Caledonia Investments plc

Caledonia Investments plcverified

CLDN.L

Price:

$3475

Market Cap:

$1.88B

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 was founded in 1928 and is based in London, United Kingdom.[Read more]

Industry

Asset Management

IPO Date

2004-09-06

Stock Exchange

LSE

Ticker

CLDN.L

The ROE as of September 2024 (TTM) for Caledonia Investments plc (CLDN.L) is 7.21%

According to Caledonia Investments plc’s latest financial reports and current stock price. The company's current ROE is 7.21%. This represents a change of 299.84% compared to the average of 1.80% of the last 4 quarters.

Caledonia Investments plc (CLDN.L) Historical ROE (quarterly & annually)

How has CLDN.L ROE performed in the past?

The mean historical ROE of Caledonia Investments plc over the last ten years is 8.71%. The current 7.21% ROE has changed -17.20% with respect to the historical average. Over the past ten years (40 quarters), CLDN.L's ROE was at its highest in in the June 2021 quarter at 6.99%. The ROE was at its lowest in in the December 2019 quarter at -7.67%.

Quarterly (TTM)
Annual

Average

8.71%

Median

8.39%

Minimum

-9.67%

Maximum

21.96%

Caledonia Investments plc (CLDN.L) ROE by Quarter and Year

Discovering the peaks and valleys of Caledonia Investments plc ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 586.13%

Maximum Annual ROE = 21.96%

Minimum Annual Increase = -316.47%

Minimum Annual ROE = -9.67%

Quarterly (TTM)
Annual
YearROEChange
20246.87%34.57%
20235.11%-76.75%
202221.96%4.89%
202120.94%-316.47%
2020-9.67%-197.71%
20199.90%586.13%
20181.44%-90.56%
201715.28%511.23%
20162.50%-80.42%
201512.77%0.79%

Caledonia Investments plc (CLDN.L) Average ROE

How has CLDN.L ROE performed in the past?

The current ROE of Caledonia Investments plc (CLDN.L) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

11.31%

5-year avg

9.04%

10-year avg

8.71%

Caledonia Investments plc (CLDN.L) ROE vs. Peers

How is CLDN.L’s ROE compared to its peers?

Caledonia Investments plc’s ROE is less than RIT Capital Partners plc (9.99%), less than The Bankers Investment Trust PLC (15.92%), less than Alliance Trust PLC (26.04%), less than Aberforth Smaller Companies Trust Plc (28.34%), less than Personal Assets Trust plc (26.05%),

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