Enterprise Bancorp Inc (EBTC) — 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. Check Enterprise Bancorp Inc asset resilience ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Enterprise Bancorp Inc Strategic Asset Allocation Index (2002–2024)
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. See Enterprise Bancorp Inc (EBTC) flexibility index to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Enterprise Bancorp Inc (2002–2024)
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 the full company profile including market capitalisation, see EBTC market cap overview.
| 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 | — |