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Calamos Strategic Total Return (CSQ) — RQD Stock Rating Cockpit

$20.03 -0.50% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot)

Calamos Strategic Total Return (CSQ) carries a Roarable Rating of D (Sell) with 51/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE D • SELL / AVOID Cap $3.18B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

RQD QUANT TACHOMETERSELL / AVOID • D

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D · Rk D+

Each axis scored 0–20

12M PRICE TARGET CONE-3.1% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for CSQ)Realized 20D OHLCV Swing Band: ±3%

RSI-14 MOMENTUMNEUTRAL RANGE

36.230 Oversold · 70 Hot

ALTMAN-Z SHIELDFORTRESS SAFE (>3.0)

3.80>3.0 Fortress Safe

PIOTROSKI F-SCOREHIGH QUALITY (7–9)

7 / 99-Pt Accounting

52-WEEK LASER RANGE76% OF RANGE

L: $16$20.03H: $21

1. Money & Cash Health● MIXED

Are profits real cash in the bank?

Decent core business (steady margins), though cash flow growth is moderate rather than explosive right now.

Factor Grade: D+RQD 11 / 20

2. Big Money & Insiders● TRIMMING

Are whales & executives buying or selling?

Insiders and big institutional desks have been trimming shares rather than stepping up to buy.

Factor Grade: D-RQD 17 / 40

3. Hidden Risks & Market Weather● WATCH

SEC fine-print scan & interest-rate fit

No major SEC filing blowups, though current interest rates and Fed liquidity call for normal position sizing.

Factor Grade: D+RQD 23 / 40

MULTI-MODEL JEV QUANT JURY DELIBERATION

JEV AI Jury Split (Battleground) on CSQ

Cash & Moat Bull AI

ROIC & Free Cash Flow Model

NEUTRAL (55)

14.0% ROIC with 42.0% gross margin and 2.80% FCF yield.

SEC Forensic Auditor AI

10-K Accruals & Altman-Z Guard

NEUTRAL (65)

Altman-Z 4.20 and Piotroski 7/9 pass balance-sheet audit.

Whale & Macro Hawk AI

Options Skew, 13F & Fed NetLiq

BEARISH (45)

17/40 institutional & smart-money positioning score with 10/20 macro alignment.

Bull Case: Why Buyers Like CSQ

✓Established market leader in Financials with deep daily trading liquidity.

Bear Case: What Could Go Wrong

!Company executives have done more routine share selling than personal cash buying lately.
!Sensitive to high interest rates and tighter Federal Reserve market liquidity.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring CSQ)

✓Walkthrough of CSQ's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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CSQ // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +2.35%📐 HORIZONTAL RANGE

2026-10-30O $19.46H $20.03L $19.38C $20.03VOL 277.5K

RES: $21.51SUP: $19.32SMA50: $20.49SMA200: $19.77

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

CSQ Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 CSQ Butterfly Map → + Track CSQ →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

8.0%/yr Implied 5Y Growth

vs. +6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on CSQ today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for CSQ. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for CSQ today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (CSQ)

Financials Rank #783 of 1096 ⚔️ AGM vs CSQ Full Matrix →

1. Head-to-Head Financials Peer Comparison (CSQ vs. AGM, ECPG, TY, BDJ)

Industry: Finance Companies (27 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, Calamos Strategic Total Return (CSQ) ranks #783 by composite RQD confidence (51/100, grade D) and #355 by equity capitalization ($3.18B). Within this direct 5-issuer industry benchmark cohort, ECPG leads on earnings valuation at 8.4x trailing P/E, while ECPG leads on capital efficiency and profitability with 60.4% ROIC and — gross margin. ECPG currently holds the highest overall quantitative score in the immediate peer group at 73/100 (B) compared with CSQ at 51/100 (D).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
CSQ ACTIVE Calamos Strategic Total Return	D	51/100	—	—	—	-0.50%	$3.18B	Benchmark Subject
AGM Federal Agricultural Mortgage Corporation	D+	56/100	10.7x	—	12.1%	-0.09%	$2.21B	/agm-vs-csq →
ECPG Encore Capital Group Inc	B	73/100	8.4x	—	60.4%	+0.73%	$2.17B	/ecpg-vs-csq →
TY Tri Continental Corporation	D	51/100	—	—	—	-0.06%	$1.88B	/ty-vs-csq →
BDJ Blackrock Enhanced Equity Dividend Trust	D+	54/100	—	—	—	+1.25%	$1.72B	/bdj-vs-csq →

2. CSQ Fundamental Profitability, Capital Efficiency & Balance-Sheet Forensics

TRAILING 12M & FORWARD QUANTITATIVE SNAPSHOT

Calamos Strategic Total Return (CSQ) operates in Finance Companies (Financials) with an equity capitalization of $3.18B, trailing P/E of N/A, forward P/E of N/A, and EV/EBITDA of N/A. Operating profitability registers a gross margin of —, operating margin of —, net profit margin of —, ROIC of —, and free cash flow yield of —, alongside an Altman Z-Score of N/A and Piotroski F-Score of N/A.

3. CSQ Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is CSQ stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, Calamos Strategic Total Return (NASDAQ: CSQ) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 51/100 at a spot price of $20.03 (-0.50% 1D, market cap $3.18B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 10/20, and SEC Balance-Sheet Forensics 9/20. Across 1096 tracked Financials issuers, CSQ ranks #783 in composite RQD confidence.

How does CSQ compare to AGM and ECPG in the Financials sector?

Within the Financials sector (Finance Companies), CSQ carries a Roarable D (51/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, AGM (Federal Agricultural Mortgage Corporation) holds a D+ grade (56/100 RQD, P/E 10.7x, ROIC 12.1%, cap $2.21B) and ECPG (Encore Capital Group Inc) posts a B grade (73/100 RQD, P/E 8.4x, ROIC 60.4%, cap $2.17B). Among the 5-stock peer group, ECPG leads on earnings multiple (8.4x) while ECPG leads on capital efficiency (60.4% ROIC).

What are the biggest fundamental strengths and SEC risk factors for CSQ?

For Calamos Strategic Total Return (CSQ), key quantitative strengths include Established market leader in Financials with deep daily trading liquidity. and sector rank #783 in Financials, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately. and Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is CSQ trading relative to its 50-day, 200-day, and 52-week technical levels?

CSQ last traded at $20.03 (-0.50% on volume of 242,799 shares), positioning the stock -2.24% below its 50-day simple moving average ($20.49) and +1.32% above its 200-day simple moving average ($19.77). Across its 52-week range of $16.41 to $21.17, CSQ sits at the 76.1% percentile with a 14-day RSI of 36.2 (NEUTRAL RANGE) and an implied next-earnings move of ±3.0% ($19.43 to $20.63).

CSQ Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Should I buy, hold, or sell CSQ stock right now?

Calamos Strategic Total Return (CSQ) currently earns a Roarable Rating of D (Sell — SELL) with 51/100 RQD Confidence. Stretched risk/reward at current multiples (steady margins) under elevated 10-year interest-rate pressure.

What is CSQ's 12-month price target and RQD AI Jury consensus?

CSQ's 12-month base price target is $19.4 (range $15.13 to $22.89), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

Direct Sub-Reports: CSQ RQD Cockpit CSQ 12M Forecast CSQ Earnings & Move CSQ Dividends & DRIP CSQ Insiders & 13F CSQ Whale Options CSQ Profit Sankey CSQ News & Why