Added to YB: 2025-09-23
Pitch date: 2025-09-19
RHM.DE [bullish]
Rheinmetall AG
-16.66%
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 1.9K
Price Target
8.0K (+395%)
Dividend
0.53%
EV/EBITDA
37.11
P/E
80.67
EV/Sales
6.55
Sector
Aerospace and Defense
Category
growth
Theodosian Capital | RHM – Platform acquisition
RHM.DE (update): Acquired Naval Vessels Luerssen for ~€1.3bn at 10x EBIT (10-11% margins, target 15%). €5bn+ order book, completes land/sea/air/space portfolio. Strong M&A capacity w/ <1x net debt/EBITDA. Order books full to 2030s. EPS growth €29 (2025) to €80 (2028). 45x 2026 P/E justified by momentum.
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