Calamos Competitors

CPZ Stock

USD 15.07 0.05 0.33%

Calamos LongShort Equity competes with Heartland Value, Heartland Value, Martin Currie, Martin Currie, and Small Cap; as well as few others. The company runs under Capital Markets sector within Financials industry. Analyzing Calamos LongShort competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Calamos LongShort to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Calamos LongShort Correlation with its peers.

Calamos LongShort vs Virtus Global Correlation

Weak diversification

The correlation between Calamos LongShort Equity and ZTR is 0.33 (i.e., Weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Calamos LongShort Equity and ZTR in the same portfolio, assuming nothing else is changed.

Moving together with Calamos Stock

0.61	DFN	Dividend 15 Split	Pair Corr
0.69	CSOC-A	Canso Select Opportu	Pair Corr
0.62	DGS	Dividend Growth Split	Pair Corr

Moving against Calamos Stock

0.51	GSBD	Goldman Sachs BDC Earnings Call This Week	Pair Corr
0.46	EPGG	Empire Global Gaming	Pair Corr
0.45	MFIC	MidCap Financial Inv	Pair Corr
0.34	NMFC	New Mountain Finance	Pair Corr

Return On Capital Employed is likely to rise to 0.05 in 2026, whereas Return On Tangible Assets are likely to drop 0.02 in 2026. At this time, Calamos LongShort's Non Currrent Assets Other are fairly stable compared to the past year. Asset Turnover is likely to rise to 0.08 in 2026, whereas Total Assets are likely to drop slightly above 763.6 M in 2026.

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
14.56	15.07	15.58

Details

Intrinsic

Valuation

Low	Real	High
14.44	14.95	15.46

Details

Calamos LongShort Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Calamos LongShort and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Calamos and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Calamos LongShort Equity does not affect the price movement of the other competitor.

	HNVIX	HRVIX	MEFIX	MCEMX	SMAYX	MCEIX	BULIX	SPVYX	SWYOX	ZTR
HNVIX		0.98	0.89	0.89	0.84	0.89	0.75	0.89	0.92	0.57	HNVIX
HRVIX	0.98		0.89	0.89	0.83	0.89	0.75	0.88	0.91	0.55	HRVIX
MEFIX	0.89	0.89		1.0	0.82	1.0	0.79	0.84	0.93	0.57	MEFIX
MCEMX	0.89	0.89	1.0		0.82	1.0	0.79	0.84	0.93	0.57	MCEMX
SMAYX	0.84	0.83	0.82	0.82		0.82	0.88	0.98	0.91	0.22	SMAYX
MCEIX	0.89	0.89	1.0	1.0	0.82		0.79	0.84	0.93	0.57	MCEIX
BULIX	0.75	0.75	0.79	0.79	0.88	0.79		0.87	0.77	0.42	BULIX
SPVYX	0.89	0.88	0.84	0.84	0.98	0.84	0.87		0.91	0.29	SPVYX
SWYOX	0.92	0.91	0.93	0.93	0.91	0.93	0.77	0.91		0.43	SWYOX
ZTR	0.57	0.55	0.57	0.57	0.22	0.57	0.42	0.29	0.43		ZTR
	HNVIX	HRVIX	MEFIX	MCEMX	SMAYX	MCEIX	BULIX	SPVYX	SWYOX	ZTR

Please upgrade your account to get full access to Macroaxis premium features

Risk-Adjusted Indicators

There is a big difference between Calamos Stock performing well and Calamos LongShort Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Calamos LongShort's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
HNVIX	0.79	0.16	0.17	0.25	0.52	(0.93)	2.46	(1.19)	4.93
HRVIX	0.80	0.22	0.15	1.47	0.56	(0.92)	2.44	(1.21)	4.93
MEFIX	0.75	0.15	0.14	0.31	0.56	(0.92)	1.64	(1.42)	4.34
MCEMX	0.76	0.15	0.15	0.31	0.55	(0.93)	1.69	(1.44)	4.39
SMAYX	1.02	0.20	0.17	0.30	0.82	(1.21)	2.30	(1.75)	11.05
MCEIX	0.75	0.15	0.14	0.31	0.55	(0.92)	1.69	(1.44)	4.35
BULIX	0.76	0.18	0.10	3.78	0.64	(0.88)	1.34	(1.22)	11.38
SPVYX	0.96	0.26	0.30	0.37	0.36	(1.25)	2.73	(1.38)	10.12
SWYOX	0.52	0.03	0.01	0.13	0.59	(0.55)	1.08	(1.13)	2.85
ZTR	0.57	0.07	0.02	0.28	0.65	(0.59)	1.06	(1.07)	2.36

Calamos LongShort Competitive Analysis

The better you understand Calamos LongShort competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Calamos LongShort's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Calamos LongShort's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	CPZ	HNVIX	HRVIX	MEFIX	MCEMX	SMAYX	MCEIX	BULIX	SPVYX	SWYOX
	0.33 15.07 Calamos	0.05 40.84 Heartland	0.05 41.19 Heartland	1.17 19.08 Martin	1.16 19.21 Martin	0.16 36.87 Small	1.11 19.14 Martin	0.93 19.47 Utilities	0.16 25.08 Simt	0.72 15.31 Schwab
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Soft	Solid	Solid	Solid	Solid	Solid	Solid	Fair	Solid	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued	Over Valued	Under Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Strong Sell	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Cautious Hold	Strong Buy	Strong Hold
Net Asset	671.26 M	285.39 M	303.68 M	115.29 M	115.29 M	422.33 M	359.75 M	290.48 M	380.19 M	82.36 M
EBITDA	25.3 M	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Price To Book	0.54	1.42	1.42	1.58	N/A	N/A	1.58	1.94	N/A	N/A
Retained Earnings	(65.96 M)	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Five Year Return	N/A	5.16	3.87	0.56	0.93	3.14	0.82	7.87	10.28	N/A
One Year Return	N/A	6.84	14.08	43.91	44.42	6.57	44.28	17.69	21.79	N/A
Beta	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Cash Position Weight	N/A	1.17	3.13	0.54	0.27	2.13	0.27	N/A	2.93	1.34
Equity Positions Weight	N/A	98.83	96.87	99.47	99.73	97.87	99.73	100.0	97.07	94.23
Shares Outstanding	19.63 M	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Three Year Return	N/A	1.95	3.67	14.65	15.08	10.95	14.94	12.39	12.3	N/A
Cash Flow From Operations	(64.15 M)	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Annual Yield	0.11	0.0091	0.0058	0.0032	0.0063	0.0026	0.0053	0.0238	0.0117	0.0177
Total Debt	120 M	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	4.39
Number Of Shares Shorted	9.4 K	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Minimum Initial Investment	N/A	500 K	N/A	N/A	N/A	N/A	N/A	2.5 K	N/A	N/A
Total Asset	671.26 M	126.72 M	167.58 M	532.65 M	603.84 M	340.85 M	292.77 M	290.48 M	399.24 M	24.25 M
Short Ratio	0.3	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Last Dividend Paid	N/A	0.28	0.18	0.03	0.09	N/A	0.09	0.1	0.04	N/A
Shares Owned By Institutions	50.96	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Market Capitalization	294.8 M	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Price To Earning	2.71	21.42	21.42	13.61	N/A	N/A	13.61	14.59	N/A	N/A
Price To Sales	14.76	1.1	1.1	1.6	N/A	N/A	1.6	1.35	N/A	N/A
Net Income	19.29 M	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Earnings Per Share	0.99	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Shares Owned By Insiders	0.72	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Revenue	55.51 M	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Year To Date Return	N/A	7.85	14.39	9.66	9.78	6.53	9.69	3.04	10.04	N/A
Ten Year Return	N/A	6.42	6.16	N/A	N/A	9.57	N/A	9.28	5.02	N/A
Day Typical Price	15.06	40.84	41.19	19.08	19.21	36.87	19.14	19.47	25.08	15.31
Accumulation Distribution	168.83	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Daily Balance Of Power	0.625	9.2 T	9.2 T	9.2 T	9.2 T	0	9.2 T	9.2 T	0	9.2 T
Period Momentum Indicator	0.05	0.02	0.02	0.22	0.22	(0.06)	0.21	0.18	(0.04)	0.11
Rate Of Daily Change	1.0	1.0	1.0	1.01	1.01	1.0	1.01	1.01	1.0	1.01
Day Median Price	15.06	40.84	41.19	19.08	19.21	36.87	19.14	19.47	25.08	15.31
Price Action Indicator	0.035	0.01	0.01	0.11	0.11	(0.03)	0.11	0.09	(0.02)	0.055
Coefficient Of Variation	1733.99	401.84	434.01	440.3	439.74	543.86	441.2	712.24	409.59	640.97
Mean Deviation	0.3871	0.7869	0.7982	0.7512	0.7591	1.02	0.7536	0.7628	0.9552	0.5232
Jensen Alpha	0.0029	0.1593	0.2228	0.1452	0.1468	0.1982	0.1459	0.1808	0.2643	0.029
Total Risk Alpha	(0.04)	0.1295	0.1111	0.0951	0.0963	0.097	0.095	0.0214	0.1779	0.0167
Sortino Ratio	(0.16)	0.1737	0.1546	0.1404	0.1458	0.1706	0.1442	0.1012	0.304	0.0068
Downside Variance	0.2295	0.8659	0.8742	0.6721	0.6465	1.3	0.6395	0.8268	0.731	0.6959
Standard Deviation	0.496	1.06	1.08	0.9619	0.9702	1.62	0.9649	1.39	1.49	0.699
Kurtosis	1.01	0.907	0.8163	0.4039	0.4893	14.31	0.4764	27.78	13.45	0.6876
Potential Upside	0.7442	2.46	2.44	1.64	1.69	2.3	1.69	1.34	2.73	1.08
Treynor Ratio	0.1104	0.2488	1.47	0.3075	0.3084	0.2998	0.3105	3.78	0.3707	0.132
Maximum Drawdown	2.77	4.93	4.93	4.34	4.39	11.05	4.35	11.38	10.12	2.85
Variance	0.246	1.13	1.16	0.9253	0.9413	2.62	0.9309	1.94	2.21	0.4886
Market Risk Adjusted Performance	0.1204	0.2588	1.48	0.3175	0.3184	0.3098	0.3205	3.79	0.3807	0.142
Risk Adjusted Performance	0.0397	0.1998	0.1853	0.1818	0.1821	0.1508	0.1814	0.1156	0.1982	0.1223
Skewness	0.518	0.3781	0.3871	0.3857	0.4259	2.65	0.4339	4.2	2.77	(0.23)
Semi Deviation	0.4065	0.5163	0.5578	0.5587	0.5547	0.8217	0.5521	0.645	0.3628	0.5932
Information Ratio	(0.15)	0.1518	0.1343	0.1196	0.1208	0.12	0.1195	0.0661	0.1747	0.0081
Value At Risk	(0.67)	(1.19)	(1.21)	(1.42)	(1.44)	(1.75)	(1.44)	(1.22)	(1.38)	(1.13)
Expected Short fall	(0.43)	(0.93)	(0.92)	(0.92)	(0.93)	(1.21)	(0.92)	(0.88)	(1.25)	(0.55)
Downside Deviation	0.479	0.9306	0.935	0.8198	0.8041	1.14	0.7997	0.9093	0.855	0.8342
Semi Variance	0.1652	0.2666	0.3111	0.3121	0.3077	0.6751	0.3048	0.416	0.1317	0.3519

Calamos LongShort Competition Performance Charts

Five steps to successful analysis of Calamos LongShort Competition

Calamos LongShort's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Calamos LongShort Equity in relation to its competition. Calamos LongShort's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Calamos LongShort in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Calamos LongShort's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Calamos LongShort Equity, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Calamos LongShort position

In addition to having Calamos LongShort in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Top Crypto Assets Thematic Idea Now

Top Crypto Assets

An experimental p2p digital currency that is accepted by many vendors in null. The Top Crypto Assets theme has 0 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Top Crypto Assets Theme or any other thematic opportunities.

View All Next

Launch

Additional Tools for Calamos Stock Analysis

When running Calamos LongShort's price analysis, check to measure Calamos LongShort's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Calamos LongShort is operating at the current time. Most of Calamos LongShort's value examination focuses on studying past and present price action to predict the probability of Calamos LongShort's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Calamos LongShort's price. Additionally, you may evaluate how the addition of Calamos LongShort to your portfolios can decrease your overall portfolio volatility.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2026 Macroaxis LLC