Added to YB: 2025-08-13
Pitch date: 2025-08-08
RHM.DE [neutral]
Rheinmetall AG
+0.1%
current return
Author Info
No bio for this author
Company Info
Rheinmetall AG provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.
Market Cap
EUR 69.7B
Pitch Price
EUR 1.6K
Price Target
N/A
Dividend
0.53%
EV/EBITDA
37.11
P/E
80.67
EV/Sales
6.55
Sector
Aerospace and Defense
Category
growth
Theodosian Capital | Stocks Update 8/8/2025 - RHM – Growth story intact
RHM.DE (holding update): H1 sales +24% to €4.7bn, op result +18% to €475m despite German order delays. Record €63bn backlog (+€14bn y/y). FCF -€644m from investments for growth. Strong 2025 outlook: 25-30% rev growth, 15.5% margin, >40% cash conversion. Potential upside from NATO summit & €50bn German orders expected. Trades 46x fwd P/E but growth justified.
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