Discover Financial Services Strategic Asset Allocation Index
Discover Financial Services 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. See DFS net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Discover Financial Services (2005–2024)
Strategic asset allocation index of Discover Financial Services from 2005 to 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. Check Discover Financial Services tangible book value ratio to evaluate the tangible quality of the company's equity base.
Discover Financial Services Strategic Asset Allocation Index by Year (2005–2024)
Discover Financial Services strategic asset allocation index by year from 2005 to 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 live market cap and overall valuation, see DFS market cap.
| 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 | — |