What is Calamos Convertible Opportunities and Income Fund's (CHI) StockRank?

MoatMap's StockRank for Calamos Convertible Opportunities and Income Fund (CHI) is 88/100, with a Strong Buy signal. This is a composite score combining Quality (48), Value (49), and Momentum (79) factor ranks across MoatMap's 20,000+ stock universe.

Does Calamos Convertible Opportunities and Income Fund have an economic moat?

Calamos Convertible Opportunities and Income Fund (CHI) has a Quality factor score of 48/100. 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 financial characteristics of a moated business.

Is Calamos Convertible Opportunities and Income Fund a buy, hold, or sell?

MoatMap's current signal for Calamos Convertible Opportunities and Income Fund (CHI) is Strong Buy, based on a StockRank of 88/100. 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 Convertible Opportunities and Income Fund in?

Calamos Convertible Opportunities and Income Fund (CHI) operates in the Financial Services sector, specifically the Asset Management industry (United States).

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CHI

STRONG BUYREMOVE

Calamos Convertible Opportunities and Income Fund · Financial Services · United States · $1.0B · Avg Vol: $2M/d

StockRank

P/E (TTM)

5.7x

ROE

21.0%

D/E

0.5x

Dividend %

9.0%

Director Trades · 180d

None in 180d →

Buybacks · 180d

None in 180d →

AI CONVICTION THESIS

A closed-end fund that does not fit our mandate of owning concentrated, high-quality individual operating businesses.

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
Revenue	—	-297M	-9M	165M	173M	5.2%
EPS	4.05	-4.10	-0.13	2.19	—	-18.5%
Shares	—	74M	75M	76M	80M	+7.5%
Debt	—	339M	314M	315M	302M	-3.9%
Equity	—	760M	673M	759M	885M	5.2%
Op CF	—	84M	90M	83M	67M	-7.4%
Inv CF	—	—	—	—	—	—
Fin CF	—	-113M	-102M	-78M	-60M	—

PRICE (1M)+7.1%

SMA 50SMA 200

$13.23

RSI (14)

64.7

52W High

$13.24

From 52W High

1.0%

SCORE BREAKDOWN

Quality

ROIC (ROA)

0.5%*22.6

ROE

21.0%85.8

GP/Assets

1.5%13.3

Op. Margin

37.3%55.9

FCF/Assets

-0.8%22.0

Piotroski

—68.0

Int. Cover

—N/A

D/E Ratio

0.49x46.4

Current Ratio

5.25x78.6

Value

P/E (TTM)

5.7x88.9

EV/EBITDA

—N/A

P/FCF

—N/A

P/B

1.1x47.5

P/S

49.9x2.6

Div Yield

9.0%91.7

Momentum

52W High %

100%98.3

RS 6M

21%90.0

SMA 50/200

1.12x81.5

EPS Rev 4W

—N/A

EPS Rev 12W

—N/A

EPS Improve

—N/A

Q Growth

186%91.2

FUNDAMENTALS

Market Cap

$1.0B

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 CHI are excluded.

Ticker	Company	Mkt Cap	StockRank	Signal
CHI	Calamos Convertible Opportunities and Income Fund(you)	$1.0B	88	STRONG BUY
CHY	Calamos Convertible and High Income Fund	$1.1B	87	STRONG BUY
TFG.AS	Tetragon Financial Group Limited	$1.2B	84	STRONG BUY
CSWC	Capital Southwest Corporation	$1.4B	91	STRONG BUY
ETG	Eaton Vance Tax-Advantaged Global Dividend Income Fund	$1.8B	88	STRONG BUY
GCMG	GCM Grosvenor Inc.	$650M	91	STRONG BUY
CII	BlackRock Enhanced Large Cap Core Fund, Inc.	$1.1B	74	BUY
EMD	Western Asset Emerging Markets Debt Fund Inc.	$624M	83	STRONG BUY
BBDC	Barings BDC, Inc.	$908M	74	BUY
ETO	Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund	$506M	85	STRONG BUY

Peer medians: ROE 10.8% · P/E 13.6x · Gross margin 0.0%

Calamos Convertible Opportunities and Income Fund (CHI) — Stock Score Summary

Calamos Convertible Opportunities and Income Fund (CHI) has a MoatMap StockRank of 88/100 based on Quality (48/100), Value (49/100), and Momentum (79/100) factor scores. The current signal is STRONG BUY. A closed-end fund that does not fit our mandate of owning concentrated, high-quality individual operating businesses.

Key Financial Metrics

Price	$13.23
Market Cap	$1.0B
P/E (TTM)	5.75
Price/Book	1.13
Return on Equity	21.0%
Debt/Equity	49.02
Gross Margin	100.0%
Operating Margin	37.3%
Revenue Growth	-30.2%
Dividend Yield	9.0%
Free Cash Flow	$-10M

Calamos Convertible Opportunities and Income Fund operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Calamos Convertible Opportunities and Income Fund’s (CHI) StockRank?: MoatMap’s StockRank for Calamos Convertible Opportunities and Income Fund (CHI) is 88/100, with a Strong Buy signal. It is a composite of Quality (48), Value (49), and Momentum (79) factor ranks across MoatMap’s 20,000+ stock universe.
Does Calamos Convertible Opportunities and Income Fund have an economic moat?: Calamos Convertible Opportunities and Income Fund (CHI) has a Quality factor score of 48/100. 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 Convertible Opportunities and Income Fund a buy, hold, or sell?: MoatMap’s current signal for Calamos Convertible Opportunities and Income Fund (CHI) is Strong Buy, based on a StockRank of 88/100. 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 Convertible Opportunities and Income Fund in?: Calamos Convertible Opportunities and Income Fund (CHI) operates in the Financial Services sector, specifically the Asset Management industry (United States).