Carnival Corporation & plc (POH1) — Strategic Asset Allocation Index

Latest as of November 2023: 601.3%

Carnival Corporation & plc (POH1) has a Strategic Asset Allocation Index of 601.3% as of November 2023. Strategic assets (PP&E of €41.38 Billion plus long-term investments of €-) total €41.38 Billion, measured against net assets of €6.88 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Carnival Corporation & plc's balance sheet to measure how much of total assets are equity-financed.

SAAI

601.3%
Strategic Assets / Net Assets

Strategic Assets

€41.38 Billion
PP&E + LT Investments

PP&E

€41.38 Billion
EUR

Net Assets

€6.88 Billion
EUR

Carnival Corporation & plc Strategic Asset Allocation Index (2014–2023)

This chart shows how Carnival Corporation & plc's Strategic Asset Allocation Index has evolved across 10 annual periods from 2014 to 2023. As of November 2023, the index stands at 601.3%, representing strategic assets of €41.38 Billion against net assets of €6.88 Billion EUR. For live market cap and overall valuation, see Carnival Corporation & plc market capitalisation.

Annual Strategic Asset Allocation Index for Carnival Corporation & plc (2014–2023)

The table below presents the year-by-year Strategic Asset Allocation Index for Carnival Corporation & plc 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. See POH1 total equity for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (EUR) PP&E LT Investments Net Assets Change (pp)
2023 601.3% €41.38 Billion €41.38 Billion €- €6.88 Billion ▲ +35.6 pp
2022 565.7% €39.96 Billion €39.96 Billion €- €7.06 Billion ▲ +240.9 pp
2021 324.8% €39.44 Billion €39.44 Billion €- €12.14 Billion ▲ +132.9 pp
2020 191.9% €39.44 Billion €39.44 Billion €- €20.55 Billion ▲ +41.6 pp
2019 150.3% €38.13 Billion €38.13 Billion €- €25.36 Billion ▲ +4.8 pp
2018 145.6% €35.58 Billion €35.34 Billion €244.00 Million €24.44 Billion ▲ +3.4 pp
2017 142.2% €34.43 Billion €34.43 Billion €- €24.22 Billion ▼ -1.3 pp
2016 143.5% €32.43 Billion €32.43 Billion €- €22.60 Billion ▲ +9.6 pp
2015 133.9% €31.84 Billion €31.82 Billion €21.00 Million €23.77 Billion ▼ -2.0 pp
2014 136.0% €32.91 Billion €32.82 Billion €90.00 Million €24.20 Billion
pp = percentage points