Discover Financial Services (DFS) — Strategic Asset Allocation Index
Discover Financial Services (DFS) has a Strategic Asset Allocation Index of 102.8% as of March 2025. Strategic assets (PP&E of $- plus long-term investments of $19.50 Billion) total $19.50 Billion, measured against net assets of $18.96 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Discover Financial Services Strategic Asset Allocation Index (2005–2024)
This chart shows how Discover Financial Services's Strategic Asset Allocation Index has evolved across 20 annual periods from 2005 to 2024. As of March 2025, the index stands at 102.8%, representing strategic assets of $19.50 Billion against net assets of $18.96 Billion USD. Explore DFS cash flow conversion to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Discover Financial Services (2005–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Discover Financial Services from 2005 to 2024, 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 the full company profile including market capitalisation, see Discover Financial Services market capitalisation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 111.9% | $20.05 Billion | $- | $20.05 Billion | $17.93 Billion | ▲ +19.8 pp |
| 2023 | 92.1% | $13.65 Billion | $- | $13.65 Billion | $14.83 Billion | ▲ +1.5 pp |
| 2022 | 90.5% | $13.21 Billion | $1.00 Billion | $12.21 Billion | $14.59 Billion | ▲ +31.7 pp |
| 2021 | 58.8% | $7.89 Billion | $983.00 Million | $6.91 Billion | $13.41 Billion | ▲ +44.5 pp |
| 2020 | 14.3% | $13.14 Billion | $1.03 Billion | $12.11 Billion | $91.65 Billion | ▼ -91.6 pp |
| 2019 | 106.0% | $93.57 Billion | $1.06 Billion | $92.51 Billion | $88.30 Billion | ▲ +71.1 pp |
| 2018 | 34.9% | $3.88 Billion | $509.00 Million | $3.37 Billion | $11.13 Billion | ▲ +16.1 pp |
| 2017 | 18.8% | $2.05 Billion | $478.00 Million | $1.57 Billion | $10.89 Billion | ▼ -0.8 pp |
| 2016 | 19.6% | $2.22 Billion | $463.00 Million | $1.76 Billion | $11.32 Billion | ▼ -612.0 pp |
| 2015 | 631.6% | $71.21 Billion | $693.00 Million | $70.52 Billion | $11.28 Billion | ▲ +12.8 pp |
| 2014 | 618.8% | $68.89 Billion | $670.00 Million | $68.22 Billion | $11.13 Billion | ▲ +19.5 pp |
| 2013 | 599.3% | $64.78 Billion | $654.00 Million | $64.12 Billion | $10.81 Billion | ▼ -6.7 pp |
| 2012 | 606.0% | $59.83 Billion | $534.00 Million | $59.29 Billion | $9.87 Billion | ▲ +600.1 pp |
| 2011 | 5.9% | $483.25 Million | $483.25 Million | $- | $8.24 Billion | ▼ -706.5 pp |
| 2010 | 712.3% | $45.99 Billion | $460.73 Million | $45.53 Billion | $6.46 Billion | ▲ +706.4 pp |
| 2009 | 5.9% | $499.30 Million | $499.30 Million | $- | $8.44 Billion | ▼ -3.4 pp |
| 2008 | 9.3% | $552.50 Million | $552.50 Million | $- | $5.92 Billion | ▼ -2.4 pp |
| 2007 | 11.8% | $658.49 Million | $658.49 Million | $- | $5.60 Billion | ▲ +0.3 pp |
| 2006 | 11.4% | $660.90 Million | $660.90 Million | $- | $5.77 Billion | ▼ -2.1 pp |
| 2005 | 13.6% | $624.52 Million | $624.52 Million | $- | $4.60 Billion | — |