SIREN : 524457454
HAPPY PATRIMOINE is a French company founded 15 years ago, specialized in the sector Gestion de fonds. Based in BERGERAC (24100), this company of category PME shows in 2023 a net income positive of 594 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
| Indicator | 2023 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|
| Revenue | N/C | N/C | N/C | N/C | N/C | N/C | N/C |
| Net income | 594 432 € | 118 708 € | 47 579 € | 12 478 € | 70 695 € | 34 228 € | 119 784 € |
| 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 |
In 2023, HAPPY PATRIMOINE generates positive net income of 594 k€. Net income represents the final profit after all expenses (operating, financial, exceptional) and corporate tax. Change over 2016-2023: 120 k€ -> 594 k€.
594 432 €
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 85%. This high autonomy means the company finances most of its assets through equity, a sign of strength.
0.027%
85.048%
53.6%
In 2023, the debt ratio of HAPPY PATRIMOINE (0.03) ranks below the median of the sector. This ratio measures the weight of debt relative to equity. This controlled position reflects prudent management.
In 2023, the financial autonomy of HAPPY PATRIMOINE (85.0%) 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.
The liquidity ratio (= Current assets / Current liabilities) stands at 662.99. Concretely, the company has €2 of liquid assets for every €1 of short-term debt: no cash risk within 12 months.
662.993
In 2023, the liquidity ratio of HAPPY PATRIMOINE (662.99) 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.
Based on 77 transactions of similar company sales
in 2023,
the value of HAPPY PATRIMOINE is estimated at
3 802 320 €
(range 1 634 862€ - 7 115 879€).
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.
Medium reliability: estimate to be confirmed with in-depth analysis.
Only this financial indicator is available for this company.
This estimate is based on the analysis of 77 actual transactions of similar company sales (same NAF code) registered with BODACC between 2016 and 2025.
This estimate is provided for information purposes only. A precise valuation requires in-depth analysis (assets, liabilities, prospects, market...).
Compare HAPPY PATRIMOINE with other companies in the same sector:
The revenue of HAPPY PATRIMOINE is not publicly disclosed (confidential accounts filed with INPI).
Yes, HAPPY PATRIMOINE generated a net profit of 594 k€ in 2023.
The headquarters of HAPPY PATRIMOINE is located in BERGERAC (24100), in the department Dordogne.
The tax return of HAPPY 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).
HAPPY PATRIMOINE operates in the sector Gestion de fonds (NAF code 66.30Z). See the 'Sector positioning' section above to compare the company with its competitors.