Alfa S.A.B. de C.V. (ALFAA) — Strategic Asset Allocation Index

Latest as of March 2023: 145.1%

Alfa S.A.B. de C.V. (ALFAA) has a Strategic Asset Allocation Index of 145.1% as of March 2023. Strategic assets (PP&E of MX$77.87 Billion plus long-term investments of MX$-) total MX$77.87 Billion, measured against net assets of MX$53.66 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

145.1%
Strategic Assets / Net Assets

Strategic Assets

MX$77.87 Billion
PP&E + LT Investments

PP&E

MX$77.87 Billion
MXN

Net Assets

MX$53.66 Billion
MXN

Alfa S.A.B. de C.V. Strategic Asset Allocation Index (2000–2022)

This chart shows how Alfa S.A.B. de C.V.'s Strategic Asset Allocation Index has evolved across 23 annual periods from 2000 to 2022. As of March 2023, the index stands at 145.1%, representing strategic assets of MX$77.87 Billion against net assets of MX$53.66 Billion MXN. Explore cash efficiency ratio of Alfa S.A.B. de C.V. to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Alfa S.A.B. de C.V. (2000–2022)

The table below presents the year-by-year Strategic Asset Allocation Index for Alfa S.A.B. de C.V. 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. For the full company profile including market capitalisation, see market value of Alfa S.A.B. de C.V..

Year SAAI Strategic Assets (MXN) PP&E LT Investments Net Assets Change (pp)
2022 152.1% MX$87.87 Billion MX$87.87 Billion MX$- MX$57.79 Billion ▼ -13.8 pp
2021 165.8% MX$90.91 Billion MX$90.91 Billion MX$- MX$54.82 Billion ▼ -9.8 pp
2020 175.7% MX$93.73 Billion MX$93.73 Billion MX$- MX$53.35 Billion ▲ +15.1 pp
2019 160.6% MX$152.45 Billion MX$142.77 Billion MX$9.68 Billion MX$94.93 Billion ▼ -6.1 pp
2018 166.7% MX$163.75 Billion MX$153.39 Billion MX$10.36 Billion MX$98.22 Billion ▼ -1.6 pp
2017 168.3% MX$155.58 Billion MX$153.64 Billion MX$1.94 Billion MX$92.43 Billion ▲ +17.3 pp
2016 151.1% MX$151.99 Billion MX$149.50 Billion MX$2.48 Billion MX$100.61 Billion ▲ +15.3 pp
2015 135.8% MX$108.35 Billion MX$106.38 Billion MX$1.97 Billion MX$79.81 Billion ▼ -2.2 pp
2014 137.9% MX$95.37 Billion MX$93.91 Billion MX$1.47 Billion MX$69.16 Billion ▲ +14.9 pp
2013 123.0% MX$80.15 Billion MX$73.97 Billion MX$6.17 Billion MX$65.17 Billion ▲ +1.1 pp
2012 121.9% MX$74.07 Billion MX$74.07 Billion MX$- MX$60.78 Billion ▼ -37.2 pp
2011 159.1% MX$63.26 Billion MX$63.26 Billion MX$- MX$39.76 Billion ▲ +15.4 pp
2010 143.7% MX$52.10 Billion MX$52.10 Billion MX$- MX$36.24 Billion ▼ -6.8 pp
2009 150.5% MX$54.73 Billion MX$54.73 Billion MX$- MX$36.36 Billion ▼ -3.8 pp
2008 154.3% MX$63.22 Billion MX$63.22 Billion MX$- MX$40.97 Billion ▲ +36.5 pp
2007 117.8% MX$51.00 Billion MX$51.00 Billion MX$- MX$43.29 Billion ▲ +16.2 pp
2006 101.6% MX$38.13 Billion MX$38.13 Billion MX$- MX$37.54 Billion ▲ +15.7 pp
2005 85.9% MX$27.92 Billion MX$27.92 Billion MX$- MX$32.51 Billion ▲ +11.2 pp
2004 74.7% MX$29.98 Billion MX$29.98 Billion MX$- MX$40.11 Billion ▼ -26.5 pp
2003 101.2% MX$29.75 Billion MX$29.75 Billion MX$- MX$29.40 Billion ▼ -76.4 pp
2002 177.6% MX$46.79 Billion MX$46.79 Billion MX$- MX$26.35 Billion ▼ -7.6 pp
2001 185.2% MX$42.73 Billion MX$42.73 Billion MX$- MX$23.07 Billion ▼ -1.7 pp
2000 186.9% MX$46.54 Billion MX$46.54 Billion MX$- MX$24.89 Billion
pp = percentage points