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Calamos Strategic Total Return Fund CSQ NASDAQ

NASDAQ Global Market • Financial Services • Asset Management • US • USD

SharesGrow Score
75/100
3/7 Pass
SharesGrow Intrinsic Value
N/A
Negative cash flow

Calamos Strategic Total Return Fund (CSQ) is a Asset Management company in the Financial Services sector, currently trading at $18.85. It has a SharesGrow Score of 75/100, indicating a strong investment profile with 3 out of 7 criteria passed.

Financials: revenue is $347M, +77.5%/yr average growth. Net income is $722M, growing at +173.3%/yr. Net profit margin is 207.9% (strong). Gross margin is 87.5% (+0 pp trend).

Balance sheet: total debt is $1.4B against $3.3B equity (Debt-to-Equity (D/E) ratio 0.41, conservative). Current ratio is 0 (tight liquidity). Debt-to-assets is 28.8%. Total assets: $4.8B.

Analyst outlook: 0 / 2 analysts rate CSQ as buy (0%) — mixed sentiment.

SharesGrow 7-Criteria breakdown: Value 100/100 (Pass), Growth 100/100 (Pass), Past 75/100 (Partial), Health 67/100 (Partial), Moat 66/100 (Partial), Future 20/100 (Fail), Income 100/100 (Pass).

CSQ SharesGrow Score Overview

75/100
SharesGrow Score
Strong investment profile
View full scorecard →
VALUE 100/100
Valuation — P/E, PEG, Forward PEG
GROWTH 100/100
Financials — average growth
PAST 75/100
strong — trend
HEALTH 67/100
Balance sheet — Debt-to-Equity (D/E) ratio, Current ratio is
MOAT 66/100
Gross margin is + market cap
FUTURE 20/100
Analyst outlook — as buy
INCOME 100/100
Net profit margin is
Scores derived from financial statements, analyst ratings, and balance sheet data.

Score Breakdown — CSQ

✓
VALUE Pass
100/100
CSQ trades at a trailing Price-to-Earnings (P/E) of N/A (S&P 500 average ~25). Composite: Price-to-Earnings (20%) + Forward Price/Earnings-to-Growth (35%) + upside (25%) + trailing PEG (20%). ≥ 60 = Pass.
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✓
GROWTH Pass
100/100
CSQ: +77.5%/yr revenue is, +173.3%/yr Net income is average growth. > 5%/yr — strong. Score: >20%/yr = 100, >10% = 80, >5% = 65, >0% = 45, < 0 = 15.
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~
PAST Partial
75/100
CSQ: 3 / 4 years profitable. mixed. Score = 3 / 4 × 100. ≥ 80 = Pass.
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~
HEALTH Partial
67/100
Balance sheet CSQ: Debt-to-Equity (D/E) ratio 0.41 (conservative), Current ratio is 0 (tight liquidity). Debt-to-Equity < 0.5, Current Ratio > 1.5, Interest Coverage > 8x = ideal. ≥ 70 = Pass.
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~
MOAT Partial
66/100
CSQ: Gross margin is 87.5% (+0 pp trend), $3B market cap. Moat (0-100): margin (35%) + trend (15%) + market cap (30%) + revenue is (20%). Score 66/100. ≥ 70 = Pass.
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✗
FUTURE Fail
20/100
Analyst outlook: 0 / 2 analysts rate CSQ as buy (0%). Score: 60% buy consensus + 40% upside. ≥ 60 = Pass.
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✓
INCOME Pass
100/100
CSQ: Net profit margin is 207.9%. strong (≥30%). Score: ≥30% = 100, ≥20% = 85, ≥15% = 70, ≥10% = 55, ≥5% = 45, ≥0% = 30, < 0 = 10.
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Stock Chart & Stats

Market Data
52-Week Range13.11-19.83
Volume262.67K
Avg Volume (30D)285.77K
Market Cap$3.02B
Beta (1Y)1.29
Dividend Yield$1.2900
Share Statistics
EPS (TTM)4.50
Shares Outstanding$160.37M
IPO Date2004-04-01
CEOJohn Peter Calamos
Financial Highlights & Ratios
Revenue (TTM)$347.13M
Gross Profit$303.76M
EBITDA$785.55M
Net Income$721.78M
Operating Income$785.55M
Total Cash$136.96M
Total Debt$1.37B
Net Debt$1.23B
Total Assets$4.76B
Price / Earnings (P/E)4.2
Price / Sales (P/S)8.71
Analyst Forecast
Rating ConsensusHold
Analysts Covering2
Buy 0% Hold 100% Sell 0%
Company Info
CountryUS
ExchangeNASDAQ Global Market
CurrencyUSD
ISINUS1281251017

Price Chart

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CSQ
Calamos Strategic Total Return Fund ↗  ·  NASDAQ Global Market
Financial Services • Asset Management
13.11 52WK RANGE 19.83

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