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 4/100, with a Strong Sell signal. This is a composite score combining Quality (23), Value (30), and Momentum (26) factor ranks across MoatMap's 20,000+ stock universe.

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 23/100. 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 4/100. 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 SELLREMOVE

Calamos Long/Short Equity & Dynamic Income Term Trust · Financial Services · United States · $254M · Avg Vol: $1M/d

StockRank

P/E (TTM)

12.9x

ROE

—

D/E

—

Dividend %

—

Director Trades · 180d

None in 180d →

Buybacks · 180d

None in 180d →

AI CONVICTION THESIS

Calamos Long/Short Equity is a closed-end fund. It is not an operating business, has no pricing power, and does not align with any of our structural growth themes.

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
Revenue	—	-41.9M	11.6M	53.1M	19.9M	31.1%
EPS	5.64	-2.18	0.56	2.67	—	-22.1%
Shares	—	19.6M	19.6M	19.6M	19.6M	0.0%
Debt	—	120.0M	120.0M	120.0M	192.1M	17.0%
Equity	—	346.7M	324.8M	344.2M	547.7M	16.5%
Op CF	—	-9.2M	119.5M	60.4M	6.7M	-76.2%
Inv CF	—	—	—	—	—	—
Fin CF	—	-32.0M	-34.7M	-33.0M	-36.8M	—

PRICE (1Y)-4.6%

SMA 50SMA 200

$12.96

RSI (14)

52.4

52W High

$15.41

From 52W High

0.8%

SCORE BREAKDOWN

Quality

ROIC (ROA)

—N/A

ROE

—N/A

GP/Assets

—N/A

Op. Margin

0.0%12.9

FCF/Assets

—N/A

Piotroski

—20.6

Int. Cover

—N/A

D/E Ratio

—N/A

Current Ratio

—N/A

Value

P/E (TTM)

12.9x50.0

EV/EBITDA

—N/A

P/FCF

—N/A

P/B

—N/A

P/S

—N/A

Div Yield

—N/A

Momentum

52W High %

84%33.2

RS 6M

-18%25.7

SMA 50/200

0.94x18.7

EPS Rev 4W

—N/A

EPS Rev 12W

—N/A

EPS Improve

—N/A

Q Growth

—N/A

FUNDAMENTALS

Market Cap

$254M

P/E (Forward)

—

Gross Margin

0.0%

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)	$254M	4	STRONG SELL
BGH	Barings Global Short Duration High Yield Fund	$283M	5	STRONG SELL
FAIR.L	Fair Oaks Income Limited	$317M	3	STRONG SELL
DBL	DoubleLine Opportunistic Credit Fund	$284M	7	STRONG SELL
SIGC.L	Sherborne Investors (Guernsey) C Limited	$282M	1	STRONG SELL
ARDC	Ares Dynamic Credit Allocation Fund, Inc.	$306M	8	STRONG SELL
HGLB	Highland Global Allocation Fund	$191M	2	STRONG SELL
EOT	Eaton Vance National Municipal Opportunities Trust	$268M	12	STRONG SELL
NPCT	Nuveen Core Plus Impact Fund	$290M	12	STRONG SELL
GRX	The Gabelli Healthcare & Wellness Trust	$137M	4	STRONG SELL

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

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 4/100 based on Quality (23/100), Value (30/100), and Momentum (26/100) factor scores. The current signal is STRONG SELL. Calamos Long/Short Equity is a closed-end fund. It is not an operating business, has no pricing power, and does not align with any of our structural growth themes.

Key Financial Metrics

Price	$12.96
Market Cap	$254M
P/E (TTM)	12.90
Gross Margin	0.0%
Operating Margin	0.0%

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 4/100, with a Strong Sell signal. It is a composite of Quality (23), Value (30), and Momentum (26) factor ranks across MoatMap’s 20,000+ stock universe.
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 23/100. 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 4/100. 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).