Added to YB: 2025-11-25
Pitch date: 2025-11-21
RHM.DE [neutral]
Rheinmetall AG
+11.41%
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 1.5K
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 21/11/2025 - RHM – Explosive growth
RHM.DE (update): Defense contractor w/ explosive growth trajectory - order backlog rising €55bn to €80bn by 2025. Revenue growing 25-30% in 2025 from €10bn base (15.2% op margin) to ~€50bn by 2030 w/ >20% margins, >50% cash conversion. 155mm shell production: 70k units in 2022 to 1.5m by 2030. Trades 36.5x 2026 P/E.
Read full article (2 min)