Marie Brizard Wine & Spirits (MBWS) — Strategic Asset Allocation Index

Latest as of June 2025: 18.1%

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. See MBWS net asset quality score to measure how much of total assets are equity-financed.

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

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

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. For live market cap and overall valuation, see market cap of Marie Brizard Wine & Spirits.

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

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. See net assets of Marie Brizard Wine & Spirits for net asset value and shareholders' equity analysis.

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