Caledonia InvestmentsLSE:CLDN +0.96%61 ROA % is 0.54% as of Mar. 2026, which is 91% below its 10-year median of 5.77. 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 1,632 Asset Management companies, Caledonia Investments ranks better than 52.57% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Caledonia Investments's annualizedNet Income for the quarter that ended in Mar. 2026 was £16.4 Mil.
Caledonia Investments's average Total Assets over the quarter that ended in Mar. 2026 was £3,010.3 Mil. Therefore, Caledonia Investments's annualized ROA % for the quarter that ended in Mar. 2026 was 0.54%.
The historical rank and industry rank for Caledonia Investments's ROA % or its related term are showing as below:
LSE:CLDN'
s ROA % Range Over the Past 10 Years
Min: -8.95 Med: 5.77 Max: 24.02
Current: 4.52
During the past 13 years, Caledonia Investments's highest ROA % was 24.02%. The lowest was -8.95%. And the median was 5.77%.
LSE:CLDN's ROA % is ranked better than 52.57% of 1632
companies
in the Asset Management industry
Industry Median: 3.985
vs LSE:CLDN: 4.52
ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A banks ROA % is typically well under 2%.
Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:
Note:
The Net Income data used here is two times the semi-annual (Mar. 2026) net income data. The Revenue data used here is two times the semi-annual (Mar. 2026) revenue data.
* 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.
Be Aware
Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).
Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.
E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.
* 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 ROA %, along with its competitors' market caps and ROA % 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 ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Caledonia Investments's ROA % distribution charts can be found below:
* The bar in red indicates where Caledonia Investments's ROA % 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.
In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data,
the Net Income data used here is two times the semi-annual (Mar. 2026) net income data.
ROA % is displayed in the 30-year financial page.
Caledonia Investments (LSE:CLDN) has a ROA % of 0.54% as of Mar. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Caledonia Investments and its competitors. This is 91% below median its historical median of 5.77. According to the industry distribution chart, Caledonia Investments ranks #774 out of 1632 companies in the Asset Management industry, placing it in the top 47.4%.
Is Caledonia Investments' ROA % too high?
Caledonia Investments' current ROA % of 0.54% is 91% below median its 10-year median of 5.77. The Asset Management industry median ROA % is 3.99. Caledonia Investments' value of 0.54% is 86.4% below this industry median. Based on the distribution chart, Caledonia Investments ranks #774 out of 1632 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' ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Caledonia Investments ranks #774 out of 1632 companies for ROA %. This puts Caledonia Investments in the upper half of its industry. The industry median ROA % is 3.99. Caledonia Investments' value of 0.54% is 86.4% below this benchmark. While the company's 10-year median is 5.77 vs. the industry median of 3.99, 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 ROA % for an Asset Management company?
The median ROA % among Asset Management companies is 3.99, based on 1,632 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Caledonia Investments's current ROA % of 0.54% is 86.4% 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 ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Caledonia Investments and its competitors. For the Asset Management industry, the median ROA % is 3.99 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Caledonia Investments's current ROA % is 0.54%, which is 91% below median its own 10-year median of 5.77. 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 ROA % is 0.54%, which is 91% below median its 10-year median of 5.77 and 86.4% below the Asset Management industry median of 3.99. 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 ROA % calculated?
ROA % is calculated from a company's financial statements. For Caledonia Investments (LSE:CLDN), the current ROA % is 0.54% 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:
ROA %: 0.54% (91% below median its 10-year median of 5.77)
GF Value™: £3.27 vs. price of £3.69 (12.7% above fair value)
Industry Position: 86.4% below the Asset Management median (#774 of 1632)
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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