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Caledonia Investments (CLDN) Competitors

Caledonia Investments logo
GBX 381.55 +0.55 (+0.14%)
As of 03:44 AM Eastern
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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). These companies are all part of the "asset management" industry.

How does Caledonia Investments compare to Polar Capital Technology Trust?

Polar Capital Technology Trust (LON:PCT) 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 profitability, earnings, valuation, risk, dividends, analyst recommendations, institutional ownership and media sentiment.

Polar Capital Technology Trust has a beta of 0.9269671, suggesting that its stock price is 7% less volatile than the broader market. Comparatively, Caledonia Investments has a beta of 0.806, suggesting that its stock price is 19% less volatile than the broader market.

7.1% of Polar Capital Technology Trust shares are owned by institutional investors. Comparatively, 7.3% of Caledonia Investments shares are owned by institutional investors. 0.3% of Polar Capital Technology Trust 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 large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

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£2.14B3.36£1.20B£188.583.45
Caledonia Investments£160.50M12.15£199.92M£25.5014.96

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%

In the previous week, Polar Capital Technology Trust had 2 more articles in the media than Caledonia Investments. MarketBeat recorded 2 mentions for Polar Capital Technology Trust and 0 mentions for Caledonia Investments. Polar Capital Technology Trust's average media sentiment score of 1.31 beat Caledonia Investments' score of 0.00 indicating that Polar Capital Technology Trust is being referred to more favorably in the media.

Company Overall Sentiment
Polar Capital Technology Trust Positive
Caledonia Investments Neutral

Summary

Polar Capital Technology Trust beats Caledonia Investments on 9 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 financial services companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, valuation, profitability, institutional ownership, risk, analyst recommendations, earnings and media sentiment.

Caledonia Investments has a beta of 0.806, suggesting that its stock price is 19% less volatile than the broader market. Comparatively, Pershing Square has a beta of 0.8576274, suggesting 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£160.50M12.15£199.92M£25.5014.96
Pershing Square£2.57B2.63£2.71B£1.41 thousand2.75

Caledonia Investments pays an annual dividend of GBX 9.07 per share and has a dividend yield of 2.4%. 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.

In the previous week, Caledonia Investments' average media sentiment score of 0.00 equaled Pershing Square'saverage media sentiment score.

Company Overall Sentiment
Caledonia Investments Neutral
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%

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 endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Summary

Pershing Square beats Caledonia Investments on 8 of the 13 factors compared between the two stocks.

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

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

Caledonia Investments pays an annual dividend of GBX 9.07 per share and has a dividend yield of 2.4%. 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 out 35.6% of its earnings in the form of a dividend. F&C Investment Trust pays out 11.7% 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, 7.2% of F&C Investment Trust shares are owned by institutional investors. 4.5% of Caledonia Investments shares are owned by company insiders. Comparatively, 0.1% of F&C Investment Trust shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

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
Caledonia Investments81.74% 4.51% 4.23%
F&C Investment Trust 105.66%11.28%10.80%

Caledonia Investments has a beta of 0.806, meaning that its stock price is 19% less volatile than the broader market. Comparatively, F&C Investment Trust has a beta of 0.7953292, meaning that its stock price is 20% less volatile than the broader market.

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
Caledonia Investments£160.50M12.15£199.92M£25.5014.96
F&C Investment Trust£683.36M9.31£935.32M£34.649.74

In the previous week, F&C Investment Trust's average media sentiment score of 1.96 beat Caledonia Investments' score of 0.00 indicating that F&C Investment Trust is being referred to more favorably in the news media.

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

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?

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

Caledonia Investments has a beta of 0.806, meaning that its stock price is 19% less volatile than the broader market. Comparatively, Intermediate Capital Group has a beta of 1.9, meaning that its stock price is 90% 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
Caledonia Investments81.74% 4.51% 4.23%
Intermediate Capital Group 56.78%20.09%4.57%

Caledonia Investments pays an annual dividend of GBX 9.07 per share and has a dividend yield of 2.4%. 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 owned by institutional investors. Comparatively, 70.4% of Intermediate Capital Group shares are owned by institutional investors. 4.5% of Caledonia Investments shares are owned by insiders. Comparatively, 1.4% of Intermediate Capital Group shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments 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
Caledonia Investments£160.50M12.15£199.92M£25.5014.96
Intermediate Capital Group£831.60M0.00£409.10M£0.77N/A

In the previous week, 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

Summary

Intermediate Capital Group beats Caledonia Investments on 7 of the 12 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 compare the two companies based on the strength of their valuation, media sentiment, dividends, analyst recommendations, risk, earnings, profitability and institutional ownership.

7.3% of Caledonia Investments shares are owned by institutional investors. 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 stock will outperform the market over the long term.

In the previous week, 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 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£160.50M12.15£199.92M£25.5014.96
Schroders£3.14B0.00N/A£2.02N/A

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

Caledonia Investments pays an annual dividend of GBX 9.07 per share and has a dividend yield of 2.4%. 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.

Summary

Caledonia Investments beats Schroders on 8 of the 10 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

Export
MetricCaledonia InvestmentsAsset Management IndustryFinancial SectorLON Exchange
Market Cap£1.95B£2.63B£6.18B£2.77B
Dividend Yield2.01%6.00%5.24%6.12%
P/E Ratio14.9662.7930.04368.65
Price / Sales12.151,849.881,751.8684,796.79
Price / Cash8.1360.33113.9827.87
Price / Book0.072.167.117.77
Net Income£199.92M£265.27M£1.13B£5.89B
7 Day Performance0.14%1.48%0.71%1.14%
1 Month Performance7.48%1.64%0.83%-0.31%
1 Year Performance-89.28%8.18%15.80%62.92%

Caledonia Investments Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CLDN
Caledonia Investments
N/AGBX 381.55
+0.1%		N/A-89.3%£1.95B£160.50M14.9674
PCT
Polar Capital Technology Trust
N/AGBX 679.25
-0.3%		N/A+73.9%£7.52B£2.14B3.60120
PSH
Pershing Square
N/AGBX 3,890
+1.9%		N/A-7.7%£6.81B£2.57B2.76N/A
FCIT
F&C Investment Trust
N/AGBX 341
+0.1%		N/A+18.9%£6.43B£683.36M9.84N/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 7/16/2026 by MarketBeat.com Staff.
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