Grupo Herdez S.A.B. de C.V Strategic Asset Allocation Index
Grupo Herdez S.A.B. de C.V strategic asset allocation index. Grupo Herdez S.A.B. de C.V (HERDEZ) has a Strategic Asset Allocation Index of 38.2% as of September 2023. Strategic assets (PP&E of MX$6.40 Billion plus long-term investments of MX$-) total MX$6.40 Billion, measured against net assets of MX$16.77 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Grupo Herdez S.A.B. de C.V balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Grupo Herdez S.A.B. de C.V (2000–2022)
Strategic asset allocation index of Grupo Herdez S.A.B. de C.V from 2000 to 2022. This chart shows how Grupo Herdez S.A.B. de C.V's Strategic Asset Allocation Index has evolved across 23 annual periods from 2000 to 2022. As of September 2023, the index stands at 38.2%, representing strategic assets of MX$6.40 Billion against net assets of MX$16.77 Billion MXN. Check Grupo Herdez S.A.B. de C.V (HERDEZ) tangible net worth to evaluate the tangible quality of the company's equity base.
Grupo Herdez S.A.B. de C.V Strategic Asset Allocation Index by Year (2000–2022)
Grupo Herdez S.A.B. de C.V strategic asset allocation index by year from 2000 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for Grupo Herdez 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 live market cap and overall valuation, see Grupo Herdez S.A.B. de C.V (HERDEZ) market capitalisation.
| Year | SAAI | Strategic Assets (MXN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 36.8% | MX$6.30 Billion | MX$6.30 Billion | MX$- | MX$17.15 Billion | ▲ +2.2 pp |
| 2021 | 34.5% | MX$6.02 Billion | MX$6.02 Billion | MX$- | MX$17.42 Billion | ▲ +1.4 pp |
| 2020 | 33.2% | MX$5.75 Billion | MX$5.75 Billion | MX$- | MX$17.34 Billion | ▼ -42.1 pp |
| 2019 | 75.3% | MX$13.73 Billion | MX$6.55 Billion | MX$7.19 Billion | MX$18.25 Billion | ▲ +7.2 pp |
| 2018 | 68.1% | MX$12.42 Billion | MX$5.45 Billion | MX$6.97 Billion | MX$18.25 Billion | ▼ -2.1 pp |
| 2017 | 70.2% | MX$12.17 Billion | MX$5.54 Billion | MX$6.63 Billion | MX$17.34 Billion | ▼ -11.9 pp |
| 2016 | 82.0% | MX$12.00 Billion | MX$5.55 Billion | MX$6.45 Billion | MX$14.63 Billion | ▲ +3.7 pp |
| 2015 | 78.3% | MX$10.89 Billion | MX$5.21 Billion | MX$5.68 Billion | MX$13.91 Billion | ▲ +46.1 pp |
| 2014 | 32.2% | MX$4.25 Billion | MX$4.25 Billion | MX$- | MX$13.18 Billion | ▼ -1.7 pp |
| 2013 | 33.9% | MX$4.11 Billion | MX$4.11 Billion | MX$- | MX$12.13 Billion | ▼ -11.5 pp |
| 2012 | 45.3% | MX$2.43 Billion | MX$2.43 Billion | MX$- | MX$5.35 Billion | ▲ +0.2 pp |
| 2011 | 45.2% | MX$2.17 Billion | MX$2.17 Billion | MX$- | MX$4.81 Billion | ▲ +3.1 pp |
| 2010 | 42.1% | MX$1.83 Billion | MX$1.83 Billion | MX$- | MX$4.34 Billion | ▼ -1.7 pp |
| 2009 | 43.8% | MX$1.63 Billion | MX$1.63 Billion | MX$- | MX$3.73 Billion | ▼ -2.9 pp |
| 2008 | 46.7% | MX$1.45 Billion | MX$1.45 Billion | MX$- | MX$3.11 Billion | ▼ -22.7 pp |
| 2007 | 69.5% | MX$1.82 Billion | MX$1.82 Billion | MX$- | MX$2.62 Billion | ▼ -10.1 pp |
| 2006 | 79.6% | MX$1.98 Billion | MX$1.98 Billion | MX$- | MX$2.49 Billion | ▲ +2.7 pp |
| 2005 | 76.9% | MX$2.01 Billion | MX$2.01 Billion | MX$- | MX$2.61 Billion | ▼ -5.7 pp |
| 2004 | 82.6% | MX$1.77 Billion | MX$1.77 Billion | MX$- | MX$2.14 Billion | ▼ -6.0 pp |
| 2003 | 88.6% | MX$1.83 Billion | MX$1.83 Billion | MX$- | MX$2.06 Billion | ▲ +4.9 pp |
| 2002 | 83.7% | MX$1.73 Billion | MX$1.73 Billion | MX$- | MX$2.07 Billion | ▼ -4.0 pp |
| 2001 | 87.7% | MX$1.66 Billion | MX$1.66 Billion | MX$- | MX$1.90 Billion | ▲ +2.4 pp |
| 2000 | 85.3% | MX$1.59 Billion | MX$1.59 Billion | MX$- | MX$1.87 Billion | — |