Zumiez Inc (ZUMZ) — Strategic Asset Allocation Index
Zumiez Inc (ZUMZ) has a Strategic Asset Allocation Index of 80.6% as of May 2023. Strategic assets (PP&E of $315.73 Million plus long-term investments of $-) total $315.73 Million, measured against net assets of $391.84 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See ZUMZ equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Zumiez Inc Strategic Asset Allocation Index (2004–2023)
This chart shows how Zumiez Inc's Strategic Asset Allocation Index has evolved across 20 annual periods from 2004 to 2023. As of May 2023, the index stands at 80.6%, representing strategic assets of $315.73 Million against net assets of $391.84 Million USD. For live market cap and overall valuation, see Zumiez Inc (ZUMZ) total market value.
Annual Strategic Asset Allocation Index for Zumiez Inc (2004–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Zumiez Inc from 2004 to 2023, covering 20 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 ZUMZ book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 77.6% | $315.99 Million | $315.99 Million | $- | $407.33 Million | ▲ +8.9 pp |
| 2022 | 68.7% | $321.64 Million | $321.64 Million | $- | $468.32 Million | ▲ +2.5 pp |
| 2021 | 66.1% | $365.50 Million | $365.50 Million | $- | $552.60 Million | ▲ +41.5 pp |
| 2020 | 24.6% | $114.76 Million | $113.05 Million | $1.71 Million | $466.09 Million | ▼ -5.8 pp |
| 2019 | 30.4% | $121.91 Million | $120.50 Million | $1.40 Million | $400.46 Million | ▼ -6.2 pp |
| 2018 | 36.6% | $130.44 Million | $128.85 Million | $1.59 Million | $355.92 Million | ▼ -6.1 pp |
| 2017 | 42.8% | $131.32 Million | $129.65 Million | $1.67 Million | $307.05 Million | ▼ -4.3 pp |
| 2016 | 47.0% | $139.69 Million | $137.23 Million | $2.46 Million | $296.96 Million | ▲ +9.0 pp |
| 2015 | 38.0% | $136.59 Million | $135.64 Million | $946.00K | $359.52 Million | ▼ -0.2 pp |
| 2014 | 38.2% | $128.17 Million | $127.34 Million | $825.00K | $335.65 Million | ▲ +0.1 pp |
| 2013 | 38.1% | $115.47 Million | $115.47 Million | $- | $303.42 Million | ▲ +4.3 pp |
| 2012 | 33.7% | $91.86 Million | $89.48 Million | $2.38 Million | $272.28 Million | ▼ -0.8 pp |
| 2011 | 34.5% | $78.25 Million | $78.25 Million | $- | $226.74 Million | ▲ +0.3 pp |
| 2010 | 34.3% | $66.01 Million | $66.01 Million | $- | $192.68 Million | ▼ -7.3 pp |
| 2009 | 41.5% | $73.93 Million | $73.93 Million | $- | $177.95 Million | ▼ -1.1 pp |
| 2008 | 42.6% | $65.94 Million | $65.94 Million | $- | $154.60 Million | ▼ -4.9 pp |
| 2007 | 47.6% | $49.89 Million | $49.89 Million | $- | $104.81 Million | ▼ -0.5 pp |
| 2006 | 48.1% | $35.46 Million | $35.46 Million | $- | $73.68 Million | ▼ -55.1 pp |
| 2005 | 103.2% | $26.62 Million | $26.62 Million | $- | $25.80 Million | ▲ +5.1 pp |
| 2004 | 98.0% | $18.08 Million | $18.08 Million | $- | $18.44 Million | — |