Company Deep Dive
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CHI
HoldCalamos Convertible Opportunities and Income Fund · Financial Services · United States · $1.0B · Avg Vol: $2M/d
COMPANY DESCRIPTION
Calamos Convertible Opportunities and Income Fund (CHI) is a closed-end fund that seeks total return through a diversified portfolio of convertible securities and other income-producing instruments. The fund's competitive edge comes from its manager's specialized expertise in convertible bond markets, aiming to capture equity upside while providing fixed-income downside protection. CHI offers investors a unique strategy for income generation and capital appreciation within a specific asset class.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | — | -297.3M | -9.1M | 164.7M | 173.2M | 5.2% | 15.0M |
| EPS | 4.05 | -4.10 | -0.13 | 2.19 | 2.17 | -14.5% | 3.89 |
| Shares | — | 74.1M | 74.8M | 75.6M | 79.6M | +7.5% | 80.7M |
| Debt | — | 339.4M | 314.4M | 314.6M | 301.6M | -3.9% | 434.0M |
| Equity | — | 759.7M | 672.8M | 759.2M | 885.2M | 5.2% | — |
| Op CF | — | 84.4M | 89.7M | 83.2M | 67.1M | -7.4% | — |
| Inv CF | — | — | — | — | — | — | — |
| Fin CF | — | -113.3M | -102.1M | -77.9M | -59.6M | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of CHI are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CHI | Calamos Convertible Opportunities and Income Fund(you) | $1.0B | 53 | Hold |
| CHY | Calamos Convertible and High Income Fund | $1.0B | 52 | Hold |
| BTZ | BlackRock Credit Allocation Income Trust | $927M | 54 | Hold |
| NBXG | Neuberger Berman Income Funds - Neuberger Next Generation Connectivity Fund Inc. | $1.2B | 52 | Hold |
| AIO | Virtus Artificial Intelligence & Technology Opportunities Fund | $881M | 54 | Hold |
| BCX | Blackrock Resources & Commodities Strategy Trust | $1.0B | 48 | Hold |
| PSEC | Prospect Capital Corporation | $1.2B | 49 | Hold |
| EMO | ClearBridge Energy Midstream Opportunity Fund Inc | $1.1B | 47 | Hold |
| MSDL | Morgan Stanley Direct Lending Fund | $1.3B | 54 | Hold |
| HYT | BlackRock Corporate High Yield Fund, Inc. | $1.3B | 54 | Hold |
Peer medians: ROE 9.7% · P/E 13.1x · Gross margin 100.0%