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.
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.
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.
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
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..
Roper Technologies Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for Roper Technologies Inc..
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.
1 stock analyst on Stockchase covered Roper Technologies Inc. In the last year. It is a trending stock that is worth watching.
On 2025-02-11, Roper Technologies Inc. (ROP-N) stock closed at a price of $576.95.
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.