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Caledonia Investments plc (CLDN) Fair Value & Analysis

Financial Services · GB · Market cap £1.9B

Price£3.52
Fair Value£4.47
Upside+27.0%
Quality97/100
Evidence: High Range £3.35 – £5.59

Fair value as of: Jun 25, 2026

Analysis

Caledonia Investments plc (CLDN) currently trades at £3.52, while our model-based Fair Value estimate is £4.47 — implying the stock looks roughly 27.0% undervalued today. We read business quality at 97/100 (high quality), in the Financial Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.

About the company

Caledonia Investments plc is a self-managed investment trust company. It invests in private and public equity markets across the globe. The firm benchmarks the performance of its portfolios against the FTSE All-Share Total Return Index. Caledonia Investments plc was founded in 1928 and is based in London, United Kingdom.

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Frequently asked questions

Is Caledonia Investments plc (CLDN) undervalued?
As of Jun 25, 2026, our model estimates a fair value of £4.47 versus a price of £3.52 — about +27% (undervalued). Model-based estimate, not financial advice.
What is the fair value of CLDN?
Our 21-model fair value for Caledonia Investments plc is £4.47 (as of Jun 25, 2026), built from audited fundamentals. The current price is £3.52.
What is the quality score of CLDN?
Caledonia Investments plc has a Quality Score of 97/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.