National Beverage Corp Strategic Asset Allocation Index
National Beverage Corp 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. See FIZZ equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of National Beverage Corp (2000–2023)
Strategic asset allocation index of National Beverage Corp from 2000 to 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. Check tangible net worth ratio of National Beverage Corp to evaluate the tangible quality of the company's equity base.
National Beverage Corp Strategic Asset Allocation Index by Year (2000–2023)
National Beverage Corp strategic asset allocation index by year from 2000 to 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 live market cap and overall valuation, see National Beverage Corp (FIZZ) total market value.
| 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 | — |