Enterprise Financial Services (EFSC) — Strategic Asset Allocation Index
Enterprise Financial Services (EFSC) has a Strategic Asset Allocation Index of 177.9% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $3.53 Billion) total $3.53 Billion, measured against net assets of $1.98 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Enterprise Financial Services Strategic Asset Allocation Index (2000–2024)
This chart shows how Enterprise Financial Services's Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2024. As of September 2025, the index stands at 177.9%, representing strategic assets of $3.53 Billion against net assets of $1.98 Billion USD. Explore Enterprise Financial Services (EFSC) cash conversion ratio to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Enterprise Financial Services (2000–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Enterprise Financial Services from 2000 to 2024, covering 25 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 Enterprise Financial Services.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 156.5% | $2.86 Billion | $- | $2.86 Billion | $1.82 Billion | ▲ +15.1 pp |
| 2023 | 141.4% | $2.43 Billion | $- | $2.43 Billion | $1.72 Billion | ▼ -13.1 pp |
| 2022 | 154.5% | $2.35 Billion | $42.98 Million | $2.31 Billion | $1.52 Billion | ▲ +139.9 pp |
| 2021 | 14.7% | $1.90 Billion | $47.91 Million | $1.86 Billion | $12.98 Billion | ▼ -73.4 pp |
| 2020 | 88.1% | $8.10 Billion | $53.17 Million | $8.05 Billion | $9.20 Billion | ▼ -11.6 pp |
| 2019 | 99.7% | $6.69 Billion | $60.01 Million | $6.63 Billion | $6.70 Billion | ▼ -753.7 pp |
| 2018 | 853.4% | $5.15 Billion | $32.11 Million | $5.12 Billion | $603.80 Million | ▼ -27.5 pp |
| 2017 | 880.8% | $4.83 Billion | $32.62 Million | $4.80 Billion | $548.57 Million | ▼ -65.0 pp |
| 2016 | 945.9% | $3.66 Billion | $14.91 Million | $3.65 Billion | $387.10 Million | ▲ +19.0 pp |
| 2015 | 926.9% | $3.25 Billion | $14.84 Million | $3.24 Billion | $350.83 Million | ▲ +14.4 pp |
| 2014 | 912.5% | $2.89 Billion | $14.75 Million | $2.87 Billion | $316.24 Million | ▼ -8.9 pp |
| 2013 | 921.4% | $2.58 Billion | $18.18 Million | $2.56 Billion | $279.70 Million | ▼ -249.0 pp |
| 2012 | 1170.4% | $2.76 Billion | $21.12 Million | $2.74 Billion | $235.75 Million | ▲ +5.3 pp |
| 2011 | 1165.1% | $2.79 Billion | $18.99 Million | $2.77 Billion | $239.56 Million | ▲ +1154.0 pp |
| 2010 | 11.2% | $20.50 Million | $20.50 Million | $- | $183.35 Million | ▼ -2.4 pp |
| 2009 | 13.6% | $22.30 Million | $22.30 Million | $- | $163.91 Million | ▲ +1.9 pp |
| 2008 | 11.7% | $25.16 Million | $25.16 Million | $- | $214.57 Million | ▼ -1.1 pp |
| 2007 | 12.8% | $22.22 Million | $22.22 Million | $- | $173.15 Million | ▲ +0.0 pp |
| 2006 | 12.8% | $17.05 Million | $17.05 Million | $- | $132.99 Million | ▲ +1.8 pp |
| 2005 | 11.1% | $10.28 Million | $10.28 Million | $- | $92.94 Million | ▼ 0.0 pp |
| 2004 | 11.1% | $8.04 Million | $8.04 Million | $- | $72.73 Million | ▼ -0.1 pp |
| 2003 | 11.2% | $7.32 Million | $7.32 Million | $- | $65.39 Million | ▲ +0.8 pp |
| 2002 | 10.4% | $7.69 Million | $7.69 Million | $- | $73.81 Million | ▼ -5.5 pp |
| 2001 | 15.9% | $10.00 Million | $10.00 Million | $- | $62.90 Million | ▲ +2.4 pp |
| 2000 | 13.5% | $8.79 Million | $8.79 Million | $- | $65.36 Million | — |