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NYSE:ROP

Roper Technologies Inc. (ROP)

334.97
+2.26 (0.68%)
as of Jun 12, 2026, 8:00:00 pm Market Open.
46 watching
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Investor Insights
star iconJun 13, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

Roper Technologies Inc. has faced mixed reviews from experts, highlighting its transformation from hardware to software through acquisitions of vertical market software companies. While the company has demonstrated some recovery with approximately 10% revenue growth and 9% EPS growth, concerns have been raised about the impact of artificial intelligence on its business model, particularly in the healthcare sector. Recent weak guidance and a drop in stock performance have contributed to a perception of ROP as a potential value trap. Despite being fundamentally sound, with good margins and return metrics, experts feel that ROP exists in a grey area between valuation and growth, which hinders investor interest. A catalyst is needed to reignite excitement around the stock, even as recent results and acquisitions show promise.

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Consensus
Neutral
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Valuation
Fair Value
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PAST TOP PICK

(A Top Pick Oct 28/15. Down 0.95%.) A light asset, industrial company. It has about 43 different businesses in the Warren Buffett model. When they make an acquisition, they keep the president in and the management stays. It is being held down this year because it has quite a bit of exposure to the oil patch through medium technology names. A well regarded company.

BUY

One of his past Top picks, and has corrected with the market. This is asset light, and heavy on recurring revenues. Has 40 or so different diversified technology industry companies in medical imaging, radiofrequency, etc., but have been hurt recently in that they have a lot of sensors related to the oil/gas space. Each of their subsidiaries is independently run by its own president. A great name.

TOP PICK

This was an old school business that was historically known for valves, pumps and compressors. They have moved into medical imaging, radiofrequency technology, industrial technology, energy systems and controls. Have 50% recurring revenues and 60% margins. They allow the presidents of those different companies to manage their own balance and profit sheets. Dividend yield of 0.54%.

BUY
On his radar screen right now. They have 4 different segments to their business which they are starting to integrate. Making more in free cash flow that what they are paying in capital expenditure freeing up cash for acquisitions. Not a lot of debt outstanding. Trading at a very high multiple of 23 X earnings. Use a limit order of $35/40 and wait to see what happens.
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