CLDN — Caledonia Investments Share Price
Last trade - 00:00- £1.90bn
- £1.77bn
- £233.80m
Growth & Value
| 12m Forecast Rolling | Industry | Market | |
|---|---|---|---|
| PE Ratio (f) | n/a | ||
| PEG Ratio (f) | n/a | ||
| EPS Growth (f) | n/a | ||
| Dividend Yield (f) | n/a | ||
| Valuation (ttm) | Industry | Market | |
|---|---|---|---|
| Price to Book Value | 0.65 | ||
| Price to Tang. Book | 0.65 | ||
| Price to Free Cashflow | 35.24 | ||
| Price to Sales | 14.56 | ||
| EV to EBITDA | 17.9 | ||
Shareholder Activity
| Type | Buy / Hold / Sell |
|---|---|
| Institutions | |
| Directors | |
| Community |
Guru Screens
Quality
| Name | Industry | Market | |
|---|---|---|---|
| Return on Capital | 3.38% | ||
| Return on Equity | 3.7% | ||
| Operating Margin | 75.59% | ||
Financial Summary
| Year End 31st Mar | Unit | 2020 | 2021 | 2022 | 2023 | 2024 | 2025E | 2026E | CAGR / Avg |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | £m | -152.9 | 485.7 | 627.1 | 176.9 | 233.8 | n/a | n/a | 0.82% |
| Operating Profit | m | ||||||||
| Net Profit | m | ||||||||
| EPS Reported | |||||||||
| Diluted Normalised EPS | |||||||||
| EPS Growth | % | n/a | n/a | +31.47 | -76.43 | +42.11 | n/a | n/a | n/a |
| PE Ratio | x | ||||||||
| PEG | |||||||||
| Profitability | |||||||||
| Operating Margin | % | ||||||||
| ROA | % | ||||||||
| ROCE | % | ||||||||
| ROE | % | ||||||||
| Cashflow | |||||||||
| Op. Cashflow ps | |||||||||
| Capex ps | |||||||||
| Free Cashflow ps | |||||||||
| Dividends | |||||||||
| Dividend ps | |||||||||
| Dividend Growth | % | ||||||||
| Dividend Yield | % | ||||||||
| Dividend Cover | x | ||||||||
| Balance Sheet | |||||||||
| Cash etc | m | ||||||||
| Working Capital | m | ||||||||
| NFA | m | ||||||||
| Net Debt | m | ||||||||
| Book Value | m | ||||||||
| Diluted Weighted Average Shares | m | ||||||||
| Book Value ps | |||||||||
Other Ratios
| Leverage (ttm) | Total | - Intang | + Pension |
|---|---|---|---|
| Gross Gearing | |||
| Net Gearing | |||
| Cash / Assets |
| Liquidity (ttm) | |
|---|---|
| Curr. Ratio | |
| Quick Ratio | |
| Interest Cov. | |
| Efficiency (ttm) | |
|---|---|
| Asset Turnover | |
| Recs Turnover | |
| Stock Turnover | |
Recent History
| Latest interim period vs. prior period | Industry | Market | |
|---|---|---|---|
| Sales Growth | |||
| EPS Growth | |||
| 3yr Compound Annual Growth Rate | Industry | Market | |
|---|---|---|---|
| Sales CAGR | |||
| EPS CAGR | |||
| DPS CAGR | |||
Profile Summary
Caledonia Investments plc is a United Kingdom-based self-managed investment trust company. The Company holds investments in both listed and private markets, covering a range of sectors and particularly through its fund investments. It invests in managed businesses that combine long-term growth characteristics with, in many cases, an ability to deliver increasing levels of income. It manages assets of circa £2.9 billion across an international, multi-asset portfolio, with a focus on companies that have the potential to generate long-term shareholder value. The Company’s fund types include private equity funds, funds of private equity (PE) funds, and quoted market funds. It invests in a range of sectors, such as information technology, industrials, consumer staples, materials, healthcare, financials, communication services, utilities, real estate and consumer discretionary. It invests in various regions, such as the United Kingdom, Asia, Europe, and North America.
Directors
- David Stewart NEC
- William Wyatt CEO
- Tim Livett CFO
- Jamie Cayzercolvin EDR (55)
- Richard Webster SEC
- Charles Cayzer NED (60)
- Stuart Bridges NID (58)
- Guy Davison NID
- Lynn Fordham NID (58)
- Claire Howard NID
- Shonaid Christina Ross Jemmett-Page NID (60)
- Last Annual
- March 31st, 2024
- Last Interim
- September 30th, 2024
- Incorporated
- December 8th, 1928
- Public Since
- January 6th, 1986
- No. of Employees
- 71
- Sector
- Collective Investments
- Industry
- Financials
- Exchange
- London Stock Exchange
- Shares in Issue
- 52,782,399
- Address
- Cayzer Hse, 30 Buckingham Gate, LONDON, SW1E 6NN
- Web
- https://www.caledonia.com/
- Phone
- +44 2078028080
- Auditors
- BDO LLP
Latest News for CLDN
Upcoming Events for CLDN
Full Year 2025 Caledonia Investments PLC Earnings Release
Full Year 2025 Caledonia Investments PLC Earnings Presentation
Caledonia Investments PLC Annual Shareholders Meeting
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FAQ
As of Today at 19:45 UTC, shares in Caledonia Investments are trading at 3,605.00p. This share price information is delayed by 15 minutes.
Shares in Caledonia Investments last closed at 3,605.00p and the price had moved by +4.04% over the past 365 days. In terms of relative price strength the Caledonia Investments share price has underperformed the FTSE All Share Index by -0.05% over the past year.
The overall consensus recommendation for Caledonia Investments is Hold. You can view the full broker recommendation list by unlocking its StockReport.
Find out moreThe Caledonia Investments dividend yield is 1.97% based on the trailing twelve month period.
Last year, Caledonia Investments paid a total dividend of £0.71, and it currently has a trailing dividend yield of 1.97%. We do not have any data on when Caledonia Investments is to next pay dividends.
We do not have data on when Caledonia Investments is to next pay dividends. The historic dividend yield on Caledonia Investments shares is currently 1.97%.
To buy shares in Caledonia Investments you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
As of the previous close price of 3,605.00p, shares in Caledonia Investments had a market capitalisation of £1.90bn.
Here are the trading details for Caledonia Investments:
- Country of listing: United Kingdom
- Exchange: LSE
- Ticker Symbol: CLDN
Based on an overall assessment of its quality, value and momentum Caledonia Investments is currently classified as a . The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
We could not find analyst target price data for this security.
Find out moreAn important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Caledonia Investments. Over the past six months, its share price has outperformed the FTSE All Share Index by +9.34%.
As of the last closing price of 3,605.00p, shares in Caledonia Investments were trading +1.4% higher than their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
The Caledonia Investments PE ratio based on its reported earnings over the past 12 months is null. The shares last closed at 3,605.00p.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
Caledonia Investments' management team is headed by:
- David Stewart - NEC
- William Wyatt - CEO
- Tim Livett - CFO
- Jamie Cayzercolvin - EDR
- Richard Webster - SEC
- Charles Cayzer - NED
- Stuart Bridges - NID
- Guy Davison - NID
- Lynn Fordham - NID
- Claire Howard - NID
- Shonaid Christina Ross Jemmett-Page - NID