Ferguson Plc Strategic Asset Allocation Index
Ferguson Plc 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. Check FERG tangible net worth ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Ferguson Plc (2000–2023)
Strategic asset allocation index of Ferguson Plc from 2000 to 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.
Ferguson Plc Strategic Asset Allocation Index by Year (2000–2023)
Ferguson Plc strategic asset allocation index by year from 2000 to 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. For live market cap and overall valuation, see FERG company net worth.
| 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 | — |