Essential Utilities Inc Strategic Asset Allocation Index
Essential Utilities Inc strategic asset allocation index. Essential Utilities Inc (WTRG) has a Strategic Asset Allocation Index of 200.7% as of September 2023. Strategic assets (PP&E of $11.88 Billion plus long-term investments of $-) total $11.88 Billion, measured against net assets of $5.92 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Essential Utilities Inc (WTRG) tangible equity ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Essential Utilities Inc (2012–2022)
Strategic asset allocation index of Essential Utilities Inc from 2012 to 2022. This chart shows how Essential Utilities Inc's Strategic Asset Allocation Index has evolved across 10 annual periods from 2012 to 2022. As of September 2023, the index stands at 200.7%, representing strategic assets of $11.88 Billion against net assets of $5.92 Billion USD.
Essential Utilities Inc Strategic Asset Allocation Index by Year (2012–2022)
Essential Utilities Inc strategic asset allocation index by year from 2012 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for Essential Utilities Inc from 2012 to 2022, covering 10 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 live market cap and overall valuation, see Essential Utilities Inc market cap and net worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 207.0% | $11.13 Billion | $11.13 Billion | $- | $5.38 Billion | ▲ +9.3 pp |
| 2021 | 197.7% | $10.25 Billion | $10.25 Billion | $- | $5.18 Billion | ▼ -5.4 pp |
| 2020 | 203.1% | $9.51 Billion | $9.51 Billion | $0.00 | $4.68 Billion | ▲ +39.4 pp |
| 2019 | 163.7% | $6.35 Billion | $6.35 Billion | $5.98 Million | $3.88 Billion | ▼ -131.8 pp |
| 2018 | 295.5% | $5.94 Billion | $5.93 Billion | $6.96 Million | $2.01 Billion | ▲ +19.3 pp |
| 2017 | 276.2% | $5.41 Billion | $5.40 Billion | $6.67 Million | $1.96 Billion | ▲ +5.5 pp |
| 2016 | 270.7% | $5.01 Billion | $5.00 Billion | $7.03 Million | $1.85 Billion | ▼ -1.4 pp |
| 2015 | 272.1% | $4.70 Billion | $4.69 Billion | $7.72 Million | $1.73 Billion | ▲ +3.6 pp |
| 2014 | 268.5% | $4.45 Billion | $4.40 Billion | $43.33 Million | $1.66 Billion | ▼ -18.3 pp |
| 2012 | 286.8% | $3.97 Billion | $3.94 Billion | $38.62 Million | $1.39 Billion | — |