Carnival Plc ADS (CUK) — Strategic Asset Allocation Index
Carnival Plc ADS (CUK) has a Strategic Asset Allocation Index of 364.9% as of November 2025. Strategic assets (PP&E of $44.82 Billion plus long-term investments of $-) total $44.82 Billion, measured against net assets of $12.28 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See CUK equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Carnival Plc ADS Strategic Asset Allocation Index (2000–2025)
This chart shows how Carnival Plc ADS's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of November 2025, the index stands at 364.9%, representing strategic assets of $44.82 Billion against net assets of $12.28 Billion USD. For live market cap and overall valuation, see Carnival Plc ADS stock valuation.
Annual Strategic Asset Allocation Index for Carnival Plc ADS (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Carnival Plc ADS from 2000 to 2025, covering 26 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 Carnival Plc ADS net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 364.9% | $44.82 Billion | $44.82 Billion | $- | $12.28 Billion | ▼ -101.7 pp |
| 2024 | 466.6% | $43.16 Billion | $43.16 Billion | $- | $9.25 Billion | ▼ -134.7 pp |
| 2023 | 601.3% | $41.38 Billion | $41.38 Billion | $- | $6.88 Billion | ▲ +35.6 pp |
| 2022 | 565.7% | $39.96 Billion | $39.96 Billion | $- | $7.06 Billion | ▲ +241.0 pp |
| 2021 | 324.7% | $39.44 Billion | $39.44 Billion | $- | $12.14 Billion | ▲ +132.9 pp |
| 2020 | 191.9% | $39.44 Billion | $39.44 Billion | $- | $20.55 Billion | ▲ +41.6 pp |
| 2019 | 150.3% | $38.13 Billion | $38.13 Billion | $- | $25.36 Billion | ▲ +4.8 pp |
| 2018 | 145.6% | $35.58 Billion | $35.34 Billion | $244.00 Million | $24.44 Billion | ▲ +3.4 pp |
| 2017 | 142.2% | $34.43 Billion | $34.43 Billion | $- | $24.22 Billion | ▼ -1.3 pp |
| 2016 | 143.5% | $32.43 Billion | $32.43 Billion | $- | $22.60 Billion | ▲ +9.3 pp |
| 2015 | 134.2% | $31.91 Billion | $31.89 Billion | $21.00 Million | $23.77 Billion | ▲ +78.0 pp |
| 2014 | 56.2% | $13.66 Billion | $13.66 Billion | $- | $24.29 Billion | ▼ -2.0 pp |
| 2013 | 58.2% | $14.30 Billion | $14.30 Billion | $- | $24.56 Billion | ▲ +0.2 pp |
| 2012 | 58.1% | $13.90 Billion | $13.90 Billion | $- | $23.93 Billion | ▼ -0.3 pp |
| 2011 | 58.4% | $13.91 Billion | $13.91 Billion | $- | $23.83 Billion | ▲ +0.7 pp |
| 2010 | 57.7% | $13.28 Billion | $13.28 Billion | $- | $23.03 Billion | ▲ +1.4 pp |
| 2009 | 56.3% | $12.41 Billion | $12.41 Billion | $- | $22.04 Billion | ▲ +5.4 pp |
| 2008 | 50.9% | $9.73 Billion | $9.73 Billion | $- | $19.10 Billion | ▼ -3.1 pp |
| 2007 | 54.0% | $10.78 Billion | $10.78 Billion | $- | $19.96 Billion | ▲ +9.5 pp |
| 2006 | 44.5% | $8.10 Billion | $8.10 Billion | $- | $18.21 Billion | ▲ +2.7 pp |
| 2005 | 41.7% | $7.08 Billion | $7.08 Billion | $- | $16.97 Billion | ▼ -8.1 pp |
| 2004 | 49.8% | $7.85 Billion | $7.85 Billion | $- | $15.76 Billion | ▲ +3.9 pp |
| 2003 | 45.9% | $6.33 Billion | $6.33 Billion | $- | $13.79 Billion | ▼ -30.0 pp |
| 2002 | 75.9% | $5.63 Billion | $5.63 Billion | $- | $7.42 Billion | ▲ +10.9 pp |
| 2001 | 65.0% | $4.29 Billion | $4.29 Billion | $- | $6.59 Billion | ▼ -0.2 pp |
| 2000 | 65.2% | $3.83 Billion | $3.83 Billion | $- | $5.87 Billion | — |