What is Calamos Long/Short Equity & Dynamic Income Term Trust's (CPZ) StockRank?

MoatMap's StockRank for Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ) is 11/100, with a Strong Sell signal. This is a composite score combining Quality (33), Value (27), and Momentum (26) factor ranks across MoatMap's universe of 25,000+ stocks.

Does Calamos Long/Short Equity & Dynamic Income Term Trust have an economic moat?

Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ) has a Quality factor score of 33/100. 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 Long/Short Equity & Dynamic Income Term Trust a buy, hold, or sell?

MoatMap's current signal for Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ) is Strong Sell, based on a StockRank of 11/100. 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 Long/Short Equity & Dynamic Income Term Trust in?

Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ) operates in the Financial Services sector, specifically the Asset Management industry (United States).

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CPZ

Strong SellSinker

Calamos Long/Short Equity & Dynamic Income Term Trust · Financial Services · United States · $262M · Avg Vol: $738K/d

StockRank

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P/E (TTM)

62.4x

ROE

3.5%

D/E

0.4x

Dividend %

12.8%

COMPANY DESCRIPTION

Calamos Long/Short Equity & Dynamic Income Term Trust is a closed-end management investment company that aims to deliver total return through a flexible long/short equity strategy and dynamic income-generating investments. Managed by Calamos Advisors, the trust seeks to provide investors with a diversified approach to capital appreciation and current income across varying market cycles. Its actively managed, multi-strategy approach differentiates it within the investment trust landscape.

FINANCIAL SUMMARY (USD)

Year	2021	2022	2023	2024	2025	CAGR	TTM
Revenue	—	-41.9M	11.6M	53.1M	19.9M	31.1%	19.9M
EPS	5.64	-2.18	0.56	2.67	0.98	-35.4%	0.21
Shares	—	19.6M	19.6M	19.6M	19.6M	0.0%	19.6M
Debt	—	120.0M	120.0M	120.0M	192.1M	17.0%	192.1M
Equity	—	346.7M	324.8M	344.2M	547.7M	16.5%	—
Op CF	—	-9.2M	119.5M	60.4M	6.7M	-76.2%	6.7M
Inv CF	—	—	—	—	—	—	—
Fin CF	—	-32.0M	-34.7M	-33.0M	-36.8M	—	—

Loading 1Y...

PRICE (1Y)-1.0%

SMA 50SMA 200

$13.06

RSI (14)

34.2

52W High

$15.09

From 52W High

0.9%

SCORE BREAKDOWN

Quality

ROIC (ROA)

2.4%*60.6

ROE

3.5%20.8

GP/Assets

—N/A

Op. Margin

0.0%14.3

FCF/Assets

—N/A

Piotroski

321.0

Int. Cover

—N/A

D/E Ratio

0.35x52.4

Current Ratio

—N/A

Value

P/E (TTM)

62.4x4.2

EV/EBITDA

—N/A

P/FCF

—N/A

P/B

—N/A

P/S

12.9x11.5

Div Yield

12.8%94.9

Momentum

52W High %

87%37.4

RS 6M

-19%15.0

SMA 50/200

0.99x26.9

EPS Rev 4W

—N/A

EPS Rev 12W

—N/A

EPS Improve

—N/A

Q Growth

—N/A

FUNDAMENTALS

Market Cap

$262M

P/E (Forward)

—

Gross Margin

—

SECTOR PEERS

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

Ticker	Company	Mkt Cap	StockRank	Signal
CPZ	Calamos Long/Short Equity & Dynamic Income Term Trust(you)	$262M	11	Strong Sell
RMM	Rivernorth Managed Duration Municipal Income Fund Inc.	$281M	12	Strong Sell
FAIR.L	Fair Oaks Income Limited	$268M	15	Strong Sell
NUW	Nuveen AMT-Free Municipal Value Fund	$251M	15	Strong Sell
IIF	Morgan Stanley India Investment Fund, Inc.	$213M	12	Strong Sell
RFMZ	RiverNorth Flexible Municipal Income Fund II, Inc.	$320M	12	Strong Sell
NSLR	Neostellar Capital Corp.	$270M	16	Strong Sell
ARDC	Ares Dynamic Credit Allocation Fund, Inc.	$296M	17	Strong Sell
SIGC.L	Sherborne Investors (Guernsey) C Limited	$269M	2	Strong Sell
EOT	Eaton Vance National Municipal Opportunities Trust	$267M	20	Strong Sell

Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%

Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ): Stock Score Summary

Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ) has a MoatMap StockRank of 11/100 based on Quality (33/100), Value (27/100), and Momentum (26/100) factor scores. The current signal is STRONG SELL.

Key Financial Metrics

Price	$13.06
Market Cap	$262M
P/E (TTM)	62.43
Return on Equity	3.5%
Debt/Equity	0.35x
Operating Margin	0.0%
Dividend Yield	12.8%

Calamos Long/Short Equity & Dynamic Income Term Trust operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Calamos Long/Short Equity & Dynamic Income Term Trust’s (CPZ) StockRank?: MoatMap’s StockRank for Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ) is 11/100, with a Strong Sell signal. It is a composite of Quality (33), Value (27), and Momentum (26) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Calamos Long/Short Equity & Dynamic Income Term Trust have an economic moat?: Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ) has a Quality factor score of 33/100. 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 Long/Short Equity & Dynamic Income Term Trust a buy, hold, or sell?: MoatMap’s current signal for Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ) is Strong Sell, based on a StockRank of 11/100. 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 Long/Short Equity & Dynamic Income Term Trust in?: Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ) operates in the Financial Services sector, specifically the Asset Management industry (United States).