Rheinmetall Is Ready For War But Priced For A Retreat

  • Rheinmetall's stock has surged on European rearmament, but current valuation is too high to justify a large investment right now. Strong revenue growth and a robust order backlog support long-term prospects, yet much future upside appears already priced in. Geopolitical factors, including EU spending diversification and US competition, may limit Rheinmetall's market share gains.