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Caledonia Investments (CLDN) Competitors

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GBX 354.50 -10.50 (-2.88%)
As of 12:00 PM Eastern

CLDN vs. PSH, ICP, SDRC, STJ, and HL

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 Pershing Square (PSH), Intermediate Capital Group (ICP), Schroders (SDRC), St. James's Place (STJ), and Hargreaves Lansdown (HL). These companies are all part of the "asset management" industry.

How does Caledonia Investments compare to Pershing Square?

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

Caledonia Investments pays an annual dividend of GBX 7.36 per share and has a dividend yield of 2.1%. Pershing Square pays an annual dividend of GBX 65.84 per share and has a dividend yield of 1.6%. Caledonia Investments pays out 21.3% 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.

7.3% of Caledonia Investments shares are owned by institutional investors. Comparatively, 5.9% of Pershing Square shares are owned by institutional investors. 4.5% of Caledonia Investments shares are owned by insiders. Comparatively, 1.3% of Pershing Square shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

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 1.2766, meaning that its stock price is 28% more volatile than the broader market. Comparatively, Pershing Square has a beta of 0.8564921, meaning that its stock price is 14% less volatile than the broader market.

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£136.90M13.35£199.92M£34.5310.27
Pershing Square£2.57B2.72£2.71B£1.41 thousand2.84

In the previous week, Caledonia Investments had 1 more articles in the media than Pershing Square. MarketBeat recorded 1 mentions for Caledonia Investments and 0 mentions for Pershing Square. Pershing Square's average media sentiment score of 0.00 beat Caledonia Investments' score of -0.23 indicating that Pershing Square is being referred to more favorably in the news media.

Company Overall Sentiment
Caledonia Investments Neutral
Pershing Square Neutral

Summary

Pershing Square beats Caledonia Investments on 8 of the 15 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 financial services companies, but which is the superior business? We will compare the two companies based on the strength of their media sentiment, risk, institutional ownership, earnings, profitability, dividends, valuation and analyst recommendations.

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£136.90M13.35£199.92M£34.5310.27

Intermediate Capital Group pays an annual dividend of GBX 78 per share. Caledonia Investments pays an annual dividend of GBX 7.36 per share and has a dividend yield of 2.1%. 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 21.3% 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.

In the previous week, Caledonia Investments had 1 more articles in the media than Intermediate Capital Group. MarketBeat recorded 1 mentions for Caledonia Investments and 0 mentions for Intermediate Capital Group. Intermediate Capital Group's average media sentiment score of 0.00 beat Caledonia Investments' score of -0.23 indicating that Intermediate Capital Group is being referred to more favorably in the media.

Company Overall Sentiment
Intermediate Capital Group Neutral
Caledonia Investments Neutral

Intermediate Capital Group has a beta of 1.9, meaning that its stock price is 90% more volatile than the broader market. Comparatively, Caledonia Investments has a beta of 1.2766, meaning that its stock price is 28% more volatile than the broader market.

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 company insiders. Comparatively, 4.5% of Caledonia Investments shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

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%

Summary

Intermediate Capital Group beats Caledonia Investments on 8 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 asset management industry companies, but which is the superior investment? We will compare the two businesses based on the strength of their media sentiment, analyst recommendations, institutional ownership, dividends, earnings, risk, valuation and profitability.

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 1 more articles in the media than Schroders. MarketBeat recorded 1 mentions for Caledonia Investments and 0 mentions for Schroders. Schroders' average media sentiment score of 0.00 beat Caledonia Investments' score of -0.23 indicating that Schroders is being referred to more favorably in the news media.

Company Overall Sentiment
Caledonia Investments Neutral
Schroders Neutral

7.3% of Caledonia Investments shares are held by institutional investors. 4.5% of Caledonia Investments shares are held by company 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.

Caledonia Investments pays an annual dividend of GBX 7.36 per share and has a dividend yield of 2.1%. Schroders pays an annual dividend of GBX 1.22 per share. Caledonia Investments pays out 21.3% 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 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£136.90M13.35£199.92M£34.5310.27
Schroders£3.14B0.00N/A£2.02N/A

Summary

Caledonia Investments beats Schroders on 9 of the 12 factors compared between the two stocks.

How does Caledonia Investments compare to St. James's Place?

St. James's Place (LON:STJ) and Caledonia Investments (LON:CLDN) are both financial services companies, but which is the superior business? We will contrast the two companies based on the strength of their valuation, media sentiment, analyst recommendations, earnings, risk, institutional ownership, profitability and dividends.

St. James's Place has a beta of 1.009, indicating that its stock price is 1% more volatile than the broader market. Comparatively, Caledonia Investments has a beta of 1.2766, indicating that its stock price is 28% more volatile than the broader market.

In the previous week, St. James's Place and St. James's Place both had 1 articles in the media. St. James' Place's average media sentiment score of 0.00 beat Caledonia Investments' score of -0.23 indicating that St. James's Place is being referred to more favorably in the media.

Company Overall Sentiment
St. James's Place Neutral
Caledonia Investments Neutral

77.8% of St. James's Place shares are owned by institutional investors. Comparatively, 7.3% of Caledonia Investments shares are owned by institutional investors. 1.2% of St. James's Place shares are owned by company insiders. Comparatively, 4.5% of Caledonia Investments shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

St. James's Place pays an annual dividend of GBX 18 per share and has a dividend yield of 1.5%. Caledonia Investments pays an annual dividend of GBX 7.36 per share and has a dividend yield of 2.1%. St. James's Place pays out 18.2% of its earnings in the form of a dividend. Caledonia Investments pays out 21.3% 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.

St. James's Place presently has a consensus target price of GBX 1,675.43, indicating a potential upside of 40.03%. Given St. James' Place's stronger consensus rating and higher possible upside, equities research analysts plainly believe St. James's Place is more favorable than Caledonia Investments.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
St. James's Place
0 Sell rating(s)
2 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.71
Caledonia Investments
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Caledonia Investments has a net margin of 81.74% compared to St. James' Place's net margin of 1.76%. St. James' Place's return on equity of 37.33% beat Caledonia Investments' return on equity.

Company Net Margins Return on Equity Return on Assets
St. James's Place1.76% 37.33% 0.22%
Caledonia Investments 81.74%4.51%4.23%

Caledonia Investments has lower revenue, but higher earnings than St. James's Place. Caledonia Investments is trading at a lower price-to-earnings ratio than St. James's Place, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
St. James's Place£30.14B0.20-£6.46M£98.8012.11
Caledonia Investments£136.90M13.35£199.92M£34.5310.27

Summary

St. James's Place beats Caledonia Investments on 10 of the 17 factors compared between the two stocks.

How does Caledonia Investments compare to Hargreaves Lansdown?

Hargreaves Lansdown (LON:HL) and Caledonia Investments (LON:CLDN) are both financial services companies, but which is the better investment? We will contrast the two businesses based on the strength of their dividends, profitability, institutional ownership, earnings, media sentiment, valuation, risk and analyst recommendations.

66.7% of Hargreaves Lansdown shares are held by institutional investors. Comparatively, 7.3% of Caledonia Investments shares are held by institutional investors. 29.4% of Hargreaves Lansdown shares are held by insiders. Comparatively, 4.5% of Caledonia Investments shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Hargreaves Lansdown pays an annual dividend of GBX 43 per share. Caledonia Investments pays an annual dividend of GBX 7.36 per share and has a dividend yield of 2.1%. Hargreaves Lansdown pays out 6,935.5% 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 21.3% 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.

Hargreaves Lansdown has higher revenue and earnings than Caledonia Investments. Hargreaves Lansdown 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
Hargreaves Lansdown£764.90M0.00£293.20M£0.62N/A
Caledonia Investments£136.90M13.35£199.92M£34.5310.27

Caledonia Investments has a net margin of 81.74% compared to Hargreaves Lansdown's net margin of 38.33%. Hargreaves Lansdown's return on equity of 38.46% beat Caledonia Investments' return on equity.

Company Net Margins Return on Equity Return on Assets
Hargreaves Lansdown38.33% 38.46% 17.10%
Caledonia Investments 81.74%4.51%4.23%

Hargreaves Lansdown has a beta of 0.66, suggesting that its share price is 34% less volatile than the broader market. Comparatively, Caledonia Investments has a beta of 1.2766, suggesting that its share price is 28% more volatile than the broader market.

In the previous week, Caledonia Investments had 1 more articles in the media than Hargreaves Lansdown. MarketBeat recorded 1 mentions for Caledonia Investments and 0 mentions for Hargreaves Lansdown. Hargreaves Lansdown's average media sentiment score of 0.00 beat Caledonia Investments' score of -0.23 indicating that Hargreaves Lansdown is being referred to more favorably in the media.

Company Overall Sentiment
Hargreaves Lansdown Neutral
Caledonia Investments Neutral

Summary

Hargreaves Lansdown beats Caledonia Investments on 8 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£1.83B£2.39B£5.70B£2.77B
Dividend Yield2.09%6.02%5.28%6.12%
P/E Ratio10.2725.8816.37365.54
Price / Sales13.352,084.331,328.3887,173.10
Price / Cash8.1360.1589.8527.85
Price / Book0.071.376.497.68
Net Income£199.92M£264.62M£1.14B£5.89B
7 Day Performance-2.74%-1.04%-0.75%-0.55%
1 Month Performance-1.79%0.14%0.92%3.15%
1 Year Performance-90.58%10.56%19.07%73.57%

Caledonia Investments Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CLDN
Caledonia Investments
N/AGBX 354.50
-2.9%
N/A-90.3%£1.83B£136.90M10.2774
PSH
Pershing Square
N/AGBX 4,120
flat
N/A+1.7%£7.21B£2.57B2.93N/A
ICP
Intermediate Capital Group
N/AN/AN/AN/A£6.24B£831.60M2,787.76579
SDRC
Schroders
N/AN/AN/AN/A£6.12B£3.14B1,071.785,750
STJ
St. James's Place
4.0015 of 5 stars
GBX 1,190.74
-0.1%
GBX 1,675.43
+40.7%
+5.4%£6.08B£30.14B12.052,298

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This page (LON:CLDN) was last updated on 6/5/2026 by MarketBeat.com Staff.
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