Enterprise Bancorp Inc Strategic Asset Allocation Index
Enterprise Bancorp Inc strategic asset allocation index. Enterprise Bancorp Inc (EBTC) has a Strategic Asset Allocation Index of 4.7% as of March 2025. Strategic assets (PP&E of $- plus long-term investments of $18.03 Million) total $18.03 Million, measured against net assets of $385.36 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Enterprise Bancorp Inc net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Enterprise Bancorp Inc (2002–2024)
Strategic asset allocation index of Enterprise Bancorp Inc from 2002 to 2024. This chart shows how Enterprise Bancorp Inc's Strategic Asset Allocation Index has evolved across 23 annual periods from 2002 to 2024. As of March 2025, the index stands at 4.7%, representing strategic assets of $18.03 Million against net assets of $385.36 Million USD. Check tangible equity quality of Enterprise Bancorp Inc to evaluate the tangible quality of the company's equity base.
Enterprise Bancorp Inc Strategic Asset Allocation Index by Year (2002–2024)
Enterprise Bancorp Inc strategic asset allocation index by year from 2002 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Enterprise Bancorp Inc from 2002 to 2024, 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 EBTC market cap.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 164.5% | $593.60 Million | $- | $593.60 Million | $360.75 Million | ▼ -38.5 pp |
| 2023 | 203.0% | $668.17 Million | $- | $668.17 Million | $329.12 Million | ▼ -103.3 pp |
| 2022 | 306.3% | $864.60 Million | $44.23 Million | $820.37 Million | $282.27 Million | ▲ +10.2 pp |
| 2021 | 296.1% | $1.03 Billion | $68.98 Million | $958.22 Million | $346.89 Million | ▼ -623.8 pp |
| 2020 | 919.9% | $3.08 Billion | $46.71 Million | $3.03 Billion | $334.43 Million | ▼ -119.3 pp |
| 2019 | 1039.2% | $3.08 Billion | $45.42 Million | $3.04 Billion | $296.64 Million | ▲ +854.9 pp |
| 2018 | 184.3% | $470.51 Million | $37.59 Million | $432.92 Million | $255.30 Million | ▼ -796.8 pp |
| 2017 | 981.1% | $2.27 Billion | $37.02 Million | $2.24 Billion | $231.81 Million | ▲ +37.6 pp |
| 2016 | 943.5% | $2.03 Billion | $33.54 Million | $1.99 Billion | $214.79 Million | ▼ -89.7 pp |
| 2015 | 1033.2% | $1.86 Billion | $30.55 Million | $1.83 Billion | $180.33 Million | ▲ +28.0 pp |
| 2014 | 1005.2% | $1.68 Billion | $30.37 Million | $1.65 Billion | $166.95 Million | ▼ -4.6 pp |
| 2013 | 1009.8% | $1.53 Billion | $29.89 Million | $1.50 Billion | $151.33 Million | ▲ +27.3 pp |
| 2012 | 982.6% | $1.37 Billion | $27.21 Million | $1.34 Billion | $139.55 Million | ▼ -1.9 pp |
| 2011 | 984.4% | $1.25 Billion | $27.31 Million | $1.23 Billion | $127.45 Million | ▲ +963.1 pp |
| 2010 | 21.4% | $24.92 Million | $24.92 Million | $- | $116.67 Million | ▲ +0.1 pp |
| 2009 | 21.3% | $22.92 Million | $22.92 Million | $- | $107.66 Million | ▼ -2.5 pp |
| 2008 | 23.8% | $21.65 Million | $21.65 Million | $- | $91.10 Million | ▲ +1.6 pp |
| 2007 | 22.2% | $19.30 Million | $19.30 Million | $- | $87.01 Million | ▲ +1.4 pp |
| 2006 | 20.8% | $16.02 Million | $16.02 Million | $- | $77.04 Million | ▲ +3.8 pp |
| 2005 | 17.0% | $11.53 Million | $11.53 Million | $- | $67.83 Million | ▼ -2.3 pp |
| 2004 | 19.3% | $11.91 Million | $11.91 Million | $- | $61.68 Million | ▼ -3.4 pp |
| 2003 | 22.7% | $12.43 Million | $12.43 Million | $- | $54.75 Million | ▼ -3.5 pp |
| 2002 | 26.2% | $13.14 Million | $13.14 Million | $- | $50.08 Million | — |