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OUEST CONSEIL PATRIMOINE : revenue, balance sheet and financial ratios

OUEST CONSEIL PATRIMOINE is a French company founded 7 years ago, specialized in the sector Activités des agents et courtiers d'assurances. Based in QUIMPERLE (29300), this company of category PME shows in 2023 a net income positive of 466 k€. Find below the complete financial statements, solvency ratios, working capital requirements and sector comparison.

Data updated on 2026-04-25

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

Financial history - OUEST CONSEIL PATRIMOINE (SIREN 844163832)
Indicator 2023
Revenue N/C
Net income 466 259 €
EBITDA N/C
Net margin N/C

Revenue and income statement

In 2023, OUEST CONSEIL PATRIMOINE generates positive net income of 466 k€. Net income represents the final profit after all expenses (operating, financial, exceptional) and corporate tax.

Net income (2023) ?
Net income
Definition
Profit or loss after all expenses, including taxes and exceptional items.
Formula
Current income + Exceptional income - Income tax

466 259 €

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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 15%. 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 77%. This high autonomy means the company finances most of its assets through equity, a sign of strength.

Debt ratio (2023) ?
Debt ratio
Definition
Measures the proportion of debt to equity.
Formula
(Financial debt / Equity) x 100
Interpretation
< 50% : Low
50-100% : Moderate
> 100% : High

14.722%

Financial autonomy (2023) ?
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

76.879%

Asset age ratio (2023) ?
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

81.8%

Solvency indicators evolution
OUEST CONSEIL PATRIMOINE

Sector positioning

Debt ratio
14.72 2023
2023
Q1: 0.0
Med: 8.57
Q3: 49.54
Average

In 2023, the debt ratio of OUEST CONSEIL PATRIMOINE (14.72) 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
76.88% 2023
2023
Q1: 14.09%
Med: 47.17%
Q3: 74.18%
Excellent

In 2023, the financial autonomy of OUEST CONSEIL PATRIMOINE (76.9%) 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.

Liquidity ratios

The liquidity ratio (= Current assets / Current liabilities) stands at 745.96. Concretely, the company has €2 of liquid assets for every €1 of short-term debt: no cash risk within 12 months.

Liquidity ratio (2023) ?
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

745.957

Liquidity indicators evolution
OUEST CONSEIL PATRIMOINE

Sector positioning

Liquidity ratio
745.96 2023
2023
Q1: 123.56
Med: 243.64
Q3: 585.03
Excellent

In 2023, the liquidity ratio of OUEST CONSEIL PATRIMOINE (745.96) 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 OUEST CONSEIL PATRIMOINE 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 OUEST CONSEIL PATRIMOINE is estimated at 938 425 € (range 443 893€ - 4 284 753€). 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 2023
193 transactions
443k€ 938k€ 4284k€
938 425 € Range: 443 893€ - 4 284 753€
NAF 5 all-time

Valuation method used

Net Income Multiple
466 259 € × 2.0x = 938 425 €
Range: 443 893€ - 4 284 753€

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 OUEST CONSEIL PATRIMOINE with other companies in the same sector:

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

Frequently asked questions about OUEST CONSEIL PATRIMOINE

What is the revenue of OUEST CONSEIL PATRIMOINE ?

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

Is OUEST CONSEIL PATRIMOINE profitable?

Yes, OUEST CONSEIL PATRIMOINE generated a net profit of 466 k€ in 2023.

Where is the headquarters of OUEST CONSEIL PATRIMOINE ?

The headquarters of OUEST CONSEIL PATRIMOINE is located in QUIMPERLE (29300), in the department Finistere.

Where to find the tax return of OUEST CONSEIL PATRIMOINE ?

The tax return of OUEST CONSEIL 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).

In which sector does OUEST CONSEIL PATRIMOINE operate?

OUEST CONSEIL PATRIMOINE 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.