EURO PATRIMOINE INVESTISSEMENT : revenue, balance sheet and financial ratios

EURO PATRIMOINE INVESTISSEMENT is a French company founded 30 years ago, specialized in the sector Activités des agents et courtiers d'assurances. Based in NICE (06000), this company of category PME shows in 2023 a revenue of 1.6 M€. 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 - EURO PATRIMOINE INVESTISSEMENT (SIREN 405139635)
Indicator 2024 2023 2022 2021 2020 2019 2018 2017 2016
Revenue N/C 1 641 850 € 1 656 606 € 1 876 511 € 1 701 745 € 1 817 254 € 1 863 383 € 2 134 432 € 2 021 116 €
Net income 378 742 € 355 246 € 390 426 € 289 658 € 239 451 € 303 169 € 301 676 € 348 781 € 271 694 €
EBITDA N/C 466 187 € 511 789 € 390 885 € 327 067 € 412 141 € 425 207 € 512 071 € 411 398 €
Net margin N/C 21.6% 23.6% 15.4% 14.1% 16.7% 16.2% 16.3% 13.4%

Revenue and income statement

In 2024, EURO PATRIMOINE INVESTISSEMENT generates positive net income of 379 k€. Net income represents the final profit after all expenses (operating, financial, exceptional) and corporate tax. Change over 2016-2024: 272 k€ -> 379 k€.

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

378 742 €

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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 0%. This very low level reflects a solid financial structure, offering significant room for future investments or acquisitions. Financial autonomy (= Equity / Total assets x 100) reaches 76%. 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

0.0%

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

75.76%

Solvency indicators evolution
EURO PATRIMOINE INVESTISSEMENT

Sector positioning

Debt ratio
0.0 2024
2022
2023
2024
Q1: 0.0
Med: 7.61
Q3: 47.45
Excellent

In 2024, the debt ratio of EURO PATRIMOINE INVESTISS... (0.00) ranks in the bottom 25% of the sector, which is positive. This ratio measures the weight of debt relative to equity. A low ratio indicates a solid financial structure with little dependence on creditors.

Financial autonomy
75.76% 2024
2022
2023
2024
Q1: 13.11%
Med: 47.63%
Q3: 76.27%
Good

In 2024, the financial autonomy of EURO PATRIMOINE INVESTISS... (75.8%) 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.

Repayment capacity
0.23 years 2023
2022
2023
Q1: 0.0 years
Med: 0.13 years
Q3: 2.03 years
Average +26 pts over 2 years

In 2023, the repayment capacity of EURO PATRIMOINE INVESTISS... (0.23) ranks above the median of the sector. This ratio indicates the number of years needed to repay debt with cash flow. A reduction effort could improve financial strength.

Working capital requirement (WCR) and payment terms

Working capital requirement (WCR) measures the cash timing gap between customer collections and supplier/inventory payments.

Operating WCR (2024) ?
Operating WCR
Definition
Financing requirement generated by the operating cycle (inventory + receivables - trade payables).
Formula
Inventory + Customer receivables - Trade payables
Interpretation
Negative = cash released
Positive = financing needed

0 €

Customer credit (2024) ?
Customer credit (days)
Definition
Average payment term granted to customers.
Formula
(Customer receivables / Revenue incl. VAT) x 360
Interpretation
< 45j : Good
45-60j : Average
> 60j : Long

0 j

Supplier credit (2024) ?
Supplier credit (days)
Definition
Average payment term obtained from suppliers.
Formula
(Trade payables / Purchases incl. VAT) x 360
Interpretation
The longer the term, the better for cash flow

0 j

Inventory turnover (2024) ?
Inventory turnover (days)
Definition
Average storage duration for goods or materials.
Formula
(Inventory / Cost of goods) x 360
Interpretation
The lower the ratio, the faster the turnover

0 j

WCR and payment terms evolution
EURO PATRIMOINE INVESTISSEMENT

Positioning of EURO PATRIMOINE INVESTISSEMENT 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 EURO PATRIMOINE INVESTISSEMENT is estimated at 762 282 € (range 360 574€ - 3 480 503€). 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
360k€ 762k€ 3480k€
762 282 € Range: 360 574€ - 3 480 503€
NAF 5 all-time

Valuation method used

Net Income Multiple
378 742 € × 2.0x = 762 282 €
Range: 360 574€ - 3 480 503€

Only this financial indicator is available for this company.

Valuation evolution

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 EURO PATRIMOINE INVESTISSEMENT with other companies in the same sector:

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

Frequently asked questions about EURO PATRIMOINE INVESTISSEMENT

What is the revenue of EURO PATRIMOINE INVESTISSEMENT ?

The revenue of EURO PATRIMOINE INVESTISSEMENT in 2023 is 1.6 M€.

Is EURO PATRIMOINE INVESTISSEMENT profitable?

Yes, EURO PATRIMOINE INVESTISSEMENT generated a net profit of 379 k€ in 2024.

Where is the headquarters of EURO PATRIMOINE INVESTISSEMENT ?

The headquarters of EURO PATRIMOINE INVESTISSEMENT is located in NICE (06000), in the department Alpes-Maritimes.

Where to find the tax return of EURO PATRIMOINE INVESTISSEMENT ?

The tax return of EURO PATRIMOINE INVESTISSEMENT 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 EURO PATRIMOINE INVESTISSEMENT operate?

EURO PATRIMOINE INVESTISSEMENT 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.