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Caledonia Investments (CLDN) Competitors

Caledonia Investments logo
GBX 3,790 -15.00 (-0.39%)
As of 11:57 AM Eastern

CLDN vs. ICP, SDRC, STJ, MNG, SDR, HL, FCIT, PCT, ATST, and ABDN

Should you be buying Caledonia Investments stock or one of its competitors? The main competitors of Caledonia Investments include Intermediate Capital Group (ICP), Schroders (SDRC), St. James's Place (STJ), M&G (MNG), Schroders (SDR), Hargreaves Lansdown (HL), F&C Investment Trust (FCIT), Polar Capital Technology Trust (PCT), Alliance Trust (ATST), and abrdn (ABDN). These companies are all part of the "asset management" industry.

Caledonia Investments vs. Its Competitors

Intermediate Capital Group (LON:ICP) and Caledonia Investments (LON:CLDN) are both mid-cap financial services companies, but which is the superior investment? We will contrast the two companies based on the strength of their risk, analyst recommendations, valuation, earnings, institutional ownership, profitability, media sentiment, dividends and community ranking.

In the previous week, Intermediate Capital Group's average media sentiment score of 0.00 equaled Caledonia Investments'average media sentiment score.

Company Overall Sentiment
Intermediate Capital Group Neutral
Caledonia Investments Neutral

Caledonia Investments has a net margin of 86.28% compared to Intermediate Capital Group's net margin of 56.78%. Intermediate Capital Group's return on equity of 20.09% beat Caledonia Investments' return on equity.

Company Net Margins Return on Equity Return on Assets
Intermediate Capital Group56.78% 20.09% 4.57%
Caledonia Investments 86.28%6.98%4.23%

Intermediate Capital Group has a beta of 1.9, meaning that its share price is 90% more volatile than the S&P 500. Comparatively, Caledonia Investments has a beta of 0.77, meaning that its share price is 23% less volatile than the S&P 500.

70.4% of Intermediate Capital Group shares are owned by institutional investors. Comparatively, 11.9% of Caledonia Investments shares are owned by institutional investors. 1.4% of Intermediate Capital Group shares are owned by insiders. Comparatively, 40.2% of Caledonia Investments shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Intermediate Capital Group has higher revenue and earnings than Caledonia Investments. Intermediate Capital Group is trading at a lower price-to-earnings ratio than Caledonia Investments, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Intermediate Capital Group£831.60M0.00£409.10M£0.77N/A
Caledonia Investments£231.70M8.73£199.92M£374.3610.12

Intermediate Capital Group received 256 more outperform votes than Caledonia Investments when rated by MarketBeat users. Likewise, 70.44% of users gave Intermediate Capital Group an outperform vote while only 60.94% of users gave Caledonia Investments an outperform vote.

CompanyUnderperformOutperform
Intermediate Capital GroupOutperform Votes
398
70.44%
Underperform Votes
167
29.56%
Caledonia InvestmentsOutperform Votes
142
60.94%
Underperform Votes
91
39.06%

Intermediate Capital Group pays an annual dividend of GBX 78 per share. Caledonia Investments pays an annual dividend of GBX 70 per share and has a dividend yield of 1.8%. Intermediate Capital Group pays out 10,129.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Caledonia Investments pays out 18.7% of its earnings in the form of a dividend. Caledonia Investments is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Intermediate Capital Group beats Caledonia Investments on 9 of the 14 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding CLDN and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of LON and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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CLDN vs. The Competition

MetricCaledonia InvestmentsAsset Management IndustryFinancial SectorLON Exchange
Market Cap£2.02B£1.22B£5.71B£2.93B
Dividend Yield1.86%4.34%4.13%4.90%
P/E Ratio10.1221.5212.70125.70
Price / Sales8.732,397.241,714.28243,028.65
Price / Cash8.1360.8149.9228.07
Price / Book0.701.173.184.71
Net Income£199.92M£264.77M£1.23B£5.91B
7 Day Performance0.66%0.88%1.13%13.20%
1 Month Performance0.53%18.22%10.31%16.80%
1 Year Performance11.80%5.12%14.82%78.27%

Caledonia Investments Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CLDN
Caledonia Investments
N/AGBX 3,790
-0.4%
N/A+9.3%£2.02B£231.70M10.1274
ICP
Intermediate Capital Group
N/AN/AN/AN/A£6.24B£831.60M2,787.76579
SDRC
Schroders
N/AN/AN/AN/A£6.12B£3.14B1,071.785,750High Trading Volume
STJ
St. James's Place
0.6261 of 5 stars
GBX 1,102
-1.0%
GBX 812.33
-26.3%
+118.2%£5.96B£26.27B-923.632,298
MNG
M&G
0.5997 of 5 stars
GBX 238.90
-0.2%
GBX 223.33
-6.5%
+27.5%£5.69B£9.02B34.076,101
SDR
Schroders
1.5193 of 5 stars
GBX 364.80
+1.0%
GBX 392.25
+7.5%
-1.2%£5.66B£2.78B15.936,438News Coverage
HL
Hargreaves Lansdown
1.9528 of 5 stars
N/AGBX 1,055.33
+∞
N/A£5.26B£764.90M1,787.901,850High Trading Volume
FCIT
F&C Investment Trust
N/AGBX 1,086
+0.5%
N/A+10.7%£5.25B£981.19M5.63N/ANews Coverage
Dividend Announcement
PCT
Polar Capital Technology Trust
N/AGBX 333.50
+2.1%
N/A-89.1%£3.93B£1.24B3.27120Positive News
ATST
Alliance Trust
N/AN/AN/AN/A£3.58B£652.76M600.003
ABDN
abrdn
0.7207 of 5 stars
GBX 179.65
-0.6%
GBX 163.50
-9.0%
+31.3%£3.22B£1.49B10.214,719

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This page (LON:CLDN) was last updated on 6/12/2025 by MarketBeat.com Staff
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