Q3-osavuosiraportti
9 päivää sitten‧1 t 10 min
8,10 EUR/osake
Viimeisin osinko
0,46 %Tuotto/v
Tarjoustasot
Xetra
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
1 729,5VWAP
Alin
1 666VaihtoMäärä
392,3 230 786
VWAP
Ylin
1 729,5Alin
1 666VaihtoMäärä
392,3 230 786
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 6.11. | |
| 2025 Q2-osavuosiraportti | 7.8. | |
| 2025 Q1-osavuosiraportti | 8.5. | |
| 2024 Q4-osavuosiraportti | 12.3. | |
| 2024 Vuosiraportti | 10.3. |
Datan lähde: Morningstar, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·23 t sittenTotally undocumented analysis here, but for fun I've made a small web-app that checks for seasonality in stocks over five and 10 years respectively. The win-rate (= the month has yielded positive returns) for January and March respectively over the last five years has been 100%. So it will be exciting to see how it goes in those months in 2026. 😊 https://tickercheck.azurewebsites.net/rhm.de NB: it has mostly been for fun and a prof. Stock analyst would probably not consider the analysis to be thorough. And I also don't guarantee that the statistical methods are the best. My statistics education from Business School is a bit too many years back.
·1 päivä sittenAll markets in the world are red today.
·1 päivä sittenYes, what have we overlooked😵💫 it's bleeding everywhere today😬
·1 päivä sitten"The stock will soon rise again" ...... I just bought at the ridiculously low price" .... "It will turn around soon......" Yes, all sorts of pure guesses. Rheinmetall is traded - and has been for a long time - under a hype. It will come to a natural end at some point, and the stock will move to where it should be. Lots of price predictions .....only very few are well-founded. But that's how it is with a hype on a stock. Be careful. What are the facts and what does that mean for the stock. Is there potential risk in the stock or is the price - despite that - actually where it should be? The answer is NO. With the current price and an expected earnings (EPS) for 2025 of approx. €19, (based on P/E approx. 88), a theoretical price can be calculated if the P/E falls to a "fair" level of 30 based on order books and realism. In a down-to-earth way, one can say that at a P/E of 30, you pay 30 kr. for a lollipop that only gives you 1 kr. in profit. It is still a relatively high price, but not nearly as extreme as at a P/E of 88, where you pay 88 kr. for the same 1 krone earning - somewhat of a lollipop. That doesn't add up in the long run, but Rheinmetall is not alone in this madness, just look at the AI-hype and Nono-energy-hype, rare metals and not least Quantum stocks. Well, the formula to calculate a fair price for the Rheinmetall stock, WITH the expected revenue and growth gives the following simple calculation: - Price at P/E 30 = EPS * 30 = 19 * 30 = 570 euro. That's it. In other words, if you strip away the hype, you land on a realistic, accounting-backed stock price of 570 euro. So, in other words, the stock is traded with a hype-overvaluation of a little over 1000 euro. Good wind in the sails......·22 t sitten · MuokattuThe interesting thing is probably not to calculate a price at an arbitrary P/E ratio that you set to 30. Anyone who passed elementary school math can do that. The interesting thing is how you arrive at P/E 30 being correct for Rheinmetall right now. Feeling or calculation? How did you calculate it in that case? I agree that Rheinmetall is very highly valued. But it is probably just at the beginning of a very long, steep, and profitable growth journey. But no one can know that for sure. It depends, among other things, on the geopolitical situation in 5, 10, and 15 years. And your investment horizon. If it is 1 year, then Rheinmetall is obviously overvalued, like all highly valued stocks. If one believes that Rheinmetall's profit in 10 years could be 5 times greater than today (corresponding to 17.5% annual earnings growth) and with continued growth thereafter, then one can believe that it will be a good long-term investment. Then we would be down to a P/E of 17.6 in 10 years. And if it grows like that, it will probably have a higher P/E even then. The example calculation above shows that it is possible to justify highly valued stocks that have long-term growth potential, but also that much is already priced in. Now I also guesstimated a bit with growth figures. If you or anyone else can be bothered to read such long posts and have a serious discussion, I would gladly try to substantiate my growth estimates a bit.·22 t sittenAnd yes, I read everything you wrote. I don't know if you are familiar with Owner Earnings, but I'd gladly undertake to calculate a fair price based on this. But only if seriously desired, but I sense that you might be able to do it yourself...... :- . Owner Earnings is clearly the best way to calculate the value of a stock. It doesn't stand alone, but spiced with various Growth rate YoY, ROI, ROIC, Net cash (debt), Debt/EBITDA, management and forecast, we begin to approach fertile ground for a decision on whether it is a stock that should be looked at more closely :-) Fair winds....
·1 päivä sittenThere's a lot of red among "defense stocks" today.... Any thoughts on the reasons?
21 t sitten21 t sittenTrump on nyt joutunut olemaan suuri ongelma Trumpin alaikäisten lapsien raiskaus- selvitystä eduskunnassa, hallituksen ja valtion toiminta on vielä suljettuna, työtömyys kasvu, rahan pula jne. tekivat maailman markinnat romahtuvat vielä jatkuvasti. Vain toivottavasti Trump ja hullu porukka lähtevät pois mahdollisimman pian, joten uusi hallitus tulee tekemään muutokseen.
1 päivä sitten1 päivä sittenBelieve me, this stock will not rise for a long time, but will only fall. Overpricing and hype.
1 päivä sitten1 päivä sittenDepends on if you're investing for next week or in the 3-5 year range. Besides, I'm always a bit hesitant to take "trust me, bro"-advice from someone who *checks* is down more than 50% in the last five years
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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 ja analyysit
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.
Q3-osavuosiraportti
9 päivää sitten‧1 t 10 min
8,10 EUR/osake
Viimeisin osinko
0,46 %Tuotto/v
Uutiset ja analyysit
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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·23 t sittenTotally undocumented analysis here, but for fun I've made a small web-app that checks for seasonality in stocks over five and 10 years respectively. The win-rate (= the month has yielded positive returns) for January and March respectively over the last five years has been 100%. So it will be exciting to see how it goes in those months in 2026. 😊 https://tickercheck.azurewebsites.net/rhm.de NB: it has mostly been for fun and a prof. Stock analyst would probably not consider the analysis to be thorough. And I also don't guarantee that the statistical methods are the best. My statistics education from Business School is a bit too many years back.
- ·1 päivä sittenAll markets in the world are red today.·1 päivä sittenYes, what have we overlooked😵💫 it's bleeding everywhere today😬
- ·1 päivä sitten"The stock will soon rise again" ...... I just bought at the ridiculously low price" .... "It will turn around soon......" Yes, all sorts of pure guesses. Rheinmetall is traded - and has been for a long time - under a hype. It will come to a natural end at some point, and the stock will move to where it should be. Lots of price predictions .....only very few are well-founded. But that's how it is with a hype on a stock. Be careful. What are the facts and what does that mean for the stock. Is there potential risk in the stock or is the price - despite that - actually where it should be? The answer is NO. With the current price and an expected earnings (EPS) for 2025 of approx. €19, (based on P/E approx. 88), a theoretical price can be calculated if the P/E falls to a "fair" level of 30 based on order books and realism. In a down-to-earth way, one can say that at a P/E of 30, you pay 30 kr. for a lollipop that only gives you 1 kr. in profit. It is still a relatively high price, but not nearly as extreme as at a P/E of 88, where you pay 88 kr. for the same 1 krone earning - somewhat of a lollipop. That doesn't add up in the long run, but Rheinmetall is not alone in this madness, just look at the AI-hype and Nono-energy-hype, rare metals and not least Quantum stocks. Well, the formula to calculate a fair price for the Rheinmetall stock, WITH the expected revenue and growth gives the following simple calculation: - Price at P/E 30 = EPS * 30 = 19 * 30 = 570 euro. That's it. In other words, if you strip away the hype, you land on a realistic, accounting-backed stock price of 570 euro. So, in other words, the stock is traded with a hype-overvaluation of a little over 1000 euro. Good wind in the sails......·22 t sitten · MuokattuThe interesting thing is probably not to calculate a price at an arbitrary P/E ratio that you set to 30. Anyone who passed elementary school math can do that. The interesting thing is how you arrive at P/E 30 being correct for Rheinmetall right now. Feeling or calculation? How did you calculate it in that case? I agree that Rheinmetall is very highly valued. But it is probably just at the beginning of a very long, steep, and profitable growth journey. But no one can know that for sure. It depends, among other things, on the geopolitical situation in 5, 10, and 15 years. And your investment horizon. If it is 1 year, then Rheinmetall is obviously overvalued, like all highly valued stocks. If one believes that Rheinmetall's profit in 10 years could be 5 times greater than today (corresponding to 17.5% annual earnings growth) and with continued growth thereafter, then one can believe that it will be a good long-term investment. Then we would be down to a P/E of 17.6 in 10 years. And if it grows like that, it will probably have a higher P/E even then. The example calculation above shows that it is possible to justify highly valued stocks that have long-term growth potential, but also that much is already priced in. Now I also guesstimated a bit with growth figures. If you or anyone else can be bothered to read such long posts and have a serious discussion, I would gladly try to substantiate my growth estimates a bit.·22 t sittenAnd yes, I read everything you wrote. I don't know if you are familiar with Owner Earnings, but I'd gladly undertake to calculate a fair price based on this. But only if seriously desired, but I sense that you might be able to do it yourself...... :- . Owner Earnings is clearly the best way to calculate the value of a stock. It doesn't stand alone, but spiced with various Growth rate YoY, ROI, ROIC, Net cash (debt), Debt/EBITDA, management and forecast, we begin to approach fertile ground for a decision on whether it is a stock that should be looked at more closely :-) Fair winds....
- ·1 päivä sittenThere's a lot of red among "defense stocks" today.... Any thoughts on the reasons?21 t sitten21 t sittenTrump on nyt joutunut olemaan suuri ongelma Trumpin alaikäisten lapsien raiskaus- selvitystä eduskunnassa, hallituksen ja valtion toiminta on vielä suljettuna, työtömyys kasvu, rahan pula jne. tekivat maailman markinnat romahtuvat vielä jatkuvasti. Vain toivottavasti Trump ja hullu porukka lähtevät pois mahdollisimman pian, joten uusi hallitus tulee tekemään muutokseen.
- 1 päivä sitten1 päivä sittenBelieve me, this stock will not rise for a long time, but will only fall. Overpricing and hype.1 päivä sitten1 päivä sittenDepends on if you're investing for next week or in the 3-5 year range. Besides, I'm always a bit hesitant to take "trust me, bro"-advice from someone who *checks* is down more than 50% in the last five years
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
1 729,5VWAP
Alin
1 666VaihtoMäärä
392,3 230 786
VWAP
Ylin
1 729,5Alin
1 666VaihtoMäärä
392,3 230 786
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 6.11. | |
| 2025 Q2-osavuosiraportti | 7.8. | |
| 2025 Q1-osavuosiraportti | 8.5. | |
| 2024 Q4-osavuosiraportti | 12.3. | |
| 2024 Vuosiraportti | 10.3. |
Datan lähde: Morningstar, Quartr
Q3-osavuosiraportti
9 päivää sitten‧1 t 10 min
Uutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 6.11. | |
| 2025 Q2-osavuosiraportti | 7.8. | |
| 2025 Q1-osavuosiraportti | 8.5. | |
| 2024 Q4-osavuosiraportti | 12.3. | |
| 2024 Vuosiraportti | 10.3. |
Datan lähde: Morningstar, Quartr
8,10 EUR/osake
Viimeisin osinko
0,46 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·23 t sittenTotally undocumented analysis here, but for fun I've made a small web-app that checks for seasonality in stocks over five and 10 years respectively. The win-rate (= the month has yielded positive returns) for January and March respectively over the last five years has been 100%. So it will be exciting to see how it goes in those months in 2026. 😊 https://tickercheck.azurewebsites.net/rhm.de NB: it has mostly been for fun and a prof. Stock analyst would probably not consider the analysis to be thorough. And I also don't guarantee that the statistical methods are the best. My statistics education from Business School is a bit too many years back.
- ·1 päivä sittenAll markets in the world are red today.·1 päivä sittenYes, what have we overlooked😵💫 it's bleeding everywhere today😬
- ·1 päivä sitten"The stock will soon rise again" ...... I just bought at the ridiculously low price" .... "It will turn around soon......" Yes, all sorts of pure guesses. Rheinmetall is traded - and has been for a long time - under a hype. It will come to a natural end at some point, and the stock will move to where it should be. Lots of price predictions .....only very few are well-founded. But that's how it is with a hype on a stock. Be careful. What are the facts and what does that mean for the stock. Is there potential risk in the stock or is the price - despite that - actually where it should be? The answer is NO. With the current price and an expected earnings (EPS) for 2025 of approx. €19, (based on P/E approx. 88), a theoretical price can be calculated if the P/E falls to a "fair" level of 30 based on order books and realism. In a down-to-earth way, one can say that at a P/E of 30, you pay 30 kr. for a lollipop that only gives you 1 kr. in profit. It is still a relatively high price, but not nearly as extreme as at a P/E of 88, where you pay 88 kr. for the same 1 krone earning - somewhat of a lollipop. That doesn't add up in the long run, but Rheinmetall is not alone in this madness, just look at the AI-hype and Nono-energy-hype, rare metals and not least Quantum stocks. Well, the formula to calculate a fair price for the Rheinmetall stock, WITH the expected revenue and growth gives the following simple calculation: - Price at P/E 30 = EPS * 30 = 19 * 30 = 570 euro. That's it. In other words, if you strip away the hype, you land on a realistic, accounting-backed stock price of 570 euro. So, in other words, the stock is traded with a hype-overvaluation of a little over 1000 euro. Good wind in the sails......·22 t sitten · MuokattuThe interesting thing is probably not to calculate a price at an arbitrary P/E ratio that you set to 30. Anyone who passed elementary school math can do that. The interesting thing is how you arrive at P/E 30 being correct for Rheinmetall right now. Feeling or calculation? How did you calculate it in that case? I agree that Rheinmetall is very highly valued. But it is probably just at the beginning of a very long, steep, and profitable growth journey. But no one can know that for sure. It depends, among other things, on the geopolitical situation in 5, 10, and 15 years. And your investment horizon. If it is 1 year, then Rheinmetall is obviously overvalued, like all highly valued stocks. If one believes that Rheinmetall's profit in 10 years could be 5 times greater than today (corresponding to 17.5% annual earnings growth) and with continued growth thereafter, then one can believe that it will be a good long-term investment. Then we would be down to a P/E of 17.6 in 10 years. And if it grows like that, it will probably have a higher P/E even then. The example calculation above shows that it is possible to justify highly valued stocks that have long-term growth potential, but also that much is already priced in. Now I also guesstimated a bit with growth figures. If you or anyone else can be bothered to read such long posts and have a serious discussion, I would gladly try to substantiate my growth estimates a bit.·22 t sittenAnd yes, I read everything you wrote. I don't know if you are familiar with Owner Earnings, but I'd gladly undertake to calculate a fair price based on this. But only if seriously desired, but I sense that you might be able to do it yourself...... :- . Owner Earnings is clearly the best way to calculate the value of a stock. It doesn't stand alone, but spiced with various Growth rate YoY, ROI, ROIC, Net cash (debt), Debt/EBITDA, management and forecast, we begin to approach fertile ground for a decision on whether it is a stock that should be looked at more closely :-) Fair winds....
- ·1 päivä sittenThere's a lot of red among "defense stocks" today.... Any thoughts on the reasons?21 t sitten21 t sittenTrump on nyt joutunut olemaan suuri ongelma Trumpin alaikäisten lapsien raiskaus- selvitystä eduskunnassa, hallituksen ja valtion toiminta on vielä suljettuna, työtömyys kasvu, rahan pula jne. tekivat maailman markinnat romahtuvat vielä jatkuvasti. Vain toivottavasti Trump ja hullu porukka lähtevät pois mahdollisimman pian, joten uusi hallitus tulee tekemään muutokseen.
- 1 päivä sitten1 päivä sittenBelieve me, this stock will not rise for a long time, but will only fall. Overpricing and hype.1 päivä sitten1 päivä sittenDepends on if you're investing for next week or in the 3-5 year range. Besides, I'm always a bit hesitant to take "trust me, bro"-advice from someone who *checks* is down more than 50% in the last five years
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
1 729,5VWAP
Alin
1 666VaihtoMäärä
392,3 230 786
VWAP
Ylin
1 729,5Alin
1 666VaihtoMäärä
392,3 230 786
Välittäjätilasto
Dataa ei löytynyt