Ulta Beauty Inc (ULTA) — Strategic Asset Allocation Index
Ulta Beauty Inc (ULTA) has a Strategic Asset Allocation Index of 52.3% as of July 2023. Strategic assets (PP&E of $1.07 Billion plus long-term investments of $-) total $1.07 Billion, measured against net assets of $2.05 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Ulta Beauty Inc Strategic Asset Allocation Index (2012–2023)
This chart shows how Ulta Beauty Inc's Strategic Asset Allocation Index has evolved across 11 annual periods from 2012 to 2023. As of July 2023, the index stands at 52.3%, representing strategic assets of $1.07 Billion against net assets of $2.05 Billion USD. Explore ULTA cash generation efficiency to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Ulta Beauty Inc (2012–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Ulta Beauty Inc from 2012 to 2023, covering 11 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 Ulta Beauty Inc stock valuation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 51.5% | $1.01 Billion | $1.01 Billion | $- | $1.96 Billion | ▼ -104.6 pp |
| 2022 | 156.1% | $2.40 Billion | $2.40 Billion | $- | $1.54 Billion | ▲ +31.1 pp |
| 2021 | 125.0% | $2.50 Billion | $2.50 Billion | $- | $2.00 Billion | ▲ +61.7 pp |
| 2020 | 63.4% | $1.21 Billion | $1.21 Billion | $- | $1.90 Billion | ▼ -4.0 pp |
| 2019 | 67.4% | $1.23 Billion | $1.23 Billion | $- | $1.82 Billion | ▲ +0.3 pp |
| 2018 | 67.0% | $1.19 Billion | $1.19 Billion | $- | $1.77 Billion | ▲ +2.3 pp |
| 2017 | 64.8% | $1.00 Billion | $1.00 Billion | $- | $1.55 Billion | ▲ +6.0 pp |
| 2016 | 58.7% | $847.60 Million | $847.60 Million | $- | $1.44 Billion | ▲ +1.3 pp |
| 2015 | 57.5% | $717.16 Million | $717.16 Million | $- | $1.25 Billion | ▼ -1.9 pp |
| 2014 | 59.4% | $595.74 Million | $595.74 Million | $- | $1.00 Billion | ▼ -5.1 pp |
| 2012 | 64.5% | $376.99 Million | $376.99 Million | $- | $584.70 Million | — |