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Calamos Strategic Total Return Fund (CSQ) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Calamos Strategic Total Return Fund

CSQMarket cap $3.29BPrice $20.5

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Runs a closed-end fund investing in stocks, convertible securities, and high-yield bonds to generate income and growth. Uses leverage and option-writing to boost distributions, paying monthly income even when markets stay flat.

In Bastion Portfolios?

52W Return+13%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+4%4

Revenue Forecast

Rev CAGR (1y)na–

Rev CAGR (3y)na–

Rev CAGR (5y)na–

Earnings Forecast

EPS Growth Y+1na–

EPS Growth Y+2na–

EPS Growth Y+3na–

Quality

Margins

EBIT Margin40%9

Net Income Marginna–

Free Cash Flow Marginna–

Debt

Net Debt/EBITDAna–

Efficiency

ROEna–

ROAna–

Earnings Stability33

GEAR+

Not enough data to calculate the GEAR+ rating.

Value

Price Multiples

P/E Ratio (Forward)na–

P/E Ratio (Forward 3y)na–

P/BVna–

EV Multiples

EV/EBITDA Fwdna–

EV/EBIT Fwdna–

Yield

Free Cash Flow Yieldna–

Dividend Yield7.9%10

Momentum

Short term

1 month return-2%7

3 month return+3%7

YTD return+12%7

Mid term

Price vs 52wHigh97%10

1 year return+14%6

Long term

3 year return+84%7

5 year return+67%6

Risk Shield

Price Risk

Betana–

Volatility16%10

Free Cash Flow

Free Cash Flow Marginna–

Free Cash Flow Yieldna–

Quality

ROCEna–

Earnings Stability33

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

CSQCalamos Strategic Total Return Fund

Revenue FY25$724M

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+4%4

Revenue, next 1Yna–

Revenue, next 3Y, CAGRna–

Revenue, next 5Y, CAGRna–

EARNINGS FORECAST▾SCORE

EPS growth, FY+1na–

EPS growth, FY+2na–

EPS growth, FY+3na–

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue grew 4%/yr over the last 3 years; forecasts see it cooling to 0%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG78 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-2%7

3-month return+3%7

YTD return+12%7

MID & LONG-TERM▾SCORE

% of 52-week high97%10

1-year return+14%6

3-year return+84%7

5-year return+67%6

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +84% over three years and +67% over five, ahead of 60% of the market.

It's up 14% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (-2%), over three months (+3%) and so far this year (+12%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Calamos Strategic Total Return Fund. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

CSQCalamos Strategic Total Return Fund

Revenue FY25$724M

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+4%4

Revenue, next 1Yna–

Revenue, next 3Y, CAGRna–

Revenue, next 5Y, CAGRna–

EARNINGS FORECAST▾SCORE

EPS growth, FY+1na–

EPS growth, FY+2na–

EPS growth, FY+3na–

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue grew 4%/yr over the last 3 years; forecasts see it cooling to 0%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG78 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-2%7

3-month return+3%7

YTD return+12%7

MID & LONG-TERM▾SCORE

% of 52-week high97%10

1-year return+14%6

3-year return+84%7

5-year return+67%6

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +84% over three years and +67% over five, ahead of 60% of the market.

It's up 14% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (-2%), over three months (+3%) and so far this year (+12%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Calamos Strategic Total Return Fund. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community