NYSE:ROP

576.95
2.43 (0.42%) 1d
0
Investor Insights

This summary was created by AI, based on 2 opinions in the last 12 months.

Roper Technologies Inc. (ROP-N) is currently facing a situation where its Weighted Average Cost of Capital (WACC) exceeds its Return on Invested Capital (ROIC), primarily influenced by its smaller market capitalization of around $60 billion and the high-interest rate environment affecting smaller firms. The company is undergoing a significant transition from hardware to software, which may lead to improved financial metrics as it scales. With a history of successful acquisitions and a commendable growth trajectory, Roper is likened to the American counterpart of Constellation Software in Canada. The stock has recently reached an all-time high, suggesting positive momentum for shareholders. Additionally, its dividend has exhibited impressive growth at an annual rate of approximately 14% over the past decade, indicating strong underlying performance and excellent long-term growth prospects for investors.

Consensus
Positive
Valuation
Fair Value
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
TOP PICK

Recent all time high of the stock good for shareholders. American version of Constellation Software (Canada). Dividend has grown at ~ 14% annually the past 10 years. M&A skill very good - usually pay cash and is friendly. Excellent growth prospects for the long term investor. 

electrical / electronic
SELL
They supply software to companies, such as analytics. Trades at a high 50x earnings, and their earnings outlook for 12 months is flat. A great company, but a hold at best, but would otherwise sell it.
electrical / electronic
PAST TOP PICK
(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.
electrical / electronic
BUY
He likes it because it is going from a hardware business to a software business. It is a roll-up strategy. In the last month had sold off a non-core business. They quadrupled their investment over the last fifteen years. As they move into software, their multiple will go up.
electrical / electronic
HOLD
In the industrial space, he owns ROP instead of GE. It's better run, with better ability to grow and to reinvest cashflow.
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
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
PAST TOP PICK
(A Top Pick Jul 29/19, Up 16%) They have purchased over 45 different software businesses. This is allowing them to increase multiples. A well run company and great allocators of free cash flow. He continues to hold.
electrical / electronic
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.

electrical / electronic
TOP PICK
Trades around 30x earnings but future earnings are suppose to improve. They do RFID tags for tow roads in America and Saudi Arabia. They also do meter readings outside houses. Free cash flow can grow which will pay off debt. They're raising their dividend by 10-15% annually, and the stock price will follow. (Analysts’ price target is $381.15)
electrical / electronic
PAST TOP PICK
(A Top Pick Jul 29/19, Down 8%) An industrial company, but really software with software margins. You can buy a half position now and see what happens.
electrical / electronic
BUY
A big holding of his. The current pullback is a buying opportunity. It holds 36 diverse businesses, mid-sized. Recurring revenue, neither low- nor high-tech. They're doing something nice because the shares have done very well over time.
electrical / electronic
BUY
Has an amazing chart. When they buy a company, they keep the managers in place to run it. High-recurring revenue. A beauty. He loves it.
electrical / electronic
HOLD
Some of what they do leads into medical devices, which he likes. They do pumps, high frequency components and other medical items. They recently beat earnings. The recent pullback is not too concerning. He is unsure if they are facing any tariff threats. He needs to do more homework on this.
electrical / electronic
Showing 1 to 15 of 29 entries

Roper Technologies Inc.(ROP-N) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 1

Stockchase rating for Roper Technologies Inc. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Roper Technologies Inc.(ROP-N) Frequently Asked Questions

What is Roper Technologies Inc. stock symbol?

Roper Technologies Inc. is a American stock, trading under the symbol ROP-N on the New York Stock Exchange (ROP). It is usually referred to as NYSE:ROP or ROP-N

Is Roper Technologies Inc. a buy or a sell?

In the last year, 1 stock analyst published opinions about ROP-N. 0 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Roper Technologies Inc..

Is Roper Technologies Inc. a good investment or a top pick?

Roper Technologies Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for Roper Technologies Inc..

Why is Roper Technologies Inc. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Roper Technologies Inc. worth watching?

1 stock analyst on Stockchase covered Roper Technologies Inc. In the last year. It is a trending stock that is worth watching.

What is Roper Technologies Inc. stock price?

On 2025-02-11, Roper Technologies Inc. (ROP-N) stock closed at a price of $576.95.