Added to YB: 2026-09-15
Pitch date: 2026-09-11
RHM.DE [bullish]
Rheinmetall AG
+0.27%
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 46.2B
Pitch Price
EUR 994.00
Price Target
N/A
Dividend
1.16%
EV/EBITDA
20.54
P/E
37.96
EV/Sales
4.36
Sector
Aerospace and Defense
Category
growth
Theodosian Capital | Stocks Update 11/9/2026 - Rheinmetall AG
RHM.DE (update): Rheinmetall offers a long growth path tied to Western security investment, with European defence budgets up 120% since 2022. H1 revenue rose 39% year over year to €5.2bn, while the €80.5bn order book grew 44%, suggesting the company is only getting started. After a sharp retracement from its 2026 peak, the shares trade at 14.1x 2028 earnings.
Read full article (1 min)