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Stock Comparison · Industry comparison · Specialty Industrial Machinery

Donaldson Company vs Rotork: Which Stock Looks Stronger in 2026?

Rotork holds the cleaner structural position, with profitability as the main driver and growth adding further support. Donaldson Company still has the edge on stability, which keeps the comparison from looking entirely one-sided. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

This is not just a one-metric split: both profitability and growth materially support the lead. Rotork plc leads by 8 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Specialty Industrial Machinery

This comparison is based on industry proximity, not on functional trajectory similarity. DCI and ROR.L share the same industry classification.

For a similarity-based comparison, see how Donaldson Company and Rotork each position within their functional peer groups in AssetNext.

Peer-Relative Score
DCI
Donaldson Company, Inc.
48
Peer-Score
Signal qualityMedium
vs
ROR.L
Rotork plc
56
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: DCI vs ROR.L Profitability 38 65 Stability 53 40 Valuation 63 57 Growth 34 58 DCI ROR.L
Gap Ranking
#1 Profitability +27
#2 Growth +24
#3 Stability +13
#4 Valuation +6
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for DCI and ROR.L Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer DCIROR.L Relative valuation Structural strength

Rotork plc is cheaper, but Donaldson Company, Inc. is still stronger.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Profitability
Rotork plc ranks near the top of the group on profitability; Donaldson Company, Inc. sits in the weaker half.
Growth
On growth, Rotork plc is positioned higher in the group, while Donaldson Company, Inc. is closer to the middle.
Profitability — Dominant Gap
DCI
38
ROR.L
65
Gap+27in favour of ROR.L

The profitability lead is mainly driven by a 12.5-point operating margin advantage.

What keeps the gap from being one-sided

Stability still leans toward Donaldson Company, Inc., so the lead is real without reading as one-way.

What this means for the comparison

Profitability is the clearest driver of the lead, with growth adding further support — though stability still provides a real counterweight.

Explore full peer positioning in AssetNext

Break down the DCI vs ROR.L comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar profitability-and-growth comparisons

Explore how DCI and ROR.L each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.