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CHI

Calamos Convertible Opportunities and Income Fund·NASDAQ
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1.36 / 10
Underperform

Fundamental analysis reveals subpar quality (score 1.4/10), highlighted by negative return on assets and mixed earnings growth. Only the fixed assets turnover ratio is strong, limiting upside without improvement in net income and asset efficiency.

Fundamental(1.36)SentimentTechnical

Analysis Checks(1/10)

Revenue-MV
Value0.16
Score1/3
Weight6.28%
1M Return0.66%
Current liabilities / Total liabilities (%)
Value53.71
Score1/3
Weight15.65%
1M Return1.49%
Net income-Revenue
Value3.79
Score1/3
Weight8.80%
1M Return0.82%
Basic earnings per share (YoY growth rate %)
Value1.64
Score0/3
Weight5.81%
1M Return0.58%
Rate of return on total assets (%)
Value-7.69
Score1/3
Weight14.32%
1M Return1.42%
Fixed assets turnover ratio
Value28052.73
Score2/3
Weight12.71%
1M Return1.25%
Annualized return on total assets (%)
Value-7.69
Score1/3
Weight14.32%
1M Return1.42%
Diluted earnings per share (YoY growth rate %)
Value33.93
Score0/3
Weight9.04%
1M Return0.91%
Asset-MV
Value-0.50
Score0/3
Weight-2.18%
1M Return-0.23%
Current assets / Total assets (%)
Value42.04
Score1/3
Weight15.26%
1M Return1.44%
Is CHI fundamentally strong?
  • CHI scores 1.36/10 on fundamentals and holds a Premium valuation at present. Backed by its 20.99% ROE, 847.56% net margin, 5.10 P/E ratio, 0.99 P/B ratio, and 1.64% earnings growth, these metrics solidify its Underperform investment rating.