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AVENIR ET INVESTISSEMENT PATRIMOINE : revenue, balance sheet and financial ratios

AVENIR ET INVESTISSEMENT PATRIMOINE is a French company founded 21 years ago, specialized in the sector Fonds de placement et entités financières similaires. Based in PARIS (75017), this company of category PME shows in 2023 a net income positive of 171 k€. Find below the complete financial statements, solvency ratios, working capital requirements and sector comparison.

Data updated on 2026-05-09

Sources : INPI & INSEE SIRENE - Processing : Ministry of Economy

Financial history - AVENIR ET INVESTISSEMENT PATRIMOINE (SIREN 480563469)
Indicator 2023 2022 2021 2020 2019 2018 2017
Revenue N/C N/C N/C N/C N/C N/C N/C
Net income 170 855 € 24 741 € 28 718 € 46 138 € 25 275 € 1 428 € 53 675 €
EBITDA N/C N/C N/C N/C N/C N/C N/C
Net margin N/C N/C N/C N/C N/C N/C N/C

Revenue and income statement

In 2023, AVENIR ET INVESTISSEMENT PATRIMOINE generates positive net income of 171 k€. Net income represents the final profit after all expenses (operating, financial, exceptional) and corporate tax. Change over 2017-2023: 54 k€ -> 171 k€.

Net income (2023) ?
Net income
Definition
Profit or loss after all expenses, including taxes and exceptional items.
Formula
Current income + Exceptional income - Income tax

170 855 €

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Chart evolution

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Assets

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Liabilities

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Solvency and debt ratios

The debt ratio (= Financial debt / Equity x 100) stands at 67%. Debt remains under control: the company retains capacity to raise new debt if needed. Financial autonomy (= Equity / Total assets x 100) reaches 55%. This high autonomy means the company finances most of its assets through equity, a sign of strength.

Debt ratio (2023) ?
Debt ratio
Definition
Measures the proportion of debt to equity.
Formula
(Financial debt / Equity) x 100
Interpretation
< 50% : Low
50-100% : Moderate
> 100% : High

67.406%

Financial autonomy (2023) ?
Financial autonomy
Definition
Share of equity in the company's total financing.
Formula
(Equity / Total assets) x 100
Interpretation
> 30% : Good autonomy
20-30% : Average
< 20% : Low

54.936%

Asset age ratio (2023) ?
Asset age ratio
Definition
Measures the degree of wear of tangible assets.
Formula
Accumulated depreciation / Gross fixed assets x 100
Interpretation
< 50% : Recent assets
50-70% : Normal wear
> 70% : Aging assets

91.0%

Solvency indicators evolution
AVENIR ET INVESTISSEMENT PATRIMOINE

Sector positioning

Debt ratio
67.41 2023
2021
2022
2023
Q1: 0.02
Med: 13.01
Q3: 113.78
Average -12 pts over 3 years

In 2023, the debt ratio of AVENIR ET INVESTISSEMENT ... (67.41) ranks above the median of the sector. This ratio measures the weight of debt relative to equity. A reduction effort could improve financial strength.

Financial autonomy
54.94% 2023
2021
2022
2023
Q1: 15.8%
Med: 60.29%
Q3: 91.58%
Average +9 pts over 3 years

In 2023, the financial autonomy of AVENIR ET INVESTISSEMENT ... (54.9%) ranks below the median of the sector. This ratio represents the share of equity in total financing. An improvement would strengthen the competitive position.

Liquidity ratios

The liquidity ratio (= Current assets / Current liabilities) stands at 893.63. Concretely, the company has €2 of liquid assets for every €1 of short-term debt: no cash risk within 12 months.

Liquidity ratio (2023) ?
Liquidity ratio
Definition
Ability to meet short-term debts with current assets.
Formula
Current assets / Current liabilities
Interpretation
> 1.5 : Very good
1-1.5 : Fair
< 1 : Liquidity risk

893.632

Liquidity indicators evolution
AVENIR ET INVESTISSEMENT PATRIMOINE

Sector positioning

Liquidity ratio
893.63 2023
2021
2022
2023
Q1: 139.34
Med: 883.94
Q3: 5556.79
Good -7 pts over 3 years

In 2023, the liquidity ratio of AVENIR ET INVESTISSEMENT ... (893.63) ranks above the median of the sector. This ratio measures the ability to cover short-term debt with current assets. This comfortable position offers an appreciable safety margin.

Positioning of AVENIR ET INVESTISSEMENT PATRIMOINE in its sector

Comparison with sector Fonds de placement et entités financières similaires

Valuation estimate

Indicative estimate only : the number of comparable transactions in this sector is limited (25 transactions). This range of 913 406€ to 2 604 701€ is provided for information purposes only and requires in-depth analysis to be confirmed.

Estimated enterprise value 2023
Indicative
913k€ 1656k€ 2604k€
1 656 473 € Range: 913 406€ - 2 604 701€
NAF 5 année 2023

Valuation evolution

How is this estimate calculated?

This estimate is based on the analysis of 25 actual transactions of similar company sales (same NAF code) registered with BODACC between 2016 and 2025.

  • EBITDA Multiple: Preferred method for profitable SMEs. EBITDA reflects the ability to generate cash.
  • Revenue Multiple: Used for growing companies or those with low profitability. Reflects commercial potential.
  • Net Income Multiple: Relevant for mature companies with stable results.

This estimate is provided for information purposes only. A precise valuation requires in-depth analysis (assets, liabilities, prospects, market...).

Similar companies (Fonds de placement et entités financières similaires)

Compare AVENIR ET INVESTISSEMENT PATRIMOINE with other companies in the same sector:

Voir toutes les statistiques du secteur Fonds de placement et entités financières similaires

Frequently asked questions about AVENIR ET INVESTISSEMENT PATRIMOINE

What is the revenue of AVENIR ET INVESTISSEMENT PATRIMOINE ?

The revenue of AVENIR ET INVESTISSEMENT PATRIMOINE is not publicly disclosed (confidential accounts filed with INPI).

Is AVENIR ET INVESTISSEMENT PATRIMOINE profitable?

Yes, AVENIR ET INVESTISSEMENT PATRIMOINE generated a net profit of 171 k€ in 2023.

Where is the headquarters of AVENIR ET INVESTISSEMENT PATRIMOINE ?

The headquarters of AVENIR ET INVESTISSEMENT PATRIMOINE is located in PARIS (75017), in the department Paris.

Where to find the tax return of AVENIR ET INVESTISSEMENT PATRIMOINE ?

The tax return of AVENIR ET INVESTISSEMENT PATRIMOINE is available on this page. Click on a year in the 'Data by year' section to view the account details (assets, liabilities, income statement). Data comes from INPI (National Institute of Industrial Property).

In which sector does AVENIR ET INVESTISSEMENT PATRIMOINE operate?

AVENIR ET INVESTISSEMENT PATRIMOINE operates in the sector Fonds de placement et entités financières similaires (NAF code 64.30Z). See the 'Sector positioning' section above to compare the company with its competitors.