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Rosebank Industries PLC (ROSE) Fair Value & Analysis

Financial Services · GB · Market cap 3.1B GBX · ISIN JE00BSBJ5M88

What is Rosebank Industries PLC really worth?

RI Rosebank Industries PLC ROSE · LSE
Price£3.41
Fair Value£0.3700
Upside−89.2%
Quality35/100

Below-average quality, and trading another 822% above our fair value of £0.3700.

As of Aug 20, 2026, the fair value of Rosebank Industries PLC is £0.3700 per share against a price of £3.41, so the fair value sits 89% below the price. A model estimate blended from multiple valuation models, recalculated regularly.

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Risks

!Weak Growth
!Loss-making · -10.8% net margin
!Low debt · negative free cash flow
!Trails peers (0/10)
!Narrow moat 13/100
!Evidence only low, so the estimate is less certain
!The models disagree: range £0.1300 to £0.6000
Evidence: Low Range £0.1300 – £0.6000

Fair value as of: Aug 20, 2026

From 6 valuation models · updated 17 days ago

Share price −4.2% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (£0.6000). The favourable scenario is already priced in.
  • Weak quality (35/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • The model range is unusually wide (£0.1300 to £0.6000). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.

Price vs Fair Value (2 years)

£8.57 £2.95 Fair Value £0.3700 Jul 2024 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 20, 2026.

How to read this chart

26‑month range £2.95 – £8.57 · fair‑value band £0.1300 – £0.6000 · the £3.41 price screens above the £0.3700 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 20, 2026.

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Analysis

Rosebank Industries PLC (ROSE) currently trades at £3.41, while our model-based Fair Value estimate is £0.3700, implying the stock looks roughly 821.7% overvalued today. The Quality Score stands at 35/100 (below-average quality), in the Financial Services sector. Bull case: the Asset-Based group reads highest at a median of £1.06 per share, and 0 of the 6 models we run sit above the £3.41 price. Bear case: the Earnings-Based group reads lowest at £0.0900, and 6 of the 6 models stay below the price. Evidence for this calculation is low.

Over the trailing twelve months, Rosebank Industries PLC generated revenue of £445M at a net margin of −10.8%. It earns a return on equity of −5.9%. Net debt stands at £566M. Fundamentals as of Aug 20, 2026

Our scenario range runs from £0.1300 (bear case) to £0.6000 (bull case); at £3.41, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. For context, the median of 10 Financial Services peers we cover trades at −28% fair-value upside, at −89%, ROSE screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Note: the current price implies far more future growth than the conservative anchors of our models allow (base growth is deliberately capped, we do not regard such extreme rates as sustainable). Our models are not designed for expectations this high; that is why the individual models scatter extremely (£0.0900 to £1.06). Read the values as a conservative anchor, not as a price target.
Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
EPV £0.0100 £0.0900 £0.1600 65
ROIC Compounder £0.0100 £0.0900 £0.1600 65
EV/EBITDA £0.2200 £0.4500 £0.6900 64
All 6 models by family
Earnings-Based
EPV £0.0100 £0.0900 £0.1600 65
Multiples
EV/EBIT £0.2900 £0.5500 £0.8100 63
EV/EBITDA £0.2200 £0.4500 £0.6900 64
EV/Revenue £0.0700 £0.3000 £0.5400 48
Asset-Based
NCAV (Graham) £0.7900 £1.06 £1.59 54
Economic Profit
ROIC Compounder £0.0100 £0.0900 £0.1600 65

Widest divergence: Asset-Based (£1.06) versus Earnings-Based (£0.0900). Highest evidence: EPV (65).

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Key figures & financial health

P/S ratio 7.06 TTM
EPS (TTM) £−0.2300
Net margin −10.8% FY2025
Return on equity −5.9% TTM
Return on assets (EBIT) −8.0% avg 5y
Operating margin −3.9% TTM
More key figures
Growth
Revenue (TTM) £445M TTM
Balance sheet & cash flow
Free cash flow −115M GBX FY2025
Net debt 566M GBX FY2025

Figures from reported company fundamentals · as of Aug 20, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 35/100

Of which business quality 39 · Market factors (momentum, volatility) 48

Profitability 6
Margins and returns on capital today
Quality Growth 100
Are margins and returns improving?
Cashflow 33
Earnings quality: real cash, not paper profit
Fin. Strength 65
Balance sheet, leverage, solvency risk
Investment 33
Disciplined investing over empire-building
Low Volatility 63
Calm price path (market factor)
Momentum 43
Price trend over the last 3–12 months (market factor)
52W Momentum 40
Distance to the 52-week high (market factor)
Net Issuance 0
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Rosebank Industries plc engages in supply of low-voltage electrical distribution systems, control box assemblies, and engineered components in Jersey, North America, Europe, the Middle East, Asia, Pacific, and internationally. The company operates through Electrification & Industrial; and Appliance & HVAC segments.

Full company description

Rosebank Industries plc engages in supply of low-voltage electrical distribution systems, control box assemblies, and engineered components in Jersey, North America, Europe, the Middle East, Asia, Pacific, and internationally. The company operates through Electrification & Industrial; and Appliance & HVAC segments. It provides industrial automation, electrified mobility, and energy transition technologies, includes wire harnesses, complex control box assemblies, and engineered components for electric vehicles, robotics, data centres, AI, and other industrial applications. The company also offers smart control components for home and commercial appliances, and wire harnesses. Rosebank Industries plc was founded in 2003 and is based in Saint Helier, Jersey.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2013 – FY2025 · reported fiscal years

Rosebank Industries PLC reported revenue of £454M in FY2025 versus £9.4M in FY2013, a compound +38.1%/yr. Reported net income was −£49.0M in FY2025.

Growth Quality 0/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
£454M
Avg. revenue growth/yr (20Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+40.7%
EBIT margin (trend) Operating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.
−344.4% (2005) → 13.3% (2025)
Value creation/yr We only publish this rate when it is defensible. Reason: fiscal 2025 is a loss year, no rate is defined from a loss
not computed
Revenue +38.1%/yr
FY13 £9.4M
FY14 £2.9M
FY15 £4.3M
FY16 £898K
FY25 £454M
Net income
FY17 −£3.5M
FY18 £99.0K
FY19 −£1.0M
FY24 −£8.6M
FY25 −£49.0M

ROSE screens 822% overvalued. Compare with Blackstone Inc →

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Cite: Fair Value Calculator (2026). "Rosebank Industries PLC Fair Value". https://www.fairvalue-calculator.com/stock/ROSE.LSE

Peer Group

Asset Management · 695 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 35 · Bottom 25%
Fair Value upside −89% · Bottom 25%
Return on assets −2% · Bottom 25%
Net margin (TTM) −11% · Bottom 25%
Operating margin (TTM) −4% · Bottom 25%
Revenue growth 0% · Below median
Debt / equity 0.33× · Higher than median

Valuation Multiples vs Asset Management median · lower = cheaper

P/B 2.71× · Pricier than 75% of peers
P/S (TTM) 9.55× · Pricier than 75% of peers

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 40
FUTURE0 · sector 15
PAST0 · sector 24
HEALTH84 · sector 95
DIVIDEND0 · sector 81

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Asset Management stocks, each showing price versus our Fair Value estimate (as of Aug 20, 2026).

Stock Price Fair Value vs Fair Value
Blackstone Inc BX $142.39 $52.88 −63%
Investor AB INVEB kr 408.05 kr 827.56 +103%
Brookfield Corporation BN C$55.74 C$10.67 −81%
KKR & Co KKR $108.68 $19.97 −82%
Apollo Global Management, Inc APO $135.04 $101.04 −25%
State Street Corporation STT $193.33 $138.33 −28%
Ameriprise Financial, Inc AMP $559.32 $515.24 −8%
Ares Management Corporation ARES $143.10 $30.88 −78%
Northern Trust Corporation NTRS $186.79 $122.02 −35%
Raymond James Financial, Inc RJF $181.10 $142.42 −21%

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Frequently asked questions

Is Rosebank Industries PLC (ROSE) overvalued or undervalued?
As of Aug 20, 2026, our model estimates a fair value of £0.3700 versus a price of £3.41, about −89% upside (overvalued).
What is the fair value of ROSE?
Our model-based fair value for Rosebank Industries PLC is £0.3700 (as of Aug 20, 2026), built from audited fundamentals. The current price: £3.41.
What is the quality score of ROSE?
Rosebank Industries PLC has a Quality Score of 35/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Rosebank Industries PLC (ROSE)?
Our model-based price target is the fair value of £0.3700 (as of Aug 20, 2026) from 6 valuation models. Cautious scenario £0.1300, optimistic scenario £0.6000. It is a calculation from audited fundamentals, not an analyst target.
What is the Rosebank Industries PLC stock forecast for 2026?
Our models put fair value at £0.3700, about −89% upside versus a price of £3.41 (overvalued). Cautious scenario £0.1300, optimistic scenario £0.6000. The calculation is refreshed regularly with new filings.
What is the revenue of Rosebank Industries PLC (ROSE)?
Rosebank Industries PLC reported trailing-twelve-month revenue of about £445M (latest available figure, as of Aug 20, 2026).
What is the net profit margin of ROSE?
The net profit margin of Rosebank Industries PLC is about −10.8%, meaning it is currently running at a net loss. Based on the latest reported figures.
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