Added to YB: 2025-11-05
Pitch date: 2025-11-03
ROP [bullish]
Roper Technologies, Inc.
-26.09%
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
$34.9B
Pitch Price
$449.19
Price Target
N/A
Dividend
1.11%
EV/EBITDA
14.02
P/E
23.07
EV/Sales
5.56
Sector
Software
Category
value
D Invests | Portfolio Update October 2025 - Buy: Roper Technologies, Inc.
ROP: High-margin recurring software business acquiring asset-light, cash-generative VMS companies in niche markets. Decentralized operations, centralized capital allocation focused on acquisitions & R&D. Similar to CSU but targets larger established businesses vs small founder-led cos. Attractively valued after sharp post-earnings selloff.
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