Marcus Corporation (MCS) — Strategic Asset Allocation Index
Marcus Corporation (MCS) has a Strategic Asset Allocation Index of 0.9% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $3.81 Million) total $3.81 Million, measured against net assets of $441.17 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Marcus Corporation balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Marcus Corporation Strategic Asset Allocation Index (1999–2025)
This chart shows how Marcus Corporation's Strategic Asset Allocation Index has evolved across 27 annual periods from 1999 to 2025. As of March 2026, the index stands at 0.9%, representing strategic assets of $3.81 Million against net assets of $441.17 Million USD. For live market cap and overall valuation, see MCS market cap overview.
Annual Strategic Asset Allocation Index for Marcus Corporation (1999–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Marcus Corporation from 1999 to 2025, covering 27 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 Marcus Corporation shareholders equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 184.6% | $844.31 Million | $839.83 Million | $4.49 Million | $457.38 Million | ▲ +1.7 pp |
| 2024 | 182.9% | $850.09 Million | $844.93 Million | $5.17 Million | $464.87 Million | ▼ -0.5 pp |
| 2023 | 183.3% | $863.77 Million | $862.05 Million | $1.72 Million | $471.17 Million | ▼ -16.4 pp |
| 2022 | 199.8% | $912.80 Million | $910.73 Million | $2.07 Million | $456.92 Million | ▼ -18.6 pp |
| 2021 | 218.4% | $990.60 Million | $988.26 Million | $2.33 Million | $453.61 Million | ▲ +47.9 pp |
| 2020 | 170.5% | $850.41 Million | $848.33 Million | $2.08 Million | $498.72 Million | ▲ +21.4 pp |
| 2019 | 149.1% | $926.85 Million | $923.25 Million | $3.60 Million | $621.46 Million | ▼ -23.1 pp |
| 2018 | 172.2% | $844.11 Million | $840.04 Million | $4.07 Million | $490.12 Million | ▼ -21.9 pp |
| 2017 | 194.2% | $864.30 Million | $860.06 Million | $4.24 Million | $445.12 Million | ▼ -8.9 pp |
| 2016 | 203.1% | $795.29 Million | $789.20 Million | $6.10 Million | $391.65 Million | ▲ +17.6 pp |
| 2015 | 185.4% | $678.16 Million | $670.70 Million | $7.46 Million | $365.70 Million | ▼ -22.4 pp |
| 2014 | 207.8% | $685.76 Million | $680.12 Million | $5.64 Million | $329.98 Million | ▲ +3.3 pp |
| 2013 | 204.5% | $647.59 Million | $647.59 Million | $- | $316.70 Million | ▲ +22.5 pp |
| 2012 | 182.0% | $625.76 Million | $625.76 Million | $- | $343.79 Million | ▼ -0.8 pp |
| 2011 | 182.9% | $620.77 Million | $618.15 Million | $2.62 Million | $339.48 Million | ▲ +10.8 pp |
| 2010 | 172.0% | $577.70 Million | $577.70 Million | $- | $335.80 Million | ▼ -6.9 pp |
| 2009 | 179.0% | $585.99 Million | $585.99 Million | $- | $327.44 Million | ▼ -8.6 pp |
| 2008 | 187.6% | $595.56 Million | $595.56 Million | $- | $317.49 Million | ▲ +3.6 pp |
| 2007 | 184.0% | $587.83 Million | $587.83 Million | $- | $319.51 Million | ▼ -1.8 pp |
| 2006 | 185.8% | $559.78 Million | $559.78 Million | $- | $301.32 Million | ▲ +94.5 pp |
| 2005 | 91.3% | $450.53 Million | $450.53 Million | $- | $493.66 Million | ▼ -10.3 pp |
| 2004 | 101.6% | $399.92 Million | $399.92 Million | $- | $393.72 Million | ▼ -76.4 pp |
| 2003 | 177.9% | $654.48 Million | $654.48 Million | $- | $367.80 Million | ▼ -7.3 pp |
| 2002 | 185.2% | $655.80 Million | $655.80 Million | $- | $354.07 Million | ▼ -17.2 pp |
| 2001 | 202.4% | $683.64 Million | $683.64 Million | $- | $337.70 Million | ▼ -6.7 pp |
| 2000 | 209.2% | $680.35 Million | $680.35 Million | $- | $325.25 Million | ▼ -0.7 pp |
| 1999 | 209.9% | $658.32 Million | $658.32 Million | $- | $313.60 Million | — |