Grupo Herdez S.A.B. de C.V (HERDEZ) — 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 net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Grupo Herdez S.A.B. de C.V Strategic Asset Allocation Index (2000–2022)
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. For live market cap and overall valuation, see HERDEZ market cap.
Annual Strategic Asset Allocation Index for Grupo Herdez S.A.B. de C.V (2000–2022)
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. See HERDEZ total equity for net asset value and shareholders' equity analysis.
| 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 | — |