Patrimoine et Commerce SA (PAT) — Strategic Asset Allocation Index
Patrimoine et Commerce SA (PAT) has a Strategic Asset Allocation Index of 183.8% as of December 2022. Strategic assets (PP&E of €816.13 Million plus long-term investments of €-) total €816.13 Million, measured against net assets of €444.04 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Patrimoine et Commerce SA's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Patrimoine et Commerce SA Strategic Asset Allocation Index (2013–2022)
This chart shows how Patrimoine et Commerce SA's Strategic Asset Allocation Index has evolved across 10 annual periods from 2013 to 2022. As of December 2022, the index stands at 183.8%, representing strategic assets of €816.13 Million against net assets of €444.04 Million EUR. For live market cap and overall valuation, see Patrimoine et Commerce SA market cap and net worth.
Annual Strategic Asset Allocation Index for Patrimoine et Commerce SA (2013–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Patrimoine et Commerce SA 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. See shareholders equity of Patrimoine et Commerce SA for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 183.8% | €816.13 Million | €816.13 Million | €- | €444.04 Million | ▼ -2.2 pp |
| 2021 | 186.0% | €771.60 Million | €771.60 Million | €- | €414.74 Million | ▼ -9.7 pp |
| 2020 | 195.7% | €781.47 Million | €781.47 Million | €- | €399.25 Million | ▼ -9.7 pp |
| 2019 | 205.4% | €798.48 Million | €791.74 Million | €6.74 Million | €388.72 Million | ▲ +11.8 pp |
| 2018 | 193.6% | €743.31 Million | €737.66 Million | €5.64 Million | €383.93 Million | ▲ +0.7 pp |
| 2017 | 192.9% | €706.84 Million | €701.09 Million | €5.75 Million | €366.34 Million | ▲ +5.2 pp |
| 2016 | 187.7% | €636.15 Million | €630.38 Million | €5.78 Million | €338.83 Million | ▼ -4.9 pp |
| 2015 | 192.7% | €611.48 Million | €606.01 Million | €5.47 Million | €317.40 Million | ▲ +12.7 pp |
| 2014 | 180.0% | €515.71 Million | €510.25 Million | €5.45 Million | €286.52 Million | ▼ -21.3 pp |
| 2013 | 201.2% | €479.04 Million | €473.68 Million | €5.36 Million | €238.03 Million | — |