Added to YB: 2026-01-20
Pitch date: 2026-01-20
ROP [bullish]
Roper Technologies, Inc.
Author Info
No bio for this author
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
$39.5B
Pitch Price
N/A
Price Target
N/A
Dividend
0.91%
EV/EBITDA
15.30
P/E
16.80
EV/Sales
6.09
Sector
Software
Category
growth
Roper (ROP)
ROP (new position): Software conglomerate rolling up dozens of niche businesses; better long than Constellation (CSU). ROP at 28x real (19x adj) EPS, 17x EBITDA, double-digit organic growth vs CSU's cigar-butt runoff at 60x P/E. No key-man risk, higher-quality portfolio, AI-insulated. Flat 5yrs despite humming engine. Half position, saving other half for low $300s flush.
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