PEH Wertpapier AG Strategic Asset Allocation Index

Latest as of December 2024: 41.6%

PEH Wertpapier AG strategic asset allocation index. PEH Wertpapier AG (PEH) has a Strategic Asset Allocation Index of 41.6% as of December 2024. Strategic assets (PP&E of €- plus long-term investments of €12.81 Million) total €12.81 Million, measured against net assets of €30.77 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See PEH Wertpapier AG balance sheet independence to measure how much of total assets are equity-financed.

SAAI

41.6%
Strategic Assets / Net Assets

Strategic Assets

€12.81 Million
PP&E + LT Investments

PP&E

€-
EUR

Net Assets

€30.77 Million
EUR

Strategic Asset Allocation Index of PEH Wertpapier AG (2013–2024)

Strategic asset allocation index of PEH Wertpapier AG from 2013 to 2024. This chart shows how PEH Wertpapier AG's Strategic Asset Allocation Index has evolved across 12 annual periods from 2013 to 2024. As of December 2024, the index stands at 41.6%, representing strategic assets of €12.81 Million against net assets of €30.77 Million EUR. Check PEH Wertpapier AG tangible book value ratio to evaluate the tangible quality of the company's equity base.

PEH Wertpapier AG Strategic Asset Allocation Index by Year (2013–2024)

PEH Wertpapier AG strategic asset allocation index by year from 2013 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for PEH Wertpapier AG from 2013 to 2024, covering 12 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 PEH market cap overview.

Year SAAI Strategic Assets (EUR) PP&E LT Investments Net Assets Change (pp)
2024 41.6% €12.81 Million €- €12.81 Million €30.77 Million ▲ +10.0 pp
2023 31.6% €9.35 Million €- €9.35 Million €29.53 Million ▲ +5.6 pp
2022 26.0% €7.96 Million €- €7.96 Million €30.61 Million ▲ +6.0 pp
2021 20.0% €5.89 Million €- €5.89 Million €29.40 Million ▼ -15.9 pp
2020 35.9% €8.96 Million €2.92 Million €6.03 Million €24.94 Million ▼ -5.4 pp
2019 41.3% €10.30 Million €4.29 Million €6.01 Million €24.95 Million ▲ +18.2 pp
2018 23.1% €6.39 Million €788.00K €5.60 Million €27.65 Million ▼ -3.9 pp
2017 27.0% €4.77 Million €1.07 Million €3.70 Million €17.67 Million ▲ +9.0 pp
2016 18.0% €3.01 Million €890.34K €2.12 Million €16.71 Million ▲ +3.9 pp
2015 14.1% €2.81 Million €1.28 Million €1.54 Million €19.91 Million ▲ +0.6 pp
2014 13.6% €2.82 Million €1.35 Million €1.47 Million €20.79 Million ▼ -1.4 pp
2013 15.0% €2.78 Million €1.43 Million €1.36 Million €18.60 Million —
pp = percentage points