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PATRIMONIALP CONSEIL : revenue, balance sheet and financial ratios

PATRIMONIALP CONSEIL is a French company founded 13 years ago, specialized in the sector Activités des agents et courtiers d'assurances. Based in VOIRON (38500), this company of category PME shows in 2019 a net income positive of 20 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 - PATRIMONIALP CONSEIL (SIREN 751888926)
Indicator 2019
Revenue N/C
Net income 20 472 €
EBITDA N/C
Net margin N/C

Revenue and income statement

In 2019, PATRIMONIALP CONSEIL generates positive net income of 20 k€. Net income represents the final profit after all expenses (operating, financial, exceptional) and corporate tax.

Net income (2019) ?
Net income
Definition
Profit or loss after all expenses, including taxes and exceptional items.
Formula
Current income + Exceptional income - Income tax

20 472 €

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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 23%. 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 69%. This high autonomy means the company finances most of its assets through equity, a sign of strength.

Debt ratio (2019) ?
Debt ratio
Definition
Measures the proportion of debt to equity.
Formula
(Financial debt / Equity) x 100
Interpretation
< 50% : Low
50-100% : Moderate
> 100% : High

22.795%

Financial autonomy (2019) ?
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

68.949%

Solvency indicators evolution
PATRIMONIALP CONSEIL

Sector positioning

Debt ratio
22.8 2019
2019
Q1: 0.02
Med: 10.33
Q3: 63.27
Average

In 2019, the debt ratio of PATRIMONIALP CONSEIL (22.80) 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
68.95% 2019
2019
Q1: 15.63%
Med: 46.49%
Q3: 74.02%
Good

In 2019, the financial autonomy of PATRIMONIALP CONSEIL (69.0%) 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.

Liquidity ratios

The liquidity ratio (= Current assets / Current liabilities) stands at 600.23. Concretely, the company has €2 of liquid assets for every €1 of short-term debt: no cash risk within 12 months.

Liquidity ratio (2019) ?
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

600.227

Liquidity indicators evolution
PATRIMONIALP CONSEIL

Sector positioning

Liquidity ratio
600.23 2019
2019
Q1: 110.27
Med: 205.98
Q3: 471.66
Excellent

In 2019, the liquidity ratio of PATRIMONIALP CONSEIL (600.23) 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 PATRIMONIALP CONSEIL in its sector

Comparison with sector Activités des agents et courtiers d'assurances

Valuation estimate

Indicative estimate only : the number of comparable transactions in this sector is limited (38 transactions). This range of 16 697€ to 101 491€ is provided for information purposes only and requires in-depth analysis to be confirmed.

Estimated enterprise value 2019
Indicative
16k€ 25k€ 101k€
25 196 € Range: 16 697€ - 101 491€
NAF 5 année 2019
How is this estimate calculated?

This estimate is based on the analysis of 38 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 PATRIMONIALP CONSEIL with other companies in the same sector:

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

Frequently asked questions about PATRIMONIALP CONSEIL

What is the revenue of PATRIMONIALP CONSEIL ?

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

Is PATRIMONIALP CONSEIL profitable?

Yes, PATRIMONIALP CONSEIL generated a net profit of 20 k€ in 2019.

Where is the headquarters of PATRIMONIALP CONSEIL ?

The headquarters of PATRIMONIALP CONSEIL is located in VOIRON (38500), in the department Isere.

Where to find the tax return of PATRIMONIALP CONSEIL ?

The tax return of PATRIMONIALP CONSEIL 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 PATRIMONIALP CONSEIL operate?

PATRIMONIALP CONSEIL 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.