Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ)
$
13.23
-0.20 (-1.51%)
Key metrics
Financial statements
Free cash flow per share
-3.2674
Market cap
263.7 Million
Price to sales ratio
4.7497
Debt to equity
0.3673
Current ratio
0
Income quality
-3.3262
Average inventory
0
ROE
0.0587
Technology
Technology – consumer electronics
Largecap
With a market cap of 121,78 bil stock is ranked 1
Low risk
ISS score of this stock is ranked 1
Company description
Profile
Calamos Long/Short Equity & Dynamic Income Trust operates as a diversified and closed-end management investment company, focusing on providing current income while also pursuing risk-managed capital appreciation. In terms of financial performance, the diluted EPS is $0.98 accounting for potential share dilution, which reflects the potential impact of outstanding shares on earnings. The earnings per share (EPS) is reported at $0.98 indicating the company's profitability on a per-share basis for the fiscal year 2025. The operating income ratio is 0.46 revealing the company's operational profitability margin that demonstrates its ability to generate income from its core business operations. Additionally, operating expenses amount to $21,699,225.00 encompassing various operational costs incurred during the year, which are pivotal in understanding the overall financial health of the business. Through its investment strategies, the firm seeks to provide hedged market exposure via a time-tested global long and short equity approach, strengthening its standing in the market since its inception on September 21, 2017, in Naperville, IL. Looking at the stock’s affordability, it is priced at $16.59 making it suitable for budget-conscious investors who are keen on entering the market without a hefty financial commitment. The stock has a low average trading volume of 81,605.00 indicating lower market activity, which might appeal to investors who prefer less volatile trading conditions. With a market capitalization of $259,733,927.00 the company is classified as a small-cap player, positioning it uniquely within the industry it serves. It is a key player in the Asset Management industry, contributing significantly to the overall market landscape and navigating the complexities of the economic environment. Furthermore, it belongs to the Financial Services sector, driving innovation and growth, which underscores its potential for future development and impact in its respective field.
Is Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ) a good investment?
Investing in Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ) depends on multiple factors, including revenue growth, profit margins, debt-to-equity ratio, earnings per share, and return on equity. Analysts have rated it as B+, with a Bearish outlook. Always conduct your own research before investing.
What is Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ)'s stock forecast?
Analysts predict Calamos Long/Short Equity & Dynamic Income Term Trust stock to fluctuate between $13.13 (low) and $16.82 (high) in the next 365 days, reflecting market expectations and potential volatility.
What is Calamos Long/Short Equity & Dynamic Income Term Trust's market capitalization?
As of 2026-03-30, Calamos Long/Short Equity & Dynamic Income Term Trust's market cap is $259,733,927, based on 19,632,194 outstanding shares.
How does Calamos Long/Short Equity & Dynamic Income Term Trust compare to competitors like Meta Platforms, Inc. Class A Common Stock?
Compared to Meta Platforms, Inc. Class A Common Stock, Calamos Long/Short Equity & Dynamic Income Term Trust has a Lower Market-Cap, indicating a difference in performance.
Does Calamos Long/Short Equity & Dynamic Income Term Trust pay dividends?
Calamos Long/Short Equity & Dynamic Income Term Trust pays dividends. The current dividend yield is 11.76%, with a payout of $0.14 per share.
How can I buy Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ) stock?
To buy Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ) stock: Open a brokerage account (e.g., Robinhood, TD Ameritrade, E-Trade). Search for CPZ. Place an order (Market, Limit, etc.).
What is the best time to invest in Calamos Long/Short Equity & Dynamic Income Term Trust?
The best time to invest depends on market trends and technical indicators, which show a Bearish trend based on economic conditions and company performance.
How did Calamos Long/Short Equity & Dynamic Income Term Trust perform in the last earnings report?
Revenue: $55,510,976 | EPS: $0.98 | Growth: -63.30%.
Where can I find Calamos Long/Short Equity & Dynamic Income Term Trust's investor relations reports?
Visit http://www.calamos.com/funds/closed-end/long-short-equity-dynamic-income-cpz/investor-relations for detailed financial reports.
Where can I find historical stock prices for Calamos Long/Short Equity & Dynamic Income Term Trust?
You can explore historical data from here
What is the all-time high and low for Calamos Long/Short Equity & Dynamic Income Term Trust stock?
All-time high: $21.35 (2022-02-10) | All-time low: $13.13 (2026-03-30).
What are the key trends affecting Calamos Long/Short Equity & Dynamic Income Term Trust stock?
Key trends include market demand, economic conditions, interest rates, and industry competition, which influence the stock's performance.
News
seekingalpha.com
Calamos Long/Short Equity & Dynamic Income Trust offers a complex, actively managed blend of long/short equity and fixed-income strategies, targeting risk-averse investors. CPZ trades at an 11.7% discount to NAV, but persistent NAV erosion, inconsistent dividend coverage, and underperformance versus SPY undermine its appeal. The fund's aggressive leverage (51.3% of assets) and high-yield focus (12.5% yield) elevate risk, especially amid elevated interest rates and below-investment-grade credit exposure.
seekingalpha.com
The Calamos Long/Short Equity & Dynamic Income Trust offers an 11.49% yield, utilizing both long and short positions to generate high income. CPZ's distribution is fully covered by investment profits, but its long-term total return underperforms broad equity indices and select peer funds. The fund's short positions, especially in semiconductors and Tesla, may cushion downside in market corrections but can drag on performance in bullish markets.
seekingalpha.com
Calamos L/S Equity & Dynamic Income Trust blends equity and fixed-income investments with a unique long/short strategy, offering potential hedging. CPZ has outperformed the S&P 500 recently, but aided by a significant narrowing of its discount, now the fund trades at a less attractive mid-single-digit discount. The fund maintains a steady distribution rate, coming in at an attractive ~10%, but relies heavily on short-term capital gains, making it less tax-friendly for taxable accounts.
247wallst.com
Closed End Funds (CEFs) offer a combination of portfolio mitigation risk diversification and active management.
seekingalpha.com
Calamos Long/ Short Equity & Dynamic Income Trust is a complex and high fee fund which offers investors exposure to equities, preferred stock, and fixed income. CPZ has delivered weak risk-adjusted performance, underperforming both the S&P 500 and peer long/short funds while exhibiting higher volatility. The fund is tax-inefficient which makes it less attractive for taxable investors compared to other products.
seekingalpha.com
Consider the Calamos Long/Short Equity & Dynamic Income fund for less market volatility while trading at a current -10% discount. CPZ offers a unique mix: Long stocks, long corporate bonds, and shorts mostly the S&P 500, with an 11% current market yield paid monthly. CPZ uses leverage, a 33% bond portfolio, and only needs to cover a 9.8% NAV yield to maintain its 11% annualized current market yield.
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