Calamos Strategic Total Return Fund Past Earnings Performance
Past criteria checks 1/6
Calamos Strategic Total Return Fund's earnings have been declining at an average annual rate of -15.9%, while the Capital Markets industry saw earnings growing at 9.7% annually. Revenues have been declining at an average rate of 3.9% per year. Calamos Strategic Total Return Fund's return on equity is 7.9%, and it has net margins of 217.6%.
Key information
-15.9%
Earnings growth rate
-16.0%
EPS growth rate
| Capital Markets Industry Growth | 10.3% |
| Revenue growth rate | -3.9% |
| Return on equity | 7.9% |
| Net Margin | 217.6% |
| Last Earnings Update | 31 Oct 2023 |
Recent past performance updates
No updates
Recent updates
CSQ: Best Of Both Worlds? Solid 8% Income And Capital Appreciation
Feb 18CSQ: Solid Performance And Sustainable Distribution
Jan 13Calamos Strategic Total Return Fund declares $0.1025 dividend
Sep 02CSQ: Attractive Distribution Paid Monthly, But Valuation Pushing Higher
Aug 08Calamos Strategic Total Return Fund declares $0.1025 dividend
Aug 02Calamos Strategic Total Return: The Manager's Best Performer
May 16CSQ: Sell-Off Pushes This Fund To A 7.2% Distribution Yield
Jan 25CSQ: Strong Performance From This Equity And Convertible Hybrid Fund
Aug 27Calamos Strategic Total Return Fund declares $0.1025 dividend
Feb 01Calamos Strategic Total Return Fund declares $0.0925 dividend
Dec 02Revenue & Expenses BreakdownBeta
How Calamos Strategic Total Return Fund makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 31 Oct 23 | 78 | 170 | 35 | 0 |
| 31 Jul 23 | 77 | 69 | 35 | 0 |
| 30 Apr 23 | 75 | -31 | 35 | 0 |
| 31 Jan 23 | 73 | -317 | 37 | 0 |
| 31 Oct 22 | 71 | -603 | 39 | 0 |
| 31 Jul 22 | 69 | -356 | 40 | 0 |
| 30 Apr 22 | 66 | -108 | 41 | 0 |
| 31 Jan 22 | 68 | 452 | 40 | 0 |
| 31 Oct 21 | 70 | 1,012 | 39 | 0 |
| 31 Jul 21 | 74 | 1,047 | 36 | 0 |
| 30 Apr 21 | 79 | 1,082 | 34 | 0 |
| 31 Jan 21 | 80 | 653 | 32 | 0 |
| 31 Oct 20 | 82 | 224 | 31 | 0 |
| 30 Apr 20 | 85 | -76 | 30 | 0 |
| 31 Jan 20 | 85 | 91 | 30 | 0 |
| 31 Oct 19 | 86 | 259 | 30 | 0 |
| 30 Apr 19 | 89 | 224 | 30 | 0 |
| 31 Jan 19 | 84 | 148 | 30 | 0 |
| 31 Oct 18 | 80 | 73 | 31 | 0 |
| 31 Jul 18 | 78 | 150 | 30 | 0 |
| 30 Apr 18 | 76 | 226 | 29 | 0 |
| 31 Jan 18 | 78 | 316 | 28 | 0 |
| 31 Oct 17 | 79 | 405 | 27 | 0 |
| 31 Jul 17 | 79 | 370 | 27 | 0 |
| 30 Apr 17 | 78 | 335 | 26 | 0 |
| 31 Jan 17 | 79 | 202 | 26 | 0 |
| 31 Oct 16 | 80 | 69 | 25 | 0 |
| 31 Jul 16 | 82 | 9 | 26 | 0 |
| 30 Apr 16 | 85 | -52 | 26 | 0 |
| 31 Jan 16 | 88 | -14 | 27 | 0 |
| 31 Oct 15 | 92 | 24 | 27 | 0 |
| 31 Jul 15 | 94 | 86 | 28 | 0 |
| 30 Apr 15 | 95 | 148 | 28 | 0 |
| 31 Jan 15 | 96 | 195 | 28 | 0 |
| 31 Oct 14 | 97 | 243 | 27 | 0 |
| 31 Jul 14 | 96 | 279 | 27 | 0 |
| 30 Apr 14 | 95 | 315 | 26 | 0 |
| 31 Jan 14 | 94 | 323 | 25 | 0 |
| 31 Oct 13 | 94 | 331 | 25 | 0 |
| 31 Jul 13 | 97 | 272 | 24 | 0 |
Quality Earnings: CSQ has a large one-off gain of $189.7M impacting its last 12 months of financial results to 31st October, 2023.
Growing Profit Margin: CSQ became profitable in the past.
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: CSQ's earnings have declined by 15.9% per year over the past 5 years.
Accelerating Growth: CSQ has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.
Earnings vs Industry: CSQ has become profitable in the last year, making it difficult to compare its past year earnings growth to the Capital Markets industry (3.3%).
Return on Equity
High ROE: CSQ's Return on Equity (7.9%) is considered low.