Valuation: Caledonia Investments Plc

Market Cap 1.92B 2.56B 2.29B 2.12B 3.59B 243B 3.63B 25.35B 10.1B 127B 9.59B 9.39B 404B P/E 2025
29.2x
P/E 2026 12.6x
Enterprise Value 1.83B 2.44B 2.19B 2.02B 3.42B 232B 3.46B 24.16B 9.62B 121B 9.14B 8.95B 385B EV / Sales 2025
17.7x
EV / Sales 2026 9.6x
Free-Float
95.54%
Yield 2025
2.08%
Yield 2026 2.39%
1 day+0.60%
Current month-1.31%
1 month-0.26%
3 months-2.08%
6 months+4.43%
Current year-0.92%
1 week 368
Extreme 368
382
1 month 368
Extreme 368
390.5
Current year 312
Extreme 312
402
1 year 312
Extreme 312
402
3 years 312
Extreme 312
402
5 years 301.5
Extreme 301.5
415.12
10 years 192
Extreme 192
415.12
Manager TitleAgeSince
Chief Executive Officer 52 01/04/2022
Director of Finance/CFO 53 01/09/2023
Chief Tech/Sci/R&D Officer - 01/10/2017
Director TitleAgeSince
Director/Board Member 61 04/04/2005
Chairman 58 19/05/2026
Director/Board Member - 01/01/2018
Date Insider Type Main position Quantity % Market Cap. Importance
04/06/26 Tax

Chief Executive Officer

-44,761 0.0087%
04/06/26 Exercice

Chief Executive Officer

94,938 0.0184%
29/05/26 Free

Chief Executive Officer

20,220 0.0039%
Change 5-day change 1-year change 3-year change Capi.($)
+0.40%0.00%-1.95%+19.46% 2.56B
Average +0.60%-1.44%-1.95%+19.46% 2.56B
Weighted average by Cap. +0.60%-1.44%-1.95%+19.46%

Financials

2025 2026
Net sales 96.6M 129M 115M 107M 180M 12.25B 183M 1.28B 508M 6.41B 483M 472M 20.34B 164M 218M 196M 181M 306M 20.78B 310M 2.16B 862M 10.87B 819M 801M 34.52B
Net income 66.1M 87.99M 78.94M 72.98M 123M 8.38B 125M 873M 348M 4.39B 330M 323M 13.92B 135M 180M 161M 149M 253M 17.14B 256M 1.78B 711M 8.97B 675M 661M 28.47B
Net Debt -151M -201M -181M -167M -283M -19.18B -286M -2B -796M -10.04B -756M -740M -31.86B -90M -120M -107M -99.37M -168M -11.41B -170M -1.19B -473M -5.97B -450M -440M -18.95B
Projected Income Statement - Annual - Caledonia Investments Plc
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
28/10/26 GBX 377.50 +0.40% 527,000
27/10/26 GBX 376.00 +0.53% 348,730
26/10/26 GBX 374.00 +1.22% 272,546
23/10/26 GBX 369.50 -0.54% 363,030
22/10/26 GBX 371.50 -1.59% 272,252
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
1
Last Close Price
3.760GBP
Average target price
4.200GBP
Spread / Average Target
+11.70%
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