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

SIGMA PATRIMOINE : revenue, balance sheet and financial ratios

SIGMA PATRIMOINE is a French company founded 5 years ago, specialized in the sector Activités des agents et courtiers d'assurances. Based in LA SAUSSAYE (27370), this company of category PME shows in 2024 a net income positive of 2.6 M€. 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 - SIGMA PATRIMOINE (SIREN 891692469)
Indicator 2024 2023 2022 2021
Revenue N/C N/C N/C N/C
Net income 2 568 792 € 1 310 256 € 709 490 € 761 895 €
EBITDA N/C N/C N/C N/C
Net margin N/C N/C N/C N/C

Revenue and income statement

In 2024, SIGMA PATRIMOINE generates positive net income of 2.6 M€. Net income represents the final profit after all expenses (operating, financial, exceptional) and corporate tax. Change over 2021-2024: 762 k€ -> 2.6 M€.

Net income (2024) ?
Net income
Definition
Profit or loss after all expenses, including taxes and exceptional items.
Formula
Current income + Exceptional income - Income tax

2 568 792 €

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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 19%. 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 65%. 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

18.626%

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

64.567%

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

68.4%

Solvency indicators evolution
SIGMA PATRIMOINE

Sector positioning

Debt ratio
18.63 2024
2022
2023
2024
Q1: 0.0
Med: 7.62
Q3: 47.41
Average -18 pts over 3 years

In 2024, the debt ratio of SIGMA PATRIMOINE (18.63) 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
64.57% 2024
2022
2023
2024
Q1: 12.95%
Med: 47.58%
Q3: 76.23%
Good +17 pts over 3 years

In 2024, the financial autonomy of SIGMA PATRIMOINE (64.6%) 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 316.66. 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

316.657

Liquidity indicators evolution
SIGMA PATRIMOINE

Sector positioning

Liquidity ratio
316.66 2024
2022
2023
2024
Q1: 123.9
Med: 243.5
Q3: 572.15
Good -15 pts over 3 years

In 2024, the liquidity ratio of SIGMA PATRIMOINE (316.66) ranks above the median of the sector. This ratio measures the ability to cover short-term debt with current assets. This comfortable position offers an appreciable safety margin.

Positioning of SIGMA 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 SIGMA PATRIMOINE is estimated at 5 170 129 € (range 2 445 570€ - 23 606 278€). 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
193 transactions
2445k€ 5170k€ 23606k€
5 170 129 € Range: 2 445 570€ - 23 606 278€
NAF 5 all-time

Valuation method used

Net Income Multiple
2 568 792 € × 2.0x = 5 170 129 €
Range: 2 445 571€ - 23 606 278€

Only this financial indicator is available for this company.

Valuation evolution

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 SIGMA 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 SIGMA PATRIMOINE

What is the revenue of SIGMA PATRIMOINE ?

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

Is SIGMA PATRIMOINE profitable?

Yes, SIGMA PATRIMOINE generated a net profit of 2.6 M€ in 2024.

Where is the headquarters of SIGMA PATRIMOINE ?

The headquarters of SIGMA PATRIMOINE is located in LA SAUSSAYE (27370), in the department Eure.

Where to find the tax return of SIGMA PATRIMOINE ?

The tax return of SIGMA 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 SIGMA PATRIMOINE operate?

SIGMA 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.