Carnival PLC (CCL) — Strategic Asset Allocation Index
Carnival PLC (CCL) has a Strategic Asset Allocation Index of 601.3% as of November 2023. Strategic assets (PP&E of GBX41.38 Billion plus long-term investments of GBX-) total GBX41.38 Billion, measured against net assets of GBX6.88 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See CCL net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Carnival PLC Strategic Asset Allocation Index (2003–2023)
This chart shows how Carnival PLC's Strategic Asset Allocation Index has evolved across 21 annual periods from 2003 to 2023. As of November 2023, the index stands at 601.3%, representing strategic assets of GBX41.38 Billion against net assets of GBX6.88 Billion GBX. For live market cap and overall valuation, see market cap of Carnival PLC.
Annual Strategic Asset Allocation Index for Carnival PLC (2003–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Carnival PLC from 2003 to 2023, covering 21 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 CCL book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 601.3% | GBX41.38 Billion | GBX41.38 Billion | GBX- | GBX6.88 Billion | ▲ +35.6 pp |
| 2022 | 565.7% | GBX39.96 Billion | GBX39.96 Billion | GBX- | GBX7.06 Billion | ▲ +241.0 pp |
| 2021 | 324.7% | GBX39.44 Billion | GBX39.44 Billion | GBX- | GBX12.14 Billion | ▲ +132.9 pp |
| 2020 | 191.9% | GBX39.44 Billion | GBX39.44 Billion | GBX- | GBX20.55 Billion | ▲ +41.6 pp |
| 2019 | 150.3% | GBX38.13 Billion | GBX38.13 Billion | GBX- | GBX25.36 Billion | ▲ +4.8 pp |
| 2018 | 145.6% | GBX35.58 Billion | GBX35.34 Billion | GBX244.00 Million | GBX24.44 Billion | ▲ +3.4 pp |
| 2017 | 142.2% | GBX34.43 Billion | GBX34.43 Billion | GBX- | GBX24.22 Billion | ▼ -1.3 pp |
| 2016 | 143.5% | GBX32.43 Billion | GBX32.43 Billion | GBX- | GBX22.60 Billion | ▲ +9.6 pp |
| 2015 | 133.9% | GBX31.84 Billion | GBX31.82 Billion | GBX21.00 Million | GBX23.77 Billion | ▼ -1.4 pp |
| 2014 | 135.3% | GBX32.86 Billion | GBX32.77 Billion | GBX90.00 Million | GBX24.29 Billion | ▲ +1.3 pp |
| 2013 | 134.0% | GBX32.91 Billion | GBX32.91 Billion | GBX- | GBX24.56 Billion | ▼ -0.3 pp |
| 2012 | 134.3% | GBX32.14 Billion | GBX32.14 Billion | GBX- | GBX23.93 Billion | ▼ -0.2 pp |
| 2011 | 134.5% | GBX32.05 Billion | GBX32.05 Billion | GBX- | GBX23.83 Billion | ▲ +0.0 pp |
| 2010 | 134.5% | GBX30.97 Billion | GBX30.97 Billion | GBX- | GBX23.03 Billion | ▼ -1.1 pp |
| 2009 | 135.6% | GBX29.87 Billion | GBX29.87 Billion | GBX- | GBX22.04 Billion | ▼ -3.0 pp |
| 2008 | 138.5% | GBX26.46 Billion | GBX26.46 Billion | GBX- | GBX19.10 Billion | ▲ +5.1 pp |
| 2007 | 133.4% | GBX26.64 Billion | GBX26.64 Billion | GBX- | GBX19.96 Billion | ▲ +4.6 pp |
| 2006 | 128.8% | GBX23.46 Billion | GBX23.46 Billion | GBX- | GBX18.21 Billion | ▲ +3.2 pp |
| 2005 | 125.6% | GBX21.31 Billion | GBX21.31 Billion | GBX- | GBX16.97 Billion | ▼ -6.6 pp |
| 2004 | 132.1% | GBX20.82 Billion | GBX20.82 Billion | GBX- | GBX15.76 Billion | ▲ +5.1 pp |
| 2003 | 127.0% | GBX17.52 Billion | GBX17.52 Billion | GBX- | GBX13.79 Billion | — |