Added to YB: 2026-01-19
Pitch date: 2026-01-15
RHM.DE [neutral]
Rheinmetall AG
-0.65%
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 87.1B
Pitch Price
EUR 1.9K
Price Target
N/A
Dividend
0.43%
EV/EBITDA
46.08
P/E
100.82
EV/Sales
8.14
Sector
Aerospace and Defense
Category
growth
Rheinmetall (RHM Germany): defence supercycle visibility collides with a fully priced execution story
RHM.DE (update): Defence supercycle w/ €70bn backlog, €15-16bn 2026 revenue target, high-teens to 20% EBIT margin, 100%+ cash conversion potential from front-loaded contracts. €80bn new orders expected 2026, reaching €135bn total backlog. Strong execution but fully priced - peers offer better value.
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