Woolworths Holdings Ltd (WHL) — 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. See WHL net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Woolworths Holdings Ltd Strategic Asset Allocation Index (2014–2023)
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. For live market cap and overall valuation, see WHL market cap overview.
Annual Strategic Asset Allocation Index for Woolworths Holdings Ltd (2014–2023)
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. See Woolworths Holdings Ltd (WHL) net assets for net asset value and shareholders' equity analysis.
| 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 | — |