Enerpac Tool Group Corp (EPAC) — Strategic Asset Allocation Index
Enerpac Tool Group Corp (EPAC) has a Strategic Asset Allocation Index of 11.8% as of November 2023. Strategic assets (PP&E of $37.96 Million plus long-term investments of $-) total $37.96 Million, measured against net assets of $321.68 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Enerpac Tool Group Corp to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Enerpac Tool Group Corp Strategic Asset Allocation Index (2011–2023)
This chart shows how Enerpac Tool Group Corp's Strategic Asset Allocation Index has evolved across 13 annual periods from 2011 to 2023. As of November 2023, the index stands at 11.8%, representing strategic assets of $37.96 Million against net assets of $321.68 Million USD. For live market cap and overall valuation, see EPAC market cap overview.
Annual Strategic Asset Allocation Index for Enerpac Tool Group Corp (2011–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Enerpac Tool Group Corp from 2011 to 2023, covering 13 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 Enerpac Tool Group Corp book value and equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 11.9% | $38.97 Million | $38.97 Million | $- | $326.62 Million | ▼ -1.0 pp |
| 2022 | 12.9% | $41.37 Million | $41.37 Million | $- | $319.75 Million | ▲ +1.2 pp |
| 2021 | 11.8% | $48.59 Million | $48.59 Million | $- | $412.20 Million | ▼ -18.9 pp |
| 2020 | 30.7% | $110.14 Million | $110.14 Million | $- | $359.23 Million | ▲ +11.8 pp |
| 2019 | 18.8% | $56.73 Million | $56.73 Million | $- | $301.18 Million | ▲ +2.7 pp |
| 2018 | 16.1% | $90.22 Million | $90.22 Million | $- | $558.71 Million | ▼ -2.7 pp |
| 2017 | 18.9% | $94.52 Million | $94.52 Million | $- | $500.54 Million | ▼ -3.0 pp |
| 2016 | 21.9% | $114.02 Million | $114.02 Million | $- | $520.95 Million | ▲ +0.7 pp |
| 2015 | 21.2% | $142.46 Million | $142.46 Million | $- | $673.00 Million | ▲ +4.3 pp |
| 2014 | 16.9% | $169.10 Million | $169.10 Million | $- | $1.00 Billion | ▼ -1.8 pp |
| 2013 | 18.7% | $201.50 Million | $201.50 Million | $- | $1.08 Billion | ▲ +7.6 pp |
| 2012 | 11.0% | $115.88 Million | $115.88 Million | $- | $1.05 Billion | ▼ -3.0 pp |
| 2011 | 14.0% | $128.65 Million | $128.65 Million | $- | $919.01 Million | — |