2025 Q4 -tulosraportti
50 päivää sitten
‧1 t 28 min
11,50 EUR/osake
Irtoamispäivä 13.5.
0,61%Tuotto/v
Tarjoustasot
Xetra
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 7.5. | 7 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.3. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 12.3.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
4 t sitten4 t sittenWhats the expectations for earnings? Do you think rheinmetall not adapting enough to the new technology and is being left behind or do you think they will follow as one of the big in the industry?
·22 t sittenSorry for swearing .., but what the hell is happening 🥊🥵😡
·9 t sittenIt has probably been a bit hyped, but the fall we have seen seems like an overreaction The fact that Ukraine has been behind for 4 years and they have now had tailwind for a month, that absolutely does not mean that one should not still rearm in Europe. Z has also received a lot of money. But indeed, it feels better when one's bullish conviction is confirmed by price increases. Look at the journey Tesla shareholders went through a couple of years ago, even though things were going brilliantly for them
·1 päivä sittenWhen investors in general start to grasp how high the price targets actually are, then I believe a rebound towards 1800 can happen much faster. Not least if the report on May 7th is reasonably positive.
·1 päivä sittenWhat do we think around August? Hoping for just under 1.800
·3 t sittenExpect a price in the range you see at the moment. This price reflects a P/E Forward of around 25-30. New orders will not significantly change earnings in the first couple of years, I believe... it's fully booked. If they live up to their delivery commitments, the price will most likely rise. Provided that the world situation has not gone to hell beforehand due to Trump, oil shortage, France and Germany's national debt etc. etc.
·1 päivä sittenRheinmetall has a PEG of 0.9. When the PEG is less than 1, stocks are considered cheap in relation to future growth. According to estimates, RHM will have a PEG of 0.4/0.5 in 2028. RHM is actually a cheap stock if one looks at the future growth.·4 t sitten · MuokattuIn my opinion, the market has to a quite high degree priced in a longer period of strong growth (one might call it the "European rearmament thesis"). There isn't much room for positive surprises, but on the other hand, quite a bit of downside if something starts to creak. And it's clearly seen that the share price development by no means follows the order books, but it has its explanation. The PEG ratio is around 0.76, quite impressive. There aren't many companies of that size where one can say that. So the growth “pays” to some extent for the price, I would say. Fundamentally, RHM is flawless; they have an ROE of approx. 23%, ROCE of approx. 22%, and an ROIC that is steadily climbing. Textbook perfect for a good base for investment. The balance sheet is healthy - net cash-positive despite the large CapEx, here there is no risk. The cash flow naturally looks thinner with an FCF yield of 2-3 % and P/FCF around >40, but makes good sense with how aggressively they are investing in capacity. One can say that the money is being spent - not burned :-) As mentioned in earlier posts, I would say the key is to be found elsewhere; fulfillment of delivery commitments. The order book is huge and continues to grow. But can they deliver. That's where the tension lies. If they stumble along the way, earnings will be pushed into the future. No challenge for RHM, but the stock market will surely react with a robust fall. So I wonder if even small delays will cause headwinds for the share price. But, if they, on the other hand, deliver as promised, the tide will turn, I believe, or it will provide a solid floor. With the current share price, it will mean a P/E of approx. 30 at the turn of the year. That must be what the market is already betting on. So deliver, deliver and deliver. No delays ! So for me, it's not so much a question of how many new orders are coming in - they are coming in in ample quantities. The question is whether RHM can convert them into actual deliveries without too many "scratches in the paintwork". Then there's the market as a whole, but that's something else entirely. Fair winds.....·4 t sitten · MuokattuPS: PEG Ratio..... My saying - (I imagine I'm about 50% Deep-Value and Value investor at least): "Don't buy the company that's bleeding from the heart, but buy the one that has merely encountered external headwinds. But remember, the market can remain irrational longer than your capital can remain patient....." If growth is driven by exports to conflict-ridden regions, the market typically incorporates a risk premium (from what I can gather, it didn't show that). Here, the low PEG is not a giveaway, but a reflection of the risk of sanctions or supply chain disruptions. SO, a PEG of 0.76 must mean that the market is skeptical about whether future growth (G) is as stable as management promises. Is RHM a company that's bleeding? No, it's a company that might be (or is) facing headwinds due to external suppliers not being able to deliver on time, or similar reasons that the financial report will reveal. So RHM is healthy, but is no longer a Value stock but a Growth stock.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q4 -tulosraportti
50 päivää sitten
‧1 t 28 min
11,50 EUR/osake
Irtoamispäivä 13.5.
0,61%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 4 t sitten4 t sittenWhats the expectations for earnings? Do you think rheinmetall not adapting enough to the new technology and is being left behind or do you think they will follow as one of the big in the industry?
- ·22 t sittenSorry for swearing .., but what the hell is happening 🥊🥵😡·9 t sittenIt has probably been a bit hyped, but the fall we have seen seems like an overreaction The fact that Ukraine has been behind for 4 years and they have now had tailwind for a month, that absolutely does not mean that one should not still rearm in Europe. Z has also received a lot of money. But indeed, it feels better when one's bullish conviction is confirmed by price increases. Look at the journey Tesla shareholders went through a couple of years ago, even though things were going brilliantly for them
- ·1 päivä sittenWhen investors in general start to grasp how high the price targets actually are, then I believe a rebound towards 1800 can happen much faster. Not least if the report on May 7th is reasonably positive.
- ·1 päivä sittenWhat do we think around August? Hoping for just under 1.800·3 t sittenExpect a price in the range you see at the moment. This price reflects a P/E Forward of around 25-30. New orders will not significantly change earnings in the first couple of years, I believe... it's fully booked. If they live up to their delivery commitments, the price will most likely rise. Provided that the world situation has not gone to hell beforehand due to Trump, oil shortage, France and Germany's national debt etc. etc.
- ·1 päivä sittenRheinmetall has a PEG of 0.9. When the PEG is less than 1, stocks are considered cheap in relation to future growth. According to estimates, RHM will have a PEG of 0.4/0.5 in 2028. RHM is actually a cheap stock if one looks at the future growth.·4 t sitten · MuokattuIn my opinion, the market has to a quite high degree priced in a longer period of strong growth (one might call it the "European rearmament thesis"). There isn't much room for positive surprises, but on the other hand, quite a bit of downside if something starts to creak. And it's clearly seen that the share price development by no means follows the order books, but it has its explanation. The PEG ratio is around 0.76, quite impressive. There aren't many companies of that size where one can say that. So the growth “pays” to some extent for the price, I would say. Fundamentally, RHM is flawless; they have an ROE of approx. 23%, ROCE of approx. 22%, and an ROIC that is steadily climbing. Textbook perfect for a good base for investment. The balance sheet is healthy - net cash-positive despite the large CapEx, here there is no risk. The cash flow naturally looks thinner with an FCF yield of 2-3 % and P/FCF around >40, but makes good sense with how aggressively they are investing in capacity. One can say that the money is being spent - not burned :-) As mentioned in earlier posts, I would say the key is to be found elsewhere; fulfillment of delivery commitments. The order book is huge and continues to grow. But can they deliver. That's where the tension lies. If they stumble along the way, earnings will be pushed into the future. No challenge for RHM, but the stock market will surely react with a robust fall. So I wonder if even small delays will cause headwinds for the share price. But, if they, on the other hand, deliver as promised, the tide will turn, I believe, or it will provide a solid floor. With the current share price, it will mean a P/E of approx. 30 at the turn of the year. That must be what the market is already betting on. So deliver, deliver and deliver. No delays ! So for me, it's not so much a question of how many new orders are coming in - they are coming in in ample quantities. The question is whether RHM can convert them into actual deliveries without too many "scratches in the paintwork". Then there's the market as a whole, but that's something else entirely. Fair winds.....·4 t sitten · MuokattuPS: PEG Ratio..... My saying - (I imagine I'm about 50% Deep-Value and Value investor at least): "Don't buy the company that's bleeding from the heart, but buy the one that has merely encountered external headwinds. But remember, the market can remain irrational longer than your capital can remain patient....." If growth is driven by exports to conflict-ridden regions, the market typically incorporates a risk premium (from what I can gather, it didn't show that). Here, the low PEG is not a giveaway, but a reflection of the risk of sanctions or supply chain disruptions. SO, a PEG of 0.76 must mean that the market is skeptical about whether future growth (G) is as stable as management promises. Is RHM a company that's bleeding? No, it's a company that might be (or is) facing headwinds due to external suppliers not being able to deliver on time, or similar reasons that the financial report will reveal. So RHM is healthy, but is no longer a Value stock but a Growth stock.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Xetra
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 7.5. | 7 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.3. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 12.3.2025 |
2025 Q4 -tulosraportti
50 päivää sitten
‧1 t 28 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 7.5. | 7 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.3. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 12.3.2025 |
11,50 EUR/osake
Irtoamispäivä 13.5.
0,61%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 4 t sitten4 t sittenWhats the expectations for earnings? Do you think rheinmetall not adapting enough to the new technology and is being left behind or do you think they will follow as one of the big in the industry?
- ·22 t sittenSorry for swearing .., but what the hell is happening 🥊🥵😡·9 t sittenIt has probably been a bit hyped, but the fall we have seen seems like an overreaction The fact that Ukraine has been behind for 4 years and they have now had tailwind for a month, that absolutely does not mean that one should not still rearm in Europe. Z has also received a lot of money. But indeed, it feels better when one's bullish conviction is confirmed by price increases. Look at the journey Tesla shareholders went through a couple of years ago, even though things were going brilliantly for them
- ·1 päivä sittenWhen investors in general start to grasp how high the price targets actually are, then I believe a rebound towards 1800 can happen much faster. Not least if the report on May 7th is reasonably positive.
- ·1 päivä sittenWhat do we think around August? Hoping for just under 1.800·3 t sittenExpect a price in the range you see at the moment. This price reflects a P/E Forward of around 25-30. New orders will not significantly change earnings in the first couple of years, I believe... it's fully booked. If they live up to their delivery commitments, the price will most likely rise. Provided that the world situation has not gone to hell beforehand due to Trump, oil shortage, France and Germany's national debt etc. etc.
- ·1 päivä sittenRheinmetall has a PEG of 0.9. When the PEG is less than 1, stocks are considered cheap in relation to future growth. According to estimates, RHM will have a PEG of 0.4/0.5 in 2028. RHM is actually a cheap stock if one looks at the future growth.·4 t sitten · MuokattuIn my opinion, the market has to a quite high degree priced in a longer period of strong growth (one might call it the "European rearmament thesis"). There isn't much room for positive surprises, but on the other hand, quite a bit of downside if something starts to creak. And it's clearly seen that the share price development by no means follows the order books, but it has its explanation. The PEG ratio is around 0.76, quite impressive. There aren't many companies of that size where one can say that. So the growth “pays” to some extent for the price, I would say. Fundamentally, RHM is flawless; they have an ROE of approx. 23%, ROCE of approx. 22%, and an ROIC that is steadily climbing. Textbook perfect for a good base for investment. The balance sheet is healthy - net cash-positive despite the large CapEx, here there is no risk. The cash flow naturally looks thinner with an FCF yield of 2-3 % and P/FCF around >40, but makes good sense with how aggressively they are investing in capacity. One can say that the money is being spent - not burned :-) As mentioned in earlier posts, I would say the key is to be found elsewhere; fulfillment of delivery commitments. The order book is huge and continues to grow. But can they deliver. That's where the tension lies. If they stumble along the way, earnings will be pushed into the future. No challenge for RHM, but the stock market will surely react with a robust fall. So I wonder if even small delays will cause headwinds for the share price. But, if they, on the other hand, deliver as promised, the tide will turn, I believe, or it will provide a solid floor. With the current share price, it will mean a P/E of approx. 30 at the turn of the year. That must be what the market is already betting on. So deliver, deliver and deliver. No delays ! So for me, it's not so much a question of how many new orders are coming in - they are coming in in ample quantities. The question is whether RHM can convert them into actual deliveries without too many "scratches in the paintwork". Then there's the market as a whole, but that's something else entirely. Fair winds.....·4 t sitten · MuokattuPS: PEG Ratio..... My saying - (I imagine I'm about 50% Deep-Value and Value investor at least): "Don't buy the company that's bleeding from the heart, but buy the one that has merely encountered external headwinds. But remember, the market can remain irrational longer than your capital can remain patient....." If growth is driven by exports to conflict-ridden regions, the market typically incorporates a risk premium (from what I can gather, it didn't show that). Here, the low PEG is not a giveaway, but a reflection of the risk of sanctions or supply chain disruptions. SO, a PEG of 0.76 must mean that the market is skeptical about whether future growth (G) is as stable as management promises. Is RHM a company that's bleeding? No, it's a company that might be (or is) facing headwinds due to external suppliers not being able to deliver on time, or similar reasons that the financial report will reveal. So RHM is healthy, but is no longer a Value stock but a Growth stock.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Xetra
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt