Caledonia InvestmentsLSE:CLDN +0.96%61 Net Margin % is 24.55% as of Mar. 2026, which is 72% below its 10-year median of 87.95. 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 1,571 Asset Management companies, Caledonia Investments ranks worse than 50.54% on this metric.
The historical rank and industry rank for Caledonia Investments's Net Margin % or its related term are showing as below:
LSE:CLDN'
s Net Margin % Range Over the Past 10 Years
Min: 58.89 Med: 87.95 Max: 111.33
Current: 84.24
LSE:CLDN's Net Margin % is ranked worse than 50.54% of 1571
companies
in the Asset Management industry
Industry Median: 84.94
vs LSE:CLDN: 84.24
Caledonia Investments (LSE:CLDN) Net Margin % Explanation
Although Net Income and Earnings-per-Share (EPS) are the most widely used parameter in measuring a company's profitability and valuation, it is the least reliable. The reason is that reported earnings can be manipulated easily by adjusting any numbers such as Depreciation, Depletion and Amotorization and non-recurring items.
But the long term trend of the net margin is a good indicator of the competitiveness and health of the business.
Caledonia Investments Net Margin % Related Terms
Caledonia Investments Net Margin % Historical Data
* Premium members only.
The historical data trend for Caledonia Investments's Net 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 Net Margin %, along with its competitors' market caps and Net 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 Net Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Caledonia Investments's Net Margin % distribution charts can be found below:
* The bar in red indicates where Caledonia Investments's Net 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 Net Margin % of 24.55% as of Mar. 2026. Net margin is the ratio of total net income to net sales. View historical data on Caledonia Investments and its competitors. This is 72% below median its historical median of 87.95. Over the past decade, Caledonia Investments' Net Margin % has ranged from 58.89 to 111.33. According to the industry distribution chart, Caledonia Investments ranks #794 out of 1571 companies in the Asset Management industry, placing it in the top 50.5%.
Is Caledonia Investments' Net Margin % too high?
Caledonia Investments' current Net Margin % of 24.55% is 72% below median its 10-year median of 87.95. Over the past 10 years, this metric has ranged from a low of 58.89 to a high of 111.33. The Asset Management industry median Net Margin % is 84.94. Caledonia Investments' value of 24.55% is 71.1% below this industry median. Based on the distribution chart, Caledonia Investments ranks #794 out of 1571 companies in the Asset Management industry, which is below 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' Net Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Caledonia Investments ranks #794 out of 1571 companies for Net Margin %. This places Caledonia Investments in the lower half of its industry. The industry median Net Margin % is 84.94. Caledonia Investments' value of 24.55% is 71.1% below this benchmark. Historically, Caledonia Investments' own Net Margin % has ranged from 58.89 to 111.33 over the past decade. While the company's 10-year median is 87.95 vs. the industry median of 84.94, 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 Net Margin % for an Asset Management company?
The median Net Margin % among Asset Management companies is 84.94, based on 1,571 companies in the industry. Companies in the top quartile (top 25%) have a Net Margin % significantly above this median, while those in the bottom quartile fall well below. However, Net Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Caledonia Investments's current Net Margin % of 24.55% is 71.1% 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 Net Margin % mean?
A high Net Margin % can signal that a stock is expensive relative to its fundamentals. Net margin is the ratio of total net income to net sales. View historical data on Caledonia Investments and its competitors. For the Asset Management industry, the median Net Margin % is 84.94 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Caledonia Investments's current Net Margin % is 24.55%, which is 72% below median its own 10-year median of 87.95. 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 Net Margin % is 24.55%, which is 72% below median its 10-year median of 87.95 and 71.1% below the Asset Management industry median of 84.94. 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 Net Margin % calculated?
Net Margin % is calculated from a company's financial statements. For Caledonia Investments (LSE:CLDN), the current Net Margin % is 24.55% 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:
Net Margin %: 24.55% (72% below median its 10-year median of 87.95)
GF Value™: £3.27 vs. price of £3.69 (12.7% above fair value)
Industry Position: 71.1% below the Asset Management median (#794 of 1571)
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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