Marie Brizard Wine & Spirits Strategic Asset Allocation Index

Latest as of June 2025: 18.1%

Marie Brizard Wine & Spirits strategic asset allocation index. Marie Brizard Wine & Spirits (MBWS) has a Strategic Asset Allocation Index of 18.1% as of June 2025. Strategic assets (PP&E of €38.83 Million plus long-term investments of €-) total €38.83 Million, measured against net assets of €214.91 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check MBWS tangible net assets ratio to evaluate the tangible quality of the company's equity base.

SAAI

18.1%
Strategic Assets / Net Assets

Strategic Assets

€38.83 Million
PP&E + LT Investments

PP&E

€38.83 Million
EUR

Net Assets

€214.91 Million
EUR

Strategic Asset Allocation Index of Marie Brizard Wine & Spirits (2000–2024)

Strategic asset allocation index of Marie Brizard Wine & Spirits from 2000 to 2024. This chart shows how Marie Brizard Wine & Spirits's Strategic Asset Allocation Index has evolved across 21 annual periods from 2000 to 2024. As of June 2025, the index stands at 18.1%, representing strategic assets of €38.83 Million against net assets of €214.91 Million EUR.

Marie Brizard Wine & Spirits Strategic Asset Allocation Index by Year (2000–2024)

Marie Brizard Wine & Spirits strategic asset allocation index by year from 2000 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Marie Brizard Wine & Spirits from 2000 to 2024, covering 21 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 market cap of Marie Brizard Wine & Spirits.

Year SAAI Strategic Assets (EUR) PP&E LT Investments Net Assets Change (pp)
2024 16.6% €35.51 Million €35.51 Million €- €213.69 Million ▲ +1.3 pp
2023 15.3% €31.21 Million €31.21 Million €- €203.35 Million ▲ +1.5 pp
2022 13.8% €26.93 Million €26.93 Million €- €194.94 Million ▼ -1.8 pp
2021 15.6% €27.18 Million €27.18 Million €- €173.93 Million ▼ -26.7 pp
2020 42.4% €28.11 Million €28.11 Million €- €66.35 Million ▼ -17.6 pp
2019 59.9% €56.18 Million €56.18 Million €- €93.74 Million ▼ -9.3 pp
2018 69.2% €71.52 Million €69.45 Million €2.07 Million €103.35 Million ▲ +18.3 pp
2017 50.9% €83.35 Million €67.07 Million €16.29 Million €163.88 Million ▲ +23.0 pp
2016 27.9% €66.47 Million €61.87 Million €4.60 Million €238.53 Million ▲ +1.4 pp
2015 26.5% €54.05 Million €51.93 Million €2.13 Million €204.33 Million ▲ +4.1 pp
2014 22.4% €44.54 Million €42.92 Million €1.62 Million €199.18 Million ▼ -3.1 pp
2013 25.5% €56.48 Million €51.65 Million €4.83 Million €221.38 Million ▼ -1134.2 pp
2008 1159.8% €125.09 Million €125.09 Million €- €10.79 Million ▲ +1055.9 pp
2007 103.8% €124.12 Million €124.12 Million €- €119.56 Million ▲ +43.4 pp
2006 60.4% €95.10 Million €95.10 Million €- €157.47 Million ▼ -0.5 pp
2005 60.9% €42.32 Million €42.32 Million €- €69.50 Million ▼ -43.3 pp
2004 104.2% €48.83 Million €48.83 Million €- €46.88 Million ▲ +21.8 pp
2003 82.3% €36.21 Million €36.21 Million €- €43.98 Million ▼ -7.5 pp
2002 89.8% €26.66 Million €26.66 Million €- €29.69 Million ▲ +61.8 pp
2001 28.0% €4.77 Million €4.77 Million €- €17.04 Million ▲ +9.2 pp
2000 18.7% €17.63 Million €17.63 Million €- €94.07 Million —
pp = percentage points