Income statement
USD
Annual
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Revenue | 9M | 10M | 11M | 12M | 10M |
| Gross Profit | 9M | 10M | 11M | 12M | 10M |
| Operating Income | 2M | 3M | 3M | 5M | 4M |
| EBITDA | 109M | -104M | 139M | 62M | 6M |
| Net Income | 112M | -101M | 142M | 67M | 10M |
| EPS (Diluted) | — | — | — | — | — |
Financial Services
Live Price
Offline$20.00
+0.15% today
Window Change
+9.19%
Window
Aug 27, 2025 → Jun 18, 2026
Historical coverage is still expanding
This 1Y daily history view is usable, but not fully loaded yet. Additional bars will appear as backfills continue.
Coverage: 203 bars · Aug 27, 2025 → Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Calamos Hedged Equity Income Fund Class A (CAHEX) is a Financial Services stock with a market cap of $830.00M. The stock last traded around $20.00 and up 9.2% across the available one-year price window (Aug 27, 2025 → Jun 18, 2026). Baseline metrics include revenue growth of -12.3%, EPS growth of +209.5%, a dividend yield of 0.1%. What stands out right now is revenue -12.3%, EPS +209.5%, free cash flow 0.0% with operating margin 23.8% and ROIC 0.3%. The dividend is present but secondary, with a yield around 0.1%. Valuation already assumes a fairly strong business story at P/E 7.2 and price/sales 90.1. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines CAHEX price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
Relative Read
CAHEX is 6.29 pts behind over the shared 1Y window.
CAHEX had 4.39 pts shallower max drawdown than SPY.
CAHEX beat SPY in 0 of 2 calendar years shown and trailed in 2.
CAHEX
+9.19%
Normalized return
SPY
+15.48%
S&P 500
Excess Return
-6.29 pts
Relative to SPY
CAHEX Max Drawdown
-4.74%
Trailing 1Y
SPY Max Drawdown
-9.13%
Trailing 1Y
Uses the longest available daily history for CAHEX and SPY.
| Year | CAHEX | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | +5.16% | +6.71% | -1.55 pts | SPY |
| 2025 | +4.00% | +11.19% | -7.19 pts | SPY |
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$10.4M
-9.8% YoY
FY Net Income
$9.7M
-85.4% YoY
Free Cash Flow
$0.0
Revenue Growth
-12.3%
EPS Growth
+209.5%
Gross Margin
100.0%
Net Margin
1213.7%
Income statement
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Revenue | 9M | 10M | 11M | 12M | 10M |
| Gross Profit | 9M | 10M | 11M | 12M | 10M |
| Operating Income | 2M | 3M | 3M | 5M | 4M |
| EBITDA | 109M | -104M | 139M | 62M | 6M |
| Net Income | 112M | -101M | 142M | 67M | 10M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Cash & Equivalents | 0 | 0 | 0 | 0 | 0 |
| Total Assets | 647M | 601M | 719M | 621M | 602M |
| Total Liabilities | 8M | 24M | 3M | 5M | 11M |
| Shareholder Equity | 639M | 576M | 715M | 617M | 591M |
| Total Debt | 0 | 0 | 0 | 0 | 93K |
| Net Debt | 0 | 0 | 0 | 0 | 93K |
Cash flow positioning
Latest Full Year
Operating Cash Flow
0
Capital Expenditures
0
Free Cash Flow
0
Key ratios
Gross Margin
100.0%
Operating Margin
23.8%
Net Margin
1213.7%
ROE
18.4%
Debt / Equity
0.00x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.