CPZ Stock Price, Forecast & Analysis | CALAMOS LNG/SHRT EQTY & DYN (NASDAQ:CPZ)

Fundamental Rating

Overall CPZ gets a fundamental rating of 1 out of 10. We evaluated CPZ against 0 industry peers in the Unkown industry. CPZ has a bad profitability rating. Also its financial health evaluation is rather negative. CPZ is valued expensive and it does not seem to be growing.

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1. Profitability

1.1 Basic Checks

CPZ had positive earnings in the past year.

CPZ had a negative operating cash flow in the past year.

The reported net income has been mixed in the past 5 years: CPZ reported negative net income in multiple years.

The reported operating cash flow has been mixed in the past 5 years: CPZ reported negative operating cash flow in multiple years.

1.2 Ratios

		Industry Rank	Sector Rank
ROA	2.69%
ROE	4.69%
ROIC	6.72%

ROA(3y)0.96%

ROA(5y)2.33%

ROE(3y)2.06%

ROE(5y)4.73%

ROIC(3y)N/A

ROIC(5y)N/A

1.3 Margins

CPZ's Profit Margin has declined in the last couple of years.

CPZ's Operating Margin has declined in the last couple of years.

CPZ's Gross Margin has declined in the last couple of years.

		Industry Rank	Sector Rank
OM	74.24%
PM (TTM)	23.53%
GM	80.45%

OM growth 3Y-2.36%

OM growth 5YN/A

PM growth 3Y-26.09%

PM growth 5YN/A

GM growth 3Y-1.88%

GM growth 5YN/A

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ROA

ROE

ROIC

Operating and Profit Margin

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2. Health

2.1 Basic Checks

Compared to 1 year ago, CPZ has more shares outstanding

Compared to 1 year ago, CPZ has an improved debt to assets ratio.

2.2 Solvency

Based on the Altman-Z score of 0.72, we must say that CPZ is in the distress zone and has some risk of bankruptcy.

CPZ has a Debt/Equity ratio of 0.72. This is a neutral value indicating CPZ is somewhat dependend on debt financing.

		Industry Rank	Sector Rank
Debt/Equity	0.72
Debt/FCF	N/A
Altman-Z	0.72

ROIC/WACCN/A

WACCN/A

2.3 Liquidity

CPZ has a Current Ratio of 0.07. This is a bad value and indicates that CPZ is not financially healthy enough and could expect problems in meeting its short term obligations.

A Quick Ratio of 0.07 indicates that CPZ may have some problems paying its short term obligations.

		Industry Rank	Sector Rank
Current Ratio	0.07
Quick Ratio	0.07

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WACC

Debt/Equity

How to determine the health of a company

Altman-Z score

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3. Growth

3.1 Past

CPZ shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -56.35%.

The earnings per share for CPZ have been decreasing by -22.75% on average. This is quite bad

Looking at the last year, CPZ shows a decrease in Revenue. The Revenue has decreased by -7.36% in the last year.

CPZ shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 5.20% yearly.

EPS 1Y (TTM)-56.35%

EPS 3Y-22.75%

EPS 5YN/A

EPS Q2Q%-84.09%

Revenue 1Y (TTM)-7.36%

Revenue growth 3Y5.2%

Revenue growth 5YN/A

Sales Q2Q%-29.82%

3.2 Future

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.

No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.

EPS Next YN/A

EPS Next 2YN/A

EPS Next 3YN/A

EPS Next 5YN/A

Revenue Next YearN/A

Revenue Next 2YN/A

Revenue Next 3YN/A

Revenue Next 5YN/A

3.3 Evolution

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.

No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.

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4. Valuation

4.1 Price/Earnings Ratio

Based on the Price/Earnings ratio of 18.68, the valuation of CPZ can be described as rather expensive.

Compared to an average S&P500 Price/Earnings ratio of 26.59, CPZ is valued a bit cheaper.

		Industry Rank	Sector Rank
PE	18.68
Fwd PE	N/A

4.2 Price Multiples

		Industry Rank	Sector Rank
P/FCF	N/A
EV/EBITDA	N/A

4.3 Compensation for Growth

PEG (NY)N/A

PEG (5Y)N/A

EPS Next 2YN/A

EPS Next 3YN/A

More info and screens

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5. Dividend

5.1 Amount

CPZ has a Yearly Dividend Yield of 11.65%, which is a nice return.

CPZ's Dividend Yield is rather good when compared to the S&P500 average which is at 2.31.

		Industry Rank	Sector Rank
Dividend Yield	11.65%

5.2 History

CPZ has been paying a dividend for over 5 years, so it has already some track record.

As CPZ did not decrease their dividend in the past 5 years, we can say the dividend looks stable.

Dividend Growth(5Y)N/A

Div Incr Years1

Div Non Decr Years5

5.3 Sustainability

CPZ pays out 238.25% of its income as dividend. This is not a sustainable payout ratio.

DP238.25%

EPS Next 2YN/A

EPS Next 3YN/A

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CALAMOS LNG/SHRT EQTY & DYN

NASDAQ:CPZ (12/10/2025, 8:00:01 PM)

14.76

-0.04 (-0.27%)

Chartmill FA Rating

GICS SectorN/A

GICS IndustryGroupN/A

GICS IndustryN/A

Earnings (Last)N/A N/A

Earnings (Next)N/A N/A

Inst Owners50.39%

Inst Owner Change-3.69%

Ins Owners0.73%

Ins Owner Change0%

Market Cap289.74M

Revenue(TTM)66.00M

Net Income(TTM)15.53M

Analysts0

Price TargetN/A

Short Float %0.15%

Short Ratio0.44

Dividend

		Industry Rank	Sector Rank
Dividend Yield	11.65%

Yearly Dividend1.67

Dividend Growth(5Y)N/A

DP238.25%

Div Incr Years1

Div Non Decr Years5

Ex-Date11-14 2025-11-14 (0.14)

Surprises & Revisions

EPS beat(2)N/A

Avg EPS beat(2)N/A

Min EPS beat(2)N/A

Max EPS beat(2)N/A

EPS beat(4)N/A

Avg EPS beat(4)N/A

Min EPS beat(4)N/A

Max EPS beat(4)N/A

EPS beat(8)N/A

Avg EPS beat(8)N/A

EPS beat(12)N/A

Avg EPS beat(12)N/A

EPS beat(16)N/A

Avg EPS beat(16)N/A

Revenue beat(2)N/A

Avg Revenue beat(2)N/A

Min Revenue beat(2)N/A

Max Revenue beat(2)N/A

Revenue beat(4)N/A

Avg Revenue beat(4)N/A

Min Revenue beat(4)N/A

Max Revenue beat(4)N/A

Revenue beat(8)N/A

Avg Revenue beat(8)N/A

Revenue beat(12)N/A

Avg Revenue beat(12)N/A

Revenue beat(16)N/A

Avg Revenue beat(16)N/A

PT rev (1m)N/A

PT rev (3m)N/A

EPS NQ rev (1m)N/A

EPS NQ rev (3m)N/A

EPS NY rev (1m)N/A

EPS NY rev (3m)N/A

Revenue NQ rev (1m)N/A

Revenue NQ rev (3m)N/A

Revenue NY rev (1m)N/A

Revenue NY rev (3m)N/A

Valuation

		Industry Rank	Sector Rank
PE	18.68
Fwd PE	N/A
P/S	4.39
P/FCF	N/A
P/OCF	N/A
P/B	0.88
P/tB	0.88
EV/EBITDA	N/A

EPS(TTM)0.79

EY5.35%

EPS(NY)N/A

Fwd EYN/A

FCF(TTM)-1.32

FCFYN/A

OCF(TTM)-1.32

OCFYN/A

SpS3.36

BVpS16.86

TBVpS16.86

PEG (NY)N/A

PEG (5Y)N/A

Graham Number17.31

Profitability

		Industry Rank	Sector Rank
ROA	2.69%
ROE	4.69%
ROCE	10.7%
ROIC	6.72%
ROICexc	6.72%
ROICexgc	6.72%
OM	74.24%
PM (TTM)	23.53%
GM	80.45%
FCFM	N/A

ROA(3y)0.96%

ROA(5y)2.33%

ROE(3y)2.06%

ROE(5y)4.73%

ROIC(3y)N/A

ROIC(5y)N/A

ROICexc(3y)N/A

ROICexc(5y)N/A

ROICexgc(3y)N/A

ROICexgc(5y)N/A

ROCE(3y)N/A

ROCE(5y)N/A

ROICexgc growth 3Y4.32%

ROICexgc growth 5YN/A

ROICexc growth 3Y4.32%

ROICexc growth 5YN/A

OM growth 3Y-2.36%

OM growth 5YN/A

PM growth 3Y-26.09%

PM growth 5YN/A

GM growth 3Y-1.88%

GM growth 5YN/A

F-Score3

Asset Turnover0.11

Health

		Industry Rank	Sector Rank
Debt/Equity	0.72
Debt/FCF	N/A
Debt/EBITDA	N/A
Cap/Depr	N/A
Cap/Sales	N/A
Interest Coverage	7.4
Cash Conversion	N/A
Profit Quality	N/A
Current Ratio	0.07
Quick Ratio	0.07
Altman-Z	0.72

F-Score3

WACCN/A

ROIC/WACCN/A

Cap/Depr(3y)N/A

Cap/Depr(5y)N/A

Cap/Sales(3y)N/A

Cap/Sales(5y)N/A

Profit Quality(3y)N/A

Profit Quality(5y)N/A

High Growth Momentum

Growth

EPS 1Y (TTM)-56.35%

EPS 3Y-22.75%

EPS 5YN/A

EPS Q2Q%-84.09%

EPS Next YN/A

EPS Next 2YN/A

EPS Next 3YN/A

EPS Next 5YN/A

Revenue 1Y (TTM)-7.36%

Revenue growth 3Y5.2%

Revenue growth 5YN/A

Sales Q2Q%-29.82%

Revenue Next YearN/A

Revenue Next 2YN/A

Revenue Next 3YN/A

Revenue Next 5YN/A

EBIT growth 1Y-10.8%

EBIT growth 3Y2.72%

EBIT growth 5YN/A

EBIT Next YearN/A

EBIT Next 3YN/A

EBIT Next 5YN/A

FCF growth 1Y59.69%

FCF growth 3Y-18.22%

FCF growth 5YN/A

OCF growth 1Y59.69%

OCF growth 3Y-18.22%

OCF growth 5YN/A

CALAMOS LNG/SHRT EQTY & DYN / CPZ FAQ

What does CALAMOS LNG/SHRT EQTY & DYN do?

Calamos Long/Short Equity & Dynamic Income Trust is a US-based company operating in industry. The company is headquartered in Naperville, Illinois. The company went IPO on 2019-11-26. Calamos Long/Short Equity & Dynamic Income Trust (the Fund) is a diversified, closed-end management investment company. The Fund's investment objective is to seek current income and risk-managed capital appreciation. The Fund is focused on investing 80% of its managed assets in a globally diversified portfolio comprised of equity securities, which include common stock, preferred stock, convertible securities, and exchange-traded funds (ETFs), as well as long and short equity positions managed pursuant to a long/short equity strategy. The Fund may invest its managed assets in globally diversified income-producing securities, including high-yield and investment grade corporate securities, leveraged loans, distressed debt securities, securitized products, United States (US) treasuries and sovereign debt issued by foreign governments. The Fund may invest up to 50% of its managed assets in securities of foreign issuers. The Fund’s investment advisor is Calamos Advisors LLC.

What is the current price of CPZ stock?

The current stock price of CPZ is 14.76 USD. The price decreased by -0.27% in the last trading session.

What is the ChartMill technical and fundamental rating of CPZ stock?

CPZ has a ChartMill Technical rating of 0 out of 10 and a ChartMill Fundamental rating of 1 out of 10.

Should I buy CPZ stock?

This depends on your investment goals. Check the Technical and Fundamental Analysis tabs for insights on CPZ.

CALAMOS LNG/SHRT EQTY & DYN (CPZ) Stock Price, Forecast & Analysis

1. Profitability

1.1 Basic Checks

1.2 Ratios

1.3 Margins

More info and screens

2. Health

2.1 Basic Checks

2.2 Solvency

2.3 Liquidity

More info and screens

3. Growth

3.1 Past

3.2 Future

3.3 Evolution

More info and screens

4. Valuation

4.1 Price/Earnings Ratio

4.2 Price Multiples

4.3 Compensation for Growth

More info and screens

5. Dividend

5.1 Amount

5.2 History

5.3 Sustainability

More info and screens

CALAMOS LNG/SHRT EQTY & DYN / CPZ FAQ

What does CALAMOS LNG/SHRT EQTY & DYN do?

What is the current price of CPZ stock?

What is the ChartMill technical and fundamental rating of CPZ stock?

Should I buy CPZ stock?