Valuation: Caledonia Investments Plc

Market Cap 1.95B 2.62B 2.29B 2.11B 3.67B 252B 3.75B 25.23B 9.92B 123B 9.83B 9.62B 425B P/E 2025
29.2x
P/E 2026 12.6x
Enterprise Value 1.86B 2.5B 2.18B 2.01B 3.5B 240B 3.58B 24.07B 9.47B 118B 9.38B 9.17B 405B EV / Sales 2025
17.7x
EV / Sales 2026 9.6x
Free-Float
95.63%
Yield 2025
2.08%
Yield 2026 2.39%
1 day-0.39%
1 week-0.65%
Current month+3.26%
1 month+5.69%
3 months+4.25%
6 months+1.47%
Current year-0.13%
1 week 373.5
Extreme 373.5
388.5
1 month 346.61
Extreme 346.6105
388.5
Current year 312
Extreme 312
388.5
1 year 312
Extreme 312
395
3 years 312
Extreme 312
395
5 years 301.5
Extreme 301.5
415.12
10 years 192
Extreme 192
415.12
Manager TitleAgeSince
Chief Executive Officer 52 31/03/2022
Director of Finance/CFO 53 31/08/2023
Chief Tech/Sci/R&D Officer - 30/09/2017
Director TitleAgeSince
Director/Board Member 61 03/04/2005
Chairman 58 18/05/2026
Director/Board Member - 31/12/2017
Date Insider Type Main position Quantity % Market Cap.
04/06/26 Tax

Chief Executive Officer

-44,761 0.0087%
04/06/26 Fiscal year

Chief Executive Officer

94,938 0.0184%
29/05/26 Free

Chief Financial Officer

17,420 0.0034%
Change 5-day change 1-year change 3-year change Capi.($)
-0.39%-0.65%+5.99%+16.18% 2.62B
Average -0.39%-0.65%+5.99%+16.18% 2.62B
Weighted average by Cap. -0.39%-0.65%+5.99%+16.18%

Financials

2025 2026
Net sales 96.6M 130M 114M 105M 182M 12.52B 186M 1.25B 493M 6.13B 488M 477M 21.1B 164M 221M 193M 178M 309M 21.23B 316M 2.13B 836M 10.4B 828M 810M 35.8B
Net income 66.1M 88.93M 77.71M 71.71M 125M 8.56B 127M 857M 337M 4.19B 334M 327M 14.44B 135M 182M 159M 147M 255M 17.52B 260M 1.75B 690M 8.58B 683M 668M 29.53B
Net Debt -151M -204M -178M -164M -285M -19.6B -292M -1.96B -772M -9.6B -764M -748M -33.05B -90M -121M -106M -97.64M -170M -11.66B -173M -1.17B -459M -5.71B -455M -445M -19.66B
Logo Caledonia Investments Plc
Caledonia Investments plc is a self-managed investment trust company. The Company holds investments in both listed and private markets across three pools: Public Companies, Private Capital and Funds. It aims to achieve long-term compounded real returns, exceeding inflation by 3%-6% over the medium to long term. The public companies are categorized into Capital and Income portfolios. Its private capital investments focus on established United Kingdom mid-market businesses. The funds are allocated through indirect investments in private equity funds based in Asia and the United States, providing access to diversified opportunities in global markets. It invests in a range of sectors, such as industrials, information technology, consumer discretionary, funds of funds, financials, healthcare, materials, consumer staples, communication services, and other sectors. It invests in various regions, such as the United Kingdom and Channel Islands, Asia, Europe, and North America.
Employees
82
Date Price Change Volume
17/07/26 GBX 380.50 -0.39% 328,370
16/07/26 GBX 382.00 +0.26% 73,236
15/07/26 GBX 381.00 -0.26% 204,863
14/07/26 GBX 382.00 -0.13% 124,074
13/07/26 GBX 382.50 -0.13% 180,482
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
2
Last Close Price
3.805GBP
Average target price
4.200GBP
Spread / Average Target
+10.38%
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