Top 5 Stocks to Buy Now
→ Your book is inside (From Profits Run) (Ad)tc pixel Free CLDN Stock Alerts

Caledonia Investments (CLDN) Competitors

Caledonia Investments logo
GBX 356 0.00 (0.00%)
As of 06/25/2026 12:22 PM Eastern
Compare

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

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), F&C Investment Trust (FCIT), Intermediate Capital Group (ICP), Schroders (SDRC), and St. James's Place (STJ). These companies are all part of the "asset management" industry.

How does Caledonia Investments compare to Pershing Square?

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

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
Pershing Square94.13% 16.97% 11.83%
Caledonia Investments 81.74%4.51%4.23%

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 equaled Caledonia Investments'average media sentiment score.

Company Overall Sentiment
Pershing Square Neutral
Caledonia Investments Neutral

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
Pershing Square£2.57B2.57£2.71B£1.41 thousand2.69
Caledonia Investments£136.90M13.35£199.92M£25.5013.96

Pershing Square pays an annual dividend of GBX 65.84 per share and has a dividend yield of 1.7%. Caledonia Investments pays an annual dividend of GBX 9.07 per share and has a dividend yield of 2.5%. Pershing Square pays out 4.7% 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.

5.9% of Pershing Square shares are owned by institutional investors. Comparatively, 7.3% of Caledonia Investments shares are owned by institutional investors. 1.3% of Pershing Square shares are owned by company insiders. Comparatively, 3.3% of Caledonia Investments shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Pershing Square has a beta of 0.8564921, suggesting that its share price is 14% less volatile than the broader market. Comparatively, Caledonia Investments has a beta of 1.276326, suggesting that its share price is 28% more volatile than the broader market.

Summary

Pershing Square and Caledonia Investments tied by winning 7 of the 14 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 financial services companies, but which is the better business? We will contrast the two businesses based on the strength of their risk, media sentiment, profitability, analyst recommendations, institutional ownership, earnings, valuation and dividends.

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£683.36M9.53£935.32M£34.649.97
Caledonia Investments£136.90M13.35£199.92M£25.5013.96

In the previous week, Caledonia Investments had 1 more articles in the media than F&C Investment Trust. MarketBeat recorded 1 mentions for Caledonia Investments and 0 mentions for F&C Investment Trust. F&C Investment Trust's average media sentiment score of 0.00 equaled Caledonia Investments'average media sentiment score.

Company Overall Sentiment
F&C Investment Trust Neutral
Caledonia Investments Neutral

F&C Investment Trust has a net margin of 105.66% compared to Caledonia Investments' net margin of 81.74%. F&C Investment Trust's return on equity of 11.28% beat Caledonia Investments' return on equity.

Company Net Margins Return on Equity Return on Assets
F&C Investment Trust105.66% 11.28% 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, 3.3% of Caledonia Investments shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

F&C Investment Trust pays an annual dividend of GBX 4.05 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 2.5%. F&C Investment Trust pays out 11.7% 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 a beta of 0.419, suggesting that its share price is 58% less volatile than the broader market. Comparatively, Caledonia Investments has a beta of 1.276326, suggesting that its share price is 28% more volatile than the broader market.

Summary

F&C Investment Trust and Caledonia Investments tied by winning 7 of the 14 factors compared between the two stocks.

How does Caledonia Investments compare to Intermediate Capital Group?

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

Caledonia Investments has a beta of 1.276326, meaning that its share price is 28% more volatile than the broader market. Comparatively, Intermediate Capital Group has a beta of 1.9, meaning that its share price is 90% more volatile than the broader market.

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. Caledonia Investments' average media sentiment score of 0.00 equaled Intermediate Capital Group'saverage media sentiment score.

Company Overall Sentiment
Caledonia Investments Neutral
Intermediate Capital Group Neutral

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
Caledonia Investments81.74% 4.51% 4.23%
Intermediate Capital Group 56.78%20.09%4.57%

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
Caledonia Investments£136.90M13.35£199.92M£25.5013.96
Intermediate Capital Group£831.60M0.00£409.10M£0.77N/A

Caledonia Investments pays an annual dividend of GBX 9.07 per share and has a dividend yield of 2.5%. Intermediate Capital Group pays an annual dividend of GBX 78 per share. Caledonia Investments pays out 35.6% of its earnings in the form of a dividend. 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 is clearly the better dividend stock, given its higher yield and lower payout ratio.

7.3% of Caledonia Investments shares are held by institutional investors. Comparatively, 70.4% of Intermediate Capital Group shares are held by institutional investors. 3.3% of Caledonia Investments shares are held by insiders. Comparatively, 1.4% of Intermediate Capital Group shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Summary

Intermediate Capital Group beats Caledonia Investments on 7 of the 13 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 better business? We will contrast the two businesses based on the strength of their dividends, earnings, institutional ownership, analyst recommendations, valuation, profitability, risk and media sentiment.

7.3% of Caledonia Investments shares are held by institutional investors. 3.3% 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.

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£25.5013.96
Schroders£3.14B0.00N/A£2.02N/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. Caledonia Investments' average media sentiment score of 0.00 equaled Schroders'average media sentiment score.

Company Overall Sentiment
Caledonia Investments Neutral
Schroders Neutral

Caledonia Investments pays an annual dividend of GBX 9.07 per share and has a dividend yield of 2.5%. 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

Summary

Caledonia Investments beats Schroders on 9 of the 11 factors compared between the two stocks.

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

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

Caledonia Investments has a beta of 1.276326, indicating that its stock price is 28% more volatile than the broader market. Comparatively, St. James's Place has a beta of 1.005, indicating that its stock price is 0% more volatile than the broader market.

7.3% of Caledonia Investments shares are owned by institutional investors. Comparatively, 77.8% of St. James's Place shares are owned by institutional investors. 3.3% of Caledonia Investments shares are owned by company insiders. Comparatively, 1.2% of St. James's Place shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Caledonia Investments has higher earnings, but lower revenue than St. James's Place. St. James's Place 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£25.5013.96
St. James's Place£30.14B0.20-£6.46M£98.8012.07

St. James's Place has a consensus target price of GBX 1,689.71, indicating a potential upside of 41.70%. Given St. James' Place's stronger consensus rating and higher probable upside, 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
Caledonia Investments
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
St. James's Place
0 Sell rating(s)
2 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.71

In the previous week, St. James's Place had 2 more articles in the media than Caledonia Investments. MarketBeat recorded 3 mentions for St. James's Place and 1 mentions for Caledonia Investments. Caledonia Investments' average media sentiment score of 0.00 beat St. James' Place's score of -0.14 indicating that Caledonia Investments is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Caledonia Investments
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
St. James's Place
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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
Caledonia Investments81.74% 4.51% 4.23%
St. James's Place 1.76%37.33%0.22%

Caledonia Investments pays an annual dividend of GBX 9.07 per share and has a dividend yield of 2.5%. St. James's Place pays an annual dividend of GBX 18 per share and has a dividend yield of 1.5%. Caledonia Investments pays out 35.6% of its earnings in the form of a dividend. St. James's Place pays out 18.2% 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 and St. James's Place tied by winning 9 of the 18 factors compared between the two stocks.

Get Caledonia Investments News Delivered to You Automatically

Sign up to receive the latest news and ratings for CLDN and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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.
Skip Chart

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.
Skip Chart

CLDN vs. The Competition

Export
MetricCaledonia InvestmentsAsset Management IndustryFinancial SectorLON Exchange
Market Cap£1.83B£2.42B£6.05B£2.95B
Dividend Yield2.18%6.02%5.26%6.16%
P/E Ratio13.9659.7229.09366.69
Price / Sales13.352,072.001,090.3586,035.73
Price / Cash8.1360.3384.9827.87
Price / Book0.071.386.677.67
Net Income£199.92M£265.27M£1.14B£5.89B
7 Day Performance0.29%-0.48%-0.58%-0.71%
1 Month Performance-2.20%-0.50%0.16%-1.18%
1 Year Performance-90.31%9.01%18.38%66.26%

Caledonia Investments Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CLDN
Caledonia Investments
N/AGBX 356
flat		N/A-90.4%£1.83B£136.90M13.9674
PSH
Pershing Square
N/AGBX 3,934
+1.4%		N/A-1.5%£6.89B£2.57B2.79N/A
FCIT
F&C Investment Trust
N/AGBX 350.76
-0.3%		N/A+25.6%£6.61B£683.36M10.13N/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

Related Companies and Tools

Related Companies
Top 10 Stock Comparisons

This page (LON:CLDN) was last updated on 6/26/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX IPO “cancelled”?
SpaceX is approaching what could be a $1.6 trillion IPO - potentially the largest in history. But Louis Navell...
InvestorPlace | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
The EPA just put a kill switch on Elon’s empire
A federal EPA permit expires January 2, 2027 - and if Elon Musk's Colossus supercomputer loses power that day,...
Behind the Markets | Sponsoredtc pixel
Quick favor to ask you
Bill Poulos is giving away his 'Safe Trade Options Formula' book at no charge - the same book that sells for $...
Profits Run | Sponsoredtc pixel
Millionaire trader who went 13-for-13 on Trump in 2025 now turns his attention to Elon.
Hedge fund trader Larry Benedict went 13-for-13 in Q1 2025 - not a single losing trade - and finished the year...
Brownstone Research | Sponsoredtc pixel
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
Can Gold Hit $5,000?
Gold just broke $4,625 an ounce, and some experts say $5,000 could happen by year's end - driven by a weakenin...
Investors Alley | Sponsoredtc pixel