Added to YB: 2025-02-26
Pitch date: 2025-02-24
RHM.DE [bullish]
Rheinmetall AG
+68.65%
current return
Author Info
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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 958.78
Price Target
1.1K (-31%)
Dividend
0.53%
EV/EBITDA
37.11
P/E
80.67
EV/Sales
6.55
Sector
Aerospace and Defense
Category
growth
Rheinmetall ($RHM.DE): A defence powerhouse in Europe
RHM.DE: German defense leader, 70% rev from defense. €1117 PT (25% upside). Strong growth from NATO spending, €100B German fund. 34% EBIT CAGR 2024-28. Key catalysts: EU defense boost, US expansion (XM30 contract), record backlog. Risks: policy shifts, US competition, supply chain. DCF valuation supports upside.
Read full article (4 min)