Opinions
Bryden Teich
Roper Technologies Inc.
ROP-N
PAST TOP PICK
Nov 17, 2021
(A Top Pick Dec 07/20, Up 18%) Industrial services technology. Good track record of deploying capital. In stable, consistent businesses. Operating as a SaaS business, high margins, "sticky" customer relationships. A unique story.
$492.270
Stock price when the opinion was issued
electrical
electronic
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PARTIAL BUY
He has admired them for a long time. They are an aggregator of smaller niche profitable businesses. This generates a lot of cash and is well diversified. They have evolved into more digital technology companies and has adapted well. He would scale into a buy as it is pretty expensive here.
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electronic
TOP PICK
A diversified industrial technology company. Medical imaging software, toll road software. They have a broad base of businesses geared to industrial technology. They take their cash flow and deploy it into acquisitions. They have a good track record. He likes the consistency of the income and cash flow streams. (Analysts’ price target is $439.31)
electrical
electronic
BUY
A great growth-by-acquisition story and cash flow machine which they funnel back into buying. He sees it as a software-based business rather than industrial in waste management. Cheap valuation and great managers. They're recharging to make more acquisitions. Buy now. Sees upside this year.
electrical
electronic
BUY
TOP PICK
HOLD
WACC is higher than ROIC.
Transitioning from hardware, now almost purely in software. Serial acquirers, only now is it easier to find deals at more reasonable valuations. High WACC is more a function of it being a small company, with market cap only ~$60B (high interest rates impact small companies the most).
Over time, ROIC will drive higher than WACC as it gets larger and continues to execute.
electrical
electronic
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