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Caledonia Investments (LSE:CLDN) Equity-to-Asset : 0.96 (As of Sep. 2023)


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What is Caledonia Investments Equity-to-Asset?

Equity to Asset ratio is calculated as total stockholders equity divided by total asset. Caledonia Investments's Total Stockholders Equity for the quarter that ended in Sep. 2023 was £2,876.1 Mil. Caledonia Investments's Total Assets for the quarter that ended in Sep. 2023 was £3,006.9 Mil. Therefore, Caledonia Investments's Equity to Asset Ratio for the quarter that ended in Sep. 2023 was 0.96.

The historical rank and industry rank for Caledonia Investments's Equity-to-Asset or its related term are showing as below:

LSE:CLDN' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.9   Med: 0.98   Max: 0.99
Current: 0.96

During the past 13 years, the highest Equity to Asset Ratio of Caledonia Investments was 0.99. The lowest was 0.90. And the median was 0.98.

LSE:CLDN's Equity-to-Asset is ranked better than
74.23% of 1727 companies
in the Asset Management industry
Industry Median: 0.83 vs LSE:CLDN: 0.96

Caledonia Investments Equity-to-Asset Historical Data

The historical data trend for Caledonia Investments's Equity-to-Asset 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 Equity-to-Asset Chart

Caledonia Investments Annual Data
Trend Mar14 Mar15 Mar16 Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23
Equity-to-Asset
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.98 0.98 0.98 0.99 0.90

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
Equity-to-Asset 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 0.99 0.99 0.99 0.90 0.96

Competitive Comparison of Caledonia Investments's Equity-to-Asset

For the Asset Management subindustry, Caledonia Investments's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset 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 Equity-to-Asset Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Caledonia Investments's Equity-to-Asset distribution charts can be found below:

* The bar in red indicates where Caledonia Investments's Equity-to-Asset falls into.



Caledonia Investments Equity-to-Asset Calculation

Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.

Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.

Caledonia Investments's Equity to Asset Ratio for the fiscal year that ended in Mar. 2023 is calculated as

Equity to Asset (A: Mar. 2023 )=Total Stockholders Equity/Total Assets
=2798/3095.4
=0.90

Caledonia Investments's Equity to Asset Ratio for the quarter that ended in Sep. 2023 is calculated as

Equity to Asset (Q: Sep. 2023 )=Total Stockholders Equity/Total Assets
=2876.1/3006.9
=0.96

* 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  (LSE:CLDN) Equity-to-Asset Explanation

Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.

For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.


Caledonia Investments Equity-to-Asset Related Terms

Thank you for viewing the detailed overview of Caledonia Investments's Equity-to-Asset 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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