Caledonia Investments PLC

LSE:CLDN (UK)  
£ 35.30 (+0.85%) Dec 24
18.06
P/B:
0.65
Market Cap:
£ 1.89B ($ 2.41B)
Enterprise V:
£ 1.75B ($ 2.24B)
Volume:
5.48K
Avg Vol (2M):
57.97K
Trade In:

Business Description

Description
Caledonia Investments PLC is a self-managed investment trust company. It aims to grow its net assets and the dividend it pays to its shareholders over the long term, whilst managing risks to mitigate the volatility of returns. The company achieves its objective by investing in well-managed businesses that combine reasonable growth characteristics with an ability to deliver increasing levels of income. It allocates capital predominantly amongst quoted equities, private companies, and funds.
Name Current Vs Industry Vs History
Cash-To-Debt No Debt
Equity-to-Asset 0.99
Debt-to-EBITDA N/A
N/A
N/A
Interest Coverage N/A
N/A
N/A
Piotroski F-Score 7/9
0
1
2
3
4
5
6
7
8
9
Beneish M-Score -1.64
Manipulator
Not Manipulator
WACC vs ROIC
WACC
ROIC
Name Current Vs Industry Vs History
5-Day RSI 93.17
9-Day RSI 82.54
14-Day RSI 73.55
6-1 Month Momentum % -4.01
12-1 Month Momentum % -5.63

Liquidity Ratio

Name Current Vs Industry Vs History

Financials (Next Earnings Date:2025-05-21 Est.)

LSE:CLDN's 30-Y Financials
Income Statement Breakdown FY
No Enough Data
Balance Sheet Breakdown
No Enough Data
Cashflow Statement Breakdown
No Enough Data

Historical Operating Revenue by Business Segment

Historical Operating Revenue by Geographic Region

5-Step DuPont Analysis as of
No Enough Data

Guru Trades

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Insider Trades

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Peter Lynch Chart

Y-axis scale:
Interactive Chart
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Performance

Dividend
Log
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To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2024
2023
2022
2021
2020
2019
2018
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2016
2015

Caledonia Investments PLC Executives

Details

Valuation Chart

Year:

Analyst Estimate

Key Statistics

Name Value
Revenue (TTM) (Mil £) 134.4
EPS (TTM) (£) 1.943
Beta -0.35
Volatility % 13.75
14-Day RSI 73.55
14-Day ATR (£) 0.564274
20-Day SMA (£) 34.2875
12-1 Month Momentum % -5.63
52-Week Range (£) 25.936 - 37.3
Shares Outstanding (Mil) 53.4

Piotroski F-Score Details

Year:
Component Result
Piotroski F-Score 7
Positive ROA
Positive CFROA
Higher ROA yoy
CFROA > ROA
Lower Leverage yoy
Higher Current Ratio yoy
Less Shares Outstanding yoy
Higher Gross Margin yoy
Higher Asset Turnover yoy

Caledonia Investments PLC Filings

Filing Date Document Date Form
No Filing Data

Caledonia Investments PLC Stock Events

Financials Calendars
Event Date Price(£)
No Event Data

Caledonia Investments PLC Frequently Asked Questions

What is Caledonia Investments PLC(LSE:CLDN)'s stock price today?
The current price of LSE:CLDN is £35.30. The 52 week high of LSE:CLDN is £37.30 and 52 week low is £25.94.
When is next earnings date of Caledonia Investments PLC(LSE:CLDN)?
The next earnings date of Caledonia Investments PLC(LSE:CLDN) is 2025-05-21 Est..
Does Caledonia Investments PLC(LSE:CLDN) pay dividends? If so, how much?
The  Dividend Yield %  of Caledonia Investments PLC(LSE:CLDN) is 2.02% (As of Today), Highest Dividend Payout Ratio of Caledonia Investments PLC(LSE:CLDN) was 1.22. The lowest was 0.03. And the median was 0.16. The  Forward Dividend Yield % of Caledonia Investments PLC(LSE:CLDN) is 2.02%. For more information regarding to dividend, please check our Dividend Page.

Press Release

Subject Date
No Press Release