CHI
BULLISHAt a glance
Key valuation, profitability, growth, and risk metrics.
AI Analysis
AI-powered fundamental assessment
Key Strengths
Key Risks
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Rule-based valuation (P/E + Graham).
- Trades at attractive 5.2x trailing earnings.
- Trades below Graham Number.
Rule-based growth outlook.
- Growth-implied value exceeds price.
- Revenue is contracting.
Historical performance + price trend: Shares moved +21.9% over 5Y and +45.7% over 1Y.
- ROE sits at 21.0%.
- Healthy profit margin of 847.6%.
Balance sheet & liquidity (Z-Score: N/A).
- Low D/E ratio (0.49).
Dividend policy fallback.
- Strong dividend profile (Score: 70/100).
- Yield: 10.2%.
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for CHI and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
CHI
Calamos Convertible Opportunities and Income Fund
Primary
|
+21.9% | +45.1% | +45.7% | +8.3% | +3.9% | +5.4% |
|
AMTB
Amerant Bancorp Inc.
Peer
|
+51.5% | -18.1% | -7.8% | +5.9% | +5.1% | +2.0% |
|
BFST
Business First Bancshares, Inc.
Peer
|
+45.4% | +39.4% | +9.6% | +8.6% | +1.6% | +0.6% |
|
CHY
Calamos Convertible and High Income Fund
Peer
|
+18.4% | +43.7% | +38.4% | +5.6% | +1.1% | +4.7% |
|
AWF
AllianceBernstein Global High Income Fund
Peer
|
+32.4% | +32.7% | +5.2% | -0.2% | -1.0% | +0.7% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Valuation Metrics
Key valuation ratios and pricing indicators
Profitability
Profit margins and return metrics
Growth
Revenue and earnings growth rates
Financial Health
Balance sheet strength and liquidity metrics
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Financial Services Sector Comparison
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
CHI
Calamos Convertible...
|
BULLISH | $901.39M | 5.17 | 21.0% | 847.6% | $11.32 | |
|
AMTB
Amerant Bancorp Inc.
|
NEUTRAL | $900.34M | 12.88 | 7.2% | 17.1% | $21.26 | Compare |
|
BFST
Business First Bancshares, Inc.
|
NEUTRAL | $894.47M | 10.53 | 10.4% | 27.0% | $27.26 | Compare |
|
CHY
Calamos Convertible and...
|
BULLISH | $912.29M | 4.87 | 21.1% | 851.2% | $11.4 | Compare |
|
AWF
AllianceBernstein Global...
|
NEUTRAL | $914.03M | 12.47 | 7.4% | 98.9% | $10.6 | Compare |
Past News Coverage
Recent headlines mentioning CHI from our newsroom.