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Caledonia InvestmentsLSE:CLDN -0.52%64 EV-to-OCF is 50.12 as of Aug. 10, 2026, which is 7% above its 10-year median of 46.89. GuruFocus rates LSE:CLDN with a GF Score™ of 64/100 and a GF Value™ of £3.26 (Modestly Overvalued). The stock has 4 warning signs investors should review. Among 1,502 Asset Management companies, Caledonia Investments ranks worse than 89.81% on this metric.
EV-to-OCF is calculated as enterprise value divided by its cash flow from operations. As of today, Caledonia Investments's Enterprise Value is £1,879.3 Mil.
Caledonia Investments's Cash Flow from Operations for the trailing twelve months (TTM) ended in Mar. 2026 was £37.5 Mil. Therefore, Caledonia Investments's EV-to-OCF for today is 50.12.
The historical rank and industry rank for Caledonia Investments's EV-to-OCF or its related term are showing as below:
LSE:CLDN'
s EV-to-OCF Range Over the Past 10 Years
Min: 26.27 Med: 46.89 Max: 110.78
Current: 50.12
During the past 13 years, the highest EV-to-OCF of Caledonia Investments was 110.78. The lowest was 26.27. And the median was 46.89.
LSE:CLDN's EV-to-OCF is ranked worse than 89.81% of 1502
companies
in the Asset Management industry
Industry Median: 5.945
vs LSE:CLDN: 50.12
EV-to-OCF is a valuation multiple that allows analysts and investors to compare stocks, preferably in the same sector or industry. This important multiple is often used in conjunction with, or as an alternative to, the PE Ratio (TTM) to determine the fair market value of a company.
EV-to-OCF is a valuation multiple that allows analysts and investors to compare stocks, preferably in the same sector or industry. This important multiple is often used in conjunction with, or as an alternative to, the PE Ratio (TTM) to determine the fair market value of a company.
Caledonia Investments's PE Ratio (TTM) for today is calculated as:
Caledonia Investments's share price for today is £3.86.
For company reported semi-annually, GuruFocus uses latest annual data as the TTM data. Caledonia Investments's Earnings per Share (Diluted) for the trailing twelve months (TTM) ended in Mar. 2026 was £0.255.
* 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.
Enterprise Value is used because it is a more complete measure in reflecting how much an investor pays when buying a company. Cash Flow from Operations is an important financial metric because it represents the cash generated from operating activities at a company's disposal. Companies with a low EV-to-OCF ratio, combined with a strong balance sheet are generally considered as undervalued.
* 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.
For the Asset Management subindustry, Caledonia Investments's EV-to-OCF, along with its competitors' market caps and EV-to-OCF 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 EV-to-OCF vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Caledonia Investments's EV-to-OCF distribution charts can be found below:
* The bar in red indicates where Caledonia Investments's EV-to-OCF falls into.
Caledonia Investments's current Enterprise Value is £1,879.3 Mil.
For company reported semi-annually, GuruFocus uses latest annual data as the TTM data. Caledonia Investments's Cash Flow from Operations for the trailing twelve months (TTM) ended in Mar. 2026 was £37.5 Mil.
* 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 (LSE:CLDN) has a EV-to-OCF of 50.12 as of Aug. 10, 2026. This is near median its historical median of 46.89. Over the past decade, Caledonia Investments' EV-to-OCF has ranged from 26.27 to 110.78. According to the industry distribution chart, Caledonia Investments ranks #1349 out of 1502 companies in the Asset Management industry, placing it in the top 89.8%.
Is Caledonia Investments' EV-to-OCF too high?
Caledonia Investments' current EV-to-OCF of 50.12 is near median its 10-year median of 46.89. Over the past 10 years, this metric has ranged from a low of 26.27 to a high of 110.78. The Asset Management industry median EV-to-OCF is 5.95. Caledonia Investments' value of 50.12 is 743.1% above this industry median. Based on the distribution chart, Caledonia Investments ranks #1349 out of 1502 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Caledonia Investments has a GF Score™ of 64/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Caledonia Investments' EV-to-OCF compare to BLK and BX?
According to the Asset Management industry distribution chart, Caledonia Investments ranks #1349 out of 1502 companies for EV-to-OCF. This places Caledonia Investments in the lower half of its industry. The industry median EV-to-OCF is 5.95. Caledonia Investments' value of 50.12 is 743.1% above this benchmark. Historically, Caledonia Investments' own EV-to-OCF has ranged from 26.27 to 110.78 over the past decade. While the company's 10-year median is 46.89 vs. the industry median of 5.95, Caledonia Investments has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good EV-to-OCF for an Asset Management company?
The median EV-to-OCF among Asset Management companies is 5.95, based on 1,502 companies in the industry. Companies in the top quartile (top 25%) have a EV-to-OCF significantly above this median, while those in the bottom quartile fall well below. However, EV-to-OCF should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Caledonia Investments's current EV-to-OCF of 50.12 is 743.1% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high EV-to-OCF mean?
A high EV-to-OCF can signal that a stock is expensive relative to its fundamentals. For the Asset Management industry, the median EV-to-OCF is 5.95 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Caledonia Investments's current EV-to-OCF is 50.12, which is near median its own 10-year median of 46.89. 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 £3.26, compared to a current price of £3.86 — trading 18.4% above its estimated fair value. The current EV-to-OCF is 50.12, which is near median its 10-year median of 46.89 and 743.1% above the Asset Management industry median of 5.95. Caledonia Investments' overall GF Score™ is 64/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is EV-to-OCF calculated?
EV-to-OCF is calculated from a company's financial statements. For Caledonia Investments (LSE:CLDN), the current EV-to-OCF is 50.12 as of Aug. 10, 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 £3.86 is trading 18.4% above its estimated GF Value™ of £3.26.
GuruFocus considers Caledonia Investments to be Modestly Overvalued.
Key valuation signals for LSE:CLDN:
EV-to-OCF: 50.12 (near median its 10-year median of 46.89)
GF Value™: £3.26 vs. price of £3.86 (18.4% above fair value)
Industry Position: 743.1% above the Asset Management median (#1349 of 1502)
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 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.
64GF Score
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