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Caledonia Investments (CLDN) Competitors

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GBX 388.29 +2.29 (+0.59%)
As of 12:18 PM Eastern

CLDN vs. PCT, PSH, FCIT, ICP, and SDRC

Should you buy Caledonia Investments stock or one of its competitors? MarketBeat compares Caledonia Investments with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Caledonia Investments include Polar Capital Technology Trust (PCT), Pershing Square (PSH), F&C Investment Trust (FCIT), Intermediate Capital Group (ICP), and Schroders (SDRC).

How does Caledonia Investments compare to Polar Capital Technology Trust?

Polar Capital Technology Trust (LON:PCT) and Caledonia Investments (LON:CLDN) are both finance companies, but which is the better business? We will contrast the two companies based on the strength of their analyst recommendations, earnings, risk, valuation, profitability, media sentiment, institutional ownership and dividends.

Polar Capital Technology Trust has a beta of 0.755, suggesting that its stock price is 25% less volatile than the broader market. Comparatively, Caledonia Investments has a beta of 1.284, suggesting that its stock price is 28% more volatile than the broader market.

In the previous week, Caledonia Investments had 2 more articles in the media than Polar Capital Technology Trust. MarketBeat recorded 3 mentions for Caledonia Investments and 1 mentions for Polar Capital Technology Trust. Polar Capital Technology Trust's average media sentiment score of 1.41 beat Caledonia Investments' score of 0.75 indicating that Polar Capital Technology Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Polar Capital Technology Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Caledonia Investments
0 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Polar Capital Technology Trust has higher revenue and earnings than Caledonia Investments. Polar Capital Technology Trust 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
Polar Capital Technology Trust£3.76B2.00£1.20B£330.422.05
Caledonia Investments£160.50M12.37£199.92M£25.5015.23

Polar Capital Technology Trust has a net margin of 249.53% compared to Caledonia Investments' net margin of 81.74%. Polar Capital Technology Trust's return on equity of 55.87% beat Caledonia Investments' return on equity.

Company Net Margins Return on Equity Return on Assets
Polar Capital Technology Trust249.53% 55.87% 20.70%
Caledonia Investments 81.74%4.51%4.23%

7.1% of Polar Capital Technology Trust shares are held by institutional investors. Comparatively, 7.3% of Caledonia Investments shares are held by institutional investors. 0.3% of Polar Capital Technology Trust shares are held by company insiders. Comparatively, 4.5% of Caledonia Investments shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Summary

Polar Capital Technology Trust beats Caledonia Investments on 7 of the 13 factors compared between the two stocks.

How does Caledonia Investments compare to Pershing Square?

Caledonia Investments (LON:CLDN) and Pershing Square (LON:PSH) are both finance companies, but which is the better stock? We will compare the two companies based on the strength of their profitability, valuation, analyst recommendations, earnings, media sentiment, institutional ownership, risk and dividends.

7.3% of Caledonia Investments shares are held by institutional investors. Comparatively, 5.8% of Pershing Square shares are held by institutional investors. 4.5% of Caledonia Investments shares are held by insiders. Comparatively, 1.3% of Pershing Square shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Pershing Square has higher revenue and earnings than Caledonia Investments. Pershing Square 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
Caledonia Investments£160.50M12.37£199.92M£25.5015.23
Pershing Square£2.57B2.68£2.71B£1.41 thousand2.80

In the previous week, Caledonia Investments had 3 more articles in the media than Pershing Square. MarketBeat recorded 3 mentions for Caledonia Investments and 0 mentions for Pershing Square. Caledonia Investments' average media sentiment score of 0.75 beat Pershing Square's score of 0.00 indicating that Caledonia Investments is being referred to more favorably in the media.

Company Overall Sentiment
Caledonia Investments Positive
Pershing Square Neutral

Pershing Square has a net margin of 94.13% compared to Caledonia Investments' net margin of 81.74%. Pershing Square's return on equity of 16.97% beat Caledonia Investments' return on equity.

Company Net Margins Return on Equity Return on Assets
Caledonia Investments81.74% 4.51% 4.23%
Pershing Square 94.13%16.97%11.83%

Caledonia Investments has a beta of 1.284, indicating that its stock price is 28% more volatile than the broader market. Comparatively, Pershing Square has a beta of 0.8576274, indicating that its stock price is 14% less volatile than the broader market.

Caledonia Investments pays an annual dividend of GBX 9.07 per share and has a dividend yield of 2.3%. Pershing Square pays an annual dividend of GBX 65.84 per share and has a dividend yield of 1.7%. Caledonia Investments pays out 35.6% of its earnings in the form of a dividend. Pershing Square pays out 4.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Summary

Caledonia Investments beats Pershing Square on 8 of the 15 factors compared between the two stocks.

How does Caledonia Investments compare to F&C Investment Trust?

F&C Investment Trust (LON:FCIT) and Caledonia Investments (LON:CLDN) are both finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their risk, media sentiment, dividends, profitability, earnings, analyst recommendations, valuation and institutional ownership.

F&C Investment Trust has a beta of 0.795, meaning that its stock price is 21% less volatile than the broader market. Comparatively, Caledonia Investments has a beta of 1.284, meaning that its stock price is 28% more volatile than the broader market.

In the previous week, F&C Investment Trust and F&C Investment Trust both had 3 articles in the media. F&C Investment Trust's average media sentiment score of 1.46 beat Caledonia Investments' score of 0.75 indicating that F&C Investment Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
F&C Investment Trust
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Caledonia Investments
0 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

F&C Investment Trust pays an annual dividend of GBX 4.19 per share and has a dividend yield of 1.2%. Caledonia Investments pays an annual dividend of GBX 9.07 per share and has a dividend yield of 2.3%. F&C Investment Trust pays out 5.5% of its earnings in the form of a dividend. Caledonia Investments pays out 35.6% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

F&C Investment Trust has higher revenue and earnings than Caledonia Investments. F&C Investment Trust 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
F&C Investment Trust£683.36M9.48£935.32M£75.804.54
Caledonia Investments£160.50M12.37£199.92M£25.5015.23

F&C Investment Trust has a net margin of 103.67% compared to Caledonia Investments' net margin of 81.74%. F&C Investment Trust's return on equity of 22.14% beat Caledonia Investments' return on equity.

Company Net Margins Return on Equity Return on Assets
F&C Investment Trust103.67% 22.14% 10.80%
Caledonia Investments 81.74%4.51%4.23%

7.2% of F&C Investment Trust shares are owned by institutional investors. Comparatively, 7.3% of Caledonia Investments shares are owned by institutional investors. 0.1% of F&C Investment Trust shares are owned by insiders. Comparatively, 4.5% of Caledonia Investments shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Summary

F&C Investment Trust beats Caledonia Investments on 8 of the 14 factors compared between the two stocks.

How does Caledonia Investments compare to Intermediate Capital Group?

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

Intermediate Capital Group has a beta of 1.9, meaning that its share price is 90% more volatile than the broader market. Comparatively, Caledonia Investments has a beta of 1.284, meaning that its share price is 28% more volatile than the broader market.

Caledonia Investments has a net margin of 81.74% 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 81.74%4.51%4.23%

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£160.50M12.37£199.92M£25.5015.23

In the previous week, Caledonia Investments had 3 more articles in the media than Intermediate Capital Group. MarketBeat recorded 3 mentions for Caledonia Investments and 0 mentions for Intermediate Capital Group. Caledonia Investments' average media sentiment score of 0.75 beat Intermediate Capital Group's score of 0.00 indicating that Caledonia Investments is being referred to more favorably in the news media.

Company Overall Sentiment
Intermediate Capital Group Neutral
Caledonia Investments Positive

70.4% of Intermediate Capital Group shares are owned by institutional investors. Comparatively, 7.3% of Caledonia Investments shares are owned by institutional investors. 1.4% of Intermediate Capital Group shares are owned by insiders. Comparatively, 4.5% of Caledonia Investments shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Intermediate Capital Group pays an annual dividend of GBX 78 per share. Caledonia Investments pays an annual dividend of GBX 9.07 per share and has a dividend yield of 2.3%. 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 35.6% 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 and Caledonia Investments tied by winning 7 of the 14 factors compared between the two stocks.

How does Caledonia Investments compare to Schroders?

Caledonia Investments (LON:CLDN) and Schroders (LON:SDRC) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their dividends, risk, earnings, analyst recommendations, valuation, media sentiment, institutional ownership and profitability.

7.3% of Caledonia Investments shares are held by institutional investors. 4.5% of Caledonia Investments shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Caledonia Investments has higher earnings, but lower revenue than Schroders. Schroders 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
Caledonia Investments£160.50M12.37£199.92M£25.5015.23
Schroders£3.14B0.00N/A£2.02N/A

Caledonia Investments pays an annual dividend of GBX 9.07 per share and has a dividend yield of 2.3%. Schroders pays an annual dividend of GBX 1.22 per share. Caledonia Investments pays out 35.6% of its earnings in the form of a dividend. Schroders pays out 60.4% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Caledonia Investments is clearly the better dividend stock, given its higher yield and lower payout ratio.

Caledonia Investments has a net margin of 81.74% compared to Schroders' net margin of 0.00%. Caledonia Investments' return on equity of 4.51% beat Schroders' return on equity.

Company Net Margins Return on Equity Return on Assets
Caledonia Investments81.74% 4.51% 4.23%
Schroders N/A N/A N/A

In the previous week, Caledonia Investments had 3 more articles in the media than Schroders. MarketBeat recorded 3 mentions for Caledonia Investments and 0 mentions for Schroders. Caledonia Investments' average media sentiment score of 0.75 beat Schroders' score of 0.00 indicating that Caledonia Investments is being referred to more favorably in the media.

Company Overall Sentiment
Caledonia Investments Positive
Schroders Neutral

Summary

Caledonia Investments beats Schroders on 10 of the 12 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 InvestmentsCapital Markets IndustryFinance SectorLON Exchange
Market Cap£1.99B£5.61B£14.07B£2.86B
Dividend Yield1.98%7.45%5.91%6.13%
P/E Ratio15.2337.8729.17368.57
Price / Sales12.371,250.37512.8283,546.90
Price / Cash8.1348.2339.3227.89
Price / Book0.073.713.737.14
Net Income£199.92M£417.17M£1.31B£5.89B
7 Day Performance0.13%1.70%1.49%1.00%
1 Month Performance2.86%-0.11%1.31%0.67%
1 Year Performance6.09%7.18%13.62%74.90%

Caledonia Investments Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CLDN
Caledonia Investments
N/AGBX 388.29
+0.6%
N/A+5.2%£1.99B£160.50M15.2374
PCT
Polar Capital Technology Trust
N/AGBX 652.55
+0.8%
N/A+69.4%£7.22B£2.14B3.46120
PSH
Pershing Square
N/AGBX 3,740
+2.7%
N/A-4.2%£6.55B£2.57B2.66N/A
FCIT
F&C Investment Trust
N/AGBX 334.60
flat
N/A+16.9%£6.31B£683.36M9.66N/A
ICP
Intermediate Capital Group
N/AN/AN/AN/A£6.24B£831.60M2,787.76579

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This page (LON:CLDN) was last updated on 8/5/2026 by MarketBeat.com Staff.
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