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Caledonia Investments BATS-CHIXE:CLDNL Stock Report

Last Price

UK£35.75

Market Cap

UK£1.9b

7D

-6.1%

1Y

5.3%

Updated

27 May, 2025

Data

Company Financials

Caledonia Investments Plc

BATS-CHIXE:CLDNL Stock Report

Market Cap: UK£1.9b

CLDNL Stock Overview

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

CLDNL fundamental analysis
Snowflake Score
Valuation1/6
Future Growth0/6
Past Performance2/6
Financial Health6/6
Dividends3/6

Risk Analysis

CLDNL passed our risk checks.

Community vs My Fair Value

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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£35.75
52 Week HighUK£39.38
52 Week LowUK£32.45
Beta0.72
1 Month Change-3.44%
3 Month Change-6.78%
1 Year Change5.30%
3 Year Change-6.78%
5 Year Change27.45%
Change since IPO154.45%

Recent News & Updates

Recent updates

Shareholder Returns

CLDNLGB Capital MarketsGB Market
7D-6.1%-0.02%0.1%
1Y5.3%17.5%2.3%

Return vs Industry: CLDNL underperformed the UK Capital Markets industry which returned 17.5% over the past year.

Return vs Market: CLDNL exceeded the UK Market which returned 2.3% over the past year.

Price Volatility

Is CLDNL's price volatile compared to industry and market?
CLDNL volatility
CLDNL Average Weekly Movement4.0%
Capital Markets Industry Average Movement5.1%
Market Average Movement5.9%
10% most volatile stocks in GB Market11.3%
10% least volatile stocks in GB Market3.3%

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

Volatility Over Time: CLDNL's weekly volatility (4%) 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?
CLDNL fundamental statistics
Market capUK£1.87b
Earnings (TTM)UK£66.10m
Revenue (TTM)UK£96.60m
28.3x
P/E Ratio
19.4x
P/S Ratio

Is CLDNL overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
CLDNL income statement (TTM)
RevenueUK£96.60m
Cost of RevenueUK£0
Gross ProfitUK£96.60m
Other ExpensesUK£30.50m
EarningsUK£66.10m

Last Reported Earnings

Mar 31, 2025

Next Earnings Date

Jun 13, 2025

Earnings per share (EPS)1.26
Gross Margin100.00%
Net Profit Margin68.43%
Debt/Equity Ratio0%

How did CLDNL perform over the long term?

See historical performance and comparison

Dividends

2.1%
Current Dividend Yield
60%
Payout Ratio

Does CLDNL pay a reliable dividends?

See CLDNL dividend history and benchmarks
When do you need to buy CLDNL by to receive an upcoming dividend?
Caledonia Investments dividend dates
Ex Dividend DateJun 26 2025
Dividend Pay DateAug 07 2025
Days until Ex dividend29 days
Days until Dividend pay date71 days

Does CLDNL pay a reliable dividends?

See CLDNL dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/27 23:06
End of Day Share Price 2025/05/27 00:00
Earnings2025/03/31
Annual Earnings2025/03/31

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 1 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
Christopher BrownJ.P. Morgan