Added to YB: 2026-03-05
Pitch date: 2026-03-03
ROP [neutral]
Roper Technologies, Inc.
+1.78%
current return
Author Info
D Invests is a self taught investor with a focus on quality and value. This newsletter focuses on businesses within their portfolio past and present. Their aim is to double their investments every 5 years resulting in a target 15% CAGR. Sign up for the newsletter.
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
$37.1B
Pitch Price
$355.55
Price Target
N/A
Dividend
1.00%
EV/EBITDA
14.51
P/E
25.52
EV/Sales
5.86
Sector
Software
Category
value
D Invests | Portfolio Update February 2026 - Roper Technologies, Inc.
ROP (holding update): Acquires 1-3 large businesses ($1B+) annually vs CSU's 100+ smaller deals. Trading at decade-low 14.4x FCF (6.9% yield). Asset-light model: $0.32 FCF per $1 revenue (vs CSU's $0.22). Minimal maintenance capex drives superior cash generation vs asset-heavy peers. 10% FCF yield biz needs 300% more sales growth to match ROP's FCF growth.
Read full article (1 min)