Farmer Bros. Co (FARM) — Strategic Asset Allocation Index
Farmer Bros. Co (FARM) has a Strategic Asset Allocation Index of 153.2% as of June 2023. Strategic assets (PP&E of $58.38 Million plus long-term investments of $-) total $58.38 Million, measured against net assets of $38.11 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See FARM net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Farmer Bros. Co Strategic Asset Allocation Index (2000–2023)
This chart shows how Farmer Bros. Co's Strategic Asset Allocation Index has evolved across 24 annual periods from 2000 to 2023. As of June 2023, the index stands at 153.2%, representing strategic assets of $58.38 Million against net assets of $38.11 Million USD. For live market cap and overall valuation, see FARM market cap.
Annual Strategic Asset Allocation Index for Farmer Bros. Co (2000–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Farmer Bros. Co from 2000 to 2023, covering 24 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 FARM book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 153.2% | $58.38 Million | $58.38 Million | $- | $38.11 Million | ▲ +21.3 pp |
| 2022 | 131.9% | $138.15 Million | $138.15 Million | $- | $104.75 Million | ▼ -36.1 pp |
| 2021 | 168.0% | $176.34 Million | $176.34 Million | $- | $104.96 Million | ▲ +1.1 pp |
| 2020 | 166.9% | $186.76 Million | $186.75 Million | $10.00K | $111.91 Million | ▲ +46.2 pp |
| 2019 | 120.7% | $190.13 Million | $189.46 Million | $674.00K | $157.49 Million | ▲ +39.3 pp |
| 2018 | 81.5% | $186.59 Million | $186.59 Million | $- | $229.06 Million | ▼ -0.4 pp |
| 2017 | 81.8% | $176.07 Million | $176.07 Million | $- | $215.13 Million | ▲ +17.0 pp |
| 2016 | 64.9% | $118.42 Million | $118.42 Million | $- | $182.59 Million | ▼ -35.4 pp |
| 2015 | 100.2% | $90.20 Million | $90.20 Million | $- | $90.01 Million | ▲ +16.9 pp |
| 2014 | 83.3% | $95.64 Million | $95.64 Million | $- | $114.86 Million | ▼ -29.3 pp |
| 2013 | 112.6% | $92.16 Million | $92.16 Million | $- | $81.84 Million | ▼ -44.7 pp |
| 2012 | 157.3% | $108.14 Million | $108.14 Million | $- | $68.73 Million | ▲ +68.3 pp |
| 2011 | 89.1% | $114.11 Million | $114.11 Million | $- | $128.12 Million | ▲ +16.4 pp |
| 2010 | 72.7% | $120.37 Million | $120.37 Million | $- | $165.59 Million | ▲ +15.7 pp |
| 2009 | 57.0% | $112.06 Million | $112.06 Million | $- | $196.49 Million | ▲ +31.1 pp |
| 2008 | 25.9% | $69.06 Million | $69.06 Million | $- | $266.45 Million | ▲ +6.1 pp |
| 2007 | 19.8% | $52.67 Million | $52.67 Million | $- | $266.22 Million | ▲ +2.6 pp |
| 2006 | 17.2% | $46.38 Million | $46.38 Million | $- | $269.22 Million | ▲ +1.1 pp |
| 2005 | 16.1% | $42.67 Million | $42.67 Million | $- | $264.89 Million | ▲ +0.4 pp |
| 2004 | 15.7% | $42.30 Million | $42.30 Million | $- | $269.70 Million | ▲ +4.4 pp |
| 2003 | 11.3% | $41.75 Million | $41.75 Million | $- | $369.14 Million | ▲ +1.0 pp |
| 2002 | 10.3% | $38.57 Million | $38.57 Million | $- | $373.05 Million | ▼ -0.9 pp |
| 2001 | 11.3% | $39.09 Million | $39.09 Million | $- | $347.05 Million | ▼ -1.1 pp |
| 2000 | 12.4% | $38.74 Million | $38.74 Million | $- | $313.11 Million | — |