Ferguson Plc (FERG) — Strategic Asset Allocation Index
Ferguson Plc (FERG) has a Strategic Asset Allocation Index of 58.8% as of October 2023. Strategic assets (PP&E of $3.15 Billion plus long-term investments of $-) total $3.15 Billion, measured against net assets of $5.36 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Ferguson Plc Strategic Asset Allocation Index (2017–2023)
This chart shows how Ferguson Plc's Strategic Asset Allocation Index has evolved across 7 annual periods from 2017 to 2023. As of October 2023, the index stands at 58.8%, representing strategic assets of $3.15 Billion against net assets of $5.36 Billion USD. Explore Ferguson Plc operating cash flow efficiency to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Ferguson Plc (2017–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Ferguson Plc from 2017 to 2023, covering 7 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 Ferguson Plc.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 60.9% | $3.07 Billion | $3.07 Billion | $- | $5.04 Billion | ▲ +31.4 pp |
| 2022 | 29.5% | $1.38 Billion | $1.38 Billion | $- | $4.67 Billion | ▼ -18.6 pp |
| 2021 | 48.1% | $2.41 Billion | $2.41 Billion | $- | $5.00 Billion | ▼ -9.1 pp |
| 2020 | 57.2% | $2.50 Billion | $2.50 Billion | $- | $4.37 Billion | ▲ +26.2 pp |
| 2019 | 31.0% | $1.35 Billion | $1.35 Billion | $- | $4.35 Billion | ▲ +4.2 pp |
| 2018 | 26.8% | $1.09 Billion | $1.09 Billion | $- | $4.06 Billion | ▲ +2.9 pp |
| 2017 | 23.9% | $1.07 Billion | $1.07 Billion | $- | $4.47 Billion | — |