Helen of Troy Ltd (HELE) — Strategic Asset Allocation Index
Helen of Troy Ltd (HELE) has a Strategic Asset Allocation Index of 24.9% as of August 2023. Strategic assets (PP&E of $373.90 Million plus long-term investments of $-) total $373.90 Million, measured against net assets of $1.50 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See HELE equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Helen of Troy Ltd Strategic Asset Allocation Index (2000–2023)
This chart shows how Helen of Troy Ltd's Strategic Asset Allocation Index has evolved across 24 annual periods from 2000 to 2023. As of August 2023, the index stands at 24.9%, representing strategic assets of $373.90 Million against net assets of $1.50 Billion USD. For live market cap and overall valuation, see market cap of Helen of Troy Ltd.
Annual Strategic Asset Allocation Index for Helen of Troy Ltd (2000–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Helen of Troy Ltd 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 Helen of Troy Ltd (HELE) net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 23.6% | $351.79 Million | $351.79 Million | $- | $1.49 Billion | ▲ +8.2 pp |
| 2022 | 15.5% | $205.38 Million | $205.38 Million | $- | $1.33 Billion | ▲ +4.5 pp |
| 2021 | 11.0% | $136.53 Million | $136.53 Million | $- | $1.24 Billion | ▼ -3.2 pp |
| 2020 | 14.2% | $164.75 Million | $164.75 Million | $- | $1.16 Billion | ▲ +1.1 pp |
| 2019 | 13.1% | $130.34 Million | $130.34 Million | $- | $996.64 Million | ▲ +0.7 pp |
| 2018 | 12.4% | $125.44 Million | $123.50 Million | $1.94 Million | $1.01 Billion | ▼ 0.0 pp |
| 2017 | 12.4% | $126.50 Million | $126.50 Million | $- | $1.02 Billion | ▼ -1.6 pp |
| 2016 | 14.0% | $130.47 Million | $130.47 Million | $- | $930.04 Million | ▲ +0.1 pp |
| 2015 | 13.9% | $126.07 Million | $126.07 Million | $- | $904.57 Million | ▲ +1.4 pp |
| 2014 | 12.5% | $129.12 Million | $129.12 Million | $- | $1.03 Billion | ▲ +1.6 pp |
| 2013 | 11.0% | $101.72 Million | $101.72 Million | $- | $926.61 Million | ▼ -1.7 pp |
| 2012 | 12.6% | $100.69 Million | $100.69 Million | $- | $796.73 Million | ▲ +0.6 pp |
| 2011 | 12.0% | $82.49 Million | $82.49 Million | $- | $685.55 Million | ▼ -2.0 pp |
| 2010 | 14.1% | $82.11 Million | $82.11 Million | $- | $583.77 Million | ▼ -2.4 pp |
| 2009 | 16.5% | $83.95 Million | $83.95 Million | $- | $508.69 Million | ▲ +0.4 pp |
| 2008 | 16.1% | $91.61 Million | $91.61 Million | $- | $568.38 Million | ▼ -2.2 pp |
| 2007 | 18.3% | $96.67 Million | $96.67 Million | $- | $527.42 Million | ▼ -2.9 pp |
| 2006 | 21.2% | $100.70 Million | $100.70 Million | $- | $475.38 Million | ▲ +4.2 pp |
| 2005 | 17.0% | $71.55 Million | $71.55 Million | $- | $420.53 Million | ▼ -2.6 pp |
| 2004 | 19.6% | $68.70 Million | $68.70 Million | $- | $350.10 Million | ▼ -2.2 pp |
| 2003 | 21.8% | $63.08 Million | $63.08 Million | $- | $289.60 Million | ▲ +3.5 pp |
| 2002 | 18.3% | $45.72 Million | $45.72 Million | $- | $250.33 Million | ▼ -3.5 pp |
| 2001 | 21.7% | $47.76 Million | $47.76 Million | $- | $219.61 Million | ▼ -1.0 pp |
| 2000 | 22.8% | $47.74 Million | $47.74 Million | $- | $209.62 Million | — |