Helen of Troy Limited Strategic Asset Allocation Index

Latest as of August 2023: 24.9%

Helen of Troy Limited strategic asset allocation index. Helen of Troy Limited (HT2) has a Strategic Asset Allocation Index of 24.9% as of August 2023. Strategic assets (PP&E of €373.90 Million plus long-term investments of €-) total €373.90 Million, measured against net assets of €1.50 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check HT2 intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.

SAAI

24.9%
Strategic Assets / Net Assets

Strategic Assets

€373.90 Million
PP&E + LT Investments

PP&E

€373.90 Million
EUR

Net Assets

€1.50 Billion
EUR

Strategic Asset Allocation Index of Helen of Troy Limited (2014–2022)

Strategic asset allocation index of Helen of Troy Limited from 2014 to 2022. This chart shows how Helen of Troy Limited's Strategic Asset Allocation Index has evolved across 9 annual periods from 2014 to 2022. As of August 2023, the index stands at 24.9%, representing strategic assets of €373.90 Million against net assets of €1.50 Billion EUR.

Helen of Troy Limited Strategic Asset Allocation Index by Year (2014–2022)

Helen of Troy Limited strategic asset allocation index by year from 2014 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for Helen of Troy Limited from 2014 to 2022, covering 9 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 live market cap and overall valuation, see Helen of Troy Limited (HT2) total market value.

Year SAAI Strategic Assets (EUR) PP&E LT Investments Net Assets Change (pp)
2022 18.3% €243.14 Million €243.14 Million €- €1.33 Billion ▲ +4.7 pp
2021 13.6% €169.07 Million €169.07 Million €- €1.24 Billion ▼ -0.5 pp
2020 14.2% €164.75 Million €164.75 Million €- €1.16 Billion ▲ +1.1 pp
2019 13.1% €130.34 Million €130.34 Million €- €996.64 Million ▲ +0.7 pp
2018 12.4% €125.44 Million €123.50 Million €1.94 Million €1.01 Billion ▼ 0.0 pp
2017 12.4% €126.50 Million €126.50 Million €- €1.02 Billion ▼ -1.6 pp
2016 14.0% €130.47 Million €130.47 Million €- €930.04 Million ▲ +0.1 pp
2015 13.9% €126.07 Million €126.07 Million €- €904.57 Million ▲ +1.4 pp
2014 12.5% €129.12 Million €129.12 Million €- €1.03 Billion —
pp = percentage points