Rational AG (RAA)

by Aamir H. Kothari

Moat Category
Capital-Light Compounder
Fair Value Estimate
Price 
$724.50
Enterprise Value
$8.2bn
Moat Type
Intangible Assets – Brand
Cost Advs – Scale + Distribution
Economic Moat
Wide
Stewardship Rating
Market Cap
$8.2bn

What does it do

Rational AG makes and distributes cooking appliances used in professional kitchens. The company produces self-cooking appliances that use steam, hot air, or liquids to heat food combining conventional cooking systems, allowing for an automated meal-preparation process. The customers include restaurants, hotels, large-scale catering operations, and quick-service providers. Rational’s segments are reported as: DACH (Germany, Austria, Switzerland), EMEA (Europe, Middle East, Africa), Americas (North and Latin America) and Asia. Their core market is Europe, generating more than half of total sales revenue.

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