Shufersal Strategic Asset Allocation Index
Shufersal strategic asset allocation index. Shufersal (SAE) has a Strategic Asset Allocation Index of 238.9% as of June 2023. Strategic assets (PP&E of ILA8.06 Billion plus long-term investments of ILA-) total ILA8.06 Billion, measured against net assets of ILA3.38 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check tangible equity quality of Shufersal to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Shufersal (2000–2021)
Strategic asset allocation index of Shufersal from 2000 to 2021. This chart shows how Shufersal's Strategic Asset Allocation Index has evolved across 22 annual periods from 2000 to 2021. As of June 2023, the index stands at 238.9%, representing strategic assets of ILA8.06 Billion against net assets of ILA3.38 Billion ILA.
Shufersal Strategic Asset Allocation Index by Year (2000–2021)
Shufersal strategic asset allocation index by year from 2000 to 2021. The table below presents the year-by-year Strategic Asset Allocation Index for Shufersal from 2000 to 2021, covering 22 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 value of Shufersal.
| Year | SAAI | Strategic Assets (ILA) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 241.7% | ILA7.71 Billion | ILA7.71 Billion | ILA- | ILA3.19 Billion | ▼ -73.2 pp |
| 2020 | 314.9% | ILA7.04 Billion | ILA7.04 Billion | ILA- | ILA2.23 Billion | ▼ -43.4 pp |
| 2019 | 358.3% | ILA6.86 Billion | ILA6.70 Billion | ILA160.00 Million | ILA1.91 Billion | ▲ +190.6 pp |
| 2018 | 167.6% | ILA3.28 Billion | ILA3.21 Billion | ILA65.00 Million | ILA1.96 Billion | ▲ +0.4 pp |
| 2017 | 167.3% | ILA3.02 Billion | ILA2.96 Billion | ILA68.00 Million | ILA1.81 Billion | ▼ -55.6 pp |
| 2016 | 222.9% | ILA2.93 Billion | ILA2.84 Billion | ILA89.00 Million | ILA1.31 Billion | ▼ -23.7 pp |
| 2015 | 246.6% | ILA2.88 Billion | ILA2.80 Billion | ILA84.00 Million | ILA1.17 Billion | ▼ -23.9 pp |
| 2014 | 270.5% | ILA2.73 Billion | ILA2.67 Billion | ILA63.00 Million | ILA1.01 Billion | ▲ +51.2 pp |
| 2013 | 219.3% | ILA2.63 Billion | ILA2.59 Billion | ILA39.00 Million | ILA1.20 Billion | ▲ +18.5 pp |
| 2012 | 200.8% | ILA2.48 Billion | ILA2.48 Billion | ILA- | ILA1.23 Billion | ▼ -2.7 pp |
| 2011 | 203.5% | ILA2.47 Billion | ILA2.47 Billion | ILA- | ILA1.21 Billion | ▲ +39.2 pp |
| 2010 | 164.4% | ILA2.10 Billion | ILA2.10 Billion | ILA- | ILA1.27 Billion | ▲ +30.6 pp |
| 2009 | 133.8% | ILA1.80 Billion | ILA1.80 Billion | ILA- | ILA1.34 Billion | ▼ -12.4 pp |
| 2008 | 146.2% | ILA1.83 Billion | ILA1.83 Billion | ILA- | ILA1.25 Billion | ▲ +14.2 pp |
| 2007 | 131.9% | ILA1.90 Billion | ILA1.90 Billion | ILA- | ILA1.44 Billion | ▼ -30.3 pp |
| 2006 | 162.3% | ILA2.38 Billion | ILA2.38 Billion | ILA- | ILA1.47 Billion | ▲ +4.4 pp |
| 2005 | 157.9% | ILA2.11 Billion | ILA2.11 Billion | ILA- | ILA1.34 Billion | ▲ +21.4 pp |
| 2004 | 136.5% | ILA2.10 Billion | ILA2.10 Billion | ILA- | ILA1.54 Billion | ▼ -11.8 pp |
| 2003 | 148.3% | ILA2.26 Billion | ILA2.26 Billion | ILA- | ILA1.52 Billion | ▲ +16.6 pp |
| 2002 | 131.7% | ILA2.41 Billion | ILA2.41 Billion | ILA- | ILA1.83 Billion | ▼ -3.2 pp |
| 2001 | 134.9% | ILA2.43 Billion | ILA2.43 Billion | ILA- | ILA1.80 Billion | ▼ -1.5 pp |
| 2000 | 136.4% | ILA2.27 Billion | ILA2.27 Billion | ILA- | ILA1.67 Billion | — |