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. See DFS net asset quality score to measure how much of total assets are equity-financed.
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. For live market cap and overall valuation, see DFS stock market capitalisation.
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. See DFS net assets for net asset value and shareholders' equity analysis.
| 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 | — |