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


LSE:CLDN Caledonia Investments PLC LSE:CLDN
61 GF Score
Price £3.69
GF Value £3.27
Valuation Modestly Overvalued
! 2 Warning Signs
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What is Caledonia Investments ROC %?

Caledonia Investments LSE:CLDN +0.96% 61 ROC % is % as of Mar. 2026. 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.

ROC %does not apply to banks.

LSE:CLDN
61GF Score
Caledonia Investments PLC LSE:CLDN
ROC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about ROC % →
What does a ROC % of % mean?
Caledonia Investments (LSE:CLDN) has a ROC % of % as of Mar. 2026. Return on capital is the ratio of current-period net income to average two-period capital. View historical data on Caledonia Investments and its competitors.
Is Caledonia Investments' ROC % too high?
Caledonia Investments' current ROC % is %. 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' ROC % compare to BLK and BX?
Caledonia Investments' ROC % of % can be compared against companies in the Asset Management industry. The industry median ROC % is 1.21. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC % for an Asset Management company?
The median ROC % among Asset Management companies is 1.21, based on 707 companies in the industry. Companies in the top quartile (top 25%) have a ROC % significantly above this median, while those in the bottom quartile fall well below. However, ROC % 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 % mean?
A high ROC % can signal that a stock is expensive relative to its fundamentals. Return on capital is the ratio of current-period net income to average two-period capital. View historical data on Caledonia Investments and its competitors. For the Asset Management industry, the median ROC % is 1.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Caledonia Investments's current ROC % 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 £3.69 — trading 12.7% above its estimated fair value. The current ROC % is %. 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 ROC % calculated?
ROC % is calculated from a company's financial statements. For Caledonia Investments (LSE:CLDN), the current ROC % 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 £3.69 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:

  • ROC %: %
  • GF Value™: £3.27 vs. price of £3.69 (12.7% above fair value)
  • GF Score™: 61/100 with 2 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.
61GF Score

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

£3.69
Price
£3.27
GF Value