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Caledonia Investments (LSE:CLDN) Shiller PE Ratio : 8.56 (As of May. 01, 2024)


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What is Caledonia Investments Shiller PE Ratio?

As of today (2024-05-01), Caledonia Investments's current share price is £35.60. Caledonia Investments's E10 for the fiscal year that ended in Mar23 was £4.16. Caledonia Investments's Shiller PE Ratio for today is 8.56.

The historical rank and industry rank for Caledonia Investments's Shiller PE Ratio or its related term are showing as below:

LSE:CLDN' s Shiller PE Ratio Range Over the Past 10 Years
Min: 7.37   Med: 12.38   Max: 23.16
Current: 8.56

During the past 13 years, Caledonia Investments's highest Shiller PE Ratio was 23.16. The lowest was 7.37. And the median was 12.38.

LSE:CLDN's Shiller PE Ratio is ranked better than
78.14% of 764 companies
in the Asset Management industry
Industry Median: 12.745 vs LSE:CLDN: 8.56

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years.

Caledonia Investments's adjusted earnings per share data of for the fiscal year that ended in Mar23 was £2.590. Add all the adjusted EPS for the past 10 years together and divide 10 will get our E10, which is £4.16 for the trailing ten years ended in Mar23.

Shiller PE for Stocks: The True Measure of Stock Valuation


Caledonia Investments Shiller PE Ratio Historical Data

The historical data trend for Caledonia Investments's Shiller PE Ratio 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.

* Premium members only.

Caledonia Investments Shiller PE Ratio Chart

Caledonia Investments Annual Data
Trend Mar14 Mar15 Mar16 Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23
Shiller PE Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 10.89 13.27 10.37 8.81 8.15

Caledonia Investments Semi-Annual Data
Mar14 Sep14 Mar15 Sep15 Mar16 Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23
Shiller PE Ratio 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 - 8.81 - 8.15 -

Competitive Comparison of Caledonia Investments's Shiller PE Ratio

For the Asset Management subindustry, Caledonia Investments's Shiller PE Ratio, along with its competitors' market caps and Shiller PE Ratio 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.


Caledonia Investments's Shiller PE Ratio Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Caledonia Investments's Shiller PE Ratio distribution charts can be found below:

* The bar in red indicates where Caledonia Investments's Shiller PE Ratio falls into.



Caledonia Investments Shiller PE Ratio Calculation

For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. The result is used for P/E calculation. Since it looks at the average over the last 10 years, the Shiller PE Ratio is also called PE10.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The same calculation is applied here to individual companies.

Caledonia Investments's Shiller PE Ratio for today is calculated as

Shiller PE Ratio=Share Price/ E10
=35.60/4.16
=8.56

* 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.

Caledonia Investments's E10 for the fiscal year that ended in Mar23 is calculated as:

For example, Caledonia Investments's adjusted earnings per share data for the fiscal year that ended in Mar23 was:

Adj_EPS=Earnings per Share (Diluted)/CPI of Mar23 (Change)*Current CPI (Mar23)
=2.59/126.8000*126.8000
=2.590

Current CPI (Mar23) = 126.8000.

Caledonia Investments Annual Data

Earnings per Share (Diluted) CPI Adj_EPS
201403 3.274 99.300 4.181
201503 3.711 99.600 4.724
201603 0.731 100.400 0.923
201703 5.184 102.700 6.400
201803 0.474 105.100 0.572
201903 3.547 107.000 4.203
202003 -3.150 108.600 -3.678
202103 8.378 109.700 9.684
202203 11.015 116.500 11.989
202303 2.590 126.800 2.590

Add all the adjusted EPS together and divide 10 will get our E10.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.


Caledonia Investments  (LSE:CLDN) Shiller PE Ratio Explanation

Compared with the regular PE Ratio, which works poorly for cyclical businesses, the Shiller PE Ratio smoothed out the fluctuations of profit margins during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Shiller PE Ratio should give similar results to regular PE Ratio.

Compared with the PS Ratio, the Shiller PE Ratio makes the comparison between different industries more meaningful.


Be Aware

Shiller PE Ratio assumes that over the long term, businesses and profitability revert to their means. If a company's business model does not work in the future compared with the past, Shiller PE Ratio and PS Ratio will give false valuations.


Caledonia Investments Shiller PE Ratio Related Terms

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Caledonia Investments (LSE:CLDN) Business Description

Traded in Other Exchanges
Address
30 Buckingham Gate, Cayzer House, London, GBR, SW1E 6NN
Caledonia Investments PLC is a self-managed investment trust company. It aims to grow its net assets and the dividend it pays to its shareholders over the long term, whilst managing risks to mitigate the volatility of returns. The company achieves its objective by investing in well-managed businesses that combine reasonable growth characteristics with an ability to deliver increasing levels of income. Caledonia allocates capital predominantly amongst quoted equities, private companies, and funds. Geographically, the majority of its revenues are generated through its investments in the United States markets.

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