Shareholder Value Beteiligungen AG - Asset Resilience Ratio
Shareholder Value Beteiligungen AG (SVE) has an Asset Resilience Ratio of 1.60% as of June 2023. The Asset Resilience Ratio measures the percentage of a company's total assets that are held in liquid form (cash and short-term investments). This metric indicates how well-positioned the company is to handle unexpected financial challenges, economic downturns, or strategic opportunities without requiring external financing. Check Shareholder Value Beteiligungen AG strategic asset allocation index to assess the company's strategic physical and investment asset allocation.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio Trend (2007–2022)
This chart shows how Shareholder Value Beteiligungen AG's Asset Resilience Ratio has changed over time. See Shareholder Value Beteiligungen AG net asset quality index to measure how much of total assets are equity-financed.
Liquid Assets Composition Over Time
This chart breaks down Shareholder Value Beteiligungen AG's liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time. For market capitalisation and broader financial context, see SVE market cap overview.
Current Liquid Assets Breakdown
| Component | Amount | % of Total Assets |
|---|---|---|
| Cash & Equivalents | €0.00 | 0% |
| Short-term Investments | €1.50 Million | 1.6% |
| Total Liquid Assets | €1.50 Million | 1.60% |
Asset Resilience Insights
- Limited Liquidity: Shareholder Value Beteiligungen AG maintains only 1.60% of assets in liquid form.
- This low level may indicate efficient asset utilization but could pose risks during economic downturns.
- The company has significant short-term investments, indicating active treasury management.
Shareholder Value Beteiligungen AG Industry Peers by Asset Resilience Ratio
Compare Shareholder Value Beteiligungen AG's asset resilience ratio with other companies in the same industry.
| Company | Industry | Asset Resilience Ratio |
|---|---|---|
|
Metrics Master Income Trust
AU:MXT |
Asset Management | 0.14% |
|
Northern Trust Corporation
NASDAQ:NTRS |
Asset Management | 6.11% |
|
Principal Financial Group Inc
NASDAQ:PFG |
Asset Management | 8.30% |
|
Industrivarden AB ser. C
ST:INDU-C |
Asset Management | 0.16% |
|
Sprott Physical Gold and Silver Trust
TO:CEF |
Asset Management | 99.66% |
|
Anxin Trust Co Ltd
SHG:600816 |
Asset Management | 36.21% |
|
Norte Grande
SN:NORTEGRAN |
Asset Management | 0.00% |
|
Sprott Inc.
TO:SII |
Asset Management | 1.84% |
Annual Asset Resilience Ratio for Shareholder Value Beteiligungen AG (2007–2022)
The table below shows the annual Asset Resilience Ratio data for Shareholder Value Beteiligungen AG.
| Year | Asset Resilience Ratio (%) | Liquid Assets | Total Assets | Change |
|---|---|---|---|---|
| 2022-12-31 | 1.68% | €1.50 Million ≈ $1.75 Million |
€89.09 Million ≈ $104.16 Million |
-32.66pp |
| 2021-12-31 | 34.35% | €32.49 Million ≈ $37.98 Million |
€94.58 Million ≈ $110.58 Million |
+25.91pp |
| 2020-12-31 | 8.44% | €5.35 Million ≈ $6.25 Million |
€63.41 Million ≈ $74.13 Million |
+0.84pp |
| 2019-12-31 | 7.60% | €4.79 Million ≈ $5.60 Million |
€63.01 Million ≈ $73.67 Million |
-2.15pp |
| 2018-12-31 | 9.75% | €5.95 Million ≈ $6.96 Million |
€61.08 Million ≈ $71.40 Million |
-11.92pp |
| 2017-12-31 | 21.67% | €13.96 Million ≈ $16.32 Million |
€64.40 Million ≈ $75.29 Million |
+21.64pp |
| 2016-12-31 | 0.03% | €13.39K ≈ $15.65K |
€51.92 Million ≈ $60.70 Million |
-1.43pp |
| 2014-12-31 | 1.45% | €468.05K ≈ $547.20K |
€32.23 Million ≈ $37.69 Million |
-2.66pp |
| 2013-12-31 | 4.11% | €946.26K ≈ $1.11 Million |
€23.03 Million ≈ $26.92 Million |
+4.10pp |
| 2012-12-31 | 0.01% | €2.76K ≈ $3.22K |
€21.51 Million ≈ $25.15 Million |
-0.14pp |
| 2009-12-31 | 0.15% | €20.48K ≈ $23.94K |
€13.51 Million ≈ $15.79 Million |
-0.32pp |
| 2007-12-31 | 0.47% | €84.61K ≈ $98.92K |
€17.86 Million ≈ $20.89 Million |
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About Shareholder Value Beteiligungen AG
Shareholder Value Beteiligungen AG engages in investing funds primarily in listed stock corporations. The company invests in small and medium-sized companies in German-speaking countries. Shareholder Value Beteiligungen AG was founded in 2000 and is based in Frankfurt, Germany.