Caledonia Investments (LSE:CLDN) Scaled Net Operating Assets: 0.96 (As of Mar. 2026)


LSE:CLDN Caledonia Investments PLC LSE:CLDN
61 GF Score
Price £3.69
GF Value £3.27
Valuation Modestly Overvalued
! 3 Warning Signs
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What is Caledonia Investments Scaled Net Operating Assets?

Caledonia Investments LSE:CLDN +0.96% 61 Scaled Net Operating Assets is 0.96 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 3 warning signs investors should review.

Scaled Net Operating Assets (SNOA) is calculated as the difference between operating assets and operating liabilities, scaled by lagged total assets.

Caledonia Investments's operating assets for the quarter that ended in Mar. 2026 was £2,905.6 Mil. Caledonia Investments's operating liabilities for the quarter that ended in Mar. 2026 was £15.6 Mil. Caledonia Investments's Total Assets for the quarter that ended in Sep. 2025 was £3,024.9 Mil. Therefore, Caledonia Investments's scaled net operating assets (SNOA) for the quarter that ended in Mar. 2026 was 0.96.

LSE:CLDN
61GF Score
Caledonia Investments PLC LSE:CLDN
Scaled Net Operating Assets is just one metric. See GF Score™, valuation, warning signs, and more.
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Caledonia Investments Scaled Net Operating Assets Calculation

Scaled Net Operating Assets (SNOA) is calculated as the difference between operating assets and operating liabilities, scaled by lagged total assets.

Caledonia Investments's Scaled Net Operating Assets (SNOA) for the fiscal year that ended in Mar. 2026 is calculated as

Scaled Net Operating Assets (SNOA)(A: Mar. 2026 )
=(Operating Assets (A: Mar. 2026 )-Operating Liabilities (A: Mar. 2026 ))/Total Assets (A: Mar. 2025 )
=(2905.6-15.6)/2958
=0.98

where

Operating Assets(A: Mar. 2026 )
=Total Assets - Balance Sheet Cash And Cash Equivalents
=2995.6 - 90
=2905.6

Operating Liabilities(A: Mar. 2026 )
=Total Liabilities - Long-Term Debt & Capital Lease Obligation - Short-Term Debt & Capital Lease Obligation
=15.6 - 0 - 0
=15.6

Caledonia Investments's Scaled Net Operating Assets (SNOA) for the quarter that ended in Mar. 2026 is calculated as

Scaled Net Operating Assets (SNOA)(Q: Mar. 2026 )
=(Operating Assets (Q: Mar. 2026 )-Operating Liabilities (Q: Mar. 2026 ))/Total Assets (Q: Sep. 2025 )
=(2905.6-15.6)/3024.9
=0.96

where

Operating Assets(Q: Mar. 2026 )
=Total Assets - Balance Sheet Cash And Cash Equivalents
=2995.6 - 90
=2905.6

Operating Liabilities(Q: Mar. 2026 )
=Total Liabilities - Long-Term Debt & Capital Lease Obligation - Short-Term Debt & Capital Lease Obligation
=15.6 - 0 - 0
=15.6

* 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 Scaled Net Operating Assets of 0.96 mean?
Caledonia Investments (LSE:CLDN) has a Scaled Net Operating Assets of 0.96 as of Mar. 2026. Scaled net operating assets equals current-period operating assets less operating liabilities less prior-period total assets. View historical data on Caledonia Investments and its competitors.
Is Caledonia Investments' Scaled Net Operating Assets too high?
Caledonia Investments' current Scaled Net Operating Assets is 0.96. 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' Scaled Net Operating Assets compare to BLK and BX?
Caledonia Investments' Scaled Net Operating Assets of 0.96 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 Scaled Net Operating Assets for an Asset Management company?
A good Scaled Net Operating Assets depends on the Asset Management industry context. However, Scaled Net Operating Assets 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 Scaled Net Operating Assets mean?
A high Scaled Net Operating Assets can signal that a stock is expensive relative to its fundamentals. Scaled net operating assets equals current-period operating assets less operating liabilities less prior-period total assets. View historical data on Caledonia Investments and its competitors. Caledonia Investments's current Scaled Net Operating Assets is 0.96. 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 Scaled Net Operating Assets is 0.96. Caledonia Investments' overall GF Score™ is 61/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Scaled Net Operating Assets calculated?
Scaled Net Operating Assets is calculated from a company's financial statements. For Caledonia Investments (LSE:CLDN), the current Scaled Net Operating Assets is 0.96 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:

  • Scaled Net Operating Assets: 0.96
  • GF Value™: £3.27 vs. price of £3.69 (12.7% above fair value)
  • GF Score™: 61/100 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.
61GF Score

Get the complete analysis for LSE:CLDN

Scaled Net Operating Assets is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£3.69
Price
£3.27
GF Value