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

O FORTUNA INVESTISSEMENT : revenue, balance sheet and financial ratios

O FORTUNA INVESTISSEMENT is a French company founded 6 years ago, specialized in the sector Gestion de fonds. Based in VENDOME (41100), this company of category PME shows in 2022 a net income positive of 15 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 - O FORTUNA INVESTISSEMENT (SIREN 880322292)
Indicator 2022
Revenue N/C
Net income 15 267 €
EBITDA N/C
Net margin N/C

Revenue and income statement

In 2022, O FORTUNA INVESTISSEMENT generates positive net income of 15 k€. Net income represents the final profit after all expenses (operating, financial, exceptional) and corporate tax.

Net income (2022) ?
Net income
Definition
Profit or loss after all expenses, including taxes and exceptional items.
Formula
Current income + Exceptional income - Income tax

15 267 €

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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 11%. 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 88%. This high autonomy means the company finances most of its assets through equity, a sign of strength.

Debt ratio (2022) ?
Debt ratio
Definition
Measures the proportion of debt to equity.
Formula
(Financial debt / Equity) x 100
Interpretation
< 50% : Low
50-100% : Moderate
> 100% : High

10.902%

Financial autonomy (2022) ?
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

88.473%

Solvency indicators evolution
O FORTUNA INVESTISSEMENT

Sector positioning

Debt ratio
10.9 2022
2022
Q1: 0.01
Med: 15.74
Q3: 126.79
Good

In 2022, the debt ratio of O FORTUNA INVESTISSEMENT (10.90) ranks below the median of the sector. This ratio measures the weight of debt relative to equity. This controlled position reflects prudent management.

Financial autonomy
88.47% 2022
2022
Q1: 12.13%
Med: 51.88%
Q3: 88.01%
Excellent

In 2022, the financial autonomy of O FORTUNA INVESTISSEMENT (88.5%) ranks in the top 25% of the sector. This ratio represents the share of equity in total financing. High autonomy reflects financial independence and ability to absorb shocks.

Positioning of O FORTUNA INVESTISSEMENT in its sector

Comparison with sector Gestion de fonds

Valuation estimate

Based on 109 transactions of similar company sales in 2022, the value of O FORTUNA INVESTISSEMENT is estimated at 88 054 € (range 41 307€ - 193 006€). 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 2022
109 transactions
41k€ 88k€ 193k€
88 054 € Range: 41 307€ - 193 006€
NAF 5 année 2022

Valuation method used

Net Income Multiple
15 267 € × 5.8x = 88 055 €
Range: 41 307€ - 193 007€

Only this financial indicator is available for this company.

How is this estimate calculated?

This estimate is based on the analysis of 109 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 (Gestion de fonds)

Compare O FORTUNA INVESTISSEMENT with other companies in the same sector:

Frequently asked questions about O FORTUNA INVESTISSEMENT

What is the revenue of O FORTUNA INVESTISSEMENT ?

The revenue of O FORTUNA INVESTISSEMENT is not publicly disclosed (confidential accounts filed with INPI).

Is O FORTUNA INVESTISSEMENT profitable?

Yes, O FORTUNA INVESTISSEMENT generated a net profit of 15 k€ in 2022.

Where is the headquarters of O FORTUNA INVESTISSEMENT ?

The headquarters of O FORTUNA INVESTISSEMENT is located in VENDOME (41100), in the department Loir-et-Cher.

Where to find the tax return of O FORTUNA INVESTISSEMENT ?

The tax return of O FORTUNA 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 O FORTUNA INVESTISSEMENT operate?

O FORTUNA INVESTISSEMENT operates in the sector Gestion de fonds (NAF code 66.30Z). See the 'Sector positioning' section above to compare the company with its competitors.