<- Go home

Added to YB: 2026-06-19

Pitch date: 2026-03-31

RHM.DE [bullish]

Rheinmetall AG

-22.24%

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 56.1B

Pitch Price

EUR 1.5K

Price Target

N/A

Dividend

0.95%

EV/EBITDA

26.92

P/E

N/A

EV/Sales

N/A

Sector

Aerospace and Defense

Category

growth

Show full summary:
Polen International Growth New Postion: Rheinmetall AG

RHM.DE (new position): German defense play; Iran military actions prolong ammo shortage, driving strong multi-year defense spending. Expects 20%+ annualized EPS growth over 3yrs; current valuation deemed fair. (Also notes Saab: mid-teens rev growth, high-teens EPS on margin expansion.)

Read full article (1 min)