Compliance updated on Jun 19, 2026 Screened by AAOIFI-Certified Shariah Advisor & Auditor

Financial data updated nightly

Caledonia Investments PLC

CLDN.L ✗ NOT COMPLIANT ☆ Track — members

LSE · Financials · UK Investment Trusts ·

UK Mid Cap Analyst: BUY

Last Close

$5.36

▼ -0.13%

Market Cap $2.74B · Vol 165.52K

Key Metrics

P/E Ratio

15.41

FWD: N/A

Market Cap

$2.74B

Mid Cap

Div Yield

1.94%

Semi-annual dividend

EPS Growth

N/A

YoY

RSI (14)

68.66

Momentum

Beta

1.22

vs Market

52W High

$5.44

1.04% below

52W Low

$4.22

30.41% above

Volume

165.52K

Avg 322.40K

P/B

0.56

Price-to-book

ROE

N/A

Return on equity

Free Float

95.42%

Public shares

Shariah Compliance8 STANDARDS

✗ Caledonia Investments PLC (CLDN.L) stock is currently not Shariah compliant

AAOIFI—
Dow Jones Islamic (DJIM)—
FTSE Shariah—
MSCI Islamic—
S&P Shariah—
Al Rajhi—
Alinma—
Albilad—

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The full report shows the verdict under each of the 8 major Shariah standards, with the business-activity and financial-ratio screens behind every one.

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Historical Returns

+2.72%

+3.80%

+5.73%

+15.60%

YTD

+4.07%

+2.99%

+21.70%

+25.41%

Financials & Valuation

TTM · Annual

Total Revenue	$219.48M
Net Income	$178.76M
Revenue Growth (YoY)	-70.99%
Gross Margin	N/A
Operating Margin	82.29%
Net Profit Margin	81.74%
ROE	N/A
ROA · ROIC	4.57% · 4.66%

P/E Ratio	15.41
Forward P/E (FY1)	N/A
PEG Ratio	0.11
P/S	10.28
P/B	0.56
P/FCF	48.30
EPS Growth	N/A
Outstanding Shares	511.63M

Technical Indicators

50-Day SMA	$5.07
200-Day SMA	$4.95
RSI (14)	68.66
Beta	1.22
52-Week High	$5.44
52-Week Low	$4.22

Volume Today	165.52K
Avg Daily Volume (30D)	322.40K
Relative Volume	0.51x
Volatility (10D)	14.52
Volatility (30D)	10.38
Free Float	95.42%

Analyst Consensus

BUY

Current Price $5.36

Mean Target $5.68

52W Low$4.22 52W High$5.44

Current

Target

$4.22 $5.44

Current Analyst target

+5.94% upside potential · 0 analysts

Identifiers

ExchangeLSE

FIGIBBG001S61L69

ISINGB00BTNQ8K38

CountryUnited Kingdom

Sub-IndustryUK Investment Trusts

Earnings DateNov 25, 2026

TypeStocks

Instrument TypeORD Ordinary Share

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Company Profile

Caledonia Investments plc is a self-managed investment trust company. The Company holds investments in both listed and private markets across three pools: Public Companies, Private Capital and Funds. It aims to achieve long-term compounded real returns, exceeding inflation by 3%-6% over the medium to long term. The public companies are categorized into Capital and Income portfolios. Its private capital investments focus on established United Kingdom mid-market businesses. The funds are allocated through indirect investments in private equity funds based in Asia and the United States, providing access to diversified opportunities in global markets. It invests in a range of sectors, such as industrials, information technology, consumer discretionary, funds of funds, financials, healthcare, materials, consumer staples, communication services, and other sectors. It invests in various regions, such as the United Kingdom and Channel Islands, Asia, Europe, and North America.