Added to YB: 2025-10-30
Pitch date: 2025-10-28
HAG.DE [neutral]
Hensoldt AG
-23.99%
current return
Author Info
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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 96.10
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
Hensoldt (HAG Germany): Orders surge ahead of schedule, but valuation leaves little room for impatience
HAG.DE (quick overview): Defense electronics specialist upgraded order guidance to 1.6-1.9x book-to-bill vs 1.2x on Germany's Zeitenwende defense spending. €2.5bn revenue, 18%+ EBITDA margin guidance. Strong medium-term visibility into 2030s but already trades at premium vs peers lacking FCF to justify gap yet.
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