TOTVS S.A Strategic Asset Allocation Index
TOTVS S.A strategic asset allocation index. TOTVS S.A (TOTS3) has a Strategic Asset Allocation Index of 10.2% as of December 2025. Strategic assets (PP&E of R$553.19 Million plus long-term investments of R$-) total R$553.19 Million, measured against net assets of R$5.44 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See TOTVS S.A (TOTS3) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of TOTVS S.A (2002–2025)
Strategic asset allocation index of TOTVS S.A from 2002 to 2025. This chart shows how TOTVS S.A's Strategic Asset Allocation Index has evolved across 24 annual periods from 2002 to 2025. As of December 2025, the index stands at 10.2%, representing strategic assets of R$553.19 Million against net assets of R$5.44 Billion BRL. Check TOTVS S.A tangible book value ratio to evaluate the tangible quality of the company's equity base.
TOTVS S.A Strategic Asset Allocation Index by Year (2002–2025)
TOTVS S.A strategic asset allocation index by year from 2002 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for TOTVS S.A from 2002 to 2025, covering 24 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 TOTS3 stock market capitalisation.
| Year | SAAI | Strategic Assets (BRL) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 10.2% | R$553.19 Million | R$553.19 Million | R$- | R$5.44 Billion | ▲ +2.2 pp |
| 2024 | 8.0% | R$399.21 Million | R$399.21 Million | R$- | R$4.99 Billion | ▼ -0.2 pp |
| 2023 | 8.2% | R$413.49 Million | R$413.49 Million | R$- | R$5.01 Billion | ▼ -0.8 pp |
| 2022 | 9.1% | R$416.88 Million | R$416.88 Million | R$- | R$4.58 Billion | ▲ +0.1 pp |
| 2021 | 9.0% | R$404.87 Million | R$404.87 Million | R$- | R$4.49 Billion | ▼ -5.0 pp |
| 2020 | 14.0% | R$364.45 Million | R$364.45 Million | R$- | R$2.60 Billion | ▼ -4.7 pp |
| 2019 | 18.7% | R$464.51 Million | R$389.43 Million | R$75.08 Million | R$2.48 Billion | ▼ -2.3 pp |
| 2018 | 21.0% | R$271.13 Million | R$198.83 Million | R$72.30 Million | R$1.29 Billion | ▲ +1.9 pp |
| 2017 | 19.2% | R$242.02 Million | R$182.02 Million | R$59.99 Million | R$1.26 Billion | ▼ 0.0 pp |
| 2016 | 19.2% | R$234.42 Million | R$176.27 Million | R$58.15 Million | R$1.22 Billion | ▲ +4.5 pp |
| 2015 | 14.7% | R$181.64 Million | R$113.60 Million | R$68.04 Million | R$1.24 Billion | ▲ +3.4 pp |
| 2014 | 11.3% | R$126.06 Million | R$79.12 Million | R$46.93 Million | R$1.12 Billion | ▲ +1.3 pp |
| 2013 | 10.0% | R$107.01 Million | R$70.67 Million | R$36.33 Million | R$1.07 Billion | ▲ +3.6 pp |
| 2012 | 6.4% | R$58.09 Million | R$58.09 Million | R$- | R$913.15 Million | ▼ -1.5 pp |
| 2011 | 7.8% | R$58.86 Million | R$58.86 Million | R$- | R$749.87 Million | ▲ +2.1 pp |
| 2010 | 5.8% | R$36.53 Million | R$36.53 Million | R$- | R$631.58 Million | ▼ -0.3 pp |
| 2009 | 6.1% | R$32.89 Million | R$32.89 Million | R$- | R$542.02 Million | ▼ -0.9 pp |
| 2008 | 6.9% | R$31.86 Million | R$31.86 Million | R$- | R$459.22 Million | ▲ +1.7 pp |
| 2007 | 5.2% | R$18.77 Million | R$18.77 Million | R$- | R$357.90 Million | ▲ +0.1 pp |
| 2006 | 5.1% | R$17.93 Million | R$17.93 Million | R$- | R$350.20 Million | ▼ -13.5 pp |
| 2005 | 18.6% | R$14.22 Million | R$14.22 Million | R$- | R$76.47 Million | ▼ -10.6 pp |
| 2004 | 29.2% | R$9.29 Million | R$9.29 Million | R$- | R$31.81 Million | ▲ +7.9 pp |
| 2003 | 21.3% | R$5.70 Million | R$5.70 Million | R$- | R$26.73 Million | ▼ -6.8 pp |
| 2002 | 28.1% | R$6.12 Million | R$6.12 Million | R$- | R$21.79 Million | — |