Saga plc Strategic Asset Allocation Index
Saga plc strategic asset allocation index. Saga plc (SAGA) has a Strategic Asset Allocation Index of 214.8% as of July 2023. Strategic assets (PP&E of GBX631.90 Million plus long-term investments of GBX-) total GBX631.90 Million, measured against net assets of GBX294.20 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Saga plc (SAGA) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Saga plc (2012–2023)
Strategic asset allocation index of Saga plc from 2012 to 2023. This chart shows how Saga plc's Strategic Asset Allocation Index has evolved across 12 annual periods from 2012 to 2023. As of July 2023, the index stands at 214.8%, representing strategic assets of GBX631.90 Million against net assets of GBX294.20 Million GBX. Check Saga plc (SAGA) tangible net worth to evaluate the tangible quality of the company's equity base.
Saga plc Strategic Asset Allocation Index by Year (2012–2023)
Saga plc strategic asset allocation index by year from 2012 to 2023. The table below presents the year-by-year Strategic Asset Allocation Index for Saga plc from 2012 to 2023, covering 12 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 SAGA market cap overview.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 173.7% | GBX641.70 Million | GBX641.70 Million | GBX- | GBX369.50 Million | ▲ +69.1 pp |
| 2022 | 104.5% | GBX682.50 Million | GBX682.50 Million | GBX- | GBX652.90 Million | ▲ +7.1 pp |
| 2021 | 97.4% | GBX663.00 Million | GBX663.00 Million | GBX- | GBX680.70 Million | ▲ +20.8 pp |
| 2020 | 76.6% | GBX450.70 Million | GBX450.70 Million | GBX- | GBX588.20 Million | ▲ +55.4 pp |
| 2019 | 21.2% | GBX204.00 Million | GBX204.00 Million | GBX- | GBX960.90 Million | ▲ +5.2 pp |
| 2018 | 16.0% | GBX196.50 Million | GBX163.40 Million | GBX33.10 Million | GBX1.23 Billion | ▲ +4.8 pp |
| 2017 | 11.2% | GBX134.20 Million | GBX131.50 Million | GBX2.70 Million | GBX1.20 Billion | ▼ -1.9 pp |
| 2016 | 13.1% | GBX142.40 Million | GBX140.60 Million | GBX1.80 Million | GBX1.09 Billion | ▼ -56.6 pp |
| 2015 | 69.7% | GBX685.70 Million | GBX133.20 Million | GBX552.50 Million | GBX984.10 Million | ▲ +11.0 pp |
| 2014 | 58.7% | GBX656.80 Million | GBX139.80 Million | GBX517.00 Million | GBX1.12 Billion | ▲ +43.4 pp |
| 2013 | 15.2% | GBX159.20 Million | GBX159.20 Million | GBX- | GBX1.05 Billion | ▼ -1.3 pp |
| 2012 | 16.6% | GBX155.20 Million | GBX155.20 Million | GBX- | GBX936.80 Million | — |