Shufersal (SAE) — 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 how resilient are Shufersal's assets to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Shufersal Strategic Asset Allocation Index (2000–2021)
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. See Shufersal (SAE) flexibility index to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Shufersal (2000–2021)
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 the full company profile including market capitalisation, see Shufersal market cap and net worth.
| 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 | — |