Investor Insights

This summary was created by AI, based on 1 opinions in the last 12 months.

Experts have given a positive review of Roper Technologies Inc., mentioning the recent all-time high of the stock, strong dividend growth, and excellent M&A skills. They also highlight the company's resemblance to Constellation Software in terms of its American version. The overall consensus is that Roper Technologies Inc. has excellent growth prospects for long-term investors.

Consensus
Positive
Valuation
Fair Value
Similar
Constellation Software, CSU.TO
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
TOP PICK

For the next 10-15 years. ROP is a private equity companies buying little software and engineering companies. They're smart in acquiring companies, like Foundry of the UK, making CGI for Hollywood movies. 70% of revenues are recurring. EBITDA margin is 40%. Good cash flow with more money owed them than going out. (Analysts’ price target is $381.15)

electrical / electronic
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Roper Technologies Inc.(ROP-N) Rating

Ranking : 1 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 0

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, there was no coverage of Roper Technologies Inc. published on Stockchase.

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?

0 stock analysts 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 2024-11-22, Roper Technologies Inc. (ROP-N) stock closed at a price of $560.27.