Calamos LongShort Equity & Dynamic Income Trust (CPZ) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target
Calamos LongShort Equity & Dynamic Income Trust stock (CPZ) is currently trading at $13.71. Calamos LongShort Equity & Dynamic Income Trust PE ratio is 14.18. Calamos LongShort Equity & Dynamic Income Trust PS ratio (Price-to-Sales) is 13.79. WallStSmart rates CPZ as Sell.
- CPZ PE ratio analysis and historical PE chart
- CPZ PS ratio (Price-to-Sales) history and trend
- CPZ intrinsic value — DCF, Graham Number, EPV models
- CPZ stock price prediction 2025 2026 2027 2028 2029 2030
- CPZ fair value vs current price
- CPZ insider transactions and insider buying
- Is CPZ undervalued or overvalued?
- Calamos LongShort Equity & Dynamic Income Trust financial analysis — revenue, earnings, cash flow
- CPZ Piotroski F-Score and Altman Z-Score
- CPZ analyst price target and Smart Rating
Calamos LongShort Equity & Dynamic Income Trust
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CPZ Intrinsic Value Analysis for Value Investors
Benjamin Graham Formula · Calamos LongShort Equity & Dynamic Income Trust (CPZ)
CPZ trades 124% above its Graham fair value of $6.73, indicating the stock may be overvalued at current levels.
Based on Benjamin Graham Formula. Growth rate capped at 25%. For informational purposes only. Not financial advice.
Smart Analysis
Calamos LongShort Equity & Dynamic Income Trust (CPZ) · 4 metrics scored
Smart Score
Category Performance
WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.
Investment Thesis
Strong fundamentals in price/book, institutional own.. Concerns around market cap and price/sales. Significant fundamental concerns warrant caution or avoidance.
Calamos LongShort Equity & Dynamic Income Trust (CPZ) Key Strengths (2)
Trading below book value, meaning the market prices it less than net assets
52.15% held by institutions, strong professional interest
Supporting Valuation Data
Calamos LongShort Equity & Dynamic Income Trust (CPZ) Areas to Watch (2)
Very expensive at 13.8x annual revenue
Micro-cap company with very limited liquidity and high volatility
Supporting Valuation Data
Calamos LongShort Equity & Dynamic Income Trust (CPZ) Detailed Analysis Report
Overall Assessment
This company scores 23/100 in our Smart Analysis, earning a F grade. Out of 4 metrics analyzed, 2 register as strengths (avg 9.0/10) while 2 fall into concern territory (avg 2.5/10). The category breakdown reveals uneven performance, with some areas requiring attention.
The Bull Case
The strongest argument centers on Price/Book, Institutional Own.. Valuation metrics including Price/Book (0.50) suggest the stock is attractively priced.
The Bear Case
The primary concerns are Price/Sales, Market Cap. Some valuation metrics including Price/Sales (13.79) suggest expensive pricing.
Key Dynamics to Monitor
Three factors to monitor going forward. First, whether Price/Sales improves, as this is the primary drag on the overall score. Second, overall profitability trends. Third, top-line growth trajectory.
Risk Considerations
Based on the metric profile, this is a higher risk investment. Strengths and concerns are roughly balanced. Investors should size positions according to their risk tolerance and maintain diversification.
Bottom Line
Fundamental challenges outweigh strengths at current levels. Price/Sales and Market Cap are the primary drags. Consider waiting for meaningful improvement before committing capital.
Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.
CPZ Price-to-Sales(PS) Ratio Chart
Historical valuation based on market cap ÷ trailing 12-month revenue
CPZ's Price-to-Sales ratio of 13.79x trades 56% above its historical average of 8.83x (68th percentile), historically expensive. The current valuation is 38% below its historical high of 22.13x set in Oct 2024, and 494% above its historical low of 2.32x in Oct 2023. Over the past 12 months, the PS ratio has expanded from ~5.4x, reflecting growing market expectations outpacing revenue growth.
Insider Transactions
Data sourced from SEC Form 4 filings
Last updated: 8:24:28 AM
About Calamos LongShort Equity & Dynamic Income Trust(CPZ)
NASDAQ
FINANCIAL SERVICES
ASSET MANAGEMENT
USA
Calamos Long/Short Equity & Dynamic Income Trust (CPZ) is a closed-end fund focused on achieving total return through a balanced strategy of capital appreciation and income generation. By employing a long/short equity investment approach, CPZ aims to capitalize on undervalued securities while strategically utilizing short positions to mitigate risks and enhance overall income potential. Backed by Calamos Investments' extensive expertise in alternative asset management, the Trust seeks to identify and exploit market inefficiencies, thus positioning itself to thrive in varying market conditions. This multifaceted strategy strives to deliver consistent performance and superior risk-adjusted returns, making CPZ an appealing option for institutional investors.