Ferguson Plc (FERG) — Strategic Asset Allocation Index
Ferguson Plc (FERG) has a Strategic Asset Allocation Index of 60.9% as of July 2023. Strategic assets (PP&E of GBX3.07 Billion plus long-term investments of GBX-) total GBX3.07 Billion, measured against net assets of GBX5.04 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Ferguson Plc balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Ferguson Plc Strategic Asset Allocation Index (2000–2023)
This chart shows how Ferguson Plc's Strategic Asset Allocation Index has evolved across 24 annual periods from 2000 to 2023. As of July 2023, the index stands at 60.9%, representing strategic assets of GBX3.07 Billion against net assets of GBX5.04 Billion GBX. For live market cap and overall valuation, see Ferguson Plc market capitalisation.
Annual Strategic Asset Allocation Index for Ferguson Plc (2000–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Ferguson Plc from 2000 to 2023, covering 24 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 FERG net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 60.9% | GBX3.07 Billion | GBX3.07 Billion | GBX- | GBX5.04 Billion | ▲ +5.7 pp |
| 2022 | 55.2% | GBX2.58 Billion | GBX2.58 Billion | GBX- | GBX4.67 Billion | ▲ +9.5 pp |
| 2021 | 45.7% | GBX2.20 Billion | GBX2.20 Billion | GBX- | GBX4.81 Billion | ▼ -11.5 pp |
| 2020 | 57.2% | GBX2.50 Billion | GBX2.50 Billion | GBX- | GBX4.37 Billion | ▲ +24.6 pp |
| 2019 | 32.6% | GBX1.42 Billion | GBX1.35 Billion | GBX71.00 Million | GBX4.35 Billion | ▲ +4.0 pp |
| 2018 | 28.6% | GBX1.16 Billion | GBX1.09 Billion | GBX75.00 Million | GBX4.06 Billion | ▲ +0.6 pp |
| 2017 | 28.0% | GBX1.27 Billion | GBX1.07 Billion | GBX198.00 Million | GBX4.52 Billion | ▼ -10.0 pp |
| 2016 | 38.0% | GBX1.46 Billion | GBX1.43 Billion | GBX23.00 Million | GBX3.83 Billion | ▲ +8.4 pp |
| 2015 | 29.6% | GBX1.20 Billion | GBX1.16 Billion | GBX40.00 Million | GBX4.07 Billion | ▲ +3.5 pp |
| 2014 | 26.1% | GBX1.27 Billion | GBX1.23 Billion | GBX48.00 Million | GBX4.88 Billion | ▼ -1.0 pp |
| 2013 | 27.1% | GBX1.26 Billion | GBX1.26 Billion | GBX- | GBX4.65 Billion | ▲ +2.9 pp |
| 2012 | 24.3% | GBX1.20 Billion | GBX1.20 Billion | GBX- | GBX4.92 Billion | ▲ +1.7 pp |
| 2011 | 22.5% | GBX1.25 Billion | GBX1.25 Billion | GBX- | GBX5.54 Billion | ▼ -6.8 pp |
| 2010 | 29.3% | GBX1.41 Billion | GBX1.41 Billion | GBX- | GBX4.80 Billion | ▲ +1.1 pp |
| 2009 | 28.2% | GBX1.59 Billion | GBX1.59 Billion | GBX- | GBX5.64 Billion | ▲ +0.6 pp |
| 2008 | 27.7% | GBX1.84 Billion | GBX1.84 Billion | GBX- | GBX6.66 Billion | ▲ +3.2 pp |
| 2007 | 24.5% | GBX1.72 Billion | GBX1.72 Billion | GBX- | GBX7.02 Billion | ▲ +0.8 pp |
| 2006 | 23.6% | GBX1.14 Billion | GBX1.14 Billion | GBX- | GBX4.84 Billion | ▲ +0.9 pp |
| 2005 | 22.7% | GBX915.90 Million | GBX915.90 Million | GBX- | GBX4.04 Billion | ▲ +2.0 pp |
| 2004 | 20.7% | GBX716.90 Million | GBX716.90 Million | GBX- | GBX3.47 Billion | ▼ -4.4 pp |
| 2003 | 25.1% | GBX716.60 Million | GBX716.60 Million | GBX- | GBX2.86 Billion | ▲ +1.8 pp |
| 2002 | 23.3% | GBX582.00 Million | GBX582.00 Million | GBX- | GBX2.50 Billion | ▼ -4.5 pp |
| 2001 | 27.8% | GBX592.30 Million | GBX592.30 Million | GBX- | GBX2.13 Billion | ▲ +1.0 pp |
| 2000 | 26.8% | GBX531.60 Million | GBX531.60 Million | GBX- | GBX1.99 Billion | — |