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Caledonia Investments PlcLSE:CLDN Stock Report

Market Cap UK£1.8b
Share Price
UK£3.60
UK£4.2
14.3% undervalued intrinsic discount
1Y-3.4%
7D1.3%
1D
Portfolio Value
​
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Caledonia Investments Plc

LSE:CLDN Stock Report

Market Cap: UK£1.8b

Caledonia Investments (CLDN) Stock Overview

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

CLDN fundamental analysis
Snowflake Score
Valuation1/6
Future Growth0/6
Past Performance4/6
Financial Health6/6
Dividends2/6

Rewards

Price-To-Earnings ratio (13.7x) is below the UK market (16x)

Earnings grew by 104.5% over the past year

Risk Analysis

Earnings have declined by 38.2% per year over past 5 years


CLDN Community Fair Values

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Caledonia Investments Plc Competitors

Price History & Performance

Summary of share price highs, lows and changes for Caledonia Investments
Historical stock prices
Current Share PriceUK£3.60
52 Week HighUK£3.95
52 Week LowUK£3.12
Beta0.80
1 Month Change-1.50%
3 Month Change8.43%
1 Year Change-3.36%
3 Year Change12.32%
5 Year Change12.50%
Change since IPO961.95%

Recent News & Updates

Recent updates

Analysis Article • Jan 19

Caledonia Investments Plc's (LON:CLDN) Business And Shares Still Trailing The Market

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 17x, you may...
Analysis Article • Jun 14

Caledonia Investments' (LON:CLDN) Upcoming Dividend Will Be Larger Than Last Year's

Caledonia Investments Plc's ( LON:CLDN ) dividend will be increasing from last year's payment of the same period to...
Analysis Article • May 23

Caledonia Investments (LON:CLDN) Will Pay A Larger Dividend Than Last Year At £0.5391

Caledonia Investments Plc ( LON:CLDN ) has announced that it will be increasing its dividend from last year's...
Analysis Article • May 22

There's Reason For Concern Over Caledonia Investments Plc's (LON:CLDN) Price

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
Analysis Article • Feb 18

Caledonia Investments Plc (LON:CLDN) Investors Are Less Pessimistic Than Expected

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
Analysis Article • Nov 29

Caledonia Investments (LON:CLDN) Has Announced A Dividend Of £0.1969

The board of Caledonia Investments Plc ( LON:CLDN ) has announced that it will pay a dividend of £0.1969 per share on...
Analysis Article • Nov 06

Investors Aren't Buying Caledonia Investments Plc's (LON:CLDN) Earnings

Caledonia Investments Plc's ( LON:CLDN ) price-to-earnings (or "P/E") ratio of 8.4x might make it look like a buy right...
Analysis Article • Jul 31

Caledonia Investments Plc's (LON:CLDN) Share Price Is Matching Sentiment Around Its Earnings

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 17x, you may...
Analysis Article • Jun 16

Caledonia Investments' (LON:CLDN) Shareholders Will Receive A Bigger Dividend Than Last Year

Caledonia Investments Plc ( LON:CLDN ) has announced that it will be increasing its dividend from last year's...
Analysis Article • May 24

Caledonia Investments (LON:CLDN) Will Pay A Larger Dividend Than Last Year At £0.5147

The board of Caledonia Investments Plc ( LON:CLDN ) has announced that it will be paying its dividend of £0.5147 on the...
Analysis Article • Mar 28

Caledonia Investments Plc's (LON:CLDN) Price Is Right But Growth Is Lacking

With a price-to-earnings (or "P/E") ratio of 14.1x Caledonia Investments Plc ( LON:CLDN ) may be sending bullish...
Analysis Article • Nov 25

Caledonia Investments (LON:CLDN) Is Increasing Its Dividend To £0.182

The board of Caledonia Investments plc ( LON:CLDN ) has announced that it will be paying its dividend of £0.182 on the...
Analysis Article • Jun 26

Caledonia Investments (LON:CLDN) Will Pay A Larger Dividend Than Last Year At UK£2.22

Caledonia Investments plc ( LON:CLDN ) has announced that it will be increasing its dividend on the 4th of August to...
Analysis Article • Jun 12

Caledonia Investments' (LON:CLDN) Shareholders Will Receive A Bigger Dividend Than Last Year

Caledonia Investments plc ( LON:CLDN ) will increase its dividend on the 4th of August to UK£2.22. This will take the...
Analysis Article • May 29

Caledonia Investments (LON:CLDN) Is Increasing Its Dividend To UK£2.22

Caledonia Investments plc ( LON:CLDN ) will increase its dividend on the 4th of August to UK£2.22. This takes the...
Analysis Article • Apr 18

Something To Consider Before Buying Caledonia Investments plc (LON:CLDN) For The 2.1% Dividend

Today we'll take a closer look at Caledonia Investments plc ( LON:CLDN ) from a dividend investor's perspective. Owning...
Analysis Article • Mar 14

Here's What Caledonia Investments plc's (LON:CLDN) Shareholder Ownership Structure Looks Like

Every investor in Caledonia Investments plc ( LON:CLDN ) should be aware of the most powerful shareholder groups...
Analysis Article • Feb 07

Should You Take Comfort From Insider Transactions At Caledonia Investments plc (LON:CLDN)?

We often see insiders buying up shares in companies that perform well over the long term. The flip side of that is that...
Analysis Article • Jan 03

Looking For Steady Income For Your Dividend Portfolio? Is Caledonia Investments plc (LON:CLDN) A Good Fit?

Could Caledonia Investments plc ( LON:CLDN ) be an attractive dividend share to own for the long haul? Investors are...
Analysis Article • Nov 29

Dividend Investors: Don't Be Too Quick To Buy Caledonia Investments plc (LON:CLDN) For Its Upcoming Dividend

Readers hoping to buy Caledonia Investments plc (LON:CLDN) for its dividend will need to make their move shortly, as...

Shareholder Returns

CLDNGB Capital MarketsGB Market
7D1.3%-1.1%0.9%
1Y-3.4%-9.1%17.7%

Return vs Industry: CLDN exceeded the UK Capital Markets industry which returned -9.1% over the past year.

Return vs Market: CLDN underperformed the UK Market which returned 17.7% over the past year.

Price Volatility

Is CLDN's price volatile compared to industry and market?
CLDN volatility
CLDN Average Weekly Movement3.0%
Capital Markets Industry Average Movement4.5%
Market Average Movement5.6%
10% most volatile stocks in GB Market11.1%
10% least volatile stocks in GB Market3.1%

Stable Share Price: CLDN has not had significant price volatility in the past 3 months compared to the UK market.

Volatility Over Time: CLDN's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
n/a82Mat Masterswww.caledonia.com

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 Fundamentals Summary

How do Caledonia Investments's earnings and revenue compare to its market cap?
CLDN fundamental statistics
Market capUK£1.85b
Earnings (TTM)UK£135.20m
Revenue (TTM)UK£163.90m
13.7x
P/E Ratio
11.3x
P/S Ratio

Is CLDN overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
CLDN income statement (TTM)
RevenueUK£163.90m
Cost of RevenueUK£0
Gross ProfitUK£163.90m
Other ExpensesUK£28.70m
EarningsUK£135.20m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)0.26
Gross Margin100.00%
Net Profit Margin82.49%
Debt/Equity Ratio0%

How did CLDN perform over the long term?

See historical performance and comparison

Dividends

2.1%
Current Dividend Yield
30%
Payout Ratio

Does CLDN pay a reliable dividends?

See CLDN dividend history and benchmarks
When do you need to buy CLDN by to receive an upcoming dividend?
Caledonia Investments dividend dates
Ex Dividend DateJul 02 2026
Dividend Pay DateAug 06 2026
Days until Ex dividend12 days
Days until Dividend pay date47 days

Does CLDN pay a reliable dividends?

See CLDN dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/19 02:31
End of Day Share Price 2026/06/19 00:00
Earnings2026/03/31
Annual Earnings2026/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Caledonia Investments Plc is covered by 2 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Conor FinnBarclays
Christopher BrownJ.P. Morgan