Caledonian Holdings (STU:IBNN) Beta: N/A (As of Jun. 26, 2026)

Name: Caledonian Holdings PLC (IBNN) — Historical Annual & Quarterly Data
Creator: GuruFocus
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What is Caledonian Holdings Beta?

Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. As of today (2026-06-26), Caledonian Holdings's Beta is Not available.

Caledonian Holdings (STU:IBNN) Beta Explanation

Beta is a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole. We usually compare beta to 1. A beta of 1 indicates that the security's price will move with the market. A beta of less than 1 means that the security will be less volatile than the market. A beta of greater than 1 indicates that the security's price will be more volatile than the market.

Beta is primarily used in the Capital Asset Pricing Model (CAPM) to calculate the Cost of Equity, which can be used in the calculation of WACC %. The formula of Cost of Equity is:
Cost of Equity = Risk-Free Rate of Return + Beta of Asset * (Expected Return of the Market - Risk-Free Rate of Return)

Caledonian Holdings Beta Related Terms

Caledonian Holdings Beta Historical Data

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The historical data trend for Caledonian Holdings's Beta can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Caledonian Holdings Beta Chart

Caledonian Holdings Annual Data

Trend

Mar16

Mar17

Mar18

Mar19

Mar20

Mar21

Mar22

Mar23

Mar24

Mar25

Beta

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-0.40

0.17

-1.46

0.76

0.18

Caledonian Holdings Semi-Annual Data
	Mar16	Sep16	Mar17	Sep17	Mar18	Sep18	Mar19	Sep19	Mar20	Sep20	Mar21	Sep21	Mar22	Sep22	Mar23	Sep23	Mar24	Sep24	Mar25	Sep25
Beta	Get a 7-Day Free Trial															-1.59	0.76	0.17	0.18	-0.93

Caledonian Holdings Beta Calculation

Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. A stock's beta can be calculated by dividing the product of the covariance of the individual stock's returns and the market's returns by the variance of the market's returns over a specified period. Basically, GuruFocus uses the returns calculated over three-year period.

Caledonian Holdings Business Description

Industry Financial Services Asset Management

Comparable Companies LSE:ATY LSE:VOX LSE:SURE LSE:TRUE LSE:TIR LSE:MFAI LSE:BAF LSE:OXH LSE:PRIM LSE:BLU BLK BX OSTO:INVE A TSX:BN KKR TSX:BAM APO STT OSTO:EQT AMP

Other Exchanges CHP:UK IBN0:Germany

Address Mill Field Road, 15 Victoria Mews, Cottingley Business Park, Bingley, West Yorkshire, GBR, BD16 1PY

Website https://www.caledonianholdingsplc.com

Caledonian Holdings PLC is an investment company based in the United Kingdom. It is focused on investing in companies operating within the financial services and associated markets. The company targets businesses that demonstrate growth potential, financial solutions, and scalable business models. Its primary areas of interest include fintech, asset management, insurance, and banking, with an emphasis on companies that leverage technology to enhance efficiency, accessibility, and financial inclusion. The company focuses on having a mix of private and publicly traded investments. It has only one identifiable operating segment, being the purchase, holding, and sale of investments. Geographically, the company operates only in the United Kingdom.