Caledonia Investments (CLDN)

Sector:

Investment Firms

Index:

FTSE 250

3,280.00p
   
  • Change Today:
    -5.00p
  • 52 Week High: 3,660.00
  • 52 Week Low: 3,110.00
  • Currency: UK Pounds
  • Shares Issued: 54.65m
  • Volume: 118,968
  • Market Cap: £1,792.63m
  • RiskGrade: 108

CLDN Overview

Caledonia Investments plc is a United Kingdom-based self-managed investment trust company. The Company holds investments in both listed and private markets, covering a range of sectors and particularly through its fund investments. It invests in managed businesses that combine long-term growth characteristics with, in many cases, an ability to deliver increasing levels of income. It manages assets of circa £2.8 billion across an international, multi-asset portfolio, with a focus on companies that have the potential to generate long-term shareholder value. The Company’s fund types include private equity funds, funds of private equity (PE) funds, and quoted market funds. It invests in a range of sectors, such as basic materials, consumer staples, financials, healthcare, industrials, real estate, retailers, technology, telecommunications, and utilities.

1 Day Chart

1 Day Chart

6 Month Chart

6 Month Chart

Financials

Latest F'cast
Div Yield 2.1% 0.0%
Div Cover 0.6 n/a
Op Mrgn 51.6% n/a
ROCE 0.9%  
Latest F'cast
P/E 86.5 n/a
PEG n/a n/a
Pr/Revenue 40.7 n/a
Pr/Book 0.6  
Latest F'cast
Revenue -14.7% n/a
PBT -12.0% n/a
EPS -47.4% n/a
DPS 4.0% n/a

CLDN Fundamentals

Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
31-Mar-19 52.20 33.20 63.00p 47.3 4.7 +10% 59.30p 2.0%
31-Mar-20 53.40 33.80 63.10p 38.6 n/a 0% 61.10p 2.5%
31-Mar-21 44.70 22.40 54.30p 48.7 n/a -14% 62.90p 2.4%
31-Mar-22 51.60 28.30 72.10p 49.1 1.5 +33% 64.80p 1.8%
31-Mar-23 44.00 24.90 37.90p 89.4 n/a -47% 67.40p 2.0%

a. Based on UK GAAP presentation of accounts - includes discontinued activities

CLDN Company Announcements

Transaction in Own Shares 28-Mar-2024 15:19 RNS
Transaction in Own Shares 25-Mar-2024 07:00 RNS
Director Declaration 22-Mar-2024 10:32 RNS

Latest CLDN Director Deals

No deals were found in the last 28 days.

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

Note 2: RiskGrade figures are provided by RiskMetrics.

Note 3: Above ratios are on a 'per annum' basis, adjusted for corporate actions and based on the fundamentals of the primary listed security.

Note 4: Under IFRS, all figures are based on 'Continuing' operations unless otherwise stated.

Note 5: In the case of dual listed securities, broker recommendations and forecasts relate to the primary listing.

Note 6: Forecast figures based on normalised accounts.

 

CLDN Market Data

Currency UK Pounds
Share Price 3,280.00p
Change Today -5.00p
% Change -0.15 %
52 Week High 3,660.00
52 Week Low 3,110.00
Volume 118,968
Shares Issued 54.65m
Market Cap £1,792.63m
RiskGrade 108

CLDN Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
33.55% above the market average33.55% above the market average33.55% above the market average33.55% above the market average33.55% above the market average
50.68% above the sector average50.68% above the sector average50.68% above the sector average50.68% above the sector average50.68% above the sector average
Price Trend
2.06% below the market average2.06% below the market average2.06% below the market average2.06% below the market average2.06% below the market average
23.12% below the sector average23.12% below the sector average23.12% below the sector average23.12% below the sector average23.12% below the sector average
Income
76.01% below the market average76.01% below the market average76.01% below the market average76.01% below the market average76.01% below the market average
83.11% below the sector average83.11% below the sector average83.11% below the sector average83.11% below the sector average83.11% below the sector average
Growth
92.2% below the market average92.2% below the market average92.2% below the market average92.2% below the market average92.2% below the market average
91.42% below the sector average91.42% below the sector average91.42% below the sector average91.42% below the sector average91.42% below the sector average

CLDN Dividends

  Latest Previous
  Interim Final
Ex-Div 30-Nov-23 29-Jun-23
Paid 04-Jan-24 03-Aug-23
Amount 18.93p 49.20p

Trades for 28-Mar-2024

Time Volume / Share Price
16:38 19,182 @ 3,276.87p
14:39 41,459 @ 3,269.21p
16:35 1,038 @ 3,280.00p
16:35 1 @ 3,280.00p
16:35 60 @ 3,280.00p

CLDN Key Personnel

CEO Mathew Masters
Chair David Stewart
CFO Robert Memmott

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