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

PATRIMOINE ENTREPRISE ET AUDIT : revenue, balance sheet and financial ratios

PATRIMOINE ENTREPRISE ET AUDIT is a French company founded 27 years ago, specialized in the sector Supports juridiques de gestion de patrimoine mobilier. Based in PAU (64000), this company of category PME shows in 2024 a net income positive of 379 k€. 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 - PATRIMOINE ENTREPRISE ET AUDIT (SIREN 419768494)
Indicator 2024 2023 2022 2021 2020 2019 2018 2017 2016
Revenue N/C N/C N/C N/C N/C N/C N/C N/C N/C
Net income 378 711 € 399 559 € 226 732 € 214 036 € 84 632 € 139 396 € 40 531 € 88 144 € 72 372 €
EBITDA N/C N/C 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 N/C N/C

Revenue and income statement

In 2024, PATRIMOINE ENTREPRISE ET AUDIT 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: 72 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

378 711 €

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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 12%. 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 66%. 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

12.348%

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

66.398%

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

31.5%

Solvency indicators evolution
PATRIMOINE ENTREPRISE ET AUDIT

Sector positioning

Debt ratio
12.35 2024
2022
2023
2024
Q1: 0.0
Med: 2.75
Q3: 41.16
Average -12 pts over 3 years

In 2024, the debt ratio of PATRIMOINE ENTREPRISE ET ... (12.35) 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
66.4% 2024
2022
2023
2024
Q1: 7.81%
Med: 60.44%
Q3: 91.96%
Good +8 pts over 3 years

In 2024, the financial autonomy of PATRIMOINE ENTREPRISE ET ... (66.4%) 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.

Liquidity ratios

The liquidity ratio (= Current assets / Current liabilities) stands at 323.63. 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

323.632

Liquidity indicators evolution
PATRIMOINE ENTREPRISE ET AUDIT

Sector positioning

Liquidity ratio
323.63 2024
2022
2023
2024
Q1: 142.73
Med: 746.83
Q3: 3595.15
Average -6 pts over 3 years

In 2024, the liquidity ratio of PATRIMOINE ENTREPRISE ET ... (323.63) 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 PATRIMOINE ENTREPRISE ET AUDIT in its sector

Comparison with sector Supports juridiques de gestion de patrimoine mobilier

Valuation estimate

Based on 103 transactions of similar company sales (all years), the value of PATRIMOINE ENTREPRISE ET AUDIT is estimated at 1 267 275 € (range 464 231€ - 3 257 870€). 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
103 transactions
464k€ 1267k€ 3257k€
1 267 275 € Range: 464 231€ - 3 257 870€
NAF 5 all-time

Valuation method used

Net Income Multiple
378 711 € × 3.3x = 1 267 276 €
Range: 464 231€ - 3 257 870€

Only this financial indicator is available for this company.

Valuation evolution

How is this estimate calculated?

This estimate is based on the analysis of 103 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 (Supports juridiques de gestion de patrimoine mobilier)

Compare PATRIMOINE ENTREPRISE ET AUDIT with other companies in the same sector:

Voir toutes les statistiques du secteur Supports juridiques de gestion de patrimoine mobilier

Frequently asked questions about PATRIMOINE ENTREPRISE ET AUDIT

What is the revenue of PATRIMOINE ENTREPRISE ET AUDIT ?

The revenue of PATRIMOINE ENTREPRISE ET AUDIT is not publicly disclosed (confidential accounts filed with INPI).

Is PATRIMOINE ENTREPRISE ET AUDIT profitable?

Yes, PATRIMOINE ENTREPRISE ET AUDIT generated a net profit of 379 k€ in 2024.

Where is the headquarters of PATRIMOINE ENTREPRISE ET AUDIT ?

The headquarters of PATRIMOINE ENTREPRISE ET AUDIT is located in PAU (64000), in the department Pyrenees-Atlantiques.

Where to find the tax return of PATRIMOINE ENTREPRISE ET AUDIT ?

The tax return of PATRIMOINE ENTREPRISE ET AUDIT 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 PATRIMOINE ENTREPRISE ET AUDIT operate?

PATRIMOINE ENTREPRISE ET AUDIT operates in the sector Supports juridiques de gestion de patrimoine mobilier (NAF code 66.19A). See the 'Sector positioning' section above to compare the company with its competitors.