PTC Inc Strategic Asset Allocation Index
PTC Inc strategic asset allocation index. PTC Inc (PTC) has a Strategic Asset Allocation Index of 8.6% as of September 2023. Strategic assets (PP&E of $231.42 Million plus long-term investments of $-) total $231.42 Million, measured against net assets of $2.68 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See PTC equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of PTC Inc (2000–2023)
Strategic asset allocation index of PTC Inc from 2000 to 2023. This chart shows how PTC Inc's Strategic Asset Allocation Index has evolved across 24 annual periods from 2000 to 2023. As of September 2023, the index stands at 8.6%, representing strategic assets of $231.42 Million against net assets of $2.68 Billion USD. Check PTC tangible net worth ratio to evaluate the tangible quality of the company's equity base.
PTC Inc Strategic Asset Allocation Index by Year (2000–2023)
PTC Inc strategic asset allocation index by year from 2000 to 2023. The table below presents the year-by-year Strategic Asset Allocation Index for PTC Inc 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 PTC market cap.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 8.6% | $231.42 Million | $231.42 Million | $- | $2.68 Billion | ▼ -1.6 pp |
| 2022 | 10.3% | $235.88 Million | $235.88 Million | $- | $2.30 Billion | ▼ -2.1 pp |
| 2021 | 12.4% | $252.57 Million | $252.57 Million | $0.00 | $2.04 Billion | ▲ +3.2 pp |
| 2020 | 9.2% | $132.47 Million | $101.50 Million | $30.97 Million | $1.44 Billion | ▼ -2.0 pp |
| 2019 | 11.2% | $135.07 Million | $105.53 Million | $29.54 Million | $1.20 Billion | ▼ -1.4 pp |
| 2018 | 12.7% | $110.73 Million | $80.61 Million | $30.11 Million | $874.59 Million | ▲ +1.9 pp |
| 2017 | 10.8% | $95.51 Million | $63.60 Million | $31.91 Million | $885.44 Million | ▼ -0.8 pp |
| 2016 | 11.6% | $98.03 Million | $67.11 Million | $30.92 Million | $842.67 Million | ▲ +4.2 pp |
| 2015 | 7.4% | $65.16 Million | $65.16 Million | $- | $874.71 Million | ▼ -0.5 pp |
| 2014 | 7.9% | $67.78 Million | $67.78 Million | $- | $853.89 Million | ▲ +1.0 pp |
| 2013 | 7.0% | $64.65 Million | $64.65 Million | $- | $926.48 Million | ▼ -1.0 pp |
| 2012 | 8.0% | $63.47 Million | $63.47 Million | $- | $797.26 Million | ▲ +0.4 pp |
| 2011 | 7.6% | $62.57 Million | $62.57 Million | $- | $822.69 Million | ▼ -0.2 pp |
| 2010 | 7.8% | $58.06 Million | $58.06 Million | $- | $747.30 Million | ▲ +0.1 pp |
| 2009 | 7.6% | $58.10 Million | $58.10 Million | $- | $761.58 Million | ▼ -0.2 pp |
| 2008 | 7.9% | $55.25 Million | $55.25 Million | $- | $702.52 Million | ▼ -1.3 pp |
| 2007 | 9.2% | $54.74 Million | $54.74 Million | $- | $594.51 Million | ▼ -2.6 pp |
| 2006 | 11.8% | $51.60 Million | $51.60 Million | $- | $438.10 Million | ▼ -4.4 pp |
| 2005 | 16.2% | $52.55 Million | $52.55 Million | $- | $323.84 Million | ▼ -6.8 pp |
| 2004 | 23.1% | $55.78 Million | $55.78 Million | $- | $241.95 Million | ▼ -14.6 pp |
| 2003 | 37.7% | $73.56 Million | $73.56 Million | $- | $195.16 Million | ▲ +7.8 pp |
| 2002 | 29.8% | $86.53 Million | $86.53 Million | $- | $289.93 Million | ▲ +7.0 pp |
| 2001 | 22.9% | $91.50 Million | $91.50 Million | $- | $399.70 Million | ▲ +10.2 pp |
| 2000 | 12.7% | $66.88 Million | $66.88 Million | $- | $528.54 Million | — |