Caledonia Investments (UK) Performance
| CLDN Stock | 3,660 20.00 0.55% |
Caledonia Investments has a performance score of 13 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.12, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Caledonia Investments' returns are expected to increase less than the market. However, during the bear market, the loss of holding Caledonia Investments is expected to be smaller as well. Caledonia Investments right now shows a risk of 0.97%. Please confirm Caledonia Investments coefficient of variation, jensen alpha, sortino ratio, as well as the relationship between the standard deviation and total risk alpha , to decide if Caledonia Investments will be following its price patterns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Caledonia Investments are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively unsteady basic indicators, Caledonia Investments may actually be approaching a critical reversion point that can send shares even higher in February 2025. ...more
| Caledonia Investments dividend paid on 9th of January 2025 | 01/09/2025 |
| Begin Period Cash Flow | 221.6 M | |
| Free Cash Flow | 58.4 M |
Caledonia |
Caledonia Investments Relative Risk vs. Return Landscape
If you would invest 332,481 in Caledonia Investments on October 25, 2024 and sell it today you would earn a total of 33,519 from holding Caledonia Investments or generate 10.08% return on investment over 90 days. Caledonia Investments is generating 0.1622% of daily returns and assumes 0.9738% volatility on return distribution over the 90 days horizon. Simply put, 8% of stocks are less volatile than Caledonia, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Caledonia Investments Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Caledonia Investments' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Caledonia Investments, and traders can use it to determine the average amount a Caledonia Investments' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1666
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Estimated Market Risk
| 0.97 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Caledonia Investments is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Caledonia Investments by adding it to a well-diversified portfolio.
Caledonia Investments Fundamentals Growth
Caledonia Stock prices reflect investors' perceptions of the future prospects and financial health of Caledonia Investments, and Caledonia Investments fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Caledonia Stock performance.
| Return On Equity | 0.0707 | |||
| Return On Asset | 0.0423 | |||
| Profit Margin | 0.86 % | |||
| Operating Margin | 0.88 % | |||
| Current Valuation | 1.59 B | |||
| Shares Outstanding | 53.4 M | |||
| Price To Book | 0.66 X | |||
| Price To Sales | 14.84 X | |||
| Revenue | 236.2 M | |||
| EBITDA | 205.4 M | |||
| Total Debt | 33.6 M | |||
| Book Value Per Share | 54.47 X | |||
| Cash Flow From Operations | 58.9 M | |||
| Earnings Per Share | 3.69 X | |||
| Total Asset | 3 B | |||
| Retained Earnings | 250.2 M | |||
About Caledonia Investments Performance
Assessing Caledonia Investments' fundamental ratios provides investors with valuable insights into Caledonia Investments' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Caledonia Investments is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Things to note about Caledonia Investments performance evaluation
Checking the ongoing alerts about Caledonia Investments for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Caledonia Investments help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 40.0% of the company shares are held by company insiders | |
| On 9th of January 2025 Caledonia Investments paid 0.1969 per share dividend to its current shareholders |
- Analyzing Caledonia Investments' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Caledonia Investments' stock is overvalued or undervalued compared to its peers.
- Examining Caledonia Investments' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Caledonia Investments' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Caledonia Investments' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Caledonia Investments' stock. These opinions can provide insight into Caledonia Investments' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Caledonia Stock Analysis
When running Caledonia Investments' price analysis, check to measure Caledonia Investments' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Caledonia Investments is operating at the current time. Most of Caledonia Investments' value examination focuses on studying past and present price action to predict the probability of Caledonia Investments' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Caledonia Investments' price. Additionally, you may evaluate how the addition of Caledonia Investments to your portfolios can decrease your overall portfolio volatility.