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Equity
CLDN
+0.0 Ā· +0.00%
GBX Ā· LSE

Caledonia Investments(CLDN) Stock Analysis | Financial Services

GBX --+0.00%
Reward34Low
Risk31Moderate
75%Data
Strong 82% profit margin Ā· Revenue down 72% YoY
Earnings Deterioration
Market Cap:2.02Bn
ā“˜
Reward Rating
34
Low
Reward Assessment
75% data coverage
Bottom 5% of stocksView factors
ā“˜
Risk Rating
31
Moderate
Risk Assessment

Educational tool only ā€“ 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.

Educational tool only Ā· More
Limited data coverage
We don't have enough public data on CLDN to score it reliably yet ā€” Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock ā€” 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.
New listing ā€” limited trading history
Fundamental and analyst data are available for CLDN, but momentum and volatility metrics will develop as more trading history accumulates (0 trading sessions so far).
Not available yet for this stock
The overview tab requires data we don't have for this stock yet. The price chart is the most reliable view we have ā€” try the Chart tab.
Earnings Ex-dividend

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 Ā· Verdict

Limited reward Ā· moderate risk

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

Based on 88% data coverage

CLDN Ā· Verdict

Whatā€™s working & what to watch

Strengths 2

  • Balance sheet99/100

    Interest covered 51.4Ɨ

  • Cash flow70/100

    21% free-cash-flow margin

Watchouts 2

  • Growth13/100

    Rev -2.5% CAGR Ā· earnings -1.8%

  • Valuation36/100

    Below average

Model-based scoring. For information only ā€” 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 2.02B, and a P/E ratio of 15.3x.

Financial Highlights

Investment Breakdown

Growth
Revenue growth is subdued, limiting near-term earnings expansion.
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 moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

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Company Information
SectorFinancial Services
IndustryAsset Management
Market Cap2.02B
P/E Ratio15.2692
Dividend Yield1.94%
Beta0.808
Insider Activity
12M windowAwaiting coverage
LSE director-dealings coverage launching later this year. The data feed is in development.
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