Performance Food Group Co (PFGC) — Strategic Asset Allocation Index
Performance Food Group Co (PFGC) has a Strategic Asset Allocation Index of 81.9% as of September 2023. Strategic assets (PP&E of $3.13 Billion plus long-term investments of $-) total $3.13 Billion, measured against net assets of $3.83 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Performance Food Group Co (PFGC) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Performance Food Group Co Strategic Asset Allocation Index (2001–2023)
This chart shows how Performance Food Group Co's Strategic Asset Allocation Index has evolved across 18 annual periods from 2001 to 2023. As of September 2023, the index stands at 81.9%, representing strategic assets of $3.13 Billion against net assets of $3.83 Billion USD. For live market cap and overall valuation, see market value of Performance Food Group Co.
Annual Strategic Asset Allocation Index for Performance Food Group Co (2001–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Performance Food Group Co from 2001 to 2023, covering 18 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 Performance Food Group Co shareholders equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 79.2% | $2.97 Billion | $2.97 Billion | $- | $3.75 Billion | ▼ -4.4 pp |
| 2022 | 83.6% | $2.76 Billion | $2.76 Billion | $- | $3.30 Billion | ▼ -12.7 pp |
| 2021 | 96.3% | $2.03 Billion | $2.03 Billion | $- | $2.11 Billion | ▲ +0.8 pp |
| 2020 | 95.5% | $1.92 Billion | $1.92 Billion | $- | $2.01 Billion | ▲ +22.2 pp |
| 2019 | 73.3% | $951.00 Million | $950.50 Million | $500.00K | $1.30 Billion | ▲ +2.4 pp |
| 2018 | 70.8% | $803.90 Million | $795.50 Million | $8.40 Million | $1.14 Billion | ▼ -9.8 pp |
| 2017 | 80.6% | $745.70 Million | $740.70 Million | $5.00 Million | $925.50 Million | ▲ +1.2 pp |
| 2016 | 79.3% | $637.00 Million | $637.00 Million | $- | $802.80 Million | ▼ -41.3 pp |
| 2015 | 120.7% | $594.90 Million | $594.70 Million | $200.00K | $493.00 Million | ▼ -10.8 pp |
| 2014 | 131.5% | $570.80 Million | $569.90 Million | $900.00K | $434.10 Million | ▲ +93.8 pp |
| 2008 | 37.7% | $324.65 Million | $324.65 Million | $- | $860.69 Million | ▲ +1.0 pp |
| 2007 | 36.7% | $291.95 Million | $291.95 Million | $- | $794.81 Million | ▲ +3.8 pp |
| 2006 | 32.9% | $255.82 Million | $255.82 Million | $- | $776.52 Million | ▼ -12.2 pp |
| 2005 | 45.1% | $394.70 Million | $394.70 Million | $- | $874.31 Million | ▼ 0.0 pp |
| 2004 | 45.2% | $363.05 Million | $363.05 Million | $- | $803.82 Million | ▲ +4.0 pp |
| 2003 | 41.1% | $293.99 Million | $293.99 Million | $- | $714.87 Million | ▲ +0.5 pp |
| 2002 | 40.6% | $247.20 Million | $247.20 Million | $- | $608.20 Million | ▲ +0.6 pp |
| 2001 | 40.1% | $143.14 Million | $143.14 Million | $- | $357.02 Million | — |