Franklin Covey Company (FC) — Strategic Asset Allocation Index

Latest as of November 2025: 25.0%

Franklin Covey Company (FC) has a Strategic Asset Allocation Index of 25.0% as of November 2025. Strategic assets (PP&E of $13.53 Million plus long-term investments of $-) total $13.53 Million, measured against net assets of $54.01 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

25.0%
Strategic Assets / Net Assets

Strategic Assets

$13.53 Million
PP&E + LT Investments

PP&E

$13.53 Million
USD

Net Assets

$54.01 Million
USD

Franklin Covey Company Strategic Asset Allocation Index (2000–2025)

This chart shows how Franklin Covey Company's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of November 2025, the index stands at 25.0%, representing strategic assets of $13.53 Million against net assets of $54.01 Million USD. Explore cash efficiency ratio of Franklin Covey Company to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Franklin Covey Company (2000–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Franklin Covey Company from 2000 to 2025, covering 26 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 value of Franklin Covey Company.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 31.8% $21.26 Million $21.26 Million $- $66.91 Million ▲ +19.9 pp
2024 11.9% $9.88 Million $9.88 Million $- $83.14 Million ▼ -0.9 pp
2023 12.8% $10.04 Million $10.04 Million $- $78.65 Million ▲ +0.9 pp
2022 11.8% $9.80 Million $9.80 Million $- $82.81 Million ▼ -2.6 pp
2021 14.4% $11.53 Million $11.53 Million $- $79.86 Million ▼ -12.0 pp
2020 26.4% $15.72 Million $15.72 Million $- $59.45 Million ▲ +3.8 pp
2019 22.7% $18.58 Million $18.58 Million $- $82.01 Million ▼ -3.9 pp
2018 26.6% $21.40 Million $21.40 Million $- $80.50 Million ▲ +2.5 pp
2017 24.0% $20.46 Million $19.73 Million $727.00K $85.06 Million ▲ +5.6 pp
2016 18.5% $17.32 Million $16.08 Million $1.24 Million $93.72 Million ▲ +4.9 pp
2015 13.6% $17.06 Million $15.50 Million $1.56 Million $125.51 Million ▼ -2.6 pp
2014 16.2% $20.57 Million $17.27 Million $3.30 Million $126.71 Million ▲ +0.1 pp
2013 16.1% $17.18 Million $17.18 Million $- $106.51 Million ▼ -8.1 pp
2012 24.3% $21.97 Million $18.50 Million $3.48 Million $90.56 Million ▲ +0.1 pp
2011 24.1% $19.14 Million $19.14 Million $- $79.32 Million ▼ -4.5 pp
2010 28.6% $20.33 Million $20.33 Million $- $71.03 Million ▼ -4.2 pp
2009 32.8% $22.63 Million $22.63 Million $- $69.00 Million ▼ -1.4 pp
2008 34.2% $26.93 Million $26.93 Million $- $78.75 Million ▼ -1.5 pp
2007 35.7% $36.06 Million $36.06 Million $- $100.92 Million ▲ +10.7 pp
2006 25.0% $33.32 Million $33.32 Million $- $133.35 Million ▼ -1.6 pp
2005 26.6% $35.28 Million $35.28 Million $- $132.83 Million ▲ +2.2 pp
2004 24.4% $40.58 Million $40.58 Million $- $166.61 Million ▼ -2.5 pp
2003 26.9% $49.97 Million $49.97 Million $- $185.80 Million ▼ -5.5 pp
2002 32.4% $75.93 Million $75.93 Million $- $234.56 Million ▼ -1.5 pp
2001 33.8% $104.88 Million $104.88 Million $- $309.88 Million ▲ +1.3 pp
2000 32.5% $121.56 Million $121.56 Million $- $374.05 Million
pp = percentage points