RENK Group AG

XTRA:R3NK Stock Report

Market Cap: €4.7b

RENK Group Future Growth

Future criteria checks 5/6

RENK Group is forecast to grow earnings and revenue by 24.4% and 15.9% per annum respectively. EPS is expected to grow by 24% per annum. Return on equity is forecast to be 33.3% in 3 years.

Key information

24.4%

Earnings growth rate

24.03%

EPS growth rate

Machinery earnings growth24.6%
Revenue growth rate15.9%
Future return on equity33.30%
Analyst coverage

Good

Last updated02 Jun 2026

Recent future growth updates

Recent updates

Narrative Update Jun 11

R3NK: Record Orders And Backlog Will Support Bullish 2026 Outlook

Analysts have increased their price target for RENK Group to €56.24 from €53.43, citing updated assumptions for revenue growth, profit margins and future P/E, which result in a slightly higher fair value and discount rate. What's in the News KNDS completed a block sale of 5.8 million RENK shares in May 2026, increasing the stock’s free float and adding near term supply pressure for existing shareholders.
Narrative Update May 28

R3NK: Rising Dividend And 2026 Scale Targets Will Support Returns

Analysts have adjusted RENK Group's fair value estimate slightly from €76.00 to €75.00, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E. What's in the News RENK Group confirmed earnings guidance for 2026, expecting revenue in excess of €1.5b for the year (company guidance).
Narrative Update May 07

R3NK: Dividend Proposal And 2026 Revenue Outlook Will Shape Balanced View

Analysts have nudged their price target on RENK Group slightly lower to about €53.43 from around €53.77, citing updated assumptions on discount rates, revenue growth, profit margin and future P/E that modestly adjust their valuation framework. What's in the News RENK Group confirmed earnings guidance for 2026, with revenue expected to be in excess of €1.5b (Corporate Guidance).
Narrative Update Apr 21

R3NK: Future Dividend Uplift And 2026 Revenue Ambition Will Drive Upside

Analysts have trimmed their price target on RENK Group to €67.64 from €68.46, reflecting updated assumptions on revenue growth, profitability and a slightly lower future P/E multiple, while keeping the overall long term outlook broadly consistent. What's in the News RENK Group AG proposed a dividend of €0.58 per share for the 2025 financial year, to be voted on at the general meeting on June 10, 2026, compared with €0.42 for 2024, with a stated distribution ratio of 40.9% (Key Developments).
Narrative Update Apr 07

R3NK: Dividend Proposal And 2026 Revenue Outlook Will Shape Balanced View

Analysts have nudged their price target for RENK Group slightly higher to about €53.77 from €53.00, reflecting updated views on fair value, discount rate, expected revenue growth, and profit margins. What's in the News RENK Group AG proposed a dividend of €0.58 per share for 2025, to be submitted to the general meeting on June 10, 2026, compared with €0.42 for 2024 and a stated distribution ratio of 40.9% (Key Developments).
Narrative Update Mar 24

R3NK: Rising Dividend Will Support Positive Medium Term Return Potential

Analysts have maintained their RENK Group price target at €76.00, citing slightly higher assumed revenue growth and profit margins, along with a small adjustment in the discount rate and a modestly lower future P/E multiple as the key factors behind their updated view. What's in the News RENK Group issued revenue guidance for 2026, indicating an expectation of revenue of over €1.5b.
Narrative Update Mar 10

R3NK: Higher 2026 Revenue Guidance And Rising Dividend Will Support Upside

Analysts have kept their €76.00 price target for RENK Group unchanged. They cited slightly adjusted assumptions for revenue growth, profit margins, the discount rate and future P/E that largely offset each other in their updated model.
Narrative Update Feb 24

R3NK: Higher Discount Rate And Lower P/E Will Still Support Upside

Analysts have trimmed their fair value estimate for RENK Group from €84.00 to €76.00 as small shifts in the discount rate, revenue growth assumptions, profit margin expectations and future P/E inputs feed through to a lower overall price target. Valuation Changes Fair Value: Trimmed from €84.00 to €76.00, reflecting a lower overall valuation level in the model.
Narrative Update Feb 10

R3NK: Future United States Navy M&A Expansion Will Drive Upside

Analysts have nudged their price target on RENK Group slightly higher to €68.46 from €67.92, citing updated assumptions around discount rates, profit margins, and a modestly different future P/E outlook. What's in the News Management is actively exploring M&A options that could move RENK Group further up the value chain, while continuing to work with existing network partners (Capital Markets Day 2025).
Analysis Article Feb 02

Here's Why We Think RENK Group (ETR:R3NK) Might Deserve Your Attention Today

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Narrative Update Jan 26

R3NK: M&A Ambitions And Confirmed Guidance Will Shape Balanced Outlook

Analysts have adjusted their price target on RENK Group from €55.00 to €53.00, reflecting updated assumptions for revenue growth, profit margins, the discount rate, and future P/E multiples. What's in the News Management confirmed earnings guidance for 2025, continuing to predict revenue in excess of €1.3b, signaling no change to the current outlook for the year (Corporate guidance).
Analysis Article Jan 18

Returns On Capital Are Showing Encouraging Signs At RENK Group (ETR:R3NK)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
Narrative Update Jan 12

R3NK: M&A Focus And Confirmed Guidance Will Support Future Upside Potential

Analysts now see fair value for RENK Group at €84.00, down €6.00 from €90.00. This reflects updated assumptions for a slightly higher discount rate, more moderate revenue growth, a lower profit margin, and a higher future P/E multiple.
Narrative Update Dec 27

R3NK: Future M&A Expansion In The United States Will Drive Upside

Analysts have modestly raised their price target on RENK Group, citing slightly lower discount rate assumptions and a marginally cheaper future earnings multiple that together support a new fair value estimate of €67.92 per share. What's in the News RENK Group is actively seeking M&A opportunities to move up the value chain, with a particular focus on technology-driven targets that complement its existing network partner strategy (Capital Markets Day 2025).
Analysis Article Dec 19

An Intrinsic Calculation For RENK Group AG (ETR:R3NK) Suggests It's 34% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, RENK Group fair value estimate is €81.10 Current share price...
Narrative Update Dec 13

R3NK: Index Inclusion Will Support Upside As M&A Opportunities Are Pursued

Analysts have nudged their price target on RENK Group slightly higher to reflect a modestly improved fair value estimate of about €67.92, up from roughly €66.71, supported by marginally stronger assumptions for revenue growth, profit margins, and future valuation multiples. What's in the News RENK Group confirmed its 2025 guidance, reiterating expectations for revenue above €1.3 billion.
Narrative Update Nov 29

R3NK: Index Addition And Upcoming M&A Will Drive Renewed Upside

Analysts have revised RENK Group's price target downward from €69.80 to €66.71, citing slightly lower forecasts for revenue growth and profit margins. What's in the News RENK Group is actively seeking merger and acquisition opportunities, with a focus on advancing up the value chain and extending into the Navy domain.
Narrative Update Nov 15

R3NK: Revenue Guidance And Index Inclusion Expected To Sustain Fair Valuation

Analysts have lowered their price target for RENK Group from €71.86 to €69.80. They cited modest adjustments in growth and profitability forecasts, and incorporated a slightly higher discount rate in their valuation models.
Analysis Article Oct 30

RENK Group (ETR:R3NK) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Oct 08

RENK Group (ETR:R3NK) Might Have The Makings Of A Multi-Bagger

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analysis Article Sep 17

A Look At The Intrinsic Value Of RENK Group AG (ETR:R3NK)

Key Insights RENK Group's estimated fair value is €74.63 based on 2 Stage Free Cash Flow to Equity With €70.60 share...
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New Narrative Jul 16

NATO Defense Budgets And Digitalization Will Shape Future Momentum

Growth in defense budgets, advanced product offerings, and digitalization are expected to drive higher revenue, margins, and recurring service income.
Analysis Article Jul 09

Is RENK Group (ETR:R3NK) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

Earnings and Revenue Growth Forecasts

XTRA:R3NK - Analysts future estimates and past financials data (EUR Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20282,15725321730311
12/31/20271,81319017525612
12/31/20261,55714315725613
3/31/20261,377115119158N/A
12/31/20251,36610094132N/A
9/30/20251,290101145166N/A
6/30/20251,25077137165N/A
3/31/20251,1755794122N/A
12/31/20241,14153138169N/A
9/30/20241,0512065104N/A
6/30/20241,026342455N/A
3/31/2024969314375N/A
12/31/2023926324876N/A
12/31/20228491690116N/A
12/31/2021698-16598N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: R3NK's forecast earnings growth (24.4% per year) is above the savings rate (1.9%).

Earnings vs Market: R3NK's earnings (24.4% per year) are forecast to grow faster than the German market (17.2% per year).

High Growth Earnings: R3NK's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: R3NK's revenue (15.9% per year) is forecast to grow faster than the German market (6.7% per year).

High Growth Revenue: R3NK's revenue (15.9% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: R3NK's Return on Equity is forecast to be high in 3 years time (33.3%)


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/12 19:18
End of Day Share Price 2026/06/12 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

RENK Group AG is covered by 15 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
George McwhirterBerenberg
Sebastian GroweBNP Paribas
Tristan SansonBNP Paribas