Carl Zeiss Meditec AG (AFX) — Strategic Asset Allocation Index

Latest as of September 2023: 11.5%

Carl Zeiss Meditec AG (AFX) has a Strategic Asset Allocation Index of 11.5% as of September 2023. Strategic assets (PP&E of €250.66 Million plus long-term investments of €-) total €250.66 Million, measured against net assets of €2.17 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Carl Zeiss Meditec AG asset resilience ratio to evaluate the company's liquid asset resilience ratio.

SAAI

11.5%
Strategic Assets / Net Assets

Strategic Assets

€250.66 Million
PP&E + LT Investments

PP&E

€250.66 Million
EUR

Net Assets

€2.17 Billion
EUR

Carl Zeiss Meditec AG Strategic Asset Allocation Index (2014–2023)

This chart shows how Carl Zeiss Meditec AG's Strategic Asset Allocation Index has evolved across 10 annual periods from 2014 to 2023. As of September 2023, the index stands at 11.5%, representing strategic assets of €250.66 Million against net assets of €2.17 Billion EUR. See Carl Zeiss Meditec AG financial flexibility index to measure the company's free cash flow as a share of total liabilities.

Annual Strategic Asset Allocation Index for Carl Zeiss Meditec AG (2014–2023)

The table below presents the year-by-year Strategic Asset Allocation Index for Carl Zeiss Meditec AG from 2014 to 2023, covering 10 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see AFX stock market capitalisation.

Year SAAI Strategic Assets (EUR) PP&E LT Investments Net Assets Change (pp)
2023 11.5% €250.66 Million €250.66 Million €- €2.17 Billion ▲ +1.6 pp
2022 9.9% €201.30 Million €201.30 Million €- €2.03 Billion ▼ -0.7 pp
2021 10.6% €177.39 Million €177.39 Million €- €1.68 Billion ▲ +2.3 pp
2020 8.3% €119.76 Million €119.76 Million €- €1.45 Billion ▲ +0.0 pp
2019 8.2% €116.31 Million €111.13 Million €5.17 Million €1.42 Billion ▲ +3.8 pp
2018 4.4% €57.46 Million €57.34 Million €122.00K €1.31 Billion ▼ -1.7 pp
2017 6.1% €75.75 Million €56.45 Million €19.30 Million €1.24 Billion ▼ -1.4 pp
2016 7.5% €63.41 Million €63.29 Million €124.00K €851.16 Million ▼ -1.0 pp
2015 8.5% €67.50 Million €67.38 Million €124.00K €797.45 Million ▼ -0.2 pp
2014 8.6% €65.17 Million €65.05 Million €124.00K €754.23 Million
pp = percentage points