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Rotork plcROR.LCompetitor analysis, valuation and peers

United Kingdom · GBP·Industrials›Industrial Machinery

UK maker of actuators and flow-control instruments that automate valves in oil & gas, water and industrial plants.

≈ A UK valve-actuator specialist, like a smaller Emerson valve-automation unitMomentum leader 89
Mkt cap
$5.40B
US dollars, full cap
Free float
95%
of shares outstanding
$/day
$12.8M
20-day average traded
Fwd P/E
27.9×
forward earnings
ROIC−WACC
+9.9 pp
WACC 15.6%
Hurdle
+22 pp
Req g minus delivered
Next earnings
116 days
2 Mar 2027
Close · GBP£493.00
1D-0.1%
1W-0.2%
1M+0.4%
3M+1.4%
6M+64.8%
YTD+51.5%
1Y+49.6%
ATR %0.3%
52w lowhigh0.4% off high

What Rotork does

UK maker of actuators and flow-control instruments that automate valves in oil & gas, water and industrial plants.

Sells actuators, the motors that open and close valves, to valve makers and plant operators on new projects, then earns recurring revenue from spares, upgrades and servicing across plants where its equipment stays installed for decades. Oil and gas has long been the largest end market, with water and power also growing.

In one line: A UK valve-actuator specialist, like a smaller Emerson valve-automation unit.

Products and services

  • Electric actuators
  • Fluid power actuators
  • Flow control instruments

Customers

  • Oil & gas
  • Water utilities
  • Power generation and industrial-process operators

Where it sits in the supply chain

  • Industrials
  • Industrial machinery
  • Valve actuation/flow control

What could go right

  • Water-infrastructure capex growth
  • Energy-transition (hydrogen, LNG) project demand

What could go wrong

  • Oil & gas capex cyclicality
  • Industrial capex slowdowns

Moat: narrow (installed base, switching costs, customer qualification). Long-life actuators installed across plants create recurring service/replacement revenue and switching costs.

Headquarters: Bath, UK · Founded: 1957 · Employees: 3,585

Named competitors

Rotork at a glance

Size Rotork (ROR.L) is a United Kingdom Industrials company (Industrial Machinery) with a market value of $5.40B, the 89th largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £493.00 on 6 Nov 2026.

Performance Over six months the shares gained 64.8%, against -11.7% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — 2nd highest of 20 in its peer set.

Growth Revenue grew 2.2% over the last twelve months (peer median +14.2%); the operating margin is 23.5% (peer median 14.3%).

Valuation It trades at 27.9× forward earnings against a peer median of 19.9× (5th most expensive of 20).

Price implies For today's price to make sense, revenue must grow about 28% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +22 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 9.9 points above its cost of capital (15.6% WACC).

Next results Next results expected around 2 Mar 2027 (exchange calendar; dates can move).

Relative performance

10012515011 May 202611 Aug 20266 Nov 2026ROR.L 165Peer median 89
Six months, rebased to 100: Rotork against the median of its 20 peers (local-currency closes).

Rotork financials

Reported figures in GBP; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue£777M£777M£754M£719M£642M
Revenue growth—+3%+5%+12%—
Gross profit£386M£383M£366M£335M£283M
EBITDA£205M£206M£178M£180M£160M
Net income£122M£115M£104M£113M£93.2M
Free cash flow£110M£116M£137M£121M£51.2M
Capital expenditure£12.3M£14.4M£19.9M£11.8M£12.9M
Total debtn/a£44.7M£24.6M£12.0M£8.84M

Quarterly statements and history in the cockpit →

Rotork competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%+50%-25%0%+25%3081002472NPOMYCRGFESABKGX6465VALMT68561590WELCORP6881889880MIDDAAON6032983007769962ROR.L6-month return →1-month return →
Up and to the right = strong over both horizons. Rotork is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%20×40×3081002472NPOMYCRGFESABKGX64651590688188MIDDAAON3007769630ROR.LRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Rotork is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%002472NPOMYCRGFESAB6465VALMTWELCORP688188MIDD60329830077696309962ROR.LGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Rotork is the large dot.

Rotork competitors and peer comparison

Head to head with its named competitors (ROR.L vs EMR vs FLS vs IMI.L)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Rotork ROR.L$5.40B+65%+2%24%27.9×27.6%
Emerson Electric EMR$90.6B+15%+5%21%22.3×19.9%
Flowserve FLS$10.2B+13%0%14%17.8×15.0%
IMI IMI.L$8.81B+3%+8%21%19.9×14.3%
Curtiss-Wright CW$17.1B-36%+11%19%27.4×16.2%

How Rotork compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Rotork against its 20 peers (data as of 6 Nov 2026)
MeasureROR.LPeer medianRank in peer set
1-month return+0.4%-12.2%9th highest of 21
6-month return+64.8%-11.7%2nd highest of 20
Distance from 52-week high-0.4%-28.9%highest of 21
Revenue growth (TTM)+2.2%+14.2%4th lowest of 21
Operating margin23.5%14.3%6th highest of 21
Forward P/E27.9×19.9×5th most expensive of 20
Growth the price implies (Req g, 7 yrs)27.6%10.5%3rd most demanding of 17
Growth delivered (Del g)+5.2%+12.3%4th lowest of 17
Hurdle (Req g minus delivered)+22.4 pp-2.9 pp4th most demanding of 17
ROIC minus cost of capital+9.9 pp+3.8 pp6th highest of 21
EV / EBITDA19.5×12.4×3rd most expensive of 14
Net debt / EBITDA-0.1×0.4×8th least indebted of 15

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Rotork ROR.LUnited Kingdom$5.40B+65%+2%24%27.9×27.6%+5.2%
LandMark Optoelectronics 3081.TWOTaiwan$5.38B-32%+105%38%54.3×n/an/a
Zhejiang Shuanghuan Driveline 002472.SZChina$5.46B+9%+15%15%26.9×11.0%+20.0%
Enpro NPOUnited States$5.47B-16%+16%16%23.2×26.1%+1.3%
Mycronic MYCR.STSweden$5.57B-4%+17%29%24.9×10.1%+15.6%
Georg Fischer GF.SWSwitzerland$5.65B+32%-20%3%19.9×29.2%-1.2%
ESAB ESABUnited States$5.15B-18%+11%13%14.0×12.7%+7.8%
Kion KGX.DEGermany$5.05B-25%+3%6%10.4×n/an/a
HOSHIZAKI 6465.TJapan$4.93B+5%+12%10%17.8×-4.5%+15.3%
Valmet VALMT.HEFinland$5.97B+30%+3%10%13.8×2.1%+6.8%
Horiba 6856.TJapan$4.79B-17%+12%17%14.4×11.2%+12.2%
Airtac International 1590.TWTaiwan$6.11B-30%+23%33%15.8×5.0%+12.4%
Welspun WELCORP.NSIndia$6.13B+70%+14%12%25.5×24.9%+19.0%
Shanghai BOCHU Electronic Technology 688188.SSChina$6.16B0%+20%44%29.6×18.0%+30.9%
UBTECH ROBOTICS 9880.HKHong Kong$4.73B-41%+90%-21%n/an/an/a
Middleby MIDDUnited States$6.17B+3%-7%17%18.5×6.9%+5.0%
AAON AAONUnited States$4.72B-59%+54%11%20.7×n/an/a
Hangcha 603298.SSChina$4.71B-12%+7%12%13.3×2.9%+9.1%
Wuhan DR Laser Technology 300776.SZChina$4.69B-24%-23%19%37.9×51.8%+13.6%
Circuit Fabology Microelectronics Equipment 9630.HKHong Kong$4.68Bn/a+103%27%36.1×8.5%+34.4%
MISUMI 9962.TJapan$6.25B+3%+24%13%17.9×9.3%+7.3%

Questions

Who are Rotork's main competitors?
Named competitors: Emerson Electric (EMR), Flowserve (FLS), IMI plc (IMI.L), AUMA (private or unlisted), Curtiss-Wright (CW). The cockpit's measured peer set (industry) also includes LandMark Optoelectronics (3081.TWO), Zhejiang Shuanghuan Driveline (002472.SZ), Enpro (NPO), Mycronic (MYCR.ST), Georg Fischer (GF.SW), ESAB (ESAB).
Is Rotork expensive compared with its peers?
On forward p/e it trades at 27.9× against a peer median of 19.9×, 5th most expensive of 20 in its peer set. For today's price to make sense, revenue must grow about 28% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +22 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Rotork stock performed?
Over six months to 6 Nov 2026 the shares returned +64.8% against -11.7% for the median peer; over one year +49.6%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.