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Company Analysis

Calamos Long/Short Equity & Dynamic Income Trust CPZ

A comprehensive view of key metrics, scores, and financial health for Calamos Long/Short Equity & Dynamic Income Trust

Overview of Calamos Long/Short Equity & Dynamic Income Term Trust

CPZ NGM
Financial Services Asset Management Micro Cap
Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ), is a Micro Cap company, in the Asset Management industry, last closed at $14.29, about 20.6% undervalued vs fair value, -8.6% 1Y return, placing in the top 10% of its sector.
$14.29
-1.38%
As of March 13, 2026
Previous close • Vol 90d: 8.8%
Market Cap
$280.54M
Enterprise Value
$196.31M
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

HQ Naperville, IL
Fiscal year Oct 31

Next Events

Dividend Mar 13

Fair Value Snapshot

Bear Base Bull
$10
$17
$32
Current: $14.29 +21% vs base

Engine Room Money Flow™

Micro Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$16.3M
-22.1%%
Interest Expense
$6.0M
Net Interest Income
$8.2M
-40.8%%
Total Revenue
$55.5M
-0.6%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
5.9%
Poor

Net Income / Equity - key bank profitability metric

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$36.8M
191.0% of Net Income

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
Analysis based on partial data. Some metrics unavailable for complete assessment.
1
Active Leaks
0/1
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Calamos Long/Short Equity & Dynamic Income Trust's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
35
/100
Developing
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Developing
44
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

vs Industry Peers 60% Coverage
Trade-Off Triangle Visualization A ternary plot showing CPZ's balance between Growth (29.8%), Profitability (31.1%), and Safety (39.1%). Growth 30% Safety 39% Profitability 31%

Click axes to expand details. Marker shows current allocation.

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Growth

34th percentile vs peers
34
Key Signals
Rev Growth YoY -0.6% 47p Revenue CAGR 3Y -21.1% 18p
Strengths

No notable strengths identified for this axis.

Risks
  • Growth below peer median (percentile: 34)

Profitability

35th percentile vs peers
35
Key Signals
Strengths
Risks
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Safety

44th percentile vs peers
45
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Calamos Long/Short Equity & Dynamic Income Trust.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$17.23
- - -
+20.6% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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