Schwälbchen Molkerei Jakob Berz AG (SMB) — Strategic Asset Allocation Index
Schwälbchen Molkerei Jakob Berz AG (SMB) has a Strategic Asset Allocation Index of 67.4% as of December 2022. Strategic assets (PP&E of €20.35 Million plus long-term investments of €-) total €20.35 Million, measured against net assets of €30.17 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Schwälbchen Molkerei Jakob Berz AG Strategic Asset Allocation Index (2013–2022)
This chart shows how Schwälbchen Molkerei Jakob Berz AG's Strategic Asset Allocation Index has evolved across 10 annual periods from 2013 to 2022. As of December 2022, the index stands at 67.4%, representing strategic assets of €20.35 Million against net assets of €30.17 Million EUR. Explore cash flow conversion of Schwälbchen Molkerei Jakob Berz AG to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Schwälbchen Molkerei Jakob Berz AG (2013–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Schwälbchen Molkerei Jakob Berz AG from 2013 to 2022, 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 how much is Schwälbchen Molkerei Jakob Berz AG worth.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 67.4% | €20.35 Million | €20.35 Million | €- | €30.17 Million | ▼ -0.9 pp |
| 2021 | 68.3% | €20.65 Million | €20.65 Million | €- | €30.23 Million | ▲ +5.8 pp |
| 2020 | 62.5% | €19.79 Million | €19.79 Million | €- | €31.66 Million | ▲ +3.8 pp |
| 2019 | 58.7% | €19.50 Million | €19.50 Million | €- | €33.21 Million | ▼ -3.5 pp |
| 2018 | 62.2% | €19.44 Million | €19.31 Million | €131.44K | €31.26 Million | ▼ -7.2 pp |
| 2017 | 69.4% | €20.00 Million | €19.90 Million | €102.00K | €28.80 Million | ▼ -8.8 pp |
| 2016 | 78.2% | €21.17 Million | €21.07 Million | €102.00K | €27.06 Million | ▲ +1.0 pp |
| 2015 | 77.2% | €19.11 Million | €19.02 Million | €84.00K | €24.74 Million | ▼ -7.5 pp |
| 2014 | 84.7% | €18.98 Million | €18.89 Million | €84.00K | €22.40 Million | ▼ -16.0 pp |
| 2013 | 100.7% | €20.01 Million | €19.93 Million | €84.00K | €19.88 Million | — |