Caledonia Investments (LSE:CLDN) Effective Interest Rate on Debt %: 0.00% (As of Mar. 2026)

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LSE:CLDN Caledonia Investments PLC LSE:CLDN
62 GF Score
Price £3.83
GF Value £3.27
Valuation Modestly Overvalued
! 4 Warning Signs
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What is Caledonia Investments Effective Interest Rate on Debt %?

Caledonia Investments LSE:CLDN +0.52% 62 Effective Interest Rate on Debt % is 0.00% as of Mar. 2026. GuruFocus rates LSE:CLDN with a GF Score™ of 62/100 and a GF Value™ of £3.27 (Modestly Overvalued). The stock has 4 warning signs investors should review.

Effective Interest Rate on Debt % is the usage rate that a borrower actually pays on a debt. It is calculated as the positive value of Interest Expense divided by its average total debt. Total debt equals to Long-Term Debt & Capital Lease Obligation plus Short-Term Debt & Capital Lease Obligation. Caledonia Investments's annualized positive value of Interest Expense for the quarter that ended in Mar. 2026 was £3.2 Mil. Caledonia Investments's average total debt for the quarter that ended in Mar. 2026 was £0.0 Mil. Therefore, Caledonia Investments's annualized Effective Interest Rate on Debt % for the quarter that ended in Mar. 2026 was N/A%.


Caledonia Investments  (LSE:CLDN) Effective Interest Rate on Debt % Explanation

Effective Interest Rate on Debt % measures the usage rate that a borrower actually pays on a debt.


Caledonia Investments Effective Interest Rate on Debt % Related Terms


Caledonia Investments Effective Interest Rate on Debt % Historical Data

* Premium members only.

The historical data trend for Caledonia Investments's Effective Interest Rate on Debt % 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.

Caledonia Investments Effective Interest Rate on Debt % Chart

Caledonia Investments Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Effective Interest Rate on Debt %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 15.33 0.90 3.98 0.00 0.00

Caledonia Investments Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
Effective Interest Rate on Debt % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 8.08 0.00 0.00 0.00 0.00

LSE:CLDN vs BLK, BX, KKR: Effective Interest Rate on Debt % Comparison

For the Asset Management subindustry, Caledonia Investments's Effective Interest Rate on Debt %, along with its competitors' market caps and Effective Interest Rate on Debt % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Caledonia Investments Effective Interest Rate on Debt % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Caledonia Investments's Effective Interest Rate on Debt % distribution charts can be found below:

* The bar in red indicates where Caledonia Investments's Effective Interest Rate on Debt % falls into.


LSE:CLDN
62GF Score
Caledonia Investments PLC LSE:CLDN
Effective Interest Rate on Debt % is just one metric. See GF Score™, valuation, warning signs, and more.
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Caledonia Investments Effective Interest Rate on Debt % Calculation

Caledonia Investments's annualized Effective Interest Rate on Debt % for the fiscal year that ended in Mar. 2026 is calculated as

Effective Interest Rate on Debt %
=-1  *  Interest Expense/( (Total Debt  (A: Mar. 2025 )+Total Debt  (A: Mar. 2026 ))/ count )
=-1  *  -2.7/( (0+0)/ 1 )
=-1  *  -2.7/0
=N/A %

where

Caledonia Investments's annualized Effective Interest Rate on Debt % for the quarter that ended in Mar. 2026 is calculated as

Effective Interest Rate on Debt %
=-1  *  Interest Expense/( (Total Debt  (Q: Sep. 2025 )+Total Debt  (Q: Mar. 2026 ))/ count )
=-1  *  -3.2/( (0+0)/ 1 )
=-1  *  -3.2/0
=N/A %

where

* 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.

In the calculation of annual Effective Interest Rate on Debt %, the Interest Expense of the last fiscal year and the average total debt over the fiscal year are used. In calculating the quarterly data, the Interest Expense data used here is two times the semi-annual (Mar. 2026) interest expense data. Effective Interest Rate on Debt % is displayed in the 30-year financial page.

What does a Effective Interest Rate on Debt % of 0.00% mean?
Caledonia Investments (LSE:CLDN) has a Effective Interest Rate on Debt % of 0.00% as of Mar. 2026. Effective interest rate on debt is the rate a company actually pays on its debt. View historical data on Caledonia Investments and its competitors.
Is Caledonia Investments' Effective Interest Rate on Debt % too high?
Caledonia Investments' current Effective Interest Rate on Debt % is 0.00%. Overall, Caledonia Investments has a GF Score™ of 62/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Caledonia Investments' Effective Interest Rate on Debt % compare to BLK and BX?
Caledonia Investments' Effective Interest Rate on Debt % of 0.00% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Effective Interest Rate on Debt % for an Asset Management company?
A good Effective Interest Rate on Debt % depends on the Asset Management industry context. However, Effective Interest Rate on Debt % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Effective Interest Rate on Debt % mean?
A high Effective Interest Rate on Debt % can signal that a stock is expensive relative to its fundamentals. Effective interest rate on debt is the rate a company actually pays on its debt. View historical data on Caledonia Investments and its competitors. Caledonia Investments's current Effective Interest Rate on Debt % is 0.00%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Caledonia Investments stock overvalued right now?
Based on GuruFocus' analysis, Caledonia Investments (LSE:CLDN) is currently considered Modestly Overvalued. The stock's GF Value™ is £3.27, compared to a current price of £3.83 — trading 17.1% above its estimated fair value. The current Effective Interest Rate on Debt % is 0.00%. Caledonia Investments' overall GF Score™ is 62/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Effective Interest Rate on Debt % calculated?
Effective Interest Rate on Debt % is calculated from a company's financial statements. For Caledonia Investments (LSE:CLDN), the current Effective Interest Rate on Debt % is 0.00% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Caledonia Investments (LSE:CLDN) Overvalued in 2026?

Based on GuruFocus' analysis, Caledonia Investments stock appears to be overvalued. The current stock price of £3.83 is trading 17.1% above its estimated GF Value™ of £3.27. GuruFocus considers Caledonia Investments to be Modestly Overvalued.

Key valuation signals for LSE:CLDN:

  • Effective Interest Rate on Debt %: 0.00%
  • GF Value™: £3.27 vs. price of £3.83 (17.1% above fair value)
  • GF Score™: 62/100 with 4 warning signs

No single metric tells the full story. See the LSE:CLDN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Caledonia Investments Business Description

Address 30 Buckingham Gate, Cayzer House, London, GBR, SW1E 6NN
Caledonia Investments PLC is an investment trust company. It invest in both listed and private markets across three pools: Public Companies, Private Capital and Funds. It has presence in United States, United Kingdom, and others. The company generates majority of Income from United States.
62GF Score

Get the complete analysis for LSE:CLDN

Effective Interest Rate on Debt % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£3.83
Price
£3.27
GF Value