California Water Service Group (CWT) — Strategic Asset Allocation Index
California Water Service Group (CWT) has a Strategic Asset Allocation Index of 229.6% as of September 2023. Strategic assets (PP&E of $3.25 Billion plus long-term investments of $-) total $3.25 Billion, measured against net assets of $1.41 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check California Water Service Group liquidity resilience to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
California Water Service Group Strategic Asset Allocation Index (2000–2024)
This chart shows how California Water Service Group's Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2024. As of September 2023, the index stands at 229.6%, representing strategic assets of $3.25 Billion against net assets of $1.41 Billion USD. See California Water Service Group free cash flow to debt ratio to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for California Water Service Group (2000–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for California Water Service Group from 2000 to 2024, covering 25 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 market cap of California Water Service Group.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 20.9% | $342.74 Million | $342.74 Million | $- | $1.64 Billion | ▼ -0.1 pp |
| 2023 | 21.0% | $300.98 Million | $300.98 Million | $- | $1.43 Billion | ▲ +1.2 pp |
| 2022 | 19.8% | $261.77 Million | $261.77 Million | $- | $1.32 Billion | ▼ -223.1 pp |
| 2021 | 242.9% | $2.85 Billion | $2.85 Billion | $- | $1.17 Billion | ▼ -44.8 pp |
| 2020 | 287.7% | $2.65 Billion | $2.65 Billion | $- | $921.34 Million | ▼ -21.3 pp |
| 2019 | 309.0% | $2.41 Billion | $2.41 Billion | $- | $779.91 Million | ▲ +4.8 pp |
| 2018 | 304.2% | $2.22 Billion | $2.22 Billion | $- | $730.16 Million | ▲ +10.4 pp |
| 2017 | 293.7% | $2.04 Billion | $2.04 Billion | $- | $693.46 Million | ▲ +13.6 pp |
| 2016 | 280.1% | $1.85 Billion | $1.85 Billion | $- | $659.47 Million | ▲ +17.1 pp |
| 2015 | 263.1% | $1.69 Billion | $1.69 Billion | $- | $642.15 Million | ▲ +11.1 pp |
| 2014 | 252.0% | $1.58 Billion | $1.58 Billion | $- | $626.63 Million | ▲ +0.9 pp |
| 2013 | 251.1% | $1.50 Billion | $1.50 Billion | $- | $598.76 Million | ▼ -53.5 pp |
| 2012 | 304.6% | $1.44 Billion | $1.44 Billion | $- | $473.71 Million | ▲ +0.4 pp |
| 2011 | 304.2% | $1.37 Billion | $1.37 Billion | $- | $449.83 Million | ▲ +10.0 pp |
| 2010 | 294.2% | $1.28 Billion | $1.28 Billion | $- | $435.53 Million | ▲ +12.7 pp |
| 2009 | 281.4% | $1.18 Billion | $1.18 Billion | $- | $420.63 Million | ▲ +7.9 pp |
| 2008 | 273.6% | $1.10 Billion | $1.10 Billion | $- | $402.95 Million | ▲ +16.2 pp |
| 2007 | 257.3% | $1.00 Billion | $1.00 Billion | $- | $389.18 Million | ▲ +13.0 pp |
| 2006 | 244.3% | $932.72 Million | $932.72 Million | $- | $381.78 Million | ▼ -45.8 pp |
| 2005 | 290.1% | $862.73 Million | $862.73 Million | $- | $297.42 Million | ▲ +15.1 pp |
| 2004 | 274.9% | $800.30 Million | $800.30 Million | $- | $291.08 Million | ▼ -31.3 pp |
| 2003 | 306.3% | $759.50 Million | $759.50 Million | $- | $248.00 Million | ▼ -37.6 pp |
| 2002 | 343.9% | $696.99 Million | $696.99 Million | $- | $202.69 Million | ▲ +31.8 pp |
| 2001 | 312.0% | $624.34 Million | $624.34 Million | $- | $200.09 Million | ▲ +24.3 pp |
| 2000 | 287.7% | $582.01 Million | $582.01 Million | $- | $202.31 Million | — |