Added to YB: 2026-03-05
Pitch date: 2026-03-03
ROP [neutral]
Roper Technologies, Inc.
+1.35%
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
$36.4B
Pitch Price
$356.46
Price Target
N/A
Dividend
1.03%
EV/EBITDA
14.30
P/E
24.92
EV/Sales
5.78
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)