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Caledonia Investments plc (CLDN.L)
GBp381.00
-1.00 (-0.26%)
GB LSE Financial Services Asset Management
Address
Cayzer House SW1E 6NN
London, GB
London, GB
CEO
Mathew Simon Dexter
Website
caledonia.com
IPO
2004-09-06
ISIN GB00BTNQ8K38
Also trades on
London Stock Exchange · CLDN.L (GBp)
Other OTC · CALEF (USD)
Description
Caledonia Investments plc operates as an autonomously managed investment trust. The firm channels capital into both unlisted and publicly traded companies around the world. To evaluate the performance of its investment portfolios, it uses the FTSE All-Share Total Return Index as a benchmark. Established in 1928, the company's primary operational base is located in London, United Kingdom.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
GBp381.00
-1.00 (-0.26%)
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Volume Profile
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Liquidity & share structure
Average Volume
456.6K
Beta
0.81
Float Shares
513.06M
Free Float %
99.7%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.81% | -2.27% | +1.11% | +4.43% | -4.32% | -4.07% | -3.43% | +3.69% | +20.63% | +51.47% | +464.04% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
381.00
DCF (Unlevered)
203.31
-46.6%
DCF (Levered)
125.57
-67.0%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
71.48
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
2 / 5
Medium
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+53.7% ★ Q1'26: -80.0% (vs Q1'24)
-
EPS growth Asset Management: +22.7%+114.9% ★ Q1'26: -91.2% (vs Q1'24)
-
FCF margin FCF growth · Asset Management: +27.7%+81.7% ★ Q1'26: +15.4% (vs Q1'24)
-
EBIT margin Asset Management: +50.6%+83.9% ★ Q1'26: +46.5% (vs Q1'24)
-
ROIC Asset Management: +6.5%+4.8% Q1'26: +1.3% (vs Q1'24)
-
Share dilution Asset Management: +0.0%-2.8% ★ Q1'26: -6.1% (vs Q1'24)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.00× ★ Q1'26: 0.00× (vs Q1'24)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Mar 1996 actual |
Mar 1997 actual |
Mar 1998 actual |
Mar 2000 actual |
Mar 2001 actual |
Mar 2002 actual |
Mar 2003 actual |
Mar 2004 actual |
Mar 2005 actual |
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
56.84M
est.
|
58.87M
est.
|
63.94M
est.
|
286.80M
est: 73.42M (+290.6%)
|
121.80M
est.
|
113.68M
est.
|
116.72M
est.
|
291.00M
est: 112.71M (+158.2%)
|
472.90M
est: 110.46M (+328.1%)
|
| EBITDA |
48.19M
est.
|
48.93M
est.
|
54.22M
est.
|
275.90M
est: 62.25M (+343.2%)
|
85.11M
est.
|
49.00M
est.
|
97.02M
est.
|
276.60M
est: 32.05M (+763.1%)
|
178.30M
est: 94.12M (+89.4%)
|
| EBIT |
47.90M
est.
|
48.63M
est.
|
54.09M
est.
|
551.50M
est: 62.11M (+788.0%)
|
74.99M
est.
|
49.93M
est.
|
96.42M
est.
|
552.20M
est: 15.97M (+3,356.7%)
|
173.00M
est: 93.54M (+84.9%)
|
| Net Income |
165.07M
est.
|
198.28M
est.
|
193.79M
est.
|
273.80M
est: 70.59M (+287.9%)
|
62.54M
est.
|
39.11M
est.
|
102.92M
est.
|
273.80M
est: 17.15M (+1,496.4%)
|
330.50M
est: 50.43M (+555.4%)
|
| SGA |
2.42M
est.
|
2.51M
est.
|
2.73M
est.
|
10.90M
est: 3.13M (+248.3%)
|
5.19M
est.
|
4.85M
est.
|
4.98M
est.
|
14.40M
est: 41.95M (-65.7%)
|
123.60M
est: 41.36M (+198.9%)
|
| EPS |
0.30
est.
|
0.36
est.
|
0.35
est.
|
0.04
est: 0.36 (-87.9%)
|
0.43
est.
|
0.20
est.
|
0.19
est.
|
0.05
est: 0.13 (-61.8%)
|
0.50
est: 0.09 (+445.4%)
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-20 | B | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-19 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-18 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-15 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-14 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-13 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-12 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-11 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
33.82M
OE per share TTM
0.06
Owner's Yield
1.78%
Maintenance CapEx ratio
131.60%
Maint CapEx / Avg PPE
11.7%
Ownership Overview
Ownership breakdown
Ownership breakdown not available.
At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
Institutional history not available.
Top institutional holders
Top holders not available.
ETF Ownership
Top ETFs holding this stock
Held by 8 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | HSBC FTSE 250 UCITS ETF HMCX.L | 0.39% | 260.6K | 0.09% |
| 2 | Invesco FTSE 250 UCITS ETF S250.L | 0.38% | 136.6K | 0.12% |
| 3 | iShares FTSE 250 UCITS ETF MIDD.L | 0.38% | 3.22M | 0.40% |
| 4 | Vanguard FTSE 250 UCITS ETF VMIG.MI | 0.37% | 9.89M | 0.10% |
| 5 | Vanguard FTSE 250 UCITS ETF (GBP) Distributing VMID.DE | 0.37% | 9.89M | 0.10% |
| 6 | Xtrackers FTSE 250 UCITS ETF 1D XMCX.L | 0.37% | 142.3K | 0.15% |
| 7 | State Street SPDR FTSE UK All Share UCITS ETF (Acc) FTAL.L | 0.05% | 452.8K | 0.20% |
| 8 | State Street SPDR FTSE UK All Share UCITS ETF (Dist) FTAD.L | 0.05% | 452.8K | 0.20% |
Insider Activity
Insider Activity — Latest Quarter
No insider activity available.
Insider buys vs sells (history)
Insider history not available.
Recent insider transactions
No recent insider transactions.
Executive team
Top executives
EBIT / Employee
1.69M
Shares Outstanding
514.50M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
No proxy statements available for this company yet.
Recent SEC filings
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Mathew Simon Dexter | Chief Executive Officer & Director | 847.0K | male |
| Robert Memmott | Chief Financial Officer & Director | 745.0K | male |
| James Michael Beale Cayzer-Colvin | Head of Funds & Executive Director | 692.0K | male |
| Henry Morris | Director of Public Companies | — | male |
| Min Ong | Director of Funds Pool | — | female |
| Rachel Mak | Research Director of Funds | — | female |
| Alan Murran | Co-Head of Public Companies | — | male |
| Tom Leader | Head of Caledonia Private Capital | — | male |
| Ben Archer | Co-Head of Public Companies | — | male |
| Eloise Fox | Director of Funds Pool | — | female |
ESG Score History
No data available for this company.
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for CLDN.L
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
