What is Calamos Strategic Total Return Fund's (CSQ) StockRank?

MoatMap's StockRank for Calamos Strategic Total Return Fund (CSQ) is 61/100, with a Hold signal. This is a composite score combining Quality (43), Value (45), and Momentum (66) factor ranks across MoatMap's 20,000+ stock universe.

Does Calamos Strategic Total Return Fund have an economic moat?

Calamos Strategic Total Return Fund (CSQ) has a Quality factor score of 43/100. 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 Strategic Total Return Fund a buy, hold, or sell?

MoatMap's current signal for Calamos Strategic Total Return Fund (CSQ) is Hold, based on a StockRank of 61/100. 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 Strategic Total Return Fund in?

Calamos Strategic Total Return Fund (CSQ) operates in the Financial Services sector, specifically the Asset Management industry (United States).

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CSQ

Hold

Calamos Strategic Total Return Fund · Financial Services · United States · $3.3B · Avg Vol: $4M/d

StockRank

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P/E (TTM)

3.1x

ROE

34.7%

D/E

0.4x

Dividend %

3.0%

COMPANY DESCRIPTION

The Calamos Strategic Total Return Fund is a closed-end management investment company that seeks to deliver a high level of total return through both current income and capital appreciation. Managed by Calamos Advisors LLC, the fund employs a flexible investment strategy, typically investing in a diversified portfolio of convertible securities, equities, and fixed-income instruments.

FINANCIAL SUMMARY (USD)

Year	2021	2022	2023	2024	2025	CAGR	TTM
Revenue	—	-601.2M	171.2M	863.8M	723.7M	105.6%	78.8M
EPS	6.52	-3.82	1.07	5.37	4.50	-8.8%	6.62
Shares	—	158.9M	160.3M	160.4M	160.4M	+0.9%	160.4M
Debt	—	800.5M	800.5M	941.0M	1.1B	9.5%	1.4B
Equity	—	2.2B	2.2B	2.8B	3.3B	15.7%	—
Op CF	—	216.7M	98.4M	137.3M	70.6M	-31.2%	—
Inv CF	—	—	—	—	—	—	—
Fin CF	—	-228.6M	-176.3M	-57.3M	-88.3M	—	—

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PRICE (1Y)+3.6%

SMA 50SMA 200

$20.96

RSI (14)

53.2

52W High

$21.12

From 52W High

1.0%

SCORE BREAKDOWN

Quality

ROIC (ROA)

0.4%*21.7

ROE

34.7%95.1

GP/Assets

1.7%14.0

Op. Margin

38.6%56.2

FCF/Assets

—N/A

Piotroski

444.8

Int. Cover

—N/A

D/E Ratio

0.41x49.4

Current Ratio

10.04x86.5

Value

P/E (TTM)

3.1x97.7

EV/EBITDA

—N/A

P/FCF

—N/A

P/B

1.0x66.0

P/S

42.4x3.4

Div Yield

3.0%38.3

Momentum

52W High %

99%94.3

RS 6M

2%60.6

SMA 50/200

1.08x65.8

EPS Rev 4W

—N/A

EPS Rev 12W

—N/A

EPS Improve

—N/A

Q Growth

—N/A

FUNDAMENTALS

Market Cap

$3.3B

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 CSQ are excluded.

Ticker	Company	Mkt Cap	StockRank	Signal
CSQ	Calamos Strategic Total Return Fund(you)	$3.3B	61	Hold
UTF	Cohen & Steers Infrastructure Fund, Inc	$3.1B	60	Hold
GBDC	Golub Capital BDC, Inc.	$3.4B	57	Hold
GDV	The Gabelli Dividend & Income Trust	$2.7B	61	Hold
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	$2.9B	58	Hold
CNS	Cohen & Steers, Inc.	$4.3B	61	Hold
WT	WisdomTree, Inc.	$3.6B	64	Hold
ADX	Adams Diversified Equity Fund, Inc.	$3.2B	69	Buy
DBRG	DigitalBridge Group, Inc.	$3.0B	53	Hold
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	$2.2B	63	Hold

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

Calamos Strategic Total Return Fund (CSQ): Stock Score Summary

Calamos Strategic Total Return Fund (CSQ) has a MoatMap StockRank of 61/100 based on Quality (43/100), Value (45/100), and Momentum (66/100) factor scores. The current signal is HOLD.

Key Financial Metrics

Price	$20.96
Market Cap	$3.3B
P/E (TTM)	3.15
Price/Book	0.96
Return on Equity	34.7%
Debt/Equity	0.41x
Gross Margin	100.0%
Operating Margin	38.6%
Revenue Growth	-2.8%
Dividend Yield	3.0%

Calamos Strategic Total Return Fund operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Calamos Strategic Total Return Fund’s (CSQ) StockRank?: MoatMap’s StockRank for Calamos Strategic Total Return Fund (CSQ) is 61/100, with a Hold signal. It is a composite of Quality (43), Value (45), and Momentum (66) factor ranks across MoatMap’s 20,000+ stock universe.
Does Calamos Strategic Total Return Fund have an economic moat?: Calamos Strategic Total Return Fund (CSQ) has a Quality factor score of 43/100. 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 Strategic Total Return Fund a buy, hold, or sell?: MoatMap’s current signal for Calamos Strategic Total Return Fund (CSQ) is Hold, based on a StockRank of 61/100. 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 Strategic Total Return Fund in?: Calamos Strategic Total Return Fund (CSQ) operates in the Financial Services sector, specifically the Asset Management industry (United States).