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CLDN

Caledonia Investments LSE:CLDN Stock Report

Last Price

UK£36.55

Market Cap

UK£2.0b

7D

2.2%

1Y

0.8%

Updated

06 Feb, 2023

Data

Company Financials

CLDN Stock Overview

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

CLDN fundamental analysis
Snowflake Score
Valuation4/6
Future Growth0/6
Past Performance2/6
Financial Health6/6
Dividends3/6

Rewards

Trading at 52.1% below our estimate of its fair value

Risk Analysis

No risks detected for CLDN from our risk checks.

My Notes

New

Notes are coming soon

Caledonia Investments plc Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Caledonia Investments
Historical stock prices
Current Share PriceUK£36.55
52 Week HighUK£40.65
52 Week LowUK£30.15
Beta0.74
1 Month Change2.67%
3 Month Change-1.22%
1 Year Change0.83%
3 Year Change18.09%
5 Year Change32.91%
Change since IPO978.17%

Recent News & Updates

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

Nov 25
Caledonia Investments (LON:CLDN) Is Increasing Its Dividend To £0.182

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

Jun 26
Caledonia Investments (LON:CLDN) Will Pay A Larger Dividend Than Last Year At UK£2.22

Recent updates

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

Nov 25
Caledonia Investments (LON:CLDN) Is Increasing Its Dividend To £0.182

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

Jun 26
Caledonia Investments (LON:CLDN) Will Pay A Larger Dividend Than Last Year At UK£2.22

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

Jun 12
Caledonia Investments' (LON:CLDN) Shareholders Will Receive A Bigger Dividend Than Last Year

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

May 29
Caledonia Investments (LON:CLDN) Is Increasing Its Dividend To UK£2.22

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

Apr 18
Something To Consider Before Buying Caledonia Investments plc (LON:CLDN) For The 2.1% Dividend

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

Mar 14
Here's What Caledonia Investments plc's (LON:CLDN) Shareholder Ownership Structure Looks Like

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

Feb 07
Should You Take Comfort From Insider Transactions At Caledonia Investments plc (LON:CLDN)?

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

Jan 03
Looking For Steady Income For Your Dividend Portfolio? Is Caledonia Investments plc (LON:CLDN) A Good Fit?

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

Nov 29
Dividend Investors: Don't Be Too Quick To Buy Caledonia Investments plc (LON:CLDN) For Its Upcoming Dividend

Shareholder Returns

CLDNGB Capital MarketsGB Market
7D2.2%2.3%0.8%
1Y0.8%-1.5%-4.6%

Return vs Industry: CLDN exceeded the UK Capital Markets industry which returned -0.4% over the past year.

Return vs Market: CLDN exceeded the UK Market which returned -3.7% over the past year.

Price Volatility

Is CLDN's price volatile compared to industry and market?
CLDN volatility
CLDN Average Weekly Movement3.6%
Capital Markets Industry Average Movement4.3%
Market Average Movement5.1%
10% most volatile stocks in GB Market11.1%
10% least volatile stocks in GB Market2.7%

Stable Share Price: CLDN is less volatile than 75% of UK stocks over the past 3 months, typically moving +/- 4% a week.

Volatility Over Time: CLDN's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
192866Mat Mastershttps://www.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£1.98b
Earnings (TTM)UK£376.50m
Revenue (TTM)UK£391.30m

5.3x

P/E Ratio

5.1x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
CLDN income statement (TTM)
RevenueUK£391.30m
Cost of RevenueUK£0
Gross ProfitUK£391.30m
Other ExpensesUK£14.80m
EarningsUK£376.50m

Last Reported Earnings

Sep 30, 2022

Next Earnings Date

n/a

Earnings per share (EPS)6.95
Gross Margin100.00%
Net Profit Margin96.22%
Debt/Equity Ratio0%

How did CLDN perform over the long term?

See historical performance and comparison

Dividends

1.8%

Current Dividend Yield

9%

Payout Ratio