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Caledonia Investments (GB:CLDN)
LSE:CLDN
CLDN Stock Chart & Stats
380.00 p
-65.00 p(-1.85%)
At close: 4:00 PM EST
380.00 p
-65.00 p(-1.85%)
Day’s Range― - ―
52-Week Range321.50 p - 395.00 p
Previous CloseN/A
Volume8.83K
Average Volume (3M)314.98K
Market Cap
£1.73B
Enterprise Value1.63B
Total Cash (Recent Filing)£151.30M
Total Debt (Recent Filing)£0.00
Price to Earnings (P/E)―
Beta0.73
Next Earnings
May 26, 2026EPS EstimateN/A
Next Dividend Ex-DateN/A
Dividend Yield2.4%
Share Statistics
EPS (TTM)0.24
Shares Outstanding520,301,760
10 Day Avg. Volume404,856
30 Day Avg. Volume314,977
Financial Highlights & Ratios
PEG Ratio-0.43
Price to Book (P/B)0.65
Price to Sales (P/S)17.67
P/FCF Ratio118.12
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Bulls Say, Bears Say
Bulls Say
Balance Sheet StrengthNear-zero debt and a large, stable equity base give Caledonia durable financial flexibility. Low leverage materially reduces solvency risk, allows the company to hold private positions through downturns, and supports consistent capital allocation for dividends, buybacks or opportunistic investments over the medium term.
Strong Liquidity ResourcesSignificant on‑balance liquidity and a large undrawn facility provide the capacity to fund realizations, support portfolio companies, and seize acquisitions without forced sales. This structural firepower reduces short‑term refinancing risk and enables disciplined capital recycling across market cycles.
Proven Multi-year Investment ReturnsConsistent multi‑year returns in private capital evidence investment skill and sourcing advantage. A track record across 3–10 year horizons suggests the firm can generate durable NAV growth from private holdings, lowering dependence on short-term public market timing and supporting long-term total return.
Bears Say
Earnings & Cashflow VolatilitySignificant year‑to‑year swings in reported earnings and cash flow undermine predictability of dividends and reinvestment capacity. Because returns depend on realization timing and market valuations, volatility increases execution risk for capital recycling and complicates forecasting and investor income expectations over the medium term.
Currency SensitivityMaterial FX exposure across global holdings means currency moves can meaningfully erode NAV and reported returns. Such translation and economic exposures create persistent performance noise, complicate portfolio attribution, and can depress distributable resources when sterling appreciates against portfolio currencies.
Reduced Funds‑pool Activity / Realization TimingLower deployment and exit activity in the funds pool slows cash generation and delays monetisation of value. Reliance on realizations for returns means protracted weak deal markets or cautious counterparties can compress near‑term income and NAV growth, restricting capital recycling and diminishing medium‑term return visibility.
Caledonia Investments News
CLDN FAQ
What was Caledonia Investments’s price range in the past 12 months?
Caledonia Investments lowest share price was 321.50 p and its highest was 395.00 p in the past 12 months.
What is Caledonia Investments’s market cap?
Caledonia Investments’s market cap is £1.73B.
When is Caledonia Investments’s upcoming earnings report date?
Caledonia Investments’s upcoming earnings report date is May 26, 2026 which is in 72 days.
How were Caledonia Investments’s earnings last quarter?
Caledonia Investments released its earnings results on Nov 25, 2025. The company reported 0.242 p earnings per share for the quarter, beating the consensus estimate of N/A by 0.242 p.
Is Caledonia Investments overvalued?
According to Wall Street analysts Caledonia Investments’s price is currently Overvalued.
Does Caledonia Investments pay dividends?
Caledonia Investments pays a Semiannually dividend of 3.68 p which represents an annual dividend yield of 2.4%. See more information on Caledonia Investments dividends here
What is Caledonia Investments’s EPS estimate?
Caledonia Investments’s EPS estimate for its next earnings report is not yet available.
How many shares outstanding does Caledonia Investments have?
Caledonia Investments has 520,301,760 shares outstanding.
What happened to Caledonia Investments’s price movement after its last earnings report?
Caledonia Investments reported an EPS of 0.242 p in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went up 1.067%.
Which hedge fund is a major shareholder of Caledonia Investments?
Currently, no hedge funds are holding shares in GB:CLDN
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Caledonia Investments Stock Smart Score
Neutral
1
2
3
4
5
6
7
8
9
10
Technicals
SMA
Positive
20 days / 200 days
Momentum
18.69%
12-Months-Change
Fundamentals
Return on Equity
6.14%
Trailing 12-Months
Asset Growth
0.78%
Trailing 12-Months
Company Description
Caledonia Investments
Caledonia Investments plc is a self-managed investment trust company. It invests in private and public equity markets across the globe. The firm benchmarks the performance of its portfolios against the FTSE All-Share Total Return Index. Caledonia Investments plc was founded in 1928 and is based in London, United Kingdom.
Technical Analysis
Jupiter Fund Management Plc
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Schroders
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Aberdeen Group
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M&G Plc
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Options Prices
Currently, No data available
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