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Added to YB: 2026-06-29

Pitch date: 2026-06-25

RHM.DE [bullish]

Rheinmetall AG

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 44.1B

Pitch Price

N/A

Price Target

N/A

Dividend

1.21%

EV/EBITDA

21.29

P/E

41.79

EV/Sales

4.52

Sector

Aerospace and Defense

Category

value

Show full summary:
Theodosian Capital | Stocks Update 25/6/2026 - RHM – German warships torpedoed

RHM.DE (update): German defense play sold off on FT report Germany cancels six F126 frigates (Rheinmetall lead contractor), but near-term impact minor (2030s delivery) & replaced by 8 smaller Meko A-200s. Author sees long-term structural winner; 17.4x 2027 EPS, 2.4% yield too low.

Read full article (1 min)