Caledonia Investments (LSE:CLDN) Retained Earnings: £229.8 Mil (As of Mar. 2026)

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LSE:CLDN Caledonia Investments PLC LSE:CLDN
62 GF Score
Price £3.81
GF Value £3.27
Valuation Modestly Overvalued
! 4 Warning Signs
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What is Caledonia Investments Retained Earnings?

Caledonia Investments LSE:CLDN -0.26% 62 Retained Earnings is £229.8 Mil 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.

Retained earnings is the accumulated portion of net income that is not distributed to shareholders. Caledonia Investments's retained earnings for the quarter that ended in Mar. 2026 was £229.8 Mil.

Caledonia Investments's quarterly retained earnings increased from Mar. 2025 (£240.4 Mil) to Sep. 2025 (£246.7 Mil) but then declined from Sep. 2025 (£246.7 Mil) to Mar. 2026 (£229.8 Mil).

Caledonia Investments's annual retained earnings declined from Mar. 2024 (£250.2 Mil) to Mar. 2025 (£240.4 Mil) and declined from Mar. 2025 (£240.4 Mil) to Mar. 2026 (£229.8 Mil).


Caledonia Investments  (LSE:CLDN) Retained Earnings Explanation

Historically profitable companies sometimes have negative retained earnings. This is because they have cumulatively paid out more to shareholders than they reported in profits.

For example, in 2011, Microsoft had negative retained earnings. This does not mean the company lost more money than it made over the years. It just means it paid out more money than it earned.

If a company has negative retained earnings, investors should check the 10-year financial results. They should not assume that negative retained earnings prove a company has generally lost money in the past.

Of course, many companies with negative retained earnings have indeed lost money in the past.

Retained Earnings: Warren Buffett's Secret.

One of the most important indicators of durable competitive advantage. Net earnings can be paid out as dividends, used to buy back shares or retained for growth.

If the company loses more than it has accumulated, retained earnings is negative.

If a company isn't adding to its retained earnings, it isn't growing its net worth.

Rate of growth of retained earnings is good indicator whether it's benefiting from a competitive advantage.

Microsoft is negative because it chose to buyback stock and pay dividends.

The more earnings retained, the faster it grows and increases growth rate for future earnings.


Caledonia Investments Retained Earnings Historical Data

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The historical data trend for Caledonia Investments's Retained Earnings 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 Retained Earnings Chart

Caledonia Investments Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Retained Earnings
Get a 7-Day Free Trial Premium Member Only Premium Member Only 263.20 247.40 250.20 240.40 229.80

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
Retained Earnings 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 250.20 240.10 240.40 246.70 229.80
LSE:CLDN
62GF Score
Caledonia Investments PLC LSE:CLDN
Retained Earnings is just one metric. See GF Score™, valuation, warning signs, and more.
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Caledonia Investments Retained Earnings Calculation

Retained Earnings is the accumulated portion of net income that is not distributed to shareholders. Because the net income was not distributed to shareholders, shareholders' equity is increased by the same amount.

Of course, if a company loses, it is called retained losses, or accumulated losses.

Frequently Asked Questions Learn more about Retained Earnings →
What does a Retained Earnings of £229.8 Mil mean?
Caledonia Investments (LSE:CLDN) has a Retained Earnings of £229.8 Mil as of Mar. 2026. Retained earnings is the amount of net income not issued to shareholders. View historical data on Caledonia Investments and its competitors.
Is Caledonia Investments' Retained Earnings too high?
Caledonia Investments' current Retained Earnings is £229.8 Mil. 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' Retained Earnings compare to BLK and BX?
Caledonia Investments' Retained Earnings of £229.8 Mil 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 Retained Earnings for an Asset Management company?
A good Retained Earnings depends on the Asset Management industry context. However, Retained Earnings 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 Retained Earnings mean?
A high Retained Earnings can signal that a stock is expensive relative to its fundamentals. Retained earnings is the amount of net income not issued to shareholders. View historical data on Caledonia Investments and its competitors. Caledonia Investments's current Retained Earnings is £229.8 Mil. 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 £3.81 — trading 16.5% above its estimated fair value. The current Retained Earnings is £229.8 Mil. 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 Retained Earnings calculated?
Retained Earnings is calculated from a company's financial statements. For Caledonia Investments (LSE:CLDN), the current Retained Earnings is £229.8 Mil 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 £3.81 is trading 16.5% above its estimated GF Value™ of £3.27. GuruFocus considers Caledonia Investments to be Modestly Overvalued.

Key valuation signals for LSE:CLDN:

  • Retained Earnings: £229.8 Mil
  • GF Value™: £3.27 vs. price of £3.81 (16.5% 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

Retained Earnings is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£3.81
Price
£3.27
GF Value