Estoril Sol SGPS SA (ESON) — Strategic Asset Allocation Index

Latest as of June 2023: 37.2%

Estoril Sol SGPS SA (ESON) has a Strategic Asset Allocation Index of 37.2% as of June 2023. Strategic assets (PP&E of €50.27 Million plus long-term investments of €-) total €50.27 Million, measured against net assets of €135.32 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. For live market cap and overall valuation, see Estoril Sol SGPS SA (ESON) total market value.

SAAI

37.2%
Strategic Assets / Net Assets

Strategic Assets

€50.27 Million
PP&E + LT Investments

PP&E

€50.27 Million
EUR

Net Assets

€135.32 Million
EUR

Estoril Sol SGPS SA Strategic Asset Allocation Index (2000–2022)

This chart shows how Estoril Sol SGPS SA's Strategic Asset Allocation Index has evolved across 23 annual periods from 2000 to 2022. As of June 2023, the index stands at 37.2%, representing strategic assets of €50.27 Million against net assets of €135.32 Million EUR. See Estoril Sol SGPS SA (ESON) balance sheet quality index to measure how much of total assets are equity-financed.

Annual Strategic Asset Allocation Index for Estoril Sol SGPS SA (2000–2022)

The table below presents the year-by-year Strategic Asset Allocation Index for Estoril Sol SGPS SA from 2000 to 2022, covering 23 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. Also explore Estoril Sol SGPS SA equity growth rate to track the company's year-over-year net asset growth rate.

Year SAAI Strategic Assets (EUR) PP&E LT Investments Net Assets Change (pp)
2022 37.5% €50.48 Million €50.48 Million €- €134.54 Million ▼ -17.9 pp
2021 55.4% €52.30 Million €52.30 Million €- €94.43 Million ▼ -10.5 pp
2020 65.9% €55.71 Million €55.71 Million €- €84.61 Million ▲ +3.7 pp
2019 62.1% €64.34 Million €64.34 Million €- €103.58 Million ▼ -12.2 pp
2018 74.3% €71.29 Million €71.29 Million €- €95.93 Million ▼ -15.3 pp
2017 89.6% €77.55 Million €77.55 Million €- €86.53 Million ▼ -17.3 pp
2016 106.9% €83.09 Million €83.09 Million €- €77.73 Million ▼ -18.3 pp
2015 125.2% €88.44 Million €88.44 Million €- €70.62 Million ▼ -16.8 pp
2014 142.0% €94.34 Million €94.34 Million €- €66.43 Million ▼ -7.2 pp
2013 149.2% €101.02 Million €101.02 Million €- €67.72 Million ▼ -9.5 pp
2012 158.7% €108.88 Million €108.88 Million €- €68.61 Million ▲ +12.7 pp
2011 146.0% €113.02 Million €113.02 Million €- €77.40 Million ▲ +10.7 pp
2010 135.3% €119.99 Million €119.99 Million €- €88.69 Million ▼ -39.9 pp
2009 175.2% €153.03 Million €153.03 Million €- €87.37 Million ▼ -24.8 pp
2008 200.0% €156.37 Million €156.37 Million €- €78.19 Million ▲ +26.4 pp
2007 173.6% €158.35 Million €158.35 Million €- €91.22 Million ▼ -41.8 pp
2006 215.4% €169.36 Million €169.36 Million €- €78.64 Million ▲ +21.9 pp
2005 193.4% €128.75 Million €128.75 Million €- €66.56 Million ▲ +81.6 pp
2004 111.8% €124.17 Million €124.17 Million €- €111.05 Million ▲ +10.2 pp
2003 101.6% €112.89 Million €112.89 Million €- €111.09 Million ▼ -6.0 pp
2002 107.6% €122.38 Million €122.38 Million €- €113.70 Million ▲ +0.5 pp
2001 107.1% €115.54 Million €115.54 Million €- €107.84 Million ▲ +4.7 pp
2000 102.5% €21.42 Billion €21.42 Billion €- €20.91 Billion —
pp = percentage points