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Grafton Group vs RS Group: Which Stock Looks Stronger in 2026?

The structural profiles are close, with Grafton carrying a narrow edge on profitability. RS still has the edge on profitability, 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

Profitability points more clearly toward RS Group plc, even if the broader score still leans toward Grafton Group plc.

INDUSTRY COMPARISON

Both operate in: Industrial Distribution

This comparison is based on industry proximity, not on functional trajectory similarity. GFTU.L and RS1.L share the same industry classification.

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

Peer-Relative Score
GFTU.L
Grafton Group plc
57
Peer-Score
Signal qualityMedium
vs
RS1.L
RS Group plc
54
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: GFTU.L vs RS1.L Profitability 38 58 Stability 43 34 Valuation 85 69 Growth 57 46 GFTU.L RS1.L
Gap Ranking
#1 Profitability +20
#2 Valuation +16
#3 Growth +11
#4 Stability +9
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for GFTU.L and RS1.L Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer GFTU.LRS1.L Relative valuation Structural strength

The structural gap is limited here, but current pricing still leans against RS Group plc.

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

Relative Position vs Comparable Companies
Profitability
RS Group plc sits in the stronger part of the group on profitability, while Grafton Group plc is closer to mid-pack.
Valuation
Both look solid on valuation, though Grafton Group plc still holds the stronger peer position.
Profitability — Dominant Gap
GFTU.L
38
RS1.L
58
Gap+20in favour of RS1.L

The profitability gap is clear, with the stronger side earning materially better operating marks.

What else supports the lead

Grafton Group plc also shows lower market-fundamental divergence, which makes the lead look less detached from the underlying business picture.

What this means for the comparison

The lead is built on both profitability and valuation — though profitability still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the GFTU.L vs RS1.L comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how GFTU.L and RS1.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.