Lifeway Foods Inc (LWAY) — Strategic Asset Allocation Index
Lifeway Foods Inc (LWAY) has a Strategic Asset Allocation Index of 41.6% as of June 2023. Strategic assets (PP&E of $21.70 Million plus long-term investments of $-) total $21.70 Million, measured against net assets of $52.17 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Lifeway Foods Inc balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Lifeway Foods Inc Strategic Asset Allocation Index (2000–2022)
This chart shows how Lifeway Foods Inc's Strategic Asset Allocation Index has evolved across 23 annual periods from 2000 to 2022. As of June 2023, the index stands at 41.6%, representing strategic assets of $21.70 Million against net assets of $52.17 Million USD. For live market cap and overall valuation, see LWAY market cap.
Annual Strategic Asset Allocation Index for Lifeway Foods Inc (2000–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Lifeway Foods Inc from 2000 to 2022, covering 23 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 Lifeway Foods Inc (LWAY) net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 43.9% | $20.91 Million | $20.91 Million | $- | $47.57 Million | ▲ +2.5 pp |
| 2021 | 41.4% | $20.35 Million | $20.35 Million | $- | $49.13 Million | ▼ -4.2 pp |
| 2020 | 45.7% | $21.39 Million | $21.39 Million | $- | $46.85 Million | ▼ -5.8 pp |
| 2019 | 51.5% | $22.27 Million | $22.27 Million | $- | $43.25 Million | ▼ -6.4 pp |
| 2018 | 57.9% | $24.57 Million | $24.57 Million | $- | $42.41 Million | ▲ +5.1 pp |
| 2017 | 52.9% | $24.64 Million | $24.64 Million | $- | $46.59 Million | ▲ +7.8 pp |
| 2016 | 45.1% | $21.83 Million | $21.83 Million | $- | $48.36 Million | ▼ -2.1 pp |
| 2015 | 47.2% | $21.38 Million | $21.38 Million | $- | $45.26 Million | ▼ -4.3 pp |
| 2014 | 51.6% | $22.14 Million | $21.89 Million | $251.68K | $42.95 Million | ▲ +2.4 pp |
| 2013 | 49.1% | $21.10 Million | $20.82 Million | $280.00K | $42.95 Million | ▲ +10.3 pp |
| 2012 | 38.9% | $15.28 Million | $14.99 Million | $294.00K | $39.31 Million | ▼ -4.9 pp |
| 2011 | 43.8% | $15.49 Million | $15.20 Million | $289.55K | $35.36 Million | ▼ -1.2 pp |
| 2010 | 45.0% | $15.15 Million | $15.15 Million | $- | $33.65 Million | ▲ +1.2 pp |
| 2009 | 43.8% | $14.28 Million | $14.28 Million | $- | $32.57 Million | ▲ +1.8 pp |
| 2008 | 42.1% | $11.06 Million | $11.06 Million | $- | $26.29 Million | ▲ +4.6 pp |
| 2007 | 37.5% | $9.68 Million | $9.68 Million | $- | $25.81 Million | ▲ +1.3 pp |
| 2006 | 36.2% | $8.58 Million | $8.58 Million | $- | $23.73 Million | ▼ -2.8 pp |
| 2005 | 39.0% | $7.75 Million | $7.75 Million | $- | $19.90 Million | ▲ +19.9 pp |
| 2004 | 19.1% | $3.42 Million | $3.42 Million | $- | $17.92 Million | ▼ -4.6 pp |
| 2003 | 23.6% | $3.73 Million | $3.73 Million | $- | $15.79 Million | ▼ -13.4 pp |
| 2002 | 37.0% | $4.47 Million | $4.47 Million | $- | $12.08 Million | ▼ -6.5 pp |
| 2001 | 43.5% | $5.02 Million | $5.02 Million | $- | $11.55 Million | ▼ -1.6 pp |
| 2000 | 45.1% | $5.02 Million | $5.02 Million | $- | $11.14 Million | — |