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

FINANCIALE GESTION PRIVEE : revenue, balance sheet and financial ratios

FINANCIALE GESTION PRIVEE is a French company founded 16 years ago, specialized in the sector Activités des agents et courtiers d'assurances. Based in PARIS (75008), this company of category PME shows in 2024 a net income positive of 1.5 M€. 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 - FINANCIALE GESTION PRIVEE (SIREN 521653857)
Indicator 2024 2023 2022 2021 2020 2019 2018
Revenue N/C N/C N/C N/C N/C N/C N/C
Net income 1 535 394 € 2 538 693 € 352 086 € 952 997 € 725 728 € 425 611 € 198 065 €
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 2024, FINANCIALE GESTION PRIVEE generates positive net income of 1.5 M€. Net income represents the final profit after all expenses (operating, financial, exceptional) and corporate tax. Change over 2018-2024: 198 k€ -> 1.5 M€.

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

1 535 394 €

Loading income statement...

Chart evolution

Show :

Assets

Loading data...

Liabilities

Loading data...

Solvency and debt ratios

The debt ratio (= Financial debt / Equity x 100) stands at 105%. Debt level is high: negotiating margin with banks is reduced. Financial autonomy (= Equity / Total assets x 100) reaches 27%. The balance between equity and debt is satisfactory.

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

105.134%

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

26.697%

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

30.7%

Solvency indicators evolution
FINANCIALE GESTION PRIVEE

Sector positioning

Debt ratio
105.13 2024
2022
2023
2024
Q1: 0.0
Med: 7.62
Q3: 47.41
Average +47 pts over 3 years

In 2024, the debt ratio of FINANCIALE GESTION PRIVEE (105.13) 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
26.7% 2024
2022
2023
2024
Q1: 12.95%
Med: 47.58%
Q3: 76.23%
Average -40 pts over 3 years

In 2024, the financial autonomy of FINANCIALE GESTION PRIVEE (26.7%) 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 141.46. 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

141.455

Liquidity indicators evolution
FINANCIALE GESTION PRIVEE

Sector positioning

Liquidity ratio
141.46 2024
2022
2023
2024
Q1: 123.9
Med: 243.5
Q3: 572.15
Average -23 pts over 3 years

In 2024, the liquidity ratio of FINANCIALE GESTION PRIVEE (141.46) ranks below the median of the sector. This ratio measures the ability to cover short-term debt with current assets. An improvement would strengthen the competitive position.

Positioning of FINANCIALE GESTION PRIVEE 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 FINANCIALE GESTION PRIVEE is estimated at 3 090 240 € (range 1 461 743€ - 14 109 720€). 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
1461k€ 3090k€ 14109k€
3 090 240 € Range: 1 461 743€ - 14 109 720€
NAF 5 all-time

Valuation method used

Net Income Multiple
1 535 394 € × 2.0x = 3 090 241 €
Range: 1 461 743€ - 14 109 721€

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 FINANCIALE GESTION PRIVEE with other companies in the same sector:

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

Frequently asked questions about FINANCIALE GESTION PRIVEE

What is the revenue of FINANCIALE GESTION PRIVEE ?

The revenue of FINANCIALE GESTION PRIVEE is not publicly disclosed (confidential accounts filed with INPI).

Is FINANCIALE GESTION PRIVEE profitable?

Yes, FINANCIALE GESTION PRIVEE generated a net profit of 1.5 M€ in 2024.

Where is the headquarters of FINANCIALE GESTION PRIVEE ?

The headquarters of FINANCIALE GESTION PRIVEE is located in PARIS (75008), in the department Paris.

Where to find the tax return of FINANCIALE GESTION PRIVEE ?

The tax return of FINANCIALE GESTION PRIVEE 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 FINANCIALE GESTION PRIVEE operate?

FINANCIALE GESTION PRIVEE 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.