Caribbean Utilities Company Ltd Strategic Asset Allocation Index

Latest as of June 2023: 213.4%

Caribbean Utilities Company Ltd strategic asset allocation index. Caribbean Utilities Company Ltd (CUP-U) has a Strategic Asset Allocation Index of 213.4% as of June 2023. Strategic assets (PP&E of $665.81 Million plus long-term investments of $-) total $665.81 Million, measured against net assets of $312.07 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check CUP-U tangible net worth ratio to evaluate the tangible quality of the company's equity base.

SAAI

213.4%
Strategic Assets / Net Assets

Strategic Assets

$665.81 Million
PP&E + LT Investments

PP&E

$665.81 Million
USD

Net Assets

$312.07 Million
USD

Strategic Asset Allocation Index of Caribbean Utilities Company Ltd (2014–2022)

Strategic asset allocation index of Caribbean Utilities Company Ltd from 2014 to 2022. This chart shows how Caribbean Utilities Company Ltd's Strategic Asset Allocation Index has evolved across 9 annual periods from 2014 to 2022. As of June 2023, the index stands at 213.4%, representing strategic assets of $665.81 Million against net assets of $312.07 Million USD.

Caribbean Utilities Company Ltd Strategic Asset Allocation Index by Year (2014–2022)

Caribbean Utilities Company Ltd strategic asset allocation index by year from 2014 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for Caribbean Utilities Company Ltd from 2014 to 2022, covering 9 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 CUP-U market cap overview.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2022 207.3% $638.90 Million $638.90 Million $- $308.23 Million ▲ +13.6 pp
2021 193.7% $576.92 Million $576.92 Million $- $297.88 Million ▲ +2.1 pp
2020 191.5% $554.49 Million $554.49 Million $- $289.50 Million ▼ -34.6 pp
2019 226.1% $537.99 Million $537.99 Million $- $237.94 Million ▲ +4.2 pp
2018 221.9% $511.13 Million $511.13 Million $- $230.38 Million ▲ +4.3 pp
2017 217.6% $488.31 Million $488.31 Million $- $224.42 Million ▲ +5.3 pp
2016 212.3% $467.21 Million $467.21 Million $- $220.12 Million ▲ +3.5 pp
2015 208.7% $447.70 Million $447.70 Million $- $214.49 Million ▼ -10.7 pp
2014 219.5% $394.68 Million $394.68 Million $- $179.84 Million —
pp = percentage points