Whirlpool S.A Strategic Asset Allocation Index
Whirlpool S.A strategic asset allocation index. Whirlpool S.A (WHRL3) has a Strategic Asset Allocation Index of 89.5% as of December 2025. Strategic assets (PP&E of R$1.64 Billion plus long-term investments of R$-) total R$1.64 Billion, measured against net assets of R$1.83 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Whirlpool S.A balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Whirlpool S.A (2013–2025)
Strategic asset allocation index of Whirlpool S.A from 2013 to 2025. This chart shows how Whirlpool S.A's Strategic Asset Allocation Index has evolved across 13 annual periods from 2013 to 2025. As of December 2025, the index stands at 89.5%, representing strategic assets of R$1.64 Billion against net assets of R$1.83 Billion BRL. Check WHRL3 tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Whirlpool S.A Strategic Asset Allocation Index by Year (2013–2025)
Whirlpool S.A strategic asset allocation index by year from 2013 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Whirlpool S.A from 2013 to 2025, covering 13 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 Whirlpool S.A.
| Year | SAAI | Strategic Assets (BRL) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 89.5% | R$1.64 Billion | R$1.64 Billion | R$- | R$1.83 Billion | ▲ +26.1 pp |
| 2024 | 63.4% | R$1.71 Billion | R$1.71 Billion | R$- | R$2.70 Billion | ▼ -10.3 pp |
| 2023 | 73.7% | R$1.44 Billion | R$1.44 Billion | R$- | R$1.96 Billion | ▲ +3.0 pp |
| 2022 | 70.8% | R$1.54 Billion | R$1.54 Billion | R$- | R$2.18 Billion | ▲ +13.2 pp |
| 2021 | 57.6% | R$1.22 Billion | R$1.22 Billion | R$- | R$2.11 Billion | ▲ +12.4 pp |
| 2020 | 45.2% | R$871.84 Million | R$871.84 Million | R$- | R$1.93 Billion | ▲ +12.2 pp |
| 2019 | 33.0% | R$996.16 Million | R$849.02 Million | R$147.14 Million | R$3.02 Billion | ▼ -6.2 pp |
| 2018 | 39.2% | R$858.45 Million | R$705.70 Million | R$152.75 Million | R$2.19 Billion | ▼ -22.1 pp |
| 2017 | 61.3% | R$1.45 Billion | R$1.30 Billion | R$154.96 Million | R$2.37 Billion | ▲ +8.5 pp |
| 2016 | 52.8% | R$1.34 Billion | R$1.19 Billion | R$148.75 Million | R$2.54 Billion | ▲ +1.4 pp |
| 2015 | 51.4% | R$1.29 Billion | R$1.16 Billion | R$125.94 Million | R$2.51 Billion | ▲ +5.4 pp |
| 2014 | 45.9% | R$979.82 Million | R$974.31 Million | R$5.51 Million | R$2.13 Billion | ▲ +9.2 pp |
| 2013 | 36.8% | R$905.98 Million | R$900.48 Million | R$5.50 Million | R$2.46 Billion | — |