Caledonian Holdings (FRA:IBN0) ROE % Adjusted to Book Value: -2.99% (As of Sep. 2025)


What is Caledonian Holdings ROE % Adjusted to Book Value?

Caledonian Holdings FRA:IBN0 ROE % Adjusted to Book Value is -2.99% as of Sep. 2025. The stock has 3 warning signs investors should review.

Caledonian Holdings's ROE % for the quarter that ended in Sep. 2025 was -34.82%. Caledonian Holdings's PB Ratio for the quarter that ended in Sep. 2025 was 11.63. Caledonian Holdings's ROE % Adjusted to Book Value for the quarter that ended in Sep. 2025 was -2.99%.

Caledonian Holdings ROE % Adjusted to Book Value Related Terms

Caledonian Holdings ROE % Adjusted to Book Value Historical Data

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The historical data trend for Caledonian Holdings's ROE % Adjusted to Book Value 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.

Caledonian Holdings ROE % Adjusted to Book Value Chart

Caledonian Holdings Annual Data
Trend Mar16 Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 5.92 -16.29 -25.55 -10.55 -12.85

Caledonian Holdings Semi-Annual Data
Mar16 Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25
ROE % Adjusted to Book Value 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 15.04 -33.08 -52.79 -12.95 -2.99

FRA:IBN0 vs BLK, BX, KKR: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, Caledonian Holdings's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value 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.

Caledonian Holdings ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Caledonian Holdings's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Caledonian Holdings's ROE % Adjusted to Book Value falls into.


Caledonian Holdings ROE % Adjusted to Book Value Calculation

Caledonian Holdings's ROE % Adjusted to Book Value for the fiscal year that ended in Mar. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=-97.42% / 7.58
=-12.85%

Caledonian Holdings's ROE % Adjusted to Book Value for the quarter that ended in Sep. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=-34.82% / 11.63
=-2.99%

* 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.

What does a ROE % Adjusted to Book Value of -2.99% mean?
Caledonian Holdings (FRA:IBN0) has a ROE % Adjusted to Book Value of -2.99% as of Sep. 2025. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Caledonian Holdings and its competitors.
Is Caledonian Holdings' ROE % Adjusted to Book Value too high?
Caledonian Holdings' current ROE % Adjusted to Book Value is -2.99%.
How does Caledonian Holdings' ROE % Adjusted to Book Value compare to BLK and BX?
Caledonian Holdings' ROE % Adjusted to Book Value of -2.99% 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 ROE % Adjusted to Book Value for an Asset Management company?
A good ROE % Adjusted to Book Value depends on the Asset Management industry context. However, ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Caledonian Holdings and its competitors. Caledonian Holdings's current ROE % Adjusted to Book Value is -2.99%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Caledonian Holdings stock overvalued right now?
Caledonian Holdings (FRA:IBN0) has a current ROE % Adjusted to Book Value of -2.99%. The current ROE % Adjusted to Book Value is -2.99%. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Caledonian Holdings (FRA:IBN0), the current ROE % Adjusted to Book Value is -2.99% as of Sep. 2025. 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.

Caledonian Holdings Business Description

Other Exchanges CHP:UK
Address Mill Field Road, 15 Victoria Mews, Cottingley Business Park, Bingley, West Yorkshire, GBR, BD16 1PY
Caledonian Holdings PLC is an investment company based in the United Kingdom. It is focused on investing in companies operating within the financial services and associated markets. The company targets businesses that demonstrate growth potential, financial solutions, and scalable business models. Its primary areas of interest include fintech, asset management, insurance, and banking, with an emphasis on companies that leverage technology to enhance efficiency, accessibility, and financial inclusion. The company focuses on having a mix of private and publicly traded investments. It has only one identifiable operating segment, being the purchase, holding, and sale of investments. Geographically, the company operates only in the United Kingdom.