Schwälbchen Molkerei Jakob Berz AG Strategic Asset Allocation Index
Schwälbchen Molkerei Jakob Berz AG 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. See SMB equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Schwälbchen Molkerei Jakob Berz AG (2013–2022)
Strategic asset allocation index of Schwälbchen Molkerei Jakob Berz AG from 2013 to 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. Check tangible net worth ratio of Schwälbchen Molkerei Jakob Berz AG to evaluate the tangible quality of the company's equity base.
Schwälbchen Molkerei Jakob Berz AG Strategic Asset Allocation Index by Year (2013–2022)
Schwälbchen Molkerei Jakob Berz AG strategic asset allocation index by year from 2013 to 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 live market cap and overall valuation, see market value of Schwälbchen Molkerei Jakob Berz AG.
| 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 | — |