Merck KGaA (MRK) — Strategic Asset Allocation Index
Merck KGaA (MRK) has a Strategic Asset Allocation Index of 31.3% as of June 2023. Strategic assets (PP&E of €8.39 Billion plus long-term investments of €-) total €8.39 Billion, measured against net assets of €26.77 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Merck KGaA balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Merck KGaA Strategic Asset Allocation Index (2013–2022)
This chart shows how Merck KGaA's Strategic Asset Allocation Index has evolved across 10 annual periods from 2013 to 2022. As of June 2023, the index stands at 31.3%, representing strategic assets of €8.39 Billion against net assets of €26.77 Billion EUR. For live market cap and overall valuation, see Merck KGaA market capitalisation.
Annual Strategic Asset Allocation Index for Merck KGaA (2013–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Merck KGaA from 2013 to 2022, covering 10 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. See Merck KGaA (MRK) net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 31.5% | €8.20 Billion | €8.20 Billion | €- | €26.00 Billion | ▼ -2.2 pp |
| 2021 | 33.7% | €7.22 Billion | €7.22 Billion | €- | €21.42 Billion | ▼ -4.0 pp |
| 2020 | 37.7% | €6.42 Billion | €6.42 Billion | €- | €17.02 Billion | ▲ +0.6 pp |
| 2019 | 37.1% | €6.65 Billion | €6.19 Billion | €458.00 Million | €17.91 Billion | ▲ +7.0 pp |
| 2018 | 30.1% | €5.18 Billion | €4.81 Billion | €374.00 Million | €17.23 Billion | ▼ -5.0 pp |
| 2017 | 35.1% | €4.93 Billion | €4.51 Billion | €419.00 Million | €14.07 Billion | ▲ +3.6 pp |
| 2016 | 31.5% | €4.42 Billion | €4.23 Billion | €191.00 Million | €14.05 Billion | ▼ -0.5 pp |
| 2015 | 32.0% | €4.12 Billion | €4.01 Billion | €108.00 Million | €12.86 Billion | ▲ +6.0 pp |
| 2014 | 26.0% | €3.07 Billion | €2.99 Billion | €80.70 Million | €11.80 Billion | ▲ +1.6 pp |
| 2013 | 24.4% | €2.70 Billion | €2.65 Billion | €57.30 Million | €11.07 Billion | — |