Winmark Corporation (WINA) — Strategic Asset Allocation Index
Winmark Corporation (WINA) has a Strategic Asset Allocation Index of 122.7% as of December 2019. Strategic assets (PP&E of $2.77 Million plus long-term investments of $12.51 Million) total $15.28 Million, measured against net assets of $12.45 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Winmark Corporation Strategic Asset Allocation Index (2000–2019)
This chart shows how Winmark Corporation's Strategic Asset Allocation Index has evolved across 16 annual periods from 2000 to 2019. As of December 2019, the index stands at 122.7%, representing strategic assets of $15.28 Million against net assets of $12.45 Million USD. Explore Winmark Corporation operating cash flow efficiency to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Winmark Corporation (2000–2019)
The table below presents the year-by-year Strategic Asset Allocation Index for Winmark Corporation from 2000 to 2019, covering 16 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 WINA company net worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2019 | 122.7% | $15.28 Million | $2.77 Million | $12.51 Million | $12.45 Million | ▲ +4.2 pp |
| 2014 | 118.5% | $25.61 Million | $1.42 Million | $24.19 Million | $21.61 Million | ▲ +61.7 pp |
| 2013 | 56.8% | $21.68 Million | $1.38 Million | $20.30 Million | $38.14 Million | ▲ +50.0 pp |
| 2012 | 6.9% | $1.23 Million | $1.23 Million | $- | $17.93 Million | ▼ -59.8 pp |
| 2011 | 66.6% | $23.39 Million | $1.47 Million | $21.92 Million | $35.11 Million | ▲ +58.9 pp |
| 2010 | 7.8% | $1.79 Million | $1.79 Million | $- | $23.01 Million | ▼ -4.3 pp |
| 2009 | 12.0% | $1.84 Million | $1.84 Million | $- | $15.33 Million | ▲ +8.3 pp |
| 2008 | 3.7% | $512.00K | $512.00K | $- | $13.89 Million | ▼ -1.6 pp |
| 2007 | 5.3% | $667.00K | $667.00K | $- | $12.67 Million | ▲ +1.6 pp |
| 2006 | 3.6% | $574.00K | $574.00K | $- | $15.76 Million | ▲ +1.6 pp |
| 2005 | 2.0% | $449.00K | $449.00K | $- | $22.29 Million | ▲ +0.7 pp |
| 2004 | 1.4% | $294.00K | $294.00K | $- | $21.56 Million | ▲ +0.1 pp |
| 2003 | 1.3% | $202.00K | $202.00K | $- | $15.41 Million | ▼ -1.6 pp |
| 2002 | 2.9% | $350.00K | $350.00K | $- | $11.90 Million | ▼ -8.2 pp |
| 2001 | 11.1% | $738.00K | $738.00K | $- | $6.62 Million | ▼ -30.7 pp |
| 2000 | 41.9% | $1.45 Million | $1.45 Million | $- | $3.47 Million | — |