Wendel Strategic Asset Allocation Index

Latest as of June 2023: 19.7%

Wendel strategic asset allocation index. Wendel (MF) has a Strategic Asset Allocation Index of 19.7% as of June 2023. Strategic assets (PP&E of €951.80 Million plus long-term investments of €-) total €951.80 Million, measured against net assets of €4.84 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Wendel's balance sheet to measure how much of total assets are equity-financed.

SAAI

19.7%
Strategic Assets / Net Assets

Strategic Assets

€951.80 Million
PP&E + LT Investments

PP&E

€951.80 Million
EUR

Net Assets

€4.84 Billion
EUR

Strategic Asset Allocation Index of Wendel (2013–2022)

Strategic asset allocation index of Wendel from 2013 to 2022. This chart shows how Wendel's Strategic Asset Allocation Index has evolved across 10 annual periods from 2013 to 2022. As of June 2023, the index stands at 19.7%, representing strategic assets of €951.80 Million against net assets of €4.84 Billion EUR. Check Wendel (MF) tangible equity ratio to evaluate the tangible quality of the company's equity base.

Wendel Strategic Asset Allocation Index by Year (2013–2022)

Wendel strategic asset allocation index by year from 2013 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for Wendel from 2013 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 market cap of Wendel.

Year SAAI Strategic Assets (EUR) PP&E LT Investments Net Assets Change (pp)
2022 33.8% €1.57 Billion €1.57 Billion €- €4.64 Billion ▼ -2.5 pp
2021 36.3% €1.52 Billion €1.52 Billion €- €4.19 Billion ▼ -13.6 pp
2020 49.9% €1.64 Billion €1.64 Billion €- €3.29 Billion ▼ -17.9 pp
2019 67.7% €2.58 Billion €1.83 Billion €756.40 Million €3.82 Billion ▼ -9.2 pp
2018 77.0% €2.55 Billion €1.33 Billion €1.22 Billion €3.31 Billion ▼ -22.6 pp
2017 99.6% €3.24 Billion €1.41 Billion €1.84 Billion €3.26 Billion ▼ -34.8 pp
2016 134.4% €4.43 Billion €1.64 Billion €2.80 Billion €3.30 Billion ▼ -11.8 pp
2015 146.2% €5.78 Billion €1.59 Billion €4.19 Billion €3.95 Billion ▼ -21.5 pp
2014 167.7% €5.18 Billion €1.42 Billion €3.77 Billion €3.09 Billion ▼ -22.5 pp
2013 190.2% €5.81 Billion €1.36 Billion €4.46 Billion €3.06 Billion —
pp = percentage points