Added to YB: 2025-12-23
Pitch date: 2025-12-19
RHM.DE [bullish]
Rheinmetall AG
-0.32%
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 71.6B
Pitch Price
EUR 1.6K
Price Target
N/A
Dividend
0.52%
EV/EBITDA
38.06
P/E
82.80
EV/Sales
6.72
Sector
Aerospace and Defense
Category
growth
Theodosian Capital | Stocks Update 19/12/2025 - RHM – Sharpened focus
RHM.DE (update): Selling civil Power Systems div by Q1 2026 to focus on defense biz w/ structural tailwinds. 2025 sales growth 30-35% (vs 8bn 2024 base), op margin 18.5-19% (vs 18%), cash conversion 'significantly above' 40%. Trades 36.6x 2026 PE but justified by momentum - EPS expected €42 to €82 by 2028.
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