Compagnie Financière Richemont SA (CFR) — Strategic Asset Allocation Index
Compagnie Financière Richemont SA (CFR) has a Strategic Asset Allocation Index of 36.3% as of September 2022. Strategic assets (PP&E of ZAC6.64 Billion plus long-term investments of ZAC-) total ZAC6.64 Billion, measured against net assets of ZAC18.27 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Compagnie Financière Richemont SA (CFR) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Compagnie Financière Richemont SA Strategic Asset Allocation Index (2014–2022)
This chart shows how Compagnie Financière Richemont SA's Strategic Asset Allocation Index has evolved across 9 annual periods from 2014 to 2022. As of September 2022, the index stands at 36.3%, representing strategic assets of ZAC6.64 Billion against net assets of ZAC18.27 Billion ZAC. For live market cap and overall valuation, see CFR market cap overview.
Annual Strategic Asset Allocation Index for Compagnie Financière Richemont SA (2014–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Compagnie Financière Richemont SA from 2014 to 2022, covering 9 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 Compagnie Financière Richemont SA book value and equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (ZAC) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 33.2% | ZAC6.59 Billion | ZAC6.59 Billion | ZAC- | ZAC19.86 Billion | ▲ +0.1 pp |
| 2021 | 33.1% | ZAC5.92 Billion | ZAC5.92 Billion | ZAC- | ZAC17.88 Billion | ▼ -1.3 pp |
| 2020 | 34.4% | ZAC5.94 Billion | ZAC5.94 Billion | ZAC- | ZAC17.26 Billion | ▲ +15.0 pp |
| 2019 | 19.4% | ZAC3.30 Billion | ZAC2.73 Billion | ZAC570.00 Million | ZAC17.04 Billion | ▼ -8.5 pp |
| 2018 | 27.9% | ZAC4.08 Billion | ZAC2.33 Billion | ZAC1.75 Billion | ZAC14.64 Billion | ▲ +2.9 pp |
| 2017 | 24.9% | ZAC3.87 Billion | ZAC2.56 Billion | ZAC1.31 Billion | ZAC15.53 Billion | ▼ -0.1 pp |
| 2016 | 25.0% | ZAC3.77 Billion | ZAC2.48 Billion | ZAC1.29 Billion | ZAC15.05 Billion | ▲ +7.2 pp |
| 2015 | 17.8% | ZAC2.57 Billion | ZAC2.45 Billion | ZAC126.00 Million | ZAC14.42 Billion | ▲ +1.2 pp |
| 2014 | 16.6% | ZAC1.99 Billion | ZAC1.97 Billion | ZAC22.00 Million | ZAC11.96 Billion | — |