Zumiez Inc Strategic Asset Allocation Index
Zumiez Inc 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 how leveraged is Zumiez Inc's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Zumiez Inc (2004–2023)
Strategic asset allocation index of Zumiez Inc from 2004 to 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. Check how tangible is Zumiez Inc's equity to evaluate the tangible quality of the company's equity base.
Zumiez Inc Strategic Asset Allocation Index by Year (2004–2023)
Zumiez Inc strategic asset allocation index by year from 2004 to 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. For live market cap and overall valuation, see ZUMZ market cap overview.
| 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 | — |