Financial Services
Live Price
Offline$4.86
+1.25% today
1Y Change
-90.79%
Window
Jul 1, 2025 → Jun 9, 2026
Coverage: 5 bars · Jul 1, 2025 → Jun 9, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Caledonia Investments plc (CALEF) is a Financial Services stock with a market cap of $1.86B. The stock last traded around $4.86 and down 90.8% across the available one-year price window (Jul 1, 2025 → Jun 9, 2026). Baseline metrics include revenue growth of -54.4%, EPS growth of -67.2%, a dividend yield of 2.5%. What stands out right now is revenue -54.4%, EPS -67.2%, free cash flow -72.4% with operating margin 62.1% and ROIC 2.2%. The dividend matters to the case here, with a current yield around 2.5%. Valuation already assumes a fairly strong business story at P/E 29.3 and price/sales 17.3. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines CALEF price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
CALEF
—
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
CALEF Max Drawdown
-91.26%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for CALEF and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$481.6M
-22.7% YoY
FY Net Income
$466.0M
-23.8% YoY
Free Cash Flow
$24.3M
-96.0% YoY
Revenue Growth
-54.4%
EPS Growth
-67.2%
Gross Margin
96.7%
Net Margin
61.4%
Income statement
GBP
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 108M | 236M | 178M | 623M | 482M |
| Gross Profit | 104M | 236M | 176M | 626M | 484M |
| Operating Income | 67M | 204M | 147M | 594M | 456M |
| EBITDA | 68M | 205M | 150M | 592M | 457M |
| Net Income | 66M | 204M | 143M | 611M | 466M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
GBP
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 151M | 227M | 222M | 341M | 14M |
| Total Assets | 3.0B | 3.0B | 3.1B | 2.8B | 2.3B |
| Total Liabilities | 26M | 34M | 297M | 32M | 48M |
| Shareholder Equity | 2.9B | 3.0B | 2.8B | 2.8B | 2.2B |
| Total Debt | 0 | 0 | 266M | 20M | 15M |
| Net Debt | -151M | -227M | 44M | -321M | 800K |
Cash flow positioning
Latest Full Year
Operating Cash Flow
28M
-95.5% YoY
Capital Expenditures
4M
-775.0% YoY
Free Cash Flow
24M
-96.0% YoY
Key ratios
Gross Margin
96.7%
Operating Margin
62.1%
Net Margin
61.4%
ROE
2.2%
Debt / Equity
0.00x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.