CLDN Stock Overview
Caledonia Investments plc is a self-managed investment trust company. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 0/6 |
| Past Performance | 3/6 |
| Financial Health | 6/6 |
| Dividends | 4/6 |
Rewards
Risk Analysis
No risks detected for CLDN from our risk checks.
My Notes
Capture your thoughts, links and company narrative
Caledonia Investments Plc Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£35.05 |
| 52 Week High | UK£37.30 |
| 52 Week Low | UK£32.00 |
| Beta | 0.78 |
| 1 Month Change | 3.55% |
| 3 Month Change | 0.86% |
| 1 Year Change | -1.82% |
| 3 Year Change | -9.90% |
| 5 Year Change | 12.34% |
| Change since IPO | 933.92% |
Recent News & Updates
Caledonia Investments (LON:CLDN) Has Announced A Dividend Of £0.1969
Nov 29
Investors Aren't Buying Caledonia Investments Plc's (LON:CLDN) Earnings
Nov 06Recent updates
Caledonia Investments (LON:CLDN) Has Announced A Dividend Of £0.1969
Nov 29Investors Aren't Buying Caledonia Investments Plc's (LON:CLDN) Earnings
Nov 06Caledonia Investments Plc's (LON:CLDN) Share Price Is Matching Sentiment Around Its Earnings
Jul 31Caledonia Investments' (LON:CLDN) Shareholders Will Receive A Bigger Dividend Than Last Year
Jun 16Caledonia Investments (LON:CLDN) Will Pay A Larger Dividend Than Last Year At £0.5147
May 24Caledonia Investments Plc's (LON:CLDN) Price Is Right But Growth Is Lacking
Mar 28Caledonia Investments (LON:CLDN) Is Increasing Its Dividend To £0.182
Nov 25Caledonia Investments (LON:CLDN) Will Pay A Larger Dividend Than Last Year At UK£2.22
Jun 26Caledonia Investments' (LON:CLDN) Shareholders Will Receive A Bigger Dividend Than Last Year
Jun 12Caledonia Investments (LON:CLDN) Is Increasing Its Dividend To UK£2.22
May 29Something To Consider Before Buying Caledonia Investments plc (LON:CLDN) For The 2.1% Dividend
Apr 18Here's What Caledonia Investments plc's (LON:CLDN) Shareholder Ownership Structure Looks Like
Mar 14Should You Take Comfort From Insider Transactions At Caledonia Investments plc (LON:CLDN)?
Feb 07
Looking For Steady Income For Your Dividend Portfolio? Is Caledonia Investments plc (LON:CLDN) A Good Fit?
Jan 03Dividend Investors: Don't Be Too Quick To Buy Caledonia Investments plc (LON:CLDN) For Its Upcoming Dividend
Nov 29Shareholder Returns
| CLDN | GB Capital Markets | GB Market | |
|---|---|---|---|
| 7D | 2.2% | -0.2% | -1.5% |
| 1Y | -1.8% | 20.5% | 3.5% |
Return vs Industry: CLDN underperformed the UK Capital Markets industry which returned 20.5% over the past year.
Return vs Market: CLDN underperformed the UK Market which returned 3.5% over the past year.
Price Volatility
| CLDN volatility | |
|---|---|
| CLDN Average Weekly Movement | 1.9% |
| Capital Markets Industry Average Movement | 3.8% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in GB Market | 10.6% |
| 10% least volatile stocks in GB Market | 2.6% |
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 (2%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| n/a | 82 | Mat Masters | 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
| CLDN fundamental statistics | |
|---|---|
| Market cap | UK£1.87b |
| Earnings (TTM) | UK£107.30m |
| Revenue (TTM) | UK£133.10m |
17.5x
P/E Ratio14.1x
P/S RatioIs CLDN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| CLDN income statement (TTM) | |
|---|---|
| Revenue | UK£133.10m |
| Cost of Revenue | UK£0 |
| Gross Profit | UK£133.10m |
| Other Expenses | UK£25.80m |
| Earnings | UK£107.30m |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 2.01 |
| Gross Margin | 100.00% |
| Net Profit Margin | 80.62% |
| Debt/Equity Ratio | 0% |
How did CLDN perform over the long term?
See historical performance and comparisonDividends
2.0%
Current Dividend Yield36%
Payout RatioDoes CLDN pay a reliable dividends?
See CLDN dividend history and benchmarks| Caledonia Investments dividend dates | |
|---|---|
| Ex Dividend Date | Dec 05 2024 |
| Dividend Pay Date | Jan 09 2025 |
| Days until Ex dividend | 15 days |
| Days until Dividend pay date | 20 days |
Does CLDN pay a reliable dividends?
See CLDN dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/19 18:41 |
| End of Day Share Price | 2024/12/19 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2024/03/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* 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 here.
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 .
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.
| Analyst | Institution |
|---|---|
| Christopher Brown | J.P. Morgan |