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RHM.DE$1179.80-2.25%
Fair $1179.80+0.0%

RHM.DE

Rheinmetall AG

Industrials / Aerospace & DefenseXETRA

$1179.80

-27.20 (-2.25%)

Fairly Valued+0.0%Fair Value $1179.80Fund rank 32/100 · Data gapFallback financials|
SA 46/C
F-Score: 5/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $988.0M · quality 59.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

46/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · RHM.DELocal privado en este navegador · Rheinmetall AG
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$54.9B

P/E

52.8x

↑

EV/EBITDA

25.0x

↑

ROE

13.9%

↑

Gross Margin

52.4%

↑

Debt/Equity

0.26

↓
52-Week Range$1180
$1099$2008

TradingView lightweight chart

RHM.DE price, volumen y niveles de valoración

Último $1,180Periodo +7765.3%
Fair value: $1,180

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+15.7%

FCF CAGR

—

FCF margin

14.2%

FCF / Net income

2.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.94B · net income $696.0M · FCF $1.42B

2022-FY → 2025-FY

Gross margin

52.4%-0.3% pts

Operating margin

17.1%+5.4% pts

Net margin

7.0%-0.4% pts

FCF margin

14.2%+17.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.94B$9.94B$7.71B$7.18B$6.41B
Net Income$696.0M$696.0M$717.0M$535.0M$474.0M
EBITDA$2.19B$2.19B$1.69B$1.23B$1.00B
EPS15.1615.1615.9612.0710.94
Gross Margin52.4%52.4%53.8%54.9%52.7%
Operating Margin17.1%17.1%17.2%11.9%11.8%
Net Margin7.0%7.0%9.3%7.5%7.4%
Balance Sheet
Debt/Equity0.260.260.600.580.34
Current Ratio1.041.04———
Cash Flow
Free Cash Flow$1.42B$1.42B$988.0M$345.0M$-175.0M
Returns
ROE13.9%13.9%17.7%16.1%16.8%
Valuation
P/E52.8352.8340.7325.2819.14
EV/EBITDA24.9824.9818.7212.329.51
P/B10.9910.997.494.263.22
Growth & Yield
Revenue Growth28.8%28.8%7.5%12.0%—
EPS Growth-5.0%-5.0%32.2%10.3%—
Dividend Yield0.9%0.9%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

90.4%

muy exigente

EPS terminal req.

$104.69

Spread vs growth

-95.4%

5Y implied EPS CAGR

52.9%

muy exigente

EPS terminal req.

$126.67

Spread vs growth

-57.9%

10Y implied EPS CAGR

29.7%

muy exigente

EPS terminal req.

$204.01

Spread vs growth

-34.7%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -34.7%

Total return

-34.7%

Start / end P/E

114.8x → 77.8x

EPS bridge

15.96 → 15.16

Residual

+1.6%

EPS growth-5.0%
Multiple rerating-32.2%
Dividend+0.9%
Residual / FX / buybacks / cross-term+1.6%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.