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. See WINA net asset quality score to measure how much of total assets are equity-financed.
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. For live market cap and overall valuation, see Winmark Corporation (WINA) market capitalisation.
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. See net assets of Winmark Corporation for net asset value and shareholders' equity analysis.
| 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 | — |