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Also trades as: CALEF (OTC) · $vol 0M

CLDN.L LSE

Caledonia Investments plc
1W: +1.2% 1M: -1.5% 3M: +2.1% YTD: +9.4% 1Y: +5.1% 3Y: +22.5% 5Y: +24.5%
£385.00 ($5.10)
+5.50 (+1.45%)
 
Weekly Expected Move ±1.9%
£371 £378 £385 £392 £399
LSE · Financial Services · Asset Management · Tech Score Neutral · Power 43 · £2.0B mcap · 509M float · 0.070% daily turnover
#17 of 65
Asset Management
Financial Services · Small Cap · 12 peers
Market Share
1.6%
Top 4 Concentration: 47.9%

Peer Comparison

Symbol Mkt Cap P/E ROE % ROIC % Net Mgn % Rev Grw % Piotroski Signal 1Y Ret %
CLDN.L Caledonia Investments plc $2.0B 15.1 5.9 6.1 36.0 -58.1 5 NEUTRAL 5.1
ALLFG.AS Allfunds Group plc $5.6B 130.0 -5.6 172.8 24.2 15.4 6 BULLISH 55.2
SDR.L Schroders plc $9.2B 13.4 24.2 56.0 17.0 11.5 6 BULLISH 51.8
RITPF RIT Capital Partners plc $4.8B 4.9 24.7 23.1 2488.8 206.4 6 BULLISH 29.1
SHNWF Schroders PLC $12B 13.4 24.2 56.5 17.0 11.5 6 NEUTRAL 51.0
MNGPF Man Group Limited $4.5B 14.7 29.9 37.4 21.9 -3.6 7 LEAN BEAR 67.8
ABDN.L Aberdeen Group plc $5.8B 11.1 13.7 16.4 35.6 6.7 5 BEARISH 24.1
SLFPY Abrdn Plc $5.9B 11.1 14.2 14.5 35.6 8.1 5 BEARISH 24.7
MNG.L M&G plc $10B -68.0 -5.3 -7.0 -1.5 167.1 7 BEARISH 19.7
LGEN.L Legal & General Group Plc $21B 24.7 23.9 16.4 1.3 78.9 5 BEARISH 13.0
ICG.L ICG plc $6.3B 10.6 37.2 14.0 45.9 22.8 5 BEARISH -19.2
STJ.L St. James's Place plc $7.1B 9.7 80.7 64.0 1.4 56.4 7 BEARISH -19.7
III.L 3i Group plc $35B 4.8 40.5 33.3 97.2 -16.7 4 BEARISH -36.9

Profile Radar

Valuation vs Profitability

Performance Comparison

Industry Market Share

CLDN.L vs Benchmarks

ROIC
CLDN.L
6.1
Industry
6.4
Gross Margin
CLDN.L
42.5
Industry
84.2
Op Margin
CLDN.L
39.0
Industry
36.6
Net Margin
CLDN.L
36.0
Industry
20.4
Sector
19.5
Revenue Growth
CLDN.L
-58.1
Sector
6.7
P/E Ratio
CLDN.L
15.1
Sector
12.8
ROE
CLDN.L
5.9
Sector
9.1
Piotroski F
CLDN.L
5.0
Sector
5.0

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms