Caledonia Investments (LSE:CLDN) 5-Year Yield-on-Cost % : 2.26 (As of May. 01, 2024)

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What is Caledonia Investments 5-Year Yield-on-Cost %?

Caledonia Investments's yield on cost for the quarter that ended in Sep. 2023 was 2.26.

The historical rank and industry rank for Caledonia Investments's 5-Year Yield-on-Cost % or its related term are showing as below:

LSE:CLDN' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.59 Med: 2.38 Max: 4.73
Current: 2.26

During the past 13 years, Caledonia Investments's highest Yield on Cost was 4.73. The lowest was 0.59. And the median was 2.38.

LSE:CLDN's 5-Year Yield-on-Cost % is ranked worse than
84.67% of 1213 companies
in the Asset Management industry
Industry Median: 6.01 vs LSE:CLDN: 2.26

Competitive Comparison of Caledonia Investments's 5-Year Yield-on-Cost %

For the Asset Management subindustry, Caledonia Investments's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Caledonia Investments's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Caledonia Investments's 5-Year Yield-on-Cost % falls into.

Caledonia Investments 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Caledonia Investments is calculated as

Yield-on-Cost

Dividend Yield %

Dividend Growth Rate)^5

Caledonia Investments (LSE:CLDN) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.

Caledonia Investments 5-Year Yield-on-Cost % Related Terms

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Caledonia Investments (LSE:CLDN) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Caledonia Investments PLC (LSE:CLDN) » Definitions » 5-Year Yield-on-Cost %

Comparable Companies

Traded in Other Exchanges

CLDNl:UK

Address

30 Buckingham Gate, Cayzer House, London, GBR, SW1E 6NN

Website

https://www.caledonia.com

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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