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. Check Woolworths Holdings Ltd liquid asset ratio to evaluate the company's liquid asset resilience ratio.
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. See financial flexibility index of Woolworths Holdings Ltd to measure the company's free cash flow as a share of total liabilities.
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. For the full company profile including market capitalisation, see Woolworths Holdings Ltd (WHL) market capitalisation.
| 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 | — |