Allegion PLC Strategic Asset Allocation Index

Latest as of September 2023: 38.5%

Allegion PLC strategic asset allocation index. Allegion PLC (ALLE) has a Strategic Asset Allocation Index of 38.5% as of September 2023. Strategic assets (PP&E of $474.20 Million plus long-term investments of $-) total $474.20 Million, measured against net assets of $1.23 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Allegion PLC (ALLE) net asset quality to measure how much of total assets are equity-financed.

SAAI

38.5%
Strategic Assets / Net Assets

Strategic Assets

$474.20 Million
PP&E + LT Investments

PP&E

$474.20 Million
USD

Net Assets

$1.23 Billion
USD

Strategic Asset Allocation Index of Allegion PLC (2011–2022)

Strategic asset allocation index of Allegion PLC from 2011 to 2022. This chart shows how Allegion PLC's Strategic Asset Allocation Index has evolved across 11 annual periods from 2011 to 2022. As of September 2023, the index stands at 38.5%, representing strategic assets of $474.20 Million against net assets of $1.23 Billion USD. Check ALLE goodwill-adjusted equity ratio to evaluate the tangible quality of the company's equity base.

Allegion PLC Strategic Asset Allocation Index by Year (2011–2022)

Allegion PLC strategic asset allocation index by year from 2011 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for Allegion PLC from 2011 to 2022, covering 11 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 Allegion PLC market capitalisation.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2022 32.7% $308.70 Million $308.70 Million $- $944.50 Million ▼ -4.5 pp
2021 37.2% $283.70 Million $283.70 Million $- $762.40 Million ▲ +1.8 pp
2020 35.4% $294.90 Million $294.90 Million $- $832.60 Million ▼ -5.3 pp
2019 40.7% $309.50 Million $291.40 Million $18.10 Million $760.40 Million ▼ -3.9 pp
2018 44.6% $291.90 Million $276.70 Million $15.20 Million $654.00 Million ▼ -18.9 pp
2017 63.5% $257.50 Million $252.20 Million $5.30 Million $405.50 Million ▼ -135.1 pp
2016 198.6% $231.20 Million $226.60 Million $4.60 Million $116.40 Million ▼ -606.1 pp
2015 804.7% $239.00 Million $224.80 Million $14.20 Million $29.70 Million ▼ -433.7 pp
2014 1238.4% $229.10 Million $211.20 Million $17.90 Million $18.50 Million ▲ +1221.4 pp
2012 17.0% $232.00 Million $232.00 Million $- $1.37 Billion ▼ -0.1 pp
2011 17.0% $244.60 Million $244.60 Million $- $1.44 Billion —
pp = percentage points