Caledonia InvestmentsLSE:CLDN +0.96%61 FCF Margin % is 14.07% as of Mar. 2026, which is 3% above its 10-year median of 13.67. GuruFocus rates LSE:CLDN with a GF Score™ of 61/100 and a GF Value™ of £3.27 (Modestly Overvalued). The stock has 2 warning signs investors should review. Among 1,458 Asset Management companies, Caledonia Investments ranks better than 56.31% on this metric.
The historical rank and industry rank for Caledonia Investments's FCF Margin % or its related term are showing as below:
LSE:CLDN'
s FCF Margin % Range Over the Past 10 Years
Min: -18.16 Med: 13.67 Max: 47.33
Current: 23.24
During the past 13 years, the highest FCF Margin % of Caledonia Investments was 47.33%. The lowest was -18.16%. And the median was 13.67%.
LSE:CLDN's FCF Margin % is ranked better than 56.31% of 1458
companies
in the Asset Management industry
Industry Median: 14.715
vs LSE:CLDN: 23.24
Caledonia Investments FCF Margin % Related Terms
Caledonia Investments FCF Margin % Historical Data
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The historical data trend for Caledonia Investments's FCF Margin % 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.
For the Asset Management subindustry, Caledonia Investments's FCF Margin %, along with its competitors' market caps and FCF Margin % 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 FCF Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Caledonia Investments's FCF Margin % distribution charts can be found below:
* The bar in red indicates where Caledonia Investments's FCF Margin % falls into.
* 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 FCF Margin % of 14.07% as of Mar. 2026. Free cash flow margin is the ratio of total free cash flow to net sales. View historical data on Caledonia Investments and its competitors. This is near median its historical median of 13.67. According to the industry distribution chart, Caledonia Investments ranks #637 out of 1458 companies in the Asset Management industry, placing it in the top 43.7%.
Is Caledonia Investments' FCF Margin % too high?
Caledonia Investments' current FCF Margin % of 14.07% is near median its 10-year median of 13.67. The Asset Management industry median FCF Margin % is 14.72. Caledonia Investments' value of 14.07% is 4.4% below this industry median. Based on the distribution chart, Caledonia Investments ranks #637 out of 1458 companies in the Asset Management industry, which is above the industry midpoint. Overall, Caledonia Investments has a GF Score™ of 61/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Caledonia Investments' FCF Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Caledonia Investments ranks #637 out of 1458 companies for FCF Margin %. This puts Caledonia Investments in the upper half of its industry. The industry median FCF Margin % is 14.72. Caledonia Investments' value of 14.07% is 4.4% below this benchmark. While the company's 10-year median is 13.67 vs. the industry median of 14.72, Caledonia Investments has consistently been below 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 FCF Margin % for an Asset Management company?
The median FCF Margin % among Asset Management companies is 14.72, based on 1,458 companies in the industry. Companies in the top quartile (top 25%) have a FCF Margin % significantly above this median, while those in the bottom quartile fall well below. However, FCF Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Caledonia Investments's current FCF Margin % of 14.07% is 4.4% below 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 FCF Margin % mean?
A high FCF Margin % can signal that a stock is expensive relative to its fundamentals. Free cash flow margin is the ratio of total free cash flow to net sales. View historical data on Caledonia Investments and its competitors. For the Asset Management industry, the median FCF Margin % is 14.72 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Caledonia Investments's current FCF Margin % is 14.07%, which is near median its own 10-year median of 13.67. 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 £3.69 — trading 12.7% above its estimated fair value. The current FCF Margin % is 14.07%, which is near median its 10-year median of 13.67 and 4.4% below the Asset Management industry median of 14.72. Caledonia Investments' overall GF Score™ is 61/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is FCF Margin % calculated?
FCF Margin % is calculated from a company's financial statements. For Caledonia Investments (LSE:CLDN), the current FCF Margin % is 14.07% 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 £3.69 is trading 12.7% above its estimated GF Value™ of £3.27.
GuruFocus considers Caledonia Investments to be Modestly Overvalued.
Key valuation signals for LSE:CLDN:
FCF Margin %: 14.07% (near median its 10-year median of 13.67)
GF Value™: £3.27 vs. price of £3.69 (12.7% above fair value)
Industry Position: 4.4% below the Asset Management median (#637 of 1458)
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.
61GF Score
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