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CHY

Hold

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

52
StockRank
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Q
39
V
49
M
57
P/E (TTM)
3.1x
ROE
36.3%
D/E
0.5x
Dividend %
9.3%

COMPANY DESCRIPTION

Calamos Convertible and High Income Fund is a closed-end investment fund that aims to provide a high level of total return through a diversified portfolio of convertible securities and high-yield corporate bonds. Its competitive advantage lies in its active management approach, expertise in navigating complex convertible and high-yield markets, and the potential for both income and capital appreciation. The fund offers investors exposure to a specialized asset class, managed by experienced fixed-income professionals.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGRTTM
Revenue-324.7M-8.9M179.5M186.7M4.0%16.2M
EPS4.31-4.38-0.122.342.32-14.3%4.19
Shares75.7M76.4M75.6M80.0M+5.8%80.3M
Debt365.4M340.4M340.9M301.6M-6.2%473.0M
Equity817.8M724.8M819.6M885.2M2.7%
Op CF107.5M108.0M95.2M84.5M-7.7%19.2M
Inv CF
Fin CF-133.6M-108.4M-84.3M-75.3M
Loading 1Y...
PRICE (1Y)-0.5%
12.1712.5112.8513.1813.52Jul 20Aug 10Aug 28
SMA 50SMA 200

Close
$13.03
RSI (14)
43.6
52W High
$13.71
From 52W High
1.0%

SCORE BREAKDOWN

Quality
39
ROIC (ROA)
0.2%*16.4
ROE
36.3%95.8
GP/Assets
1.2%8.1
Op. Margin
14.5%33.0
FCF/Assets
-0.9%16.8
Piotroski
566.7
Int. Cover
N/A
D/E Ratio
0.46x45.6
Current Ratio
3.19x70.6
Value
49
P/E (TTM)
3.1x97.9
EV/EBITDA
N/A
P/FCF
N/A
P/B
1.0x59.1
P/S
64.5x2.3
Div Yield
9.3%87.8
Momentum
57
52W High %
95%63.1
RS 6M
1%59.2
SMA 50/200
1.11x74.4
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
N/A

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 CHY are excluded.

TickerCompanyMkt CapStockRankSignal
CHYCalamos Convertible and High Income Fund(you)$1.0B52Hold
CHICalamos Convertible Opportunities and Income Fund$1.0B53Hold
NBXGNeuberger Berman Income Funds - Neuberger Next Generation Connectivity Fund Inc.$1.2B52Hold
BTZBlackRock Credit Allocation Income Trust$927M54Hold
PSECProspect Capital Corporation$1.2B50Hold
AIOVirtus Artificial Intelligence & Technology Opportunities Fund$903M55Hold
BCXBlackrock Resources & Commodities Strategy Trust$992M48Hold
EMOClearBridge Energy Midstream Opportunity Fund Inc$1.1B47Hold
MSDLMorgan Stanley Direct Lending Fund$1.3B55Hold
HYTBlackRock Corporate High Yield Fund, Inc.$1.4B55Hold

Peer medians: ROE 9.7% · P/E 13.1x · Gross margin 100.0%

Calamos Convertible and High Income Fund (CHY): Stock Score Summary

Calamos Convertible and High Income Fund (CHY) has a MoatMap StockRank of 52/100 based on Quality (39/100), Value (49/100), and Momentum (57/100) factor scores. The current signal is HOLD.

Calamos Convertible and High Income Fund is a closed-end investment fund that aims to provide a high level of total return through a diversified portfolio of convertible securities and high-yield corporate bonds. Its competitive advantage lies in its active management approach, expertise in navigating complex convertible and high-yield markets, and the potential for both income and capital appreciation. The fund offers investors exposure to a specialized asset class, managed by experienced fixed-income professionals.

Key Financial Metrics

Price$13.03
Market Cap$1.0B
P/E (TTM)3.11
Price/Book1.02
Return on Equity36.3%
Debt/Equity0.46x
Gross Margin100.0%
Operating Margin14.5%
Revenue Growth-44.9%
Dividend Yield9.3%
Free Cash Flow$-12M

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

Frequently Asked Questions

What is Calamos Convertible and High Income Fund’s (CHY) StockRank?
MoatMap’s StockRank for Calamos Convertible and High Income Fund (CHY) is 52/100, with a Hold signal. It is a composite of Quality (39), Value (49), and Momentum (57) factor ranks across MoatMap’s 20,000+ stock universe.
Does Calamos Convertible and High Income Fund have an economic moat?
Calamos Convertible and High Income Fund (CHY) has a Quality factor score of 39/100. 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 and High Income Fund a buy, hold, or sell?
MoatMap’s current signal for Calamos Convertible and High Income Fund (CHY) is Hold, based on a StockRank of 52/100. 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 and High Income Fund in?
Calamos Convertible and High Income Fund (CHY) operates in the Financial Services sector, specifically the Asset Management industry (United States).