Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ) Fair Value 2026

CPZ · Asset Management · 2026-08-28

By CirclFi Research Team · Data from SEC EDGAR, FRED & GDELT

Quality Score

2.2 /10

32 fundamental signals · 1 models active

Value Trap Risk

SAFE (0/100)

Quick Summary — As of 2026-08-28, Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ) trades at $13.36. QOC: 2.2/10. Value Trap Risk: 0/100 (SAFE). 1/13 models active.

Key Facts

Ticker: CPZ
Price: $13.36
Quality Score: 2.2/10
Value Trap Risk: 0/100
Models Active: 1/13
Last Updated: 2026-08-28

Strength: 1 independent models provide multi-angle coverage

Risk: Below-average Quality Score of 2.2/10 signals weak fundamentals

What Fair Value Does Each Model Give CPZ?

1 Intrinsic Value Models vs. Current Price ($13.36)

Core Models (Unlocked)
Model	Fair Value	Upside
Markov DDM Intrinsic · Low Conviction	$13.36	-0.0%

All Models Active

All 1 models are displayed above.

What Is Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ) Worth in 2026?

According to the CirclFi Deep Alpha Valuation Engine, Calamos Long/Short Equity & Dynamic Income Term Trust's intrinsic value is estimated at a median $13.36, showing conflicting signals at the current price of $13.36. While the median implied return is -0.0%, model disagreement is elevated with a gap of +0.0% between the most bullish and bearish estimates.

What Do the Models Say About CPZ?

1 of 13 models are currently active for CPZ. All 1 active models suggest the stock trades above fair value. See which stocks rank higher →

How Does CPZ Rank in Asset Management?

Among 187 Asset Management stocks, CPZ ranks #175 by Quality of Company score. CirclFi's QOC score of 2.2/10 evaluates 32 fundamental signals. A score of 2.2 signals below-average fundamentals.

See all Most Undervalued Asset Management Stocks →

Calamos Long/Short Equity & Dynamic Income Term Trust operates in a competitive landscape where fundamental quality metrics are key differentiators for long-term value creation.

Is CPZ a Value Trap?

CirclFi's Value Trap algorithm assigns CPZ a score of 0/100 (SAFE). This indicates minimal risk. Fundamentals are healthy. The score cross-references apparent undervaluation against fundamental deterioration signals. Browse lowest value-trap stocks →

Multi-Model Methodology

1 of 13 models are active for Calamos Long/Short Equity & Dynamic Income Term Trust. Limited activation may indicate insufficient history. Each model applies a fundamentally different valuation philosophy. See the complete methodology →

According to the CirclFi Quality of Company (QOC) framework, which evaluates 32 signals including margin stability, revenue growth trajectory, leverage, and free cash flow generation, Calamos Long/Short Equity & Dynamic Income Term Trust is rated at 2.2/10. This weak-tier score exhibits fundamental weaknesses that warrant careful scrutiny.

CirclFi runs 13 independent models for each stock. Browse all stocks with 13-model coverage →

Data Sources & Confidence

Every CPZ valuation is built from SEC EDGAR XBRL filings — 700+ standardized financial tags. Macroeconomic context from FRED calibrates discount rates, while GDELT news sentiment feeds into our Sentiment SOTP model. All pipelines run daily. Read the complete data methodology →

Across CPZ's 1 active models, average confidence is 7%. Lower confidence may reflect limited history or high volatility.

CirclFi's output is a research starting point, not a buy/sell signal. All data updates daily. Read the full methodology →

This analysis is produced by the CirclFi Valuation Engine using quantitative models applied to SEC EDGAR filings, public market feeds, and FRED macroeconomic indicators. It is not financial advice.

Read the full investment analysis: Should You Buy Calamos Long/Short Equity & Dynamic Income Term Trust Stock in 2026? →

Bull case, bear case, risk factors & peer comparison — updated daily

Which Similar Asset Management Stocks Should You Also Analyze?

11 related Asset Management stocks with 13-model coverage

BSTZBlackRock Science and Technology Term TrustQOC 2.2 BUIBlackRock Utilities, Infrastructure & Power Opportunities TrustQOC 2.2 BSTBlackRock Science and Technology TrustQOC 2.2 BITBlackRock Multi-Sector Income TrustQOC 2.2 BCXBlackrock Resources & Commodities Strategy TrustQOC 2.2 RGTRoyce Global Trust, Inc.QOC 2.2 SAMGSilvercrest Asset Management Group Inc.QOC 7.4 ASSTStrive, Inc.QOC 6.0 MPVBarings Participation InvestorsQOC 4.8 HLNEHamilton Lane IncorporatedQOC 9.3 AMPAmeriprise Financial, Inc.QOC 9.3

Read investment analysis: BSTZ · BUI · BST · BIT · BCX · RGT · SAMG · ASST · MPV · HLNE · AMP

Which Other Stocks Have a Similar Quality Score to CPZ?

1 companies across all industries closest to CPZ’s Quality of Company score of 2.2/10.

NVDANVIDIA CorporationQOC 10.0

Read investment analysis: NVDA

Where Does CPZ Sit in CirclFi's Asset Management Rankings?

CPZ is ranked against every other Asset Management stock CirclFi covers in each of these screens.

See all Asset Management stocks ranked →

What Else Do Investors Ask About Calamos Long/Short Equity & Dynamic Income Term Trust’s Valuation?

What is Calamos Long/Short Equity & Dynamic Income Term Trust's intrinsic value in 2026?

CirclFi does not yet have enough active models to publish a median fair value for Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ). The Quality of Company score is 2.2/10 across 32 fundamental signals. All models use SEC EDGAR filings updated daily. See our methodology page for how each model works.

Is CPZ overvalued or undervalued right now?

At $13.36, 0 of 1 active models suggest CPZ may be undervalued, while 1 indicate potential overvaluation. The assessment depends on which methodology best fits Calamos Long/Short Equity & Dynamic Income Term Trust's business model in Asset Management.

What does a Quality of Company score of 2.2 mean for CPZ?

Calamos Long/Short Equity & Dynamic Income Term Trust's QOC of 2.2/10 reflects 32 fundamental signals: profitability margins, revenue growth consistency, balance sheet leverage, free cash flow generation, and capital allocation efficiency. Scores below 5 flag potential fundamental weaknesses requiring careful analysis.

How many valuation models does CirclFi run on CPZ?

CirclFi analyzes CPZ with 13 institutional-grade models daily: Bayesian DCF (Monte Carlo + jump-diffusion), EPV (Greenwald zero-growth), EROIC Spread (McKinsey reinvestment), First Chicago (3-scenario), Markov DDM (regime-switching), ML-RIV (machine learning residual income), Dynamic NAV (asset-based), PWERM (option-theoretic), Regime Cross-Sectional (relative), Sentiment SOTP (hybrid), CUCE Ensemble (meta-model), FTNN Topology (neural network), and RCMH-DCF (conditional regime). Currently 1 of 13 are active for this stock. Read the full methodology →

Is CPZ a value trap in 2026?

Calamos Long/Short Equity & Dynamic Income Term Trust's Value Trap score is 0/100 (SAFE). This low score indicates the current valuation is not artificially depressed by fundamental deterioration, suggesting genuine opportunity rather than a trap. Browse stocks by value-trap risk →

Cite this analysis — “CirclFi assigns Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ) a Quality of Company score of 2.2/10 across 32 fundamental signals as of 2026-08-28.” Source: circlfi.com/stock/CPZ/ · Methodology

Primary sources for this CPZ valuation

Financial statements: Calamos Long/Short Equity & Dynamic Income Term Trust 10-K and 10-Q filings on SEC EDGAR (CIK 0001717457) — 700+ standardized XBRL tags, published by the U.S. Securities and Exchange Commission.
Discount-rate inputs: FRED, Federal Reserve Bank of St. Louis — risk-free rates, VIX, yield curve, inflation.
News sentiment: The GDELT Project — global media tone, input to the Sentiment SOTP model.
Model definitions: CirclFi methodology — the published specification for all 13 models, including the academic sources each one implements.

Market data for CPZ as of 2026-08-28; valuations recomputed 2026-08-28.