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Caledonia Investments (LSE:CLDN) Cyclically Adjusted PS Ratio : 7.55 (As of May. 15, 2024)


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What is Caledonia Investments Cyclically Adjusted PS Ratio?

As of today (2024-05-15), Caledonia Investments's current share price is £34.60. Caledonia Investments's Cyclically Adjusted Revenue per Share for the fiscal year that ended in Mar23 was £4.58. Caledonia Investments's Cyclically Adjusted PS Ratio for today is 7.55.

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

LSE:CLDN' s Cyclically Adjusted PS Ratio Range Over the Past 10 Years
Min: 4.35   Med: 8.31   Max: 13.13
Current: 7.66

During the past 13 years, Caledonia Investments's highest Cyclically Adjusted PS Ratio was 13.13. The lowest was 4.35. And the median was 8.31.

LSE:CLDN's Cyclically Adjusted PS Ratio is ranked worse than
50.57% of 876 companies
in the Asset Management industry
Industry Median: 7.425 vs LSE:CLDN: 7.66

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted revenue per share of a company over the past 10 years.

Caledonia Investments's adjusted revenue per share data of for the fiscal year that ended in Mar23 was £3.263. Add all the adjusted revenue per share for the past 10 years together and divide 10 will get our Cyclically Adjusted Revenue per Share, which is £4.58 for the trailing ten years ended in Mar23.

Shiller PE for Stocks: The True Measure of Stock Valuation


Caledonia Investments Cyclically Adjusted PS Ratio Historical Data

The historical data trend for Caledonia Investments's Cyclically Adjusted PS 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 Cyclically Adjusted PS Ratio Chart

Caledonia Investments Annual Data
Trend Mar14 Mar15 Mar16 Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23
Cyclically Adjusted PS Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 7.92 9.22 8.53 8.10 7.40

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
Cyclically Adjusted PS 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 - 8.10 - 7.40 -

Competitive Comparison of Caledonia Investments's Cyclically Adjusted PS Ratio

For the Asset Management subindustry, Caledonia Investments's Cyclically Adjusted PS Ratio, along with its competitors' market caps and Cyclically Adjusted PS 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 Cyclically Adjusted PS Ratio Distribution in the Asset Management Industry

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

* The bar in red indicates where Caledonia Investments's Cyclically Adjusted PS Ratio falls into.



Caledonia Investments Cyclically Adjusted PS Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PS Ratio takes the Revenue per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/S calculation. Because it considers this 10-year average, it's often referred to as the CAPS Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PS Ratio.

Caledonia Investments's Cyclically Adjusted PS Ratio for today is calculated as

Cyclically Adjusted PS Ratio=Share Price/ Cyclically Adjusted Revenue per Share
=34.60/4.58
=7.55

* 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 Cyclically Adjusted Revenue per Share for the fiscal year that ended in Mar23 is calculated as:

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

Adj_RevenuePerShare=Revenue per Share/CPI of Mar23 (Change)*Current CPI (Mar23)
=3.263/126.8000*126.8000
=3.263

Current CPI (Mar23) = 126.8000.

Caledonia Investments Annual Data

Revenue per Share CPI Adj_RevenuePerShare
201403 3.442 99.300 4.395
201503 4.041 99.600 5.145
201603 1.114 100.400 1.407
201703 5.554 102.700 6.857
201803 0.805 105.100 0.971
201903 3.998 107.000 4.738
202003 -2.810 108.600 -3.281
202103 8.695 109.700 10.050
202203 11.274 116.500 12.271
202303 3.263 126.800 3.263

Add all the adjusted revenue per share together and divide 10 will get our Cyclically Adjusted Revenue per Share.

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) Cyclically Adjusted PS Ratio Explanation

Compared with the regular PS Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PS Ratio smoothed out the fluctuations of revenue during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PS Ratio should give similar results to regular PS Ratio.


Caledonia Investments Cyclically Adjusted PS Ratio Related Terms

Thank you for viewing the detailed overview of Caledonia Investments's Cyclically Adjusted PS Ratio provided by GuruFocus.com. Please click on the following links to see related term pages.


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.

Caledonia Investments (LSE:CLDN) Headlines

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