CPZ vs ESCA

Comparison between Calamos Long/Short Equity & Dynamic Income Trust (CPZ, Company) and Escalade Inc (ESCA, Company).

CPZ is from the Financial Services sector, while ESCA is from the Consumer Cyclical sector.

5-Year PerformanceCPZ has outperformed ESCA, delivering a return of +0.4% compared to -0.9%

CPZ vs ESCA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CPZ(COMPANY)	ESCA(COMPANY)
Market Cap	$256M	$255M
Max Drawdown	52.16%	98.57%
Sharpe Ratio	-1.45	0.89
5Y Beta	0.17	0.89
Industry	Asset Management	Leisure
P/E Ratio	3.56	16.52
Forward P/E	N/A	15.77
PEG Ratio	N/A	1.34
Dividend Yield	N/A	3.23%
5Y Dividends CAGR	3.42%	6.67%
5Y EPS CAGR	N/A	-6.75%
Debt to Equity	36.73%	9.48%
Free Cash Flow Yield	-40.87%	11.96%
P/S Ratio	12.69	1.06
P/B Ratio	0.46	1.46

Market Cap

Winner

CPZ

$256M

ESCA

$255M

Max Drawdown

Winner

CPZ

52.16%

ESCA

98.57%

Sharpe Ratio

CPZ

-1.45

Winner

ESCA

0.89

5Y Beta

Winner

CPZ

0.17

ESCA

0.89

Industry

CPZ

Asset Management

ESCA

Leisure

P/E Ratio

Winner

CPZ

3.56

ESCA

16.52

Forward P/E

CPZ

N/A

ESCA

15.77

PEG Ratio

CPZ

N/A

ESCA

1.34

Dividend Yield

CPZ

N/A

ESCA

3.23%

5Y Dividends CAGR

CPZ

3.42%

Winner

ESCA

6.67%

5Y EPS CAGR

CPZ

N/A

ESCA

-6.75%

Debt to Equity

CPZ

36.73%

Winner

ESCA

9.48%

Free Cash Flow Yield

CPZ

-40.87%

Winner

ESCA

11.96%

P/S Ratio

CPZ

12.69

Winner

ESCA

1.06

P/B Ratio

Winner

CPZ

0.46

ESCA

1.46

CPZ vs ESCA - Historical Returns

Returns include dividend reinvestment.

Period	CPZ	ESCA
1 month	-3.82%	+4.14%
3 months	-9.15%	+13.42%
6 months	-8.18%	+45.02%
1 year	-11.30%	+34.57%
5 years(CAGR)	+0.35%	-0.92%
10 years(CAGR)	N/A	+10.61%
Max(CAGR)	+3.08%	+10.80%

CPZ

-3.82%

Winner

ESCA

+4.14%

CPZ

-9.15%

Winner

ESCA

+13.42%

CPZ

-8.18%

Winner

ESCA

+45.02%

CPZ

-11.30%

Winner

ESCA

+34.57%

5Y(CAGR)

Winner

CPZ

+0.35%

ESCA

-0.92%

10Y(CAGR)

CPZ

N/A

ESCA

+10.61%

Max(CAGR)

CPZ

+3.08%

Winner

ESCA

+10.80%

CPZ vs ESCA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CPZ	ESCA
2026	-9.42%	+38.77%
2025	+9.21%	-4.47%
2024	+15.44%	-26.36%
2023	+5.55%	+93.87%
2022	-14.65%	-34.98%
2021	+20.05%	-23.06%
2020	-3.76%	+132.22%
2019	-1.64%	-10.21%
2018	N/A	-7.07%
2017	N/A	-2.97%
2016	N/A	+5.07%
2015	N/A	-7.60%
2014	N/A	+31.67%
2013	N/A	+125.69%
2012	N/A	+19.85%
2011	N/A	-27.63%
2010	N/A	+140.89%
2009	N/A	+249.25%
2008	N/A	-91.67%
2007	N/A	-11.87%
2006	N/A	-6.35%
2005	N/A	-7.96%
2004	N/A	-20.22%
2003	N/A	+77.49%
2002	N/A	+9.07%
2001	N/A	+172.53%
2000	N/A	+54.84%
1999	N/A	-14.75%

CPZ vs ESCA Drawdown Comparison

The maximum drawdown for CPZ was -51.41%, occurring on Mar 18, 2020. Recovery took 263 trading sessions.

The maximum drawdown for ESCA was -98.45%, occurring on Feb 19, 2009. Recovery took 2706 trading sessions.

The current CPZ drawdown is -17.62%. The current ESCA drawdown is -10.33%.

Rank	CPZ	ESCA
#1	-51.41% Dec 20, 2019 - Jan 7, 2021	-98.45% Jun 30, 2004 - Mar 31, 2015
#2	-25.44% Feb 24, 2022 - Oct 9, 2024	-71.25% Jun 23, 2015 - Aug 6, 2020
#3	-17.94% Sep 22, 2025 - Jun 5, 2026	-61.19% Jun 7, 2021 - Dec 13, 2022
#4	-11.11% Oct 20, 2021 - Jan 11, 2022	-51.94% Apr 1, 2002 - Oct 24, 2003
#5	-7.51% Jun 11, 2021 - Oct 12, 2021	-37.73% Dec 8, 1999 - Feb 15, 2000
#6	-7.15% Mar 20, 2025 - May 5, 2025	-33.53% Aug 20, 2001 - Nov 6, 2001
#7	-6.92% Jan 7, 2021 - Feb 17, 2021	-23.22% Oct 27, 2000 - Jul 19, 2001
#8	-5.86% Jan 13, 2022 - Feb 8, 2022	-21.52% Feb 20, 2004 - Jun 14, 2004
#9	-4.59% Dec 3, 2024 - Jan 10, 2025	-20.00% Nov 5, 2020 - Dec 23, 2020
#10	-4.04% Feb 24, 2021 - Mar 5, 2021	-16.38% Mar 16, 2021 - May 27, 2021
#11	-3.27% Feb 9, 2022 - Feb 24, 2022	-15.82% Feb 15, 2000 - Feb 25, 2000
#12	-2.48% Feb 3, 2025 - Mar 3, 2025	-15.79% Mar 18, 2002 - Apr 1, 2002
#13	-2.38% Nov 11, 2024 - Nov 29, 2024	-15.47% Sep 23, 2020 - Oct 16, 2020
#14	-2.36% Jul 18, 2025 - Aug 7, 2025	-14.85% Oct 20, 2020 - Nov 5, 2020
#15	-2.36% Apr 28, 2021 - May 17, 2021	-14.75% Feb 9, 2021 - Mar 11, 2021

Correlation

Correlation between CPZ and ESCA is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.32

-101

Dividend Comparison (2004 - 2026)

CPZ vs ESCA dividend yield comparison.

Year	CPZ	ESCA
2026	4.39%	1.62%
2025	11.49%	4.45%
2024	12.65%	4.20%
2023	11.63%	2.24%
2022	11.06%	5.89%
2021	8.37%	3.55%
2020	7.69%	2.50%
2019	0.22%	5.09%
2018	0.00%	4.37%
2017	0.00%	3.74%
2016	0.00%	3.33%
2015	0.00%	3.25%
2014	0.00%	2.52%
2013	0.00%	2.89%
2012	0.00%	5.95%
2011	0.00%	7.22%
2010	0.00%	1.57%
2008	0.00%	33.33%
2007	0.00%	2.41%
2006	0.00%	1.86%
2005	0.00%	1.27%
2004	0.00%	0.90%