National Beverage Corp (FIZZ) — Strategic Asset Allocation Index
National Beverage Corp (FIZZ) has a Strategic Asset Allocation Index of 44.8% as of July 2023. Strategic assets (PP&E of $189.07 Million plus long-term investments of $-) total $189.07 Million, measured against net assets of $422.07 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
National Beverage Corp Strategic Asset Allocation Index (2000–2023)
This chart shows how National Beverage Corp's Strategic Asset Allocation Index has evolved across 24 annual periods from 2000 to 2023. As of July 2023, the index stands at 44.8%, representing strategic assets of $189.07 Million against net assets of $422.07 Million USD. Explore National Beverage Corp operating cash flow efficiency to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for National Beverage Corp (2000–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for National Beverage Corp 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. For the full company profile including market capitalisation, see National Beverage Corp stock valuation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 39.8% | $148.42 Million | $148.42 Million | $- | $372.49 Million | ▼ -32.6 pp |
| 2022 | 72.5% | $173.51 Million | $173.51 Million | $- | $239.44 Million | ▲ +24.0 pp |
| 2021 | 48.5% | $172.70 Million | $172.70 Million | $- | $356.00 Million | ▲ +11.3 pp |
| 2020 | 37.3% | $168.51 Million | $168.51 Million | $- | $452.34 Million | ▲ +3.7 pp |
| 2019 | 33.6% | $111.32 Million | $111.32 Million | $- | $331.61 Million | ▲ +7.7 pp |
| 2018 | 25.9% | $85.81 Million | $85.81 Million | $- | $331.44 Million | ▼ -0.6 pp |
| 2017 | 26.5% | $65.15 Million | $65.15 Million | $- | $245.62 Million | ▼ -3.5 pp |
| 2016 | 30.0% | $61.93 Million | $61.93 Million | $- | $206.15 Million | ▼ -10.7 pp |
| 2015 | 40.7% | $60.18 Million | $60.18 Million | $- | $147.78 Million | ▼ -15.3 pp |
| 2014 | 56.0% | $59.49 Million | $59.49 Million | $- | $106.20 Million | ▼ -25.5 pp |
| 2013 | 81.5% | $57.31 Million | $57.31 Million | $- | $70.32 Million | ▲ +34.9 pp |
| 2012 | 46.6% | $56.73 Million | $56.73 Million | $- | $121.64 Million | ▼ -22.2 pp |
| 2011 | 68.9% | $55.34 Million | $55.34 Million | $- | $80.34 Million | ▲ +31.2 pp |
| 2010 | 37.7% | $53.40 Million | $53.40 Million | $- | $141.57 Million | ▲ +4.7 pp |
| 2009 | 33.0% | $56.14 Million | $56.14 Million | $- | $170.01 Million | ▼ -6.8 pp |
| 2008 | 39.9% | $57.64 Million | $57.64 Million | $- | $144.62 Million | ▲ +3.4 pp |
| 2007 | 36.5% | $57.37 Million | $57.37 Million | $- | $157.36 Million | ▼ -6.4 pp |
| 2006 | 42.8% | $56.03 Million | $56.03 Million | $- | $130.86 Million | ▼ -1.1 pp |
| 2005 | 43.9% | $62.88 Million | $62.88 Million | $- | $143.30 Million | ▼ -3.6 pp |
| 2004 | 47.5% | $59.53 Million | $59.53 Million | $- | $125.38 Million | ▲ +5.3 pp |
| 2003 | 42.2% | $60.43 Million | $60.43 Million | $- | $143.29 Million | ▼ -6.1 pp |
| 2002 | 48.3% | $60.66 Million | $60.66 Million | $- | $125.68 Million | ▼ -9.1 pp |
| 2001 | 57.3% | $62.22 Million | $62.22 Million | $- | $108.49 Million | ▼ -9.3 pp |
| 2000 | 66.6% | $62.43 Million | $62.43 Million | $- | $93.69 Million | — |