Franklin Covey Company (FC) — Strategic Asset Allocation Index
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. See debt-free asset ratio of Franklin Covey Company to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
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. For live market cap and overall valuation, see FC stock market capitalisation.
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. See FC total equity for net asset value and shareholders' equity analysis.
| 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 | — |