Sto SE & Co. KGaA (STO3) — Strategic Asset Allocation Index
Sto SE & Co. KGaA (STO3) has a Strategic Asset Allocation Index of 53.5% as of June 2023. Strategic assets (PP&E of €369.09 Million plus long-term investments of €-) total €369.09 Million, measured against net assets of €690.51 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See STO3 equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Sto SE & Co. KGaA Strategic Asset Allocation Index (2013–2022)
This chart shows how Sto SE & Co. KGaA's Strategic Asset Allocation Index has evolved across 10 annual periods from 2013 to 2022. As of June 2023, the index stands at 53.5%, representing strategic assets of €369.09 Million against net assets of €690.51 Million EUR. For live market cap and overall valuation, see STO3 stock market capitalisation.
Annual Strategic Asset Allocation Index for Sto SE & Co. KGaA (2013–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Sto SE & Co. KGaA 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. See Sto SE & Co. KGaA book value and equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 54.7% | €374.86 Million | €374.86 Million | €- | €685.06 Million | ▼ -6.5 pp |
| 2021 | 61.2% | €373.34 Million | €373.34 Million | €- | €610.05 Million | ▼ -1.4 pp |
| 2020 | 62.6% | €332.71 Million | €332.71 Million | €- | €531.37 Million | ▼ -2.5 pp |
| 2019 | 65.1% | €316.87 Million | €316.87 Million | €- | €486.53 Million | ▲ +11.6 pp |
| 2018 | 53.5% | €255.48 Million | €243.85 Million | €11.64 Million | €477.55 Million | ▼ -4.4 pp |
| 2017 | 57.9% | €260.63 Million | €249.08 Million | €11.54 Million | €450.14 Million | ▲ +0.4 pp |
| 2016 | 57.5% | €244.62 Million | €244.22 Million | €393.00K | €425.22 Million | ▲ +2.1 pp |
| 2015 | 55.4% | €224.21 Million | €224.02 Million | €191.00K | €404.70 Million | ▲ +11.5 pp |
| 2014 | 43.9% | €222.39 Million | €220.59 Million | €1.80 Million | €506.48 Million | ▼ 0.0 pp |
| 2013 | 43.9% | €211.42 Million | €210.17 Million | €1.25 Million | €481.38 Million | — |