Iberdrola S.A. (IBE) — Strategic Asset Allocation Index

Latest as of September 2023: 149.4%

Iberdrola S.A. (IBE) has a Strategic Asset Allocation Index of 149.4% as of September 2023. Strategic assets (PP&E of €89.87 Billion plus long-term investments of €-) total €89.87 Billion, measured against net assets of €60.15 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Iberdrola S.A. to measure how much of total assets are equity-financed.

SAAI

149.4%
Strategic Assets / Net Assets

Strategic Assets

€89.87 Billion
PP&E + LT Investments

PP&E

€89.87 Billion
EUR

Net Assets

€60.15 Billion
EUR

Iberdrola S.A. Strategic Asset Allocation Index (2000–2022)

This chart shows how Iberdrola S.A.'s Strategic Asset Allocation Index has evolved across 23 annual periods from 2000 to 2022. As of September 2023, the index stands at 149.4%, representing strategic assets of €89.87 Billion against net assets of €60.15 Billion EUR. For live market cap and overall valuation, see Iberdrola S.A. stock valuation.

Annual Strategic Asset Allocation Index for Iberdrola S.A. (2000–2022)

The table below presents the year-by-year Strategic Asset Allocation Index for Iberdrola S.A. 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. See IBE net assets for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (EUR) PP&E LT Investments Net Assets Change (pp)
2022 152.6% €88.70 Billion €88.70 Billion €- €58.11 Billion ▲ +7.5 pp
2021 145.1% €81.47 Billion €81.47 Billion €- €56.13 Billion ▼ -9.8 pp
2020 154.9% €73.16 Billion €73.16 Billion €- €47.22 Billion ▼ -8.8 pp
2019 163.7% €77.28 Billion €72.43 Billion €4.85 Billion €47.19 Billion ▲ +4.9 pp
2018 158.8% €69.84 Billion €65.55 Billion €4.29 Billion €43.98 Billion ▼ -0.3 pp
2017 159.2% €68.01 Billion €63.73 Billion €4.29 Billion €42.73 Billion ▼ -3.8 pp
2016 163.0% €66.32 Billion €63.27 Billion €3.04 Billion €40.69 Billion ▲ +6.1 pp
2015 156.8% €64.24 Billion €61.49 Billion €2.75 Billion €40.96 Billion ▼ -5.2 pp
2014 162.1% €58.01 Billion €54.78 Billion €3.23 Billion €35.79 Billion ▲ +3.8 pp
2013 158.3% €55.97 Billion €52.49 Billion €3.48 Billion €35.36 Billion ▲ +1.6 pp
2012 156.7% €53.42 Billion €53.42 Billion €- €34.08 Billion ▼ -1.1 pp
2011 157.8% €52.41 Billion €52.41 Billion €- €33.21 Billion ▲ +0.4 pp
2010 157.4% €49.84 Billion €49.84 Billion €- €31.66 Billion ▼ -2.5 pp
2009 159.9% €46.42 Billion €46.42 Billion €- €29.03 Billion ▼ -7.9 pp
2008 167.8% €43.13 Billion €43.13 Billion €- €25.71 Billion ▲ +42.9 pp
2007 124.9% €34.75 Billion €34.75 Billion €- €27.83 Billion ▼ -73.4 pp
2006 198.3% €20.95 Billion €20.95 Billion €- €10.57 Billion ▼ -13.4 pp
2005 211.7% €19.93 Billion €19.93 Billion €- €9.41 Billion ▲ +7.5 pp
2004 204.2% €18.49 Billion €18.49 Billion €- €9.05 Billion ▲ +4.6 pp
2003 199.6% €17.11 Billion €17.11 Billion €- €8.57 Billion ▲ +18.3 pp
2002 181.3% €15.24 Billion €15.24 Billion €- €8.41 Billion ▲ +13.5 pp
2001 167.8% €13.59 Billion €13.59 Billion €- €8.10 Billion ▲ +26.0 pp
2000 141.8% €2.01 Trillion €2.01 Trillion €- €1.41 Trillion —
pp = percentage points