Les données financières de cette entreprise sont partiellement disponibles (liasse simplifiée ou données confidentielles). Certaines sections ne sont pas affichées.

D PATRIMOINE CONSEIL : revenue, balance sheet and financial ratios

D PATRIMOINE CONSEIL is a French company founded 24 years ago, specialized in the sector Activités des agents et courtiers d'assurances. Based in MARSEILLE (13006), this company of category PME shows in 2024 a net income positive of 114 k€. Find below the complete financial statements, solvency ratios, working capital requirements and sector comparison.

Data updated on 2026-04-18

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

Financial history - D PATRIMOINE CONSEIL (SIREN 440893683)
Indicator 2024
Revenue N/C
Net income 114 073 €
EBITDA N/C
Net margin N/C

Revenue and income statement

In 2024, D PATRIMOINE CONSEIL generates positive net income of 114 k€. Net income represents the final profit after all expenses (operating, financial, exceptional) and corporate tax.

Net income (2024) ?
Net income
Definition
Profit or loss after all expenses, including taxes and exceptional items.
Formula
Current income + Exceptional income - Income tax

114 073 €

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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 47%. Debt remains under control: the company retains capacity to raise new debt if needed. Financial autonomy (= Equity / Total assets x 100) reaches 67%. This high autonomy means the company finances most of its assets through equity, a sign of strength.

Debt ratio (2024) ?
Debt ratio
Definition
Measures the proportion of debt to equity.
Formula
(Financial debt / Equity) x 100
Interpretation
< 50% : Low
50-100% : Moderate
> 100% : High

47.156%

Financial autonomy (2024) ?
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

66.921%

Asset age ratio (2024) ?
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

92.8%

Solvency indicators evolution
D PATRIMOINE CONSEIL

Sector positioning

Debt ratio
47.16 2024
2024
Q1: 0.0
Med: 7.62
Q3: 47.41
Average

In 2024, the debt ratio of D PATRIMOINE CONSEIL (47.16) 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
66.92% 2024
2024
Q1: 12.95%
Med: 47.58%
Q3: 76.23%
Good

In 2024, the financial autonomy of D PATRIMOINE CONSEIL (66.9%) ranks above the median of the sector. This ratio represents the share of equity in total financing. This comfortable position offers an appreciable safety margin.

Liquidity ratios

The liquidity ratio (= Current assets / Current liabilities) stands at 2559.80. Concretely, the company has €2 of liquid assets for every €1 of short-term debt: no cash risk within 12 months.

Liquidity ratio (2024) ?
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

2559.795

Liquidity indicators evolution
D PATRIMOINE CONSEIL

Sector positioning

Liquidity ratio
2559.8 2024
2024
Q1: 123.9
Med: 243.5
Q3: 572.15
Excellent

In 2024, the liquidity ratio of D PATRIMOINE CONSEIL (2559.80) ranks in the top 25% of the sector. This ratio measures the ability to cover short-term debt with current assets. A ratio above 1 ensures comfortable coverage of short-term maturities.

Positioning of D PATRIMOINE CONSEIL in its sector

Comparison with sector Activités des agents et courtiers d'assurances

Valuation estimate

Based on 193 transactions of similar company sales (all years), the value of D PATRIMOINE CONSEIL is estimated at 229 591 € (range 108 601€ - 1 048 290€). This multiples method compares the actual sale price of similar companies to their financial indicators (Revenue, EBITDA, Net Income). It provides a market-based indicative estimate.

Estimated enterprise value 2024
193 transactions
108k€ 229k€ 1048k€
229 591 € Range: 108 601€ - 1 048 290€
NAF 5 all-time

Valuation method used

Net Income Multiple
114 073 € × 2.0x = 229 591 €
Range: 108 601€ - 1 048 290€

Only this financial indicator is available for this company.

How is this estimate calculated?

This estimate is based on the analysis of 193 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 (Activités des agents et courtiers d'assurances)

Compare D PATRIMOINE CONSEIL with other companies in the same sector:

Voir toutes les statistiques du secteur Activités des agents et courtiers d'assurances

Frequently asked questions about D PATRIMOINE CONSEIL

What is the revenue of D PATRIMOINE CONSEIL ?

The revenue of D PATRIMOINE CONSEIL is not publicly disclosed (confidential accounts filed with INPI).

Is D PATRIMOINE CONSEIL profitable?

Yes, D PATRIMOINE CONSEIL generated a net profit of 114 k€ in 2024.

Where is the headquarters of D PATRIMOINE CONSEIL ?

The headquarters of D PATRIMOINE CONSEIL is located in MARSEILLE (13006), in the department Bouches-du-Rhone.

Where to find the tax return of D PATRIMOINE CONSEIL ?

The tax return of D PATRIMOINE CONSEIL 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 D PATRIMOINE CONSEIL operate?

D PATRIMOINE CONSEIL operates in the sector Activités des agents et courtiers d'assurances (NAF code 66.22Z). See the 'Sector positioning' section above to compare the company with its competitors.