Added to YB: 2025-08-04
Pitch date: 2025-07-31
ROP [neutral]
Roper Technologies, Inc.
-19.38%
current return
Author Info
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Company Info
Roper Technologies, Inc. designs and develops vertical software and technology enabled products in the United States, Canada, Europe, Asia, and internationally.
Market Cap
$47.7B
Pitch Price
$550.19
Price Target
N/A
Dividend
0.82%
EV/EBITDA
18.32
P/E
30.55
EV/Sales
7.37
Sector
Software
Category
growth
Roper Technologies Quality Score: A collection of defensible high-quality growth companies
ROP (watchlist): High-quality serial acquirer transforming from industrial to 75% software business. Focuses on defensible niches with negative working capital, recurring revenue. 3/4 rev recurring. Strong optionality via M&A. Strong organic growth (MSD) + 5-8% inorganic = low double-digit. 10.9% expected IRR. CEO owns $250M. 2.7x debt/EBITDA. Watch list.
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