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CGO

HOLD

Calamos Global Total Return Fund · Financial Services · United States · $125M · Avg Vol: $411K/d

50
StockRank
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Q
46
V
48
M
50
P/E (TTM)
2.9x
ROE
35.3%
D/E
0.4x
Dividend %
7.6%
Dir. Trades · 180d
None →
Buybacks · 180d
None →

COMPANY DESCRIPTION

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)-5.9%
12.1412.5312.9313.3213.71Jun 23Jul 15Aug 4
SMA 50SMA 200
Close
$12.90
RSI (14)
41.4
52W High
$14.02
From 52W High
0.9%

SCORE BREAKDOWN

Quality
46
ROIC (ROA)
0.2%*16.4
ROE
35.3%95.5
GP/Assets
1.5%12.4
Op. Margin
29.4%47.3
FCF/Assets
2.0%57.9
Piotroski
444.8
Int. Cover
—N/A
D/E Ratio
0.42x48.7
Current Ratio
6.88x83.1
Value
48
P/E (TTM)
2.9x98.4
EV/EBITDA
—N/A
P/FCF
32.9x13.2
P/B
0.9x73.0
P/S
44.4x3.5
Div Yield
7.6%81.1
Momentum
50
52W High %
92%45.2
RS 6M
-3%54.6
SMA 50/200
1.11x76.4
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
—N/A

FUNDAMENTALS

Market Cap
$125M
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)$125M50HOLD
NMINuveen Municipal Income Fund, Inc.$130M50HOLD
WHFWhiteHorse Finance, Inc.$141M50HOLD
BCVBancroft Fund Ltd.$136M49HOLD
HEQJohn Hancock Diversified Income Fund$140M49HOLD
PAIWestern Asset Investment Grade Income Fund Inc.$113M49HOLD
DMOWestern Asset Mortgage Opportunity Fund Inc.$119M48HOLD
IHDVoya Emerging Markets High Dividend Equity Fund$130M54HOLD
NMTNuveen Massachusetts Quality Municipal Income Fund$131M47HOLD
PFOFlaherty & Crumrine Preferred Income Opportunity Fund Inc.$118M54HOLD

Peer medians: ROE 9.6% · P/E 13.6x · Gross margin 100.0%

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

Calamos Global Total Return Fund (CGO) has a MoatMap StockRank of 50/100 based on Quality (46/100), Value (48/100), and Momentum (50/100) factor scores. The current signal is HOLD.

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$12.90
Market Cap$125M
P/E (TTM)2.87
Price/Book0.89
Return on Equity35.3%
Debt/Equity0.42x
Gross Margin100.0%
Operating Margin29.4%
Revenue Growth-27.3%
Dividend Yield7.6%
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 50/100, with a Hold signal. It is a composite of Quality (46), Value (48), and Momentum (50) factor ranks across MoatMap’s 20,000+ stock universe.
Does Calamos Global Total Return Fund have an economic moat?
Calamos Global Total Return Fund (CGO) has a Quality factor score of 46/100. 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 50/100. 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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