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Caledonia Investments (CLDN) Competitors

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GBX 370.03 -4.97 (-1.33%)
As of 05/15/2026 12:33 PM Eastern
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CLDN vs. PSH, PCT, MNG, STJ, and ICP

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), Polar Capital Technology Trust (PCT), M&G (MNG), St. James's Place (STJ), and Intermediate Capital Group (ICP). 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 better investment? We will compare the two businesses based on the strength of their dividends, profitability, valuation, media sentiment, analyst recommendations, earnings, risk and institutional ownership.

Pershing Square has a net margin of 94.13% compared to Caledonia Investments' net margin of 61.43%. 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 61.43%2.24%4.23%

In the previous week, 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 a beta of 0.85510576, suggesting that its stock price is 14% less volatile than the broader market. Comparatively, Caledonia Investments has a beta of 1.2766, suggesting that its stock price is 28% more 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
Pershing Square£2.57B2.75£2.71B£1.41 thousand2.87
Caledonia Investments£225M8.48£199.92M£34.5310.72

Pershing Square pays an annual dividend of GBX 65.84 per share and has a dividend yield of 1.6%. Caledonia Investments pays an annual dividend of GBX 7.36 per share and has a dividend yield of 2.0%. Pershing Square pays out 4.7% 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.

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, 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.

Summary

Pershing Square beats Caledonia Investments on 7 of the 13 factors compared between the two stocks.

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 better investment? We will compare the two businesses based on the strength of their dividends, profitability, valuation, media sentiment, analyst recommendations, earnings, risk and institutional ownership.

Polar Capital Technology Trust has a net margin of 294.06% compared to Caledonia Investments' net margin of 61.43%. Polar Capital Technology Trust's return on equity of 43.14% beat Caledonia Investments' return on equity.

Company Net Margins Return on Equity Return on Assets
Polar Capital Technology Trust294.06% 43.14% 20.70%
Caledonia Investments 61.43%2.24%4.23%

In the previous week, Polar Capital Technology Trust had 1 more articles in the media than Caledonia Investments. MarketBeat recorded 1 mentions for Polar Capital Technology Trust and 0 mentions for Caledonia Investments. Polar Capital Technology Trust's average media sentiment score of 1.58 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 Very Positive
Caledonia Investments Neutral

Polar Capital Technology Trust has a beta of 0.91290385, indicating that its stock price is 9% less 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.

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£2.14B3.49£1.20B£188.583.56
Caledonia Investments£225M8.48£199.92M£34.5310.72

7.0% of Polar Capital Technology Trust shares are held by institutional investors. Comparatively, 7.3% of Caledonia Investments shares are held by institutional investors. 0.0% of Polar Capital Technology Trust shares are held by insiders. Comparatively, 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.

Summary

Polar Capital Technology Trust beats Caledonia Investments on 8 of the 13 factors compared between the two stocks.

How does Caledonia Investments compare to M&G?

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

58.2% of M&G shares are owned by institutional investors. Comparatively, 7.3% of Caledonia Investments shares are owned by institutional investors. 0.1% of M&G shares are owned by insiders. Comparatively, 4.5% 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.

In the previous week, M&G had 2 more articles in the media than Caledonia Investments. MarketBeat recorded 2 mentions for M&G and 0 mentions for Caledonia Investments. M&G's average media sentiment score of 0.78 beat Caledonia Investments' score of 0.00 indicating that M&G is being referred to more favorably in the media.

Company Overall Sentiment
M&G Positive
Caledonia Investments Neutral

Caledonia Investments has a net margin of 61.43% compared to M&G's net margin of 1.73%. M&G's return on equity of 9.49% beat Caledonia Investments' return on equity.

Company Net Margins Return on Equity Return on Assets
M&G1.73% 9.49% 0.40%
Caledonia Investments 61.43%2.24%4.23%

M&G pays an annual dividend of GBX 20.20 per share and has a dividend yield of 6.6%. Caledonia Investments pays an annual dividend of GBX 7.36 per share and has a dividend yield of 2.0%. M&G pays out 164.2% 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.

M&G presently has a consensus price target of GBX 297.57, suggesting a potential downside of 2.94%. Given M&G's stronger consensus rating and higher probable upside, analysts plainly believe M&G is more favorable than Caledonia Investments.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
M&G
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43
Caledonia Investments
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

M&G has a beta of 0.967, indicating that its stock price is 3% less 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.

Caledonia Investments has lower revenue, but higher earnings than M&G. Caledonia Investments is trading at a lower price-to-earnings ratio than M&G, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
M&G£21.71B0.34£166.98M£12.3024.93
Caledonia Investments£225M8.48£199.92M£34.5310.72

Summary

M&G beats Caledonia Investments on 10 of the 18 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 superior investment? We will contrast the two businesses based on the strength of their profitability, risk, dividends, valuation, media sentiment, analyst recommendations, earnings and institutional ownership.

St. James's Place has a consensus price target of GBX 1,675.43, suggesting a potential upside of 44.37%. 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

Caledonia Investments has higher earnings, but lower revenue 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
Caledonia Investments£225M8.48£199.92M£34.5310.72
St. James's Place£30.14B0.20-£6.46M£98.8011.75

Caledonia Investments pays an annual dividend of GBX 7.36 per share and has a dividend yield of 2.0%. St. James's Place pays an annual dividend of GBX 18 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. 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.

In the previous week, St. James's Place had 3 more articles in the media than Caledonia Investments. MarketBeat recorded 3 mentions for St. James's Place and 0 mentions for Caledonia Investments. St. James' Place's average media sentiment score of 1.74 beat Caledonia Investments' score of 0.00 indicating that St. James's Place is being referred to more favorably in the news media.

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

Caledonia Investments has a net margin of 61.43% 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 Investments61.43% 2.24% 4.23%
St. James's Place 1.76%37.33%0.22%

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

7.3% of Caledonia Investments shares are held by institutional investors. Comparatively, 77.8% of St. James's Place shares are held by institutional investors. 4.5% of Caledonia Investments shares are held by company insiders. Comparatively, 1.2% of St. James's Place shares are held 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.

Summary

St. James's Place beats Caledonia Investments on 11 of the 18 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 superior investment? We will contrast the two businesses based on the strength of their profitability, risk, dividends, valuation, media sentiment, analyst recommendations, earnings and institutional ownership.

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£225M8.48£199.92M£34.5310.72
Intermediate Capital Group£831.60M0.00£409.10M£0.77N/A

Caledonia Investments pays an annual dividend of GBX 7.36 per share and has a dividend yield of 2.0%. Intermediate Capital Group pays an annual dividend of GBX 78 per share. Caledonia Investments pays out 21.3% 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.

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

Caledonia Investments has a net margin of 61.43% 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 Investments61.43% 2.24% 4.23%
Intermediate Capital Group 56.78%20.09%4.57%

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

7.3% of Caledonia Investments shares are held by institutional investors. Comparatively, 70.4% of Intermediate Capital Group shares are held by institutional investors. 4.5% of Caledonia Investments shares are held by company insiders. Comparatively, 1.4% of Intermediate Capital Group shares are held by company 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.

Summary

Intermediate Capital Group beats Caledonia Investments on 7 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

Export
MetricCaledonia InvestmentsAsset Management IndustryFinancial SectorLON Exchange
Market Cap£1.92B£2.35B£5.16B£2.60B
Dividend Yield2.43%5.97%5.25%6.15%
P/E Ratio10.7225.1415.93365.91
Price / Sales8.482,063.581,023.0988,030.08
Price / Cash8.1360.1791.0127.89
Price / Book0.071.356.597.74
Net Income£199.92M£265.53M£1.15B£5.89B
7 Day Performance1.93%-0.71%-0.26%0.21%
1 Month Performance3.65%1.69%1.19%1.56%
1 Year Performance-90.26%12.04%18.11%77.95%

Caledonia Investments Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CLDN
Caledonia Investments
N/AGBX 370.03
-1.3%		N/A-90.2%£1.92B£225M10.7274
PSH
Pershing Square
N/AGBX 4,176
+1.5%		N/A+8.1%£7.31B£2.57B2.97N/A
PCT
Polar Capital Technology Trust
N/AGBX 649.50
+0.6%		N/A+102.6%£7.24B£2.14B3.44120
MNG
M&G
1.7156 of 5 stars		GBX 303.50
-0.6%		GBX 296.14
-2.4%		+40.1%£7.13B£21.71B24.676,101
STJ
St. James's Place
4.5833 of 5 stars		GBX 1,237.50
+0.2%		GBX 1,675.43
+35.4%		+8.4%£6.31B£30.14B12.532,298

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This page (LON:CLDN) was last updated on 5/16/2026 by MarketBeat.com Staff.
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