Caledonia Investments (LSE:CLDN) ROC (Joel Greenblatt) %: % (As of Mar. 2026)


LSE:CLDN Caledonia Investments PLC LSE:CLDN
62 GF Score
Price £3.81
GF Value £3.27
Valuation Modestly Overvalued
! 3 Warning Signs
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What is Caledonia Investments ROC (Joel Greenblatt) %?

Caledonia Investments LSE:CLDN +1.20% 62 ROC (Joel Greenblatt) % is % 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 3 warning signs investors should review. Among 629 Asset Management companies, Caledonia Investments ranks worse than 158982.35% on this metric.

ROC (Joel Greenblatt) % does not apply to banks and insurance companies.

LSE:CLDN
62GF Score
Caledonia Investments PLC LSE:CLDN
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a ROC (Joel Greenblatt) % of % mean?
Caledonia Investments (LSE:CLDN) has a ROC (Joel Greenblatt) % of % as of Mar. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Caledonia Investments and its competitors. According to the industry distribution chart, Caledonia Investments ranks #999999 out of 629 companies in the Asset Management industry.
Is Caledonia Investments' ROC (Joel Greenblatt) % too high?
Caledonia Investments' current ROC (Joel Greenblatt) % is %. Based on the distribution chart, Caledonia Investments ranks #999999 out of 629 companies in the Asset Management industry, which is in the bottom quartile relative to peers. 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' ROC (Joel Greenblatt) % compare to BLK and BX?
According to the Asset Management industry distribution chart, Caledonia Investments ranks #999999 out of 629 companies for ROC (Joel Greenblatt) %. This places Caledonia Investments in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 63.35. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for an Asset Management company?
The median ROC (Joel Greenblatt) % among Asset Management companies is 63.35, based on 629 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % 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 ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Caledonia Investments and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 63.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Caledonia Investments's current ROC (Joel Greenblatt) % is %. 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 ROC (Joel Greenblatt) % is %. Caledonia Investments' overall GF Score™ is 62/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Caledonia Investments (LSE:CLDN), the current ROC (Joel Greenblatt) % is % 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:

  • ROC (Joel Greenblatt) %: %
  • GF Value™: £3.27 vs. price of £3.81 (16.5% above fair value)
  • GF Score™: 62/100 with 3 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

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ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£3.81
Price
£3.27
GF Value