Enterprise Financial Services Strategic Asset Allocation Index
Enterprise Financial Services strategic asset allocation index. Enterprise Financial Services (EFSC) has a Strategic Asset Allocation Index of 193.4% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $3.91 Billion) total $3.91 Billion, measured against net assets of $2.02 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Enterprise Financial Services to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Enterprise Financial Services (2000–2025)
Strategic asset allocation index of Enterprise Financial Services from 2000 to 2025. This chart shows how Enterprise Financial Services's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of March 2026, the index stands at 193.4%, representing strategic assets of $3.91 Billion against net assets of $2.02 Billion USD. Check EFSC tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Enterprise Financial Services Strategic Asset Allocation Index by Year (2000–2025)
Enterprise Financial Services strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Enterprise Financial Services from 2000 to 2025, covering 26 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 EFSC stock market capitalisation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 186.4% | $3.80 Billion | $- | $3.80 Billion | $2.04 Billion | ▲ +29.9 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 | — |