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

MoatMap's StockRank for Calamos Strategic Total Return Fund (CSQ) is 79/100, with a Buy signal. This is a composite score combining Quality (47), Value (50), and Momentum (68) 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 47/100. 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 Buy, based on a StockRank of 79/100. 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

BUYREMOVE

Calamos Strategic Total Return Fund · Financial Services · United States · $3.3B · Avg Vol: $5M/d

StockRank

P/E (TTM)

4.5x

ROE

23.5%

D/E

0.4x

Dividend %

6.2%

Director Trades · 180d

None in 180d →

Buybacks · 180d

None in 180d →

AI CONVICTION THESIS

Calamos Strategic Total Return is a closed-end fund, not an operating business, and does not fit our mandate of owning concentrated, high-moat compounders.

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
Revenue	—	-601.2M	171.2M	863.8M	723.7M	105.6%
EPS	6.52	-3.82	1.07	5.37	—	-6.3%
Shares	—	158.9M	160.3M	160.4M	160.4M	+0.9%
Debt	—	800.5M	800.5M	941.0M	1.1B	9.5%
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	—

PRICE (1Y)+2.2%

SMA 50SMA 200

$20.52

RSI (14)

49.7

52W High

$20.70

From 52W High

1.0%

SCORE BREAKDOWN

Quality

ROIC (ROA)

0.5%*22.8

ROE

23.5%89.5

GP/Assets

1.7%16.2

Op. Margin

41.7%62.3

FCF/Assets

—N/A

Piotroski

—44.5

Int. Cover

—N/A

D/E Ratio

0.41x52.0

Current Ratio

3.59x72.2

Value

P/E (TTM)

4.5x93.5

EV/EBITDA

—N/A

P/FCF

—N/A

P/B

1.0x58.5

P/S

40.3x3.4

Div Yield

6.2%82.3

Momentum

52W High %

99%91.7

RS 6M

2%68.6

SMA 50/200

1.06x63.4

EPS Rev 4W

—N/A

EPS Rev 12W

—N/A

EPS Improve

—N/A

Q Growth

122%88.5

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	79	BUY
CNS	Cohen & Steers, Inc.	$3.5B	74	BUY
APAM	Artisan Partners Asset Management Inc.	$2.6B	76	BUY
AAMI	Acadian Asset Management Inc.	$2.6B	76	BUY
WT	WisdomTree, Inc.	$2.8B	74	BUY
GQG.AX	GQG Partners Inc.	$3.1B	90	STRONG BUY
ADX	Adams Diversified Equity Fund, Inc.	$3.1B	64	HOLD
GBDC	Golub Capital BDC, Inc.	$3.4B	63	HOLD
DNP	DNP Select Income Fund Inc.	$4.1B	65	BUY
UTF	Cohen & Steers Infrastructure Fund, Inc	$3.0B	63	HOLD

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

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

Calamos Strategic Total Return Fund (CSQ) has a MoatMap StockRank of 79/100 based on Quality (47/100), Value (50/100), and Momentum (68/100) factor scores. The current signal is BUY. Calamos Strategic Total Return is a closed-end fund, not an operating business, and does not fit our mandate of owning concentrated, high-moat compounders.

Key Financial Metrics

Price	$20.52
Market Cap	$3.3B
P/E (TTM)	4.46
Price/Book	0.97
Return on Equity	23.5%
Debt/Equity	41.08
Gross Margin	100.0%
Operating Margin	41.7%
Revenue Growth	-2.2%
Dividend Yield	6.2%

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 79/100, with a Buy signal. It is a composite of Quality (47), Value (50), and Momentum (68) 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 47/100. 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 Buy, based on a StockRank of 79/100. 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).