Winmark Corporation Strategic Asset Allocation Index
Winmark Corporation 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 debt-free asset ratio of Winmark Corporation to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Winmark Corporation (2000–2019)
Strategic asset allocation index of Winmark Corporation from 2000 to 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. Check WINA tangible net assets ratio to evaluate the tangible quality of the company's equity base.
Winmark Corporation Strategic Asset Allocation Index by Year (2000–2019)
Winmark Corporation strategic asset allocation index by year from 2000 to 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 live market cap and overall valuation, see WINA market cap overview.
| 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 | — |