CPZ
Calamos Long/Short Equity & Dynamic Income Term Trust
There isn't enough reported data to score CPZ yet.
SOFI
SoFi Technologies, Inc.
SOFI's fundamentals are strong and it looks cheap: trading at 28x earnings, below its usual 43x. Analysts expect strong earnings growth.
CPZ Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Unavailable | |
| N/A | |
| N/A |
There isn't enough reported data to rate CPZ's fundamentals.
SOFI Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| N/A | |
| N/A |
SOFI's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like SOFI.
CPZ PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 5.9x | N/A | N/A |
| Fair | 14x | N/A | N/A |
| Expensive | 21x | N/A | N/A |
| Current | 180x | $12.61 | — |
Historical ranges are pointers, not guarantees.
CPZ's PE is 180x, but its earnings don't support one, so it isn't a reliable read right now.
SOFI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 19x | $15.63 | — |
| Current | 28x | $15.63 | — |
| Cheap | 33x | $18.24 | +17% |
| Fair | 43x | $23.82 | +52% |
| Expensive | 53x | $29.74 | +90% |
Historical ranges are pointers, not guarantees.
SOFI's PE is in its cheap range at 28x. If earnings grow as analysts expect, today's price would be 19x next year's earnings.
CPZ Forward outlook
There aren't enough analyst estimates for CPZ to show an outlook.
SOFI Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect strong earnings and revenue growth for SOFI, with profitability improving.
CPZ Earnings Per Share
CPZ and SOFI do not have enough comparable growth data to identify a winner.
SOFI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.82 | +47% |
| Q3 2026 | $0.56 | 0% |
| Q2 2026 | $0.49 | -2% |
| Q1 2026 | $0.45 | +4.7% |
| Q4 2025 | $0.39 | 0% |
| Q3 2025 | $0.56 | +367% |
| Q2 2025 | $0.50 | +$0.72 |
| Q1 2025 | $0.43 | +$0.72 |
| Q4 2024 | $0.39 | +$0.75 |
SOFI earned $0.56 per share over the past year, about the same as the year before.
CPZ Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $8.3M | -72% |
| Q4 2025 | $26.1M | +343% |
| Q2 2025 | $29.4M | +20% |
SOFI has the edge over CPZ in the latest year-over-year revenue comparison.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -102% | -296 points |
| Q4 2025 | 59% | N/A |
| Q2 2025 | 34% | N/A |
| Q4 2024 | 207% | N/A |
| Q2 2024 | 193% | N/A |
CPZ's operating margin was −102% last quarter, down 295 points from the same quarter a year ago, near the bottom of its range since 2024.
SOFI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.4B | +44% |
| Q2 2026 | $1.2B | +43% |
| Q1 2026 | $1.1B | +43% |
| Q4 2025 | $1B | +40% |
| Q3 2025 | $961.6M | +38% |
| Q2 2025 | $854.9M | +43% |
| Q1 2025 | $771.8M | +20% |
| Q4 2024 | $734.1M | +19% |
SOFI has the edge over CPZ in the latest year-over-year revenue comparison.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +7.5 points |
| Q2 2026 | 17% | +3.6 points |
| Q1 2026 | 18% | +7.8 points |
| Q4 2025 | 18% | +9.9 points |
| Q3 2025 | 15% | +6.3 points |
| Q2 2025 | 13% | +11 points |
| Q1 2025 | 10% | -4.3 points |
| Q4 2024 | 8.2% | -0.2 points |
SOFI's operating margin was 23% last quarter, up 7.5 points from the same quarter a year ago, near the top of its range since 2021.
CPZ Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$43.8M | +$61.2M |
| Q4 2025 | $40.9M | +377% |
| Q2 2025 | -$105M | -$56.1M |
CPZ and SOFI do not have enough comparable growth data to identify a winner.
SOFI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$3.1B | -$1.7B |
| Q2 2026 | -$4B | -$2.5B |
| Q1 2026 | -$2.4B | -$2.4B |
| Q4 2025 | -$1.1B | -$815.2M |
| Q3 2025 | -$1.4B | -$149M |
| Q2 2025 | -$1.5B | -$1B |
| Q1 2025 | -$31.1M | -104% |
| Q4 2024 | -$242.4M | +$39.9M |
SOFI's free cash flow was −$10.5B over the past year, against −$3.2B the year before. Free cash flow isn't a meaningful measure for financial services companies like SOFI.
CPZ Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -- |
| 1 year | 0% | -- |
CPZ has the edge over SOFI on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q4 2025 | — |
| Q2 2025 | — |
| Q4 2024 | — |
| Q2 2024 | — |
SOFI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +5.8M shares |
| 1 year | +5.2% | +66.8M shares |
| 3 years | +43% | +407M shares |
| 5 years | +272% | +993M shares |
SOFI has 1.4B diluted shares, up 5.2% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2022 | — |
| Q3 2022 | — |
| Q2 2022 | — |
| Q1 2022 | — |
| Q4 2021 | — |
| Q3 2021 | — |
CPZ Net Leverage
SOFI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.4x | Net Cash |
| Q2 2026 | -3.1x | Net Cash |
| Q1 2026 | -3.8x | Net Cash |
| Q4 2025 | -6.5x | Net Cash |
| Q3 2025 | -5.2x | Net Cash |
| Q2 2025 | -4.0x | Net Cash |
| Q1 2025 | -4.9x | Net Cash |
| Q4 2024 | -5.8x | Net Cash |
SOFI has more cash than debt. Net leverage isn't a meaningful measure for financial services companies like SOFI.
CPZ Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 39.5 | Neutral |
| Stochastic | 21.4 | Neutral |
CPZ's weekly RSI is 40 (neutral) and its Stochastic is 21 (neutral).
SOFI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.1 | Neutral |
| Stochastic | 41.5 | Neutral |
SOFI's weekly RSI is 43 (neutral) and its Stochastic is 41 (neutral).
CPZ PE vs Financial Services Sector
| Metric | CPZ | Sector median | Relative |
|---|---|---|---|
| PE | 180x | 13x | 1,284% above |
| PE % | 90 | 63 | 27 pts above |
CPZ is trading at 180x earnings, a 1284% premium to the Financial Services sector's median of 13x, though its earnings don't support one.
SOFI PE vs Financial Services Sector
| Metric | SOFI | Sector median | Relative |
|---|---|---|---|
| PE | 28x | 13x | 114% above |
| PE % | 2 | 61 | 59 pts below |
SOFI has the edge over CPZ on valuation relative to its sector.
CPZ Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $12.6 | 0.4% above |
| 20 week MA | $12.9 | 2.5% below |
| 50 week MA | $13.6 | 7.5% below |
| 100 week MA | $14.7 | 14% below |
| 200 week MA | $15.0 | 16% below |
CPZ has bounced recently, but its long-term trend is still down: it's above its 8-week average, but 16% below its 200-week average.
SOFI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $15.7 | 0.7% below |
| 20 week MA | $17.0 | 7.8% below |
| 50 week MA | $18.9 | 17% below |
| 100 week MA | $18.9 | 17% below |
| 200 week MA | $13.5 | 16% above |
SOFI has fallen below most of its moving averages, though it's still 16% above its 200-week average.
CPZ Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $19.7 | $17.3 | -12% |
| 2021 | $17.3 | $19.7 | +14% |
| 2022 | $19.7 | $15.4 | -22% |
| 2023 | $15.4 | $14.5 | -6% |
| 2024 | $14.5 | $15.1 | +4.2% |
| 2025 | $15.1 | $14.9 | -1.4% |
| 2026 YTD | $14.9 | $12.6 | -15% |
CPZ has the edge over SOFI on returns for 2026, with the stronger performance.
SOFI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.4 | $12.4 | +19% |
| 2021 | $12.4 | $15.1 | +22% |
| 2022 | $15.1 | $4.61 | -69% |
| 2023 | $4.61 | $9.95 | +116% |
| 2024 | $9.95 | $16.0 | +61% |
| 2025 | $16.0 | $27.1 | +69% |
| 2026 YTD | $27.1 | $15.6 | -42% |
SOFI's yearly returns have swung widely, from +116% in 2023 to −69% in 2022. It's down 42% so far in 2026.