Woolworths Holdings Ltd Strategic Asset Allocation Index
Woolworths Holdings Ltd strategic asset allocation index. Woolworths Holdings Ltd (WHL) has a Strategic Asset Allocation Index of 121.2% as of June 2023. Strategic assets (PP&E of ZAC14.56 Billion plus long-term investments of ZAC-) total ZAC14.56 Billion, measured against net assets of ZAC12.02 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check WHL intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Woolworths Holdings Ltd (2014–2023)
Strategic asset allocation index of Woolworths Holdings Ltd from 2014 to 2023. This chart shows how Woolworths Holdings Ltd's Strategic Asset Allocation Index has evolved across 10 annual periods from 2014 to 2023. As of June 2023, the index stands at 121.2%, representing strategic assets of ZAC14.56 Billion against net assets of ZAC12.02 Billion ZAC.
Woolworths Holdings Ltd Strategic Asset Allocation Index by Year (2014–2023)
Woolworths Holdings Ltd strategic asset allocation index by year from 2014 to 2023. The table below presents the year-by-year Strategic Asset Allocation Index for Woolworths Holdings Ltd 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. For live market cap and overall valuation, see Woolworths Holdings Ltd market cap and net worth.
| Year | SAAI | Strategic Assets (ZAC) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 121.2% | ZAC14.56 Billion | ZAC14.56 Billion | ZAC- | ZAC12.02 Billion | ▼ -116.8 pp |
| 2022 | 238.0% | ZAC28.08 Billion | ZAC28.08 Billion | ZAC- | ZAC11.80 Billion | ▼ -58.4 pp |
| 2021 | 296.3% | ZAC28.43 Billion | ZAC28.43 Billion | ZAC- | ZAC9.59 Billion | ▼ -251.3 pp |
| 2020 | 547.7% | ZAC35.65 Billion | ZAC35.65 Billion | ZAC- | ZAC6.51 Billion | ▲ +387.7 pp |
| 2019 | 160.0% | ZAC15.11 Billion | ZAC14.29 Billion | ZAC810.00 Million | ZAC9.44 Billion | ▲ +46.2 pp |
| 2018 | 113.8% | ZAC14.94 Billion | ZAC13.96 Billion | ZAC978.00 Million | ZAC13.13 Billion | ▲ +35.9 pp |
| 2017 | 77.9% | ZAC14.86 Billion | ZAC13.85 Billion | ZAC1.01 Billion | ZAC19.07 Billion | ▼ -4.6 pp |
| 2016 | 82.5% | ZAC16.38 Billion | ZAC15.32 Billion | ZAC1.06 Billion | ZAC19.85 Billion | ▼ -25.4 pp |
| 2015 | 107.9% | ZAC15.43 Billion | ZAC14.43 Billion | ZAC995.00 Million | ZAC14.30 Billion | ▲ +47.0 pp |
| 2014 | 60.9% | ZAC4.24 Billion | ZAC3.40 Billion | ZAC831.00 Million | ZAC6.95 Billion | — |