BN · rank #6 · 2026-07-24
R3NK
XETRA · EUR · $5.16B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | 0.15 |
|---|---|
| Forward revenue growth Consensus forward revenue growth. | +17.7% |
| Forward net margin Consensus forward net margin. | +8.9% |
| Net margin TTM Trailing twelve month net margin. | +8.3% |
| Margin expansion Forward minus trailing net margin (percentage points). | +0.5% |
| Forward PEG Forward P/E to growth. Below 1 is cheap for the growth. | — |
| Debt / FCF Net debt relative to free cash flow. Lower is safer. | 4.72× |
| Analyst upside Spread between the consensus 12m target and the current price. | +45.2% |
| Last EPS surprise Most recent reported EPS versus consensus. | -83% |
| Market cap (USD) | $5.16B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Renk Group AG is a leading global provider of high-performance military propulsion solutions, specializing in gearboxes and transmissions for tracked vehicles, wheeled armored platforms, and naval vessels.
Rationale
The company acts as a critical mobility bottleneck solver with deeply integrated propulsion systems on core platforms like the Leopard 2, backed by a record €6.9 billion order backlog and strong 17.7% forward revenue growth.
Material risks
- 1Potential internalization of drivetrain manufacturing or alternative propulsion development by major defense OEMs, which would challenge Renk's specialized sole-supplier position.
- 2Execution and regulatory approval risks associated with completing and integrating the David Brown Defence acquisition while rapidly scaling production capacity.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.