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Equity
Caledonia Investments(CLDN)
GBX --+0.00%
Reward34Low
Risk28Low
📊75%Data
Strong 84% profit margin · 2.6% dividend yield · Revenue growing 652% YoY
CLDN
+0.0 · +0.00%
GBX · LSE
Caledonia Investments | Financial Services
Defensive Anchor
Market Cap:1.86Bn
ℹ️
Reward Rating
34
Low
Bottom 5% (model universe)
75% data coverage
ℹ️
Risk Rating
28
Low
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on CLDN to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

Analyst Target

Analyst consensus price target: 420p.

What is Caledonia Investments?

Caledonia Investments plc is a self-managed investment trust company.

CLDN · Verdict

Limited reward · low risk

CLDN stands out on balance sheet and cash flow, but watch the growth signal.

Based on 88% data coverage

CLDN · Verdict

What’s working & what to watch

Strengths 3

  • Balance sheet85/100

    Interest covered 19.1×

  • Cash flow69/100

    15% free-cash-flow margin

  • Volatility65/100

    Above average

Watchouts 2

  • Growth13/100

    Rev -44.3% CAGR · earnings -52.4%

  • Valuation36/100

    Below average

Model-based scoring. For information only — not financial advice.

What is Caledonia Investments?

Caledonia Investments plc is a self-managed investment trust company. It invests in private and public equity markets across the globe. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 1.86B, and a P/E ratio of 10.3x.

Financial Highlights

Investment Breakdown

📈 Growth
Revenue and earnings growing steadily, indicating improving operating performance.
💰 Profitability
Adequate profitability with some margin variability in recent periods.
⚠️ Risk
Below-average volatility supports a steadier risk profile.
💸 Valuation
Premium valuation reflects strong growth expectations already priced in.

OpenBook Logo Analysis

Reward: Low (34)

The scoring profile indicates weak reward characteristics across most factors, including profitability and momentum. Risk indicators are low, suggesting a relatively contained downside profile.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap1.86B
P/E Ratio10.2857
Dividend Yield2.56%
52 Week High394.9623
52 Week Low312
Last AnnualMarch
IPO DateN/A
IncorporatedUK
Shares Outstanding516M
No. of Employees84
IndustryAsset Management
ExchangeLSE
Beta0.778
CurrencyGBX · Reports in GBP
Websitewww.caledonia.com
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