.$204M65Buy

Peer medians: ROE 9.6% · P/E 12.7x · Gross margin 100.0%

Company Deep Dive

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Calamos Global Total Return Fund (CGO): Stock Score Summary

Calamos Global Total Return Fund (CGO) has a MoatMap StockRank of 64/100 based on Quality (44/100), Value (56/100), and Momentum (58/100) factor scores. The current signal is HOLD. Insufficient evidence for a screen-pass. Calamos Global Total Return Fund: fails the quant gate on quality (Q44/V56/M57; every leg must be >= 50). Absence of evidence is neutral; nothing adverse is known.

Calamos Global Total Return Fund (CGO) is a closed-end investment fund managed by Calamos Advisors, aiming for total return through a diversified portfolio of global equities, convertible securities, and fixed-income instruments. The fund's competitive advantage lies in its active management expertise in convertible securities, seeking to generate both capital appreciation and current income. It offers investors exposure to a global multi-asset strategy within a single, professionally managed vehicle.

Key Financial Metrics

Price$12.94
Market Cap$126M
P/E (TTM)2.88
Price/Book0.89
Return on Equity35.3%
Debt/Equity0.42x
Gross Margin100.0%
Operating Margin29.4%
Revenue Growth-27.3%
Dividend Yield7.7%
Free Cash Flow$4M

Calamos Global Total Return Fund operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Calamos Global Total Return Fund’s (CGO) StockRank?
MoatMap’s StockRank for Calamos Global Total Return Fund (CGO) is 64/100, with a Hold signal. It is a composite of Quality (44), Value (56), and Momentum (58) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Calamos Global Total Return Fund have an economic moat?
Calamos Global Total Return Fund (CGO) has a Quality factor score of 44/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Calamos Global Total Return Fund a buy, hold, or sell?
MoatMap’s current signal for Calamos Global Total Return Fund (CGO) is Hold, based on a StockRank of 64/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Calamos Global Total Return Fund in?
Calamos Global Total Return Fund (CGO) operates in the Financial Services sector, specifically the Asset Management industry (United States).
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