Added to YB: 2025-12-04
Pitch date: 2025-12-02
ROP [neutral]
Roper Technologies, Inc.
-17.75%
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
$36.6B
Pitch Price
$437.94
Price Target
N/A
Dividend
1.02%
EV/EBITDA
14.36
P/E
25.06
EV/Sales
5.80
Sector
Software
Category
value
D Invests | Portfolio Update November 2025 - Roper Technologies, Inc.
ROP (update): Quality software co at 10-year low FCF/EV valuation due to AI fears & slower 2025 growth guidance. Mission-critical niche solutions create high switching costs & sticky model. AI integration by Roper likely to boost ROI vs disruption. Mgmt focuses on FCF/EV metric now at cheapest percentile in decade.
Read full article (1 min)