CoastalSouth Bancshares, Inc. (COSO) — Strategic Asset Allocation Index
CoastalSouth Bancshares, Inc. (COSO) has a Strategic Asset Allocation Index of 135.0% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $355.01 Million) total $355.01 Million, measured against net assets of $262.92 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how financially flexible is CoastalSouth Bancshares, Inc. to measure the company's free cash flow as a share of total liabilities.
SAAI
Strategic Assets
PP&E
Net Assets
CoastalSouth Bancshares, Inc. Strategic Asset Allocation Index (2015–2025)
This chart shows how CoastalSouth Bancshares, Inc.'s Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of March 2026, the index stands at 135.0%, representing strategic assets of $355.01 Million against net assets of $262.92 Million USD. Check CoastalSouth Bancshares, Inc. (COSO) liquid assets ratio to evaluate the company's liquid asset resilience ratio.
Annual Strategic Asset Allocation Index for CoastalSouth Bancshares, Inc. (2015–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for CoastalSouth Bancshares, Inc. from 2015 to 2025, 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 the full company profile including market capitalisation, see COSO stock market capitalisation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 130.7% | $339.26 Million | $- | $339.26 Million | $259.53 Million | ▼ -44.8 pp |
| 2024 | 175.6% | $342.75 Million | $- | $342.75 Million | $195.23 Million | ▼ -57.3 pp |
| 2023 | 232.9% | $363.40 Million | $- | $363.40 Million | $156.04 Million | ▼ -99.5 pp |
| 2022 | 332.4% | $394.86 Million | $23.35 Million | $371.52 Million | $118.80 Million | ▲ +79.9 pp |
| 2021 | 252.4% | $315.38 Million | $20.63 Million | $294.75 Million | $124.93 Million | ▲ +115.4 pp |
| 2020 | 137.0% | $139.72 Million | $18.51 Million | $121.21 Million | $101.99 Million | ▲ +53.2 pp |
| 2019 | 83.8% | $77.37 Million | $14.87 Million | $62.50 Million | $92.29 Million | ▼ -23.3 pp |
| 2018 | 107.2% | $72.69 Million | $12.05 Million | $60.64 Million | $67.83 Million | ▲ +2.8 pp |
| 2017 | 104.4% | $59.65 Million | $1.17 Million | $58.47 Million | $57.14 Million | ▼ -28.1 pp |
| 2016 | 132.4% | $45.28 Million | $1.66 Million | $43.63 Million | $34.19 Million | ▼ -18.0 pp |
| 2015 | 150.5% | $51.34 Million | $1.57 Million | $49.76 Million | $34.12 Million | — |