11H·

BAE Systems now the chance?

We all know that the arms hype has been going very well since the Ukraine attack. In my research I have seen that $BA. (-0,96 %) compared to $RHM (-1,46 %) has actually not gone so well.

$$BA. (-0,96 %) Sits on a very high cash flow and the order books are well filled, furthermore you have recurring revenue through maintenance contracts. What a very stable business.

They pay a small dividend of about 1.7% as the company is in the UK the withholding tax is a nice thing. They also have regular and strong buybacks.

I realize that armaments are not everyone's cup of tea, but they are an $BA. (-0,96 %) an established player that has lagged behind the competition and I would imagine that they still have some potential.

Oh and after the 20% in January there has now been a good correction.

What is your opinion?

4 Comentarios

undraiser_2088@undraiser_2088

Have had bae for 6 months . I'm also in favor . Plus that they are now launching a hybrid atlerie in 2026. Realistically see about 20-25% performance per year.

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Valesthor@Valesthor

Exciting assumption would be a very nice scenario

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

What I like about $BA.:

- May participate in EU arms tenders.

- He's a real all-rounder in terms of armor, which I think $RHM has yet to develop into.

- Europe's largest defense contractor.

- Pure play on armaments (armaments account for >95% of sales)

- significantly lower valuation level than most other European defense giants.

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Valesthor@Valesthor

The P/E ratio in comparison also caught my attention and even if the British are no longer in the EU. In my opinion, it is important for Europe to be able to defend itself well.

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