Caledonia Investments Valuation
Is CALE.F undervalued compared to its fair value, analyst forecasts and its price relative to the market?
Valuation Score
4/6Valuation Score 4/6
Below Fair Value
Significantly Below Fair Value
Price-To-Earnings vs Peers
Price-To-Earnings vs Industry
Price-To-Earnings vs Fair Ratio
Analyst Forecast
Share Price vs Fair Value
What is the Fair Price of CALE.F when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.
Below Fair Value: CALE.F ($40.24) is trading below our estimate of fair value ($88.33)
Significantly Below Fair Value: CALE.F is trading below fair value by more than 20%.
Key Valuation Metric
Which metric is best to use when looking at relative valuation for CALE.F?
Key metric: As CALE.F is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.
| What is CALE.F's PE Ratio? | |
|---|---|
| PE Ratio | 12.2x |
| Earnings | UK£142.90m |
| Market Cap | UK£1.74b |
| Key Statistics | |
|---|---|
| Enterprise Value/Revenue | 10.1x |
| Enterprise Value/EBITDA | 11.9x |
| PEG Ratio | n/a |
Price to Earnings Ratio vs Peers
How does CALE.F's PE Ratio compare to its peers?
| Company | Forward PE | Estimated Growth | Market Cap |
|---|---|---|---|
| Peer Average | 44.9x | ||
HTGC Hercules Capital | 9.5x | 4.1% | US$3.0b |
PAX Patria Investments | 29.3x | 54.5% | US$1.9b |
PX P10 | 126x | 50.0% | US$1.6b |
CSWC Capital Southwest | 15.1x | 25.5% | US$1.1b |
CALE.F Caledonia Investments | 12.2x | n/a | US$1.7b |
Price-To-Earnings vs Peers: CALE.F is good value based on its Price-To-Earnings Ratio (12.2x) compared to the peer average (28.5x).
Price to Earnings Ratio vs Industry
How does CALE.F's PE Ratio compare vs other companies in the US Capital Markets Industry?
| 23 Companies | Price / Earnings | Estimated Growth | Market Cap |
|---|---|---|---|
ADX Adams Diversified Equity Fund | 3.7x | n/a | US$2.28b |
CET Central Securities | 4.5x | n/a | US$1.34b |
GAM General American Investors Company | 4.2x | n/a | US$1.18b |
MUDS Mudrick Capital Acquisition Corporation II | 3.4x | n/a | US$401.64m |
| 23 Companies | Estimated Growth | Market Cap |
|---|
Price-To-Earnings vs Industry: CALE.F is good value based on its Price-To-Earnings Ratio (12.2x) compared to the US Capital Markets industry average (27.1x).
Price to Earnings Ratio vs Fair Ratio
What is CALE.F's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.
| Fair Ratio | |
|---|---|
| Current PE Ratio | 12.2x |
| Fair PE Ratio | n/a |
Price-To-Earnings vs Fair Ratio: Insufficient data to calculate CALE.F's Price-To-Earnings Fair Ratio for valuation analysis.
Analyst Price Targets
What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?
Analyst Forecast: Insufficient data to show price forecast.
Discover undervalued companies
International Money Express
US$662.1m
Operates as an omnichannel money remittance services company in the United States, Latin America, Mexico, Central and South America, the Caribbean, Africa, and Asia.
IMXI
US$21.03
7D
0.4%
1Y
0.1%
ORIX
JP¥3.8t
Provides diversified financial services in Japan, the United States, Asia, Europe, Australasia, and the Middle East.
IX
JP¥108.03
7D
-0.5%
1Y
18.0%
Investor
SEK 906.3b
A private equity firm specializing in mature, middle market, buyouts and growth capital investments.
IVSB.F
SEK 27.05
7D
1.3%
1Y
31.8%