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Added to YB: 2025-10-28

Pitch date: 2025-10-24

RHM.DE [neutral]

Rheinmetall AG

-8.88%

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 1.8K

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

Show full summary:
Theodosian Capital | Stocks Update 24/10/2025 - RHM – Day of the Jackal

RHM.DE (update): Germany/Netherlands ordered 222 Jackal IFVs for €4.7bn (RHM gets €3.4bn). Consensus revenue growth from €12.6bn (2025) to €27.8bn (2028). Trades 41x 2026 earnings but 22.2x 2028 on locked-in multiyear sovereign contracts. Stock up 10x+ since added.

Read full article (1 min)