Roper Technologies, Inc. (ROP)
NEUTRALFundamental
69
मूल्य
$411.14
मार्केट कैप
$40.73B
भाग 1 · कंपनी का मूल्य कितना है
अवलोकन
Roper Technologies is a holding company that owns dozens of software and technology businesses, each built or bought because it leads a small, specialized market rather than because it fits a common product line. A hospital lab-management system, an insurance-industry data network, a K-12 school-administration platform and a medical ultrasound device maker can all sit inside Roper at once. The parent provides capital and acquisition discipline; each business runs its own niche largely on its own.
यह पैसा कैसे कमाती है
Most of Roper's businesses sell software by subscription, generating recurring revenue that renews year after year rather than one-time sales. Growth comes less from selling more to the same customers than from buying new niche-leading businesses outright: Roper has deployed roughly $10 billion on acquisitions in the past three years alone. Because each acquired business tends to already dominate its narrow market, Roper can raise prices gradually without losing much volume to competitors.
सेगमेंट के अनुसार राजस्व
Vertical-market software for law firms, hospitals, schools, insurers and government agencies, including businesses like Deltek and Vertafore.
Engineered hardware such as water-meter and medical-imaging devices, including businesses like Neptune and Verathon.
Software that connects buyers and sellers within an industry, such as freight-matching and insurance data networks, including businesses like DAT and iPipeline.
प्रतिस्पर्धी बढ़त (Moat)
स्केल · संकीर्णThe advantage is not a single technology moat but a repeatable process: decades of experience buying, pricing and running niche-leading software businesses without disrupting what made each one dominant. That discipline is hard for a competitor to replicate quickly, but each individual business's own competitive position varies, and some niches are more contestable than others.
मांग को क्या चलाता है
मध्यम रूप से चक्रीयSubscription software revenue in end markets like legal, healthcare and education administration is fairly insulated from the economic cycle since these are ongoing operational needs, not discretionary purchases. The more cyclical piece is Technology Enabled Products, where equipment sales can slow with customer capital budgets, and the pace of new acquisitions itself depends on capital-market conditions.
प्रमुख जोखिम
- Growth depends on continued acquisitions — A meaningful part of Roper's growth strategy relies on finding, financing and integrating new acquisitions; if suitable targets become scarcer or more expensive, growth could slow.
- Integration risk across many businesses — Roper must integrate acquired companies without disrupting what made them successful; a poorly integrated or overpaid acquisition can drag down returns for the whole portfolio.
- Regulatory approval risk for deals — Larger acquisitions require regulatory approvals that are not guaranteed; a blocked or delayed deal can force Roper to redeploy capital elsewhere or forgo an intended purchase.
ग्राहक Concentration
Roper does not disclose material customer concentration; revenue is spread across dozens of independently run businesses each serving its own set of niche customers, so no single buyer is significant company-wide.
खरीदने के पक्ष में तर्क
Buyers argue that Roper's shift toward Application and Network Software raises the recurring, high-margin share of revenue every year, that its niche-market focus keeps competition muted in most of its businesses, and that a decades-long record of disciplined acquisitions is a repeatable engine rather than a one-time trick.
बेचने के पक्ष में तर्क
Sellers worry that a growth model built on paying up for niche-leading businesses gets harder to sustain as good targets become scarcer or pricier, that a conglomerate this diversified is difficult for outsiders to fully understand or value, and that any single large, poorly integrated acquisition could quietly weigh on returns for years.
Written by the editors, published on 18 अगस्त 2026
Direct competitors
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बैलेंस शीट और तरलता
राजस्व
$8.28B
पिछले 12 महीने (30/6/2026 तक)
शुद्ध आय
$2.50B
पिछले 12 महीने (30/6/2026 तक)
Free Cash Flow
-
कुल इक्विटी
$19.88B
कुल देनदारियाँ
$14.70B
Current Ratio
0.55
Interest Coverage
5.88
Debt/EBITDA
3.61
Earnings Per Share
राजस्व और शुद्ध आय
Free Cash Flow
आय विवरण
ऐतिहासिक विवरण
समय के साथ मार्जिन
समय के साथ ऋण
ऋण कितना भारी है
वृद्धि तालिका
वृद्धि — राजस्व
Fair Value अनुमान
Fair Value
$404.31
वर्तमान मूल्य
$411.14
Margin of Safety
-1.7%
Fair Value सीमा
$293.46 - $515.16
अनुमान विधियाँ
मूल्यांकन मेट्रिक्स
P/E Ratio
17.21
ROE
7.7%
P/B Ratio
2.20
P/FCF
-
Gross Margin
69.5%
ROIC
5.8%
लाभप्रदता Radar
Value Creation (Economic Moat)
ROIC
5.8%
WACC
7.1%
ROIC − WACC
-1.3 pp
ROIC is below the cost of capital — the company is destroying value for every dollar invested.
Fundamental विश्लेषण मानदंड
पास (18)
- EPS shows upward trend
- EPS CAGR 9.80%
- Price CAGR 8.44%
- ROIC 5.8%
- Gross Margin 69.5%
- P/B Ratio 2.20
- Debt/Equity ratio
- Operating Margin 28.0%
- Interest Coverage
- Debt/EBITDA
- Return on Tangible Assets
- ROE 12.9%
- Revenue Growth 5Y 14.5%
- PEG Ratio 1.60
- Earnings Quality (OCF/NI) 1.07
- Share Dilution 0.2%
- Net Margin Trend 30.2% vs 20.6%
- Piotroski F-Score 6/9
फेल (6)
- Current Ratio
- Low reliance on intangibles
- Price below Graham Number
- DCF valuation (Overvalued)
- Analyst Consensus 42% Buy
- Earnings Surprise avg 1.2%
अनुपलब्ध (4)
- P/FCF NaN
- Dividend Payout NaN%
- Positive Free Cash Flow
- CapEx intensity
Piotroski F-Score
मिश्रित संकेत: कुछ क्षेत्रों पर ध्यान देना आवश्यक
Earnings गुणवत्ता
उच्च गुणवत्ता: earnings नकदी द्वारा समर्थित
शेयर Dilution
शेयर संख्या स्थिर है
प्रशासन
कार्यकारी टीम
| नाम | पद | आयु |
|---|---|---|
| Mr. Laurence Neil Hunn | President, CEO & Director | 53 |
| Mr. Jason P. Conley CPA | Executive VP & CFO | 49 |
| Mr. John K. Stipancich | Executive VP, Chief Legal Officer & Corporate Secretary | 56 |
| Mr. Eric Schuster | Chief Product Officer | - |
| Mr. Shannon Rory O'Callaghan | Senior Vice President of Finance & Treasury | - |
| Mr. Brandon Cross | VP & Corporate Controller | - |
Audit जोखिम
3
बोर्ड जोखिम
1
मुआवजा जोखिम
4
शेयरधारक अधिकार जोखिम
5
भाग 2 · कीमत और खरीदने का समय
यह हिस्सा यह नहीं बताता कि कंपनी अच्छी है या नहीं: यह तय करने में मदद करता है कि उसे कब खरीदें, जब फंडामेंटल आपको आश्वस्त कर चुके हों। इसमें: तकनीकी विश्लेषण, संभावना, ऐतिहासिक गिरावट, गामा एक्सपोज़र।
Latest News
Recent headlines for ROP, sourced from Markets Gazette.
- 6/11/2026POSITIVEHere's How Much $100 Invested In Roper Technologies 20 Years Ago Would Be Worth Today
An investment of $100 in Roper Technologies (ROP) twenty years ago would have grown to approximately $2,370 today, representing a significant compound annual growth rate of around 16.5%. This performance underscores the company's consistent ability to generate substantial shareholder value over the long term. Roper Technologies, a diversified industrial company, has a history of strategic acquisitions and operational efficiencies that have contributed to its impressive stock appreciation. Investors looking for steady, long-term growth may find ROP's historical performance indicative of its potential for future returns.
- 4/23/2026NEUTRALRoper Techs Q1 2026 Earnings Call Transcript
Roper Technologies Inc. released its Q1 2026 Earnings Call Transcript on April 23, 2026. The transcript provides detailed insights into the company's financial performance, strategic initiatives, and future outlook. While specific financial figures and forward-looking statements are contained within, the release of the transcript itself is an informational event. Investors should review the content for potential impacts on the company's valuation and strategic direction.
via Markets Gazette