RATIONAL Aktiengesellschaft

XTRA:RAA 주식 리포트

시가총액: €7.4b

RATIONAL 경영진

경영진 기준 점검 4/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Peter Stadelmann

최고경영자

€2.3m

총 보수

CEO 급여 비율60.98%
CEO 재임 기간13.4yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간5.2yrs
이사회 평균 재임 기간7yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 13

RAA: Mixed Rating Shifts And Dividend Plans Will Shape Medium Term Upside

RATIONAL's updated analyst price target edges higher by about €3, as analysts factor in slightly adjusted assumptions for the discount rate, revenue growth, profit margins, and the latest mix of target changes and upgrades from major banks. Analyst Commentary Recent Street research on RATIONAL points to a mixed backdrop, with some bullish reassessments sitting alongside more cautious inputs to price targets and ratings.
분석 기사 May 09

Analysts Are Updating Their RATIONAL Aktiengesellschaft (ETR:RAA) Estimates After Its First-Quarter Results

Investors in RATIONAL Aktiengesellschaft ( ETR:RAA ) had a good week, as its shares rose 5.9% to close at €660...
내러티브 업데이트 Apr 23

RAA: Recent Dividend Payouts And Guidance Will Tighten Medium Term Upside Potential

The analyst price target for RATIONAL has been adjusted by €13, with analysts citing mixed recent research that includes both target cuts and upgrades, reflecting updated views on growth, margins and valuation assumptions. Analyst Commentary Recent research on RATIONAL highlights a split view, with some firms trimming price targets while others issue upgrades.
내러티브 업데이트 Apr 08

RAA: Mixed Rating Shifts And Dividend Moves Will Likely Reshape Medium Term Expectations

Narrative Update on RATIONAL The updated analyst price target for RATIONAL edges up by €5 to €585, as analysts weigh recent mixed target moves, including adjustments from Deutsche Bank alongside upgrades from DZ Bank, RBC Capital and Berenberg, against slightly refined assumptions for discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent research on RATIONAL shows a split in sentiment, with some firms turning more positive while others take a more cautious stance.
내러티브 업데이트 Mar 25

RAA: Medium Term 8% Guidance And P/E Framework Will Support Upside

Analysts have raised their price target on RATIONAL by about €9 to roughly €790, citing small refinements to assumptions on fair value, discount rate, revenue growth, profit margin and future P/E following recent upgrades and target raises from several banks. Analyst Commentary Recent research updates cluster around a similar fair value area, with several banks lifting price targets toward about €790.
내러티브 업데이트 Mar 10

RAA: Higher Rating And Margin Outlook Will Support Future Premium P E

Analysts have nudged their price targets on RATIONAL higher by €6, citing slightly stronger assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that align with recent upward revisions in Street research. Analyst Commentary Bullish analysts are leaning into a more constructive view on RATIONAL, with recent research pointing to higher fair value estimates and support for the current valuation framework.
내러티브 업데이트 Feb 24

RAA: Medium Term Organic Expansion Will Likely Fall Short Of Elevated Expectations

The analyst fair value estimate for RATIONAL has edged down by €10 to €580 as analysts factor in updated assumptions on discount rates, revenue growth, profit margins, and a slightly lower future P/E. Analyst Commentary Recent research has generally pointed to a constructive view on RATIONAL, with some firms lifting price targets and upgrading their stance on the stock.
내러티브 업데이트 Feb 10

RAA: Medium Term Guidance And P/E Assumptions Will Shape Fair Outlook

Analysts have lifted their price target on RATIONAL by €6 to €780, pointing to slightly higher assumed profit margins and a modestly higher future P/E multiple, even as they fine tune discount rate and revenue growth inputs. Analyst Commentary Bullish Takeaways Bullish analysts highlight a medium term organic growth assumption of 8% a year, which they see as supportive of current and slightly higher valuation levels.
분석 기사 Feb 08

Is RATIONAL Aktiengesellschaft (ETR:RAA) Potentially Undervalued?

Today we're going to take a look at the well-established RATIONAL Aktiengesellschaft ( ETR:RAA ). The company's stock...
내러티브 업데이트 Jan 26

RAA: Upgraded Rating And Organic Growth Outlook Will Support Higher Fair Value

Analysts have nudged their fair value estimate for RATIONAL slightly higher to €985.51 from €984.13, pointing to refined assumptions on discount rate, revenue growth and profit margin after recent price target increases and a rating upgrade in Street research. Analyst Commentary Bullish analysts have recently updated their views on RATIONAL, pointing to a more constructive stance on the shares and refining their price targets.
분석 기사 Jan 23

RATIONAL Aktiengesellschaft's (ETR:RAA) Popularity With Investors Is Under Threat From Overpricing

With a price-to-earnings (or "P/E") ratio of 29.8x RATIONAL Aktiengesellschaft ( ETR:RAA ) may be sending very bearish...
내러티브 업데이트 Jan 11

RAA: Upgraded Rating And 8% Outlook Will Support Higher Fair Value

Narrative Update on RATIONAL Analysts have lifted their fair value estimate for RATIONAL from €949.78 to €984.13, citing updated assumptions for discount rate, revenue growth, profit margins and future P/E, alongside recent Street research that points to the company being well placed for around 8% annual organic growth in the medium term. Analyst Commentary Recent Street research has tilted more positive on RATIONAL, with bullish analysts highlighting both price target revisions and confidence in the company’s medium term growth profile.
분석 기사 Jan 08

Investors Shouldn't Overlook RATIONAL's (ETR:RAA) Impressive Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
내러티브 업데이트 Dec 26

RAA: Future U.S. Market Share Gains Will Likely Disappoint High Expectations

Analysts raised their price target on RATIONAL, increasing it by EUR 11 to EUR 816, citing the stock's return to a 10 year low valuation and expectations for continued market share gains in the U.S. Analyst Commentary While the latest upgrade reflects confidence in RATIONAL's long term growth prospects and U.S. market share opportunities, not all market participants are uniformly positive. Some investors remain focused on the risk that the stock's re rating could outpace the company's ability to deliver sustained earnings growth, particularly if macro conditions soften or investment cycles in the foodservice sector slow.
내러티브 업데이트 Dec 12

RAA: U.S. Market Share And Execution Will Shape Future Upside Potential

Analysts have raised their fair value estimate for RATIONAL from EUR 565 to EUR 590, citing the stock's historically low valuation, slightly higher expected revenue growth and potential for further U.S. market share gains. Analyst Commentary Recent research highlights a more constructive stance on RATIONAL, with some now arguing that the current share price does not fully reflect the company’s potential to gain additional market share in the U.S. Commercial kitchen modernization, together with a still underpenetrated customer base, is seen as a key driver of medium term growth.
분석 기사 Dec 11

A Look At The Intrinsic Value Of RATIONAL Aktiengesellschaft (ETR:RAA)

Key Insights The projected fair value for RATIONAL is €738 based on 2 Stage Free Cash Flow to Equity Current share...
분석 기사 Nov 09

Analyst Estimates: Here's What Brokers Think Of RATIONAL Aktiengesellschaft (ETR:RAA) After Its Third-Quarter Report

RATIONAL Aktiengesellschaft ( ETR:RAA ) came out with its quarterly results last week, and we wanted to see how the...
분석 기사 Oct 29

Here's Why RATIONAL (ETR:RAA) Has Caught The Eye Of Investors

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 Oct 01

Investors Shouldn't Overlook RATIONAL's (ETR:RAA) Impressive Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 Sep 17

What Is RATIONAL Aktiengesellschaft's (ETR:RAA) Share Price Doing?

RATIONAL Aktiengesellschaft ( ETR:RAA ), is not the largest company out there, but it received a lot of attention from...
분석 기사 Sep 03

RATIONAL Aktiengesellschaft's (ETR:RAA) Share Price Not Quite Adding Up

RATIONAL Aktiengesellschaft's ( ETR:RAA ) price-to-earnings (or "P/E") ratio of 27.6x might make it look like a sell...
분석 기사 Jul 17

Calculating The Intrinsic Value Of RATIONAL Aktiengesellschaft (ETR:RAA)

Key Insights RATIONAL's estimated fair value is €674 based on 2 Stage Free Cash Flow to Equity With €709 share price...
분석 기사 Jul 03

If EPS Growth Is Important To You, RATIONAL (ETR:RAA) Presents An Opportunity

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 Jun 19

Why You Should Care About RATIONAL's (ETR:RAA) Strong Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 May 23

RATIONAL Aktiengesellschaft's (ETR:RAA) Share Price Could Signal Some Risk

RATIONAL Aktiengesellschaft's ( ETR:RAA ) price-to-earnings (or "P/E") ratio of 32.7x might make it look like a strong...
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새로운 내러티브 Nov 19

Looming Headwinds For Growth Amidst Rational's Global Expansions And AI Optimism

Revised sales expectations and hiring challenges in key markets could constrain revenue and limit growth strategy execution.

CEO 보수 분석

Peter Stadelmann의 보수는 RATIONAL의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

€256m

Dec 31 2025€2m€1m

€254m

Sep 30 2025n/an/a

€255m

Jun 30 2025n/an/a

€254m

Mar 31 2025n/an/a

€251m

Dec 31 2024€2m€1m

€251m

Sep 30 2024n/an/a

€234m

Jun 30 2024n/an/a

€225m

Mar 31 2024n/an/a

€218m

Dec 31 2023€2m€1m

€214m

Sep 30 2023n/an/a

€219m

Jun 30 2023n/an/a

€221m

Mar 31 2023n/an/a

€201m

Dec 31 2022€2m€1m

€186m

보상 대 시장: Peter의 총 보수(USD2.64M)는 German 시장에서 비슷한 규모 기업의 평균(USD2.63M) 수준입니다.

보상과 수익: Peter의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Peter Stadelmann (60 yo)

13.4yrs
재임 기간
€2,276,000
보수

Dr. Peter Stadelmann, Dipl.-Volkswirt has been the Chairman of Executive Board at Rational AG since January 2014 and has been its the Chief Executive Officer since January 1, 2014. He served as Chief Finan...


리더십 팀

이름직위재임 기간보수지분
Peter Stadelmann
Chairman of Executive Board & CEO13.4yrs€2.28m데이터 없음
Jorg Walter
CFO & Member of Executive Board5.2yrs€1.19m데이터 없음
Markus Paschmann
Chief Sales & Marketing Officer and Member of Executive Board12.4yrs€1.71m데이터 없음
Ing Hermann
Chief Technology Officer & Member of Executive Board3.7yrs€1.59m데이터 없음
Stefan Arnold
Head of Investor Relationsno data데이터 없음데이터 없음
Simon Lohse
Executive Vice President of Area North America4.7yrs데이터 없음데이터 없음
Rune Are
Chief Financial Officer for RATIONAL North Americano data데이터 없음데이터 없음
5.2yrs
평균 재임 기간
59yo
평균 나이

경험이 풍부한 관리: RAA의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.2 년).


이사회 구성원

이름직위재임 기간보수지분
Erich Baumgartner
Independent Vice Chairman of the Supervisory Board9.3yrs€210.00k데이터 없음
Walter Kurtz
Chairman of Supervisory Board28.3yrs€275.00k데이터 없음
Werner Schwind
Independent Member of Supervisory Board11.1yrs€150.00k데이터 없음
Clarissa Kafer
Independent Supervisory Board Member2yrs€175.00k데이터 없음
Johannes Wurbser
Independent Member of the Supervisory Board7yrs€150.00k데이터 없음
Christoph Lintz
Independent Supervisory Board Member2yrs€150.00k데이터 없음
Moritz Graser
Supervisory Board Member2yrs€150.00k데이터 없음
7.0yrs
평균 재임 기간

경험이 풍부한 이사회: RAA의 이사회경험이 있음으로 간주됩니다(평균 재임 7 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 01:12
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

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분석가 소스

RATIONAL Aktiengesellschaft는 25명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Peter RothenaicherBaader Helvea Equity Research
Christian ObstBaader Helvea Equity Research
Timothy LeeBarclays