Added to YB: 2025-07-29
Pitch date: 2025-07-28
HAG.DE [bullish]
Hensoldt AG
-20.6%
current return
Author Info
FluentInQuality invests in high-quality businesses that generate steady and sustainable cashflows, proven track records, and the potential to act as a true compounding machines over the long run. Sign up for the newsletter.
Company Info
Hensoldt AG, together with its subsidiaries, provides sensor solutions for defense and security applications worldwide.
Market Cap
EUR 11.0B
Pitch Price
EUR 92.00
Price Target
N/A
Dividend
0.53%
EV/EBITDA
36.04
P/E
89.09
EV/Sales
5.03
Sector
Aerospace and Defense
Category
growth
Top 7 Quality Compounders In Germany - Hensoldt AG
HAG.DE: Defense sensor specialist for radar, optronics, electronic warfare. Sticky business model - customers face high switching costs, multi-year programs, recurring maintenance/upgrades. Asset-light, high-margin with strong backlog. Tailwinds from rising NATO budgets, fleet modernization, geopolitical tensions. Strategic partner to Airbus, Leonardo, Bundeswehr.
Read full article (2 min)