Calamos Global Total Fund Fundamentals
| CGO Fund | USD 11.95 0.06 0.50% |
Calamos Global Total fundamentals help investors to digest information that contributes to Calamos Global's financial success or failures. It also enables traders to predict the movement of Calamos Fund. The fundamental analysis module provides a way to measure Calamos Global's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Calamos Global fund.
Calamos |
Calamos Global Total Fund Beta Analysis
Calamos Global's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Calamos Global Beta | 1.27 |
Most of Calamos Global's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Calamos Global Total is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, Calamos Global Total has a Beta of 1.27. This is much higher than that of the Financial Services family and significantly higher than that of the Asset Management category. The beta for all United States funds is notably lower than that of the firm.
Calamos Global Total Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calamos Global's current stock value. Our valuation model uses many indicators to compare Calamos Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calamos Global competition to find correlations between indicators driving Calamos Global's intrinsic value. More Info.Calamos Global Total is rated below average in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Calamos Global Total is roughly 7.69 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Calamos Global's earnings, one of the primary drivers of an investment's value.Calamos Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Calamos Global's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the funds which would be a good addition to a portfolio. Peer analysis of Calamos Global could also be used in its relative valuation, which is a method of valuing Calamos Global by comparing valuation metrics of similar companies.Calamos Global is currently under evaluation in beta among similar funds.
As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Calamos Global will likely underperform.
Calamos Fundamentals
| Return On Equity | -17.93 | |||
| Return On Asset | -0.16 | |||
| Operating Margin | (24.82) % | |||
| Current Valuation | 154.06 M | |||
| Shares Outstanding | 9.4 M | |||
| Shares Owned By Insiders | 12.66 % | |||
| Shares Owned By Institutions | 28.45 % | |||
| Number Of Shares Shorted | 13.3 K | |||
| Price To Earning | 6.00 X | |||
| Price To Book | 0.78 X | |||
| Price To Sales | 45.10 X | |||
| Revenue | 1.94 M | |||
| Gross Profit | 2.62 M | |||
| Net Income | (22.52 M) | |||
| Cash And Equivalents | 14.71 K | |||
| Total Debt | 67.4 M | |||
| Debt To Equity | 0.60 % | |||
| Current Ratio | 3.10 X | |||
| Book Value Per Share | 11.99 X | |||
| Cash Flow From Operations | 210.57 K | |||
| Short Ratio | 0.36 X | |||
| Earnings Per Share | 1.55 X | |||
| Number Of Employees | 16 | |||
| Beta | 1.27 | |||
| Market Capitalization | 70.47 M | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 23.45 % | |||
| One Year Return | 30.16 % | |||
| Three Year Return | (1.10) % | |||
| Five Year Return | 9.64 % | |||
| Last Dividend Paid | 0.96 |
About Calamos Global Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Calamos Global Total's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Calamos Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Calamos Global Total based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Calamos Global Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. It is managed by Calamos Advisors LLC. The fund invests in public equity and fixed income markets across the globe. It seeks to invest in securities of companies operating across diversified sectors. The fund primarily invests in equities, convertible bonds, and high yield corporate bonds. It employs both fundamental and quantitative analysis to create its portfolio. The fund benchmarks the performance of its portfolio against MSCI World Index. Calamos Global Total Return Fund was formed on March 30, 2004 and is domiciled in the United States.
Pair Trading with Calamos Global
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Calamos Global position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Calamos Global will appreciate offsetting losses from the drop in the long position's value.Moving against Calamos Fund
| 0.42 | BA | Boeing Fiscal Year End 29th of January 2025 | PairCorr |
| 0.4 | MRK | Merck Company Fiscal Year End 6th of February 2025 | PairCorr |
The ability to find closely correlated positions to Calamos Global could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Calamos Global when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Calamos Global - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Calamos Global Total to buy it.
The correlation of Calamos Global is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Calamos Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calamos Global Total moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Calamos Global can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Other Information on Investing in Calamos Fund
Calamos Global financial ratios help investors to determine whether Calamos Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calamos with respect to the benefits of owning Calamos Global security.
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