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

PLACETUDE PATRIMOINE : revenue, balance sheet and financial ratios

PLACETUDE PATRIMOINE is a French company founded 17 years ago, specialized in the sector Activités des agents et courtiers d'assurances. Based in VALBONNE (06560), this company of category PME shows in 2021 a net income positive of 422 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 - PLACETUDE PATRIMOINE (SIREN 504711557)
Indicator 2021
Revenue N/C
Net income 421 948 €
EBITDA N/C
Net margin N/C

Revenue and income statement

In 2021, PLACETUDE PATRIMOINE generates positive net income of 422 k€. Net income represents the final profit after all expenses (operating, financial, exceptional) and corporate tax.

Net income (2021) ?
Net income
Definition
Profit or loss after all expenses, including taxes and exceptional items.
Formula
Current income + Exceptional income - Income tax

421 948 €

Loading income statement...

Chart evolution

Show :

Assets

Loading data...

Liabilities

Loading data...

Solvency and debt ratios

The debt ratio (= Financial debt / Equity x 100) stands at 4%. 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 79%. This high autonomy means the company finances most of its assets through equity, a sign of strength.

Debt ratio (2021) ?
Debt ratio
Definition
Measures the proportion of debt to equity.
Formula
(Financial debt / Equity) x 100
Interpretation
< 50% : Low
50-100% : Moderate
> 100% : High

3.599%

Financial autonomy (2021) ?
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

79.401%

Asset age ratio (2021) ?
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

51.5%

Solvency indicators evolution
PLACETUDE PATRIMOINE

Sector positioning

Debt ratio
3.6 2021
2021
Q1: 0.06
Med: 13.41
Q3: 70.61
Good

In 2021, the debt ratio of PLACETUDE PATRIMOINE (3.60) 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
79.4% 2021
2021
Q1: 17.04%
Med: 46.52%
Q3: 72.42%
Excellent

In 2021, the financial autonomy of PLACETUDE PATRIMOINE (79.4%) 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 504.09. Concretely, the company has €2 of liquid assets for every €1 of short-term debt: no cash risk within 12 months.

Liquidity ratio (2021) ?
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

504.09

Liquidity indicators evolution
PLACETUDE PATRIMOINE

Sector positioning

Liquidity ratio
504.09 2021
2021
Q1: 120.97
Med: 222.61
Q3: 474.51
Excellent

In 2021, the liquidity ratio of PLACETUDE PATRIMOINE (504.09) 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 PLACETUDE PATRIMOINE 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 (44 transactions). This range of 368 761€ to 3 374 561€ is provided for information purposes only and requires in-depth analysis to be confirmed.

Estimated enterprise value 2021
Indicative
368k€ 520k€ 3374k€
520 463 € Range: 368 761€ - 3 374 561€
NAF 5 année 2021
How is this estimate calculated?

This estimate is based on the analysis of 44 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 PLACETUDE 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 PLACETUDE PATRIMOINE

What is the revenue of PLACETUDE PATRIMOINE ?

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

Is PLACETUDE PATRIMOINE profitable?

Yes, PLACETUDE PATRIMOINE generated a net profit of 422 k€ in 2021.

Where is the headquarters of PLACETUDE PATRIMOINE ?

The headquarters of PLACETUDE PATRIMOINE is located in VALBONNE (06560), in the department Alpes-Maritimes.

Where to find the tax return of PLACETUDE PATRIMOINE ?

The tax return of PLACETUDE 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 PLACETUDE PATRIMOINE operate?

PLACETUDE 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.