João Fortes Engenharia S.A. Strategic Asset Allocation Index
João Fortes Engenharia S.A. strategic asset allocation index. João Fortes Engenharia S.A. (JFEN3) has a Strategic Asset Allocation Index of 17.0% as of September 2024. Strategic assets (PP&E of R$4.14 Million plus long-term investments of R$-) total R$4.14 Million, measured against net assets of R$24.31 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See João Fortes Engenharia S.A. net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of João Fortes Engenharia S.A. (2000–2018)
Strategic asset allocation index of João Fortes Engenharia S.A. from 2000 to 2018. This chart shows how João Fortes Engenharia S.A.'s Strategic Asset Allocation Index has evolved across 19 annual periods from 2000 to 2018. As of September 2024, the index stands at 17.0%, representing strategic assets of R$4.14 Million against net assets of R$24.31 Million BRL. Check tangible net worth ratio of João Fortes Engenharia S.A. to evaluate the tangible quality of the company's equity base.
João Fortes Engenharia S.A. Strategic Asset Allocation Index by Year (2000–2018)
João Fortes Engenharia S.A. strategic asset allocation index by year from 2000 to 2018. The table below presents the year-by-year Strategic Asset Allocation Index for João Fortes Engenharia S.A. from 2000 to 2018, covering 19 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 JFEN3 stock market capitalisation.
| Year | SAAI | Strategic Assets (BRL) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2018 | 9.7% | R$25.32 Million | R$3.85 Million | R$21.48 Million | R$260.84 Million | ▲ +6.8 pp |
| 2017 | 2.9% | R$13.32 Million | R$4.73 Million | R$8.58 Million | R$455.11 Million | ▼ -0.3 pp |
| 2016 | 3.2% | R$16.27 Million | R$5.86 Million | R$10.41 Million | R$507.99 Million | ▼ -6.8 pp |
| 2015 | 10.0% | R$97.18 Million | R$6.78 Million | R$90.40 Million | R$972.09 Million | ▲ +8.9 pp |
| 2014 | 1.1% | R$9.20 Million | R$9.20 Million | R$- | R$868.29 Million | ▼ -0.1 pp |
| 2013 | 1.1% | R$11.14 Million | R$11.14 Million | R$- | R$999.11 Million | ▲ +0.5 pp |
| 2012 | 0.6% | R$4.55 Million | R$4.55 Million | R$- | R$715.74 Million | ▼ -1.2 pp |
| 2011 | 1.8% | R$7.82 Million | R$7.82 Million | R$- | R$428.27 Million | ▼ -0.3 pp |
| 2010 | 2.2% | R$7.19 Million | R$7.19 Million | R$- | R$333.13 Million | ▼ -0.3 pp |
| 2009 | 2.4% | R$6.00 Million | R$6.00 Million | R$- | R$245.91 Million | ▲ +0.2 pp |
| 2008 | 2.2% | R$4.05 Million | R$4.05 Million | R$- | R$180.17 Million | ▲ +1.7 pp |
| 2007 | 0.6% | R$430.00K | R$430.00K | R$- | R$76.66 Million | ▼ -17.4 pp |
| 2006 | 18.0% | R$69.00 Million | R$69.00 Million | R$- | R$383.16 Million | ▲ +16.9 pp |
| 2005 | 1.1% | R$3.76 Million | R$3.76 Million | R$- | R$351.11 Million | ▼ -55.4 pp |
| 2004 | 56.5% | R$46.22 Million | R$46.22 Million | R$- | R$81.84 Million | ▲ +55.0 pp |
| 2003 | 1.5% | R$3.90 Million | R$3.90 Million | R$- | R$268.68 Million | ▼ -3.6 pp |
| 2002 | 5.0% | R$3.87 Million | R$3.87 Million | R$- | R$76.75 Million | ▼ -21.4 pp |
| 2001 | 26.4% | R$23.94 Million | R$23.94 Million | R$- | R$90.63 Million | ▼ -1.0 pp |
| 2000 | 27.5% | R$23.91 Million | R$23.91 Million | R$- | R$87.05 Million | — |