Roper Technologies, Inc.

Roper Technologies, Inc.

ROPยทNASDAQ

$331.70

-3.6%
TechnologySoftware - Application

Roper Technologies, Inc. designs and develops software, and engineered products and solutions. The company offers management, campus solutions, diagnostic and laboratory information management, enterprise management, information solutions, transportation management, financial and compliance management, and cloud-based financial analytics and performance management software; cloud-based software to the property and casualty insurance industry; and software, services, and technologies for foodservice operations. It also provides cloud-based data, collaboration, and estimating automation software; electronic marketplace; visual effects and 3D content software; wireless sensor network and solutions; cloud-based software for the life insurance and financial services industries; supply chain software; health care service and software; RFID card readers; data analytics and information; and pharmacy software solutions. In addition, the company offers precision rubber and polymer testing instruments, and data analysis software; ultrasound accessories; testing and analyzing plastic solutions; dispensers and metering pumps; control valves; precision weighing equipment; automated surgical scrub and linen dispensing equipment; water meters; optical and electromagnetic measurement systems; automated leak detection equipment; medical devices; products and services for water and gas utilities; and equipment and consumables. It also provides temperature control and emergency shutoff valves; turbomachinery control hardware, software, and services; specialized pumps; flow meter calibrators and controllers; vibration monitoring systems and controls; analytical instrument; drilling power section; and pressure and level sensors. The company was formerly known as Roper Industries, Inc. and changed its name to Roper Technologies, Inc. in April 2015. The company was incorporated in 1981 and is based in Sarasota, Florida.

At a Glance

Live Snapshot
Market Cap$33.47B
EPS14.3100
P/E Ratio23.18
Earnings Date07/20/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

High confidence

Valuation multiple is mid-range (P/E 23.2).

Valuation inputs: P/E 23.2, earnings yield +4.3%, momentum -3.6%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE +7.7%, ROIC +5.6%).

Profitability stack: net margin +19.4%, ROE +7.7%, ROIC +5.6%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Downside profile looks controlled across current risk inputs.

Risk factors: liabilities/assets +42.5%, momentum -3.6%, net margin +19.4%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

rop

Roper Technologies, Inc. Market vs Earnings Trajectory

ROP ยท NASDAQ

Loading price and EPS data...

Roper Technologies, Inc.

Roper Technologies, Inc. Fair Value Envelope

ROP ยท NASDAQ

Our analysis suggests that ROP has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $331.7, this represents a potential HIDDEN relative to our calculated worth for Roper Technologies, Inc..

Intrinsic Value
Current Price: $331.7
3Y+28.0%
5Y+58.0%
10Y+120.0%
3Y+47.0%
5Y+63.0%
10Y+109.0%
3Y+29.0%
5Y+62.0%
10Y+133.0%
3Y+246.0%
5Y+67.0%
10Y+164.0%
3Y+275.0%
5Y+69.0%
10Y+170.0%
3Y+28.0%
5Y+44.0%
10Y+141.0%
Roper Technologies, Inc.

Roper Technologies, Inc. Profit Bridge

ROP ยท NASDAQ
Revenue7.90B
Cost of Goods Sold (2.43B)
Gross Profit5.47B
Operating Expenses (3.24B)
Operating Income2.24B
Interest Expense (325.00M)
Other Income/Expense-299.30M
Pretax Income1.94B
Income Tax (399.80M)
Net Income1.54B
Net Income
1.54B

Profitability Analysis

Gross Margin

69.2%

Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.

Operating Margin

28.3%

Outstanding operational efficiency. The company generates substantial profit from core operations.

Net Profit Margin

19.4%

Strong net margins indicate efficient operations and favorable tax/interest management.

Effective Tax Rate

20.6%

Moderate tax rate typical for most corporations. Represents standard tax burden on profits.

Profitability Insight

Exceptional profitability across all levels: Strong pricing power, efficient operations, and healthy bottom line indicate a high-quality business with sustainable competitive advantages.

69.24%
Gross Profit Margin
3Y-1.0%
5Y+3.0%
10Y+13.0%
28.29%
Operating Profit Margin
3Y-
5Y+8.0%
10Y+1.0%
19.44%
Net Profit Margin
-12%
3Y-12.0%
5Y-1.0%
10Y+12.0%
7.73%
Return on Equity
-6%
3Y+4.0%
5Y-15.0%
10Y-32.0%
4.44%
Return on Assets
-10%
3Y+1.0%
5Y+12.0%
10Y-3.0%
5.62%
Return on Invested Capital
2%
3Y+19.0%
5Y+24.0%
10Y-
ROP

Roper Technologies, Inc. Cash Conversion Engine

ROP ยท NASDAQ
Net Income1.54B
Depreciation & Amortization898.20M
Stock-Based Compensation0.00
Change in Working Capital-446.60M
Others552.40M
Capital Expenditures-47.40M
Free Cash Flow2.49B

Cash Flow Quality Analysis

FCF Conversion Rate

162.3%

Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.

CapEx Intensity

1.9%

Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.

FCF Growth Trend

+7.1%

Steady FCF growth indicates consistent cash generation improvement. On a positive trajectory.

Working Capital Impact

-$446.60M

Minimal working capital impact on FCF. Changes in operating assets and liabilities well-managed.

Cash Flow Quality Insight

Asset-light with strong cash conversion: Low capital requirements combined with efficient cash generation creates significant shareholder value through dividends, buybacks, or strategic investments.

rop

Roper Technologies, Inc. Funding & Solvency Profile

ROP ยท NASDAQ
Cash & Cash Equivalents382.90M
Net Receivables1.11B
Inventory144.50M
Other Current Assets276.40M
Total Current Assets2 B
Property, Plant & Equipment158.20M
Goodwill & Intangible Assets30.91B
Long-Term Investments963.60M
Other Non-Current Assets610.20M
Total Non-Current Assets2 B
Total Assets
34.55B

Financial Health Analysis

Current Ratio

0.53x

Warning: Liquidity concerns. Current assets may not be sufficient to cover short-term obligations.

Debt-to-Equity Ratio

0.84x

Balanced capital structure with moderate leverage. Equity exceeds debt, suggesting healthy financial stability.

Working Capital

-1665500000

Negative working capital indicates short-term liabilities exceed short-term assetsโ€”potential liquidity stress.

Asset Composition

6% Current

Capital-intensive business with significant long-term investments in property, equipment, or intangibles.

Financial Health Insight

Negative working capital with limited cash reserves requires immediate attentionโ€”potential liquidity crisis if not addressed promptly.

rop

Roper Technologies, Inc. Street Expectations Map

ROP ยท NASDAQ

Wall Street analysts project that ROP stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 457.64, with estimates ranging from a low of 365.00 to a high of 550.00.

Lowest Target
365.00
10.04%
Consensus Target
457.64
37.97%
Highest Target
550.00
65.81%

The consensus 1-year price target stands at 457.64, with estimates ranging from a low of 365.00 to a high of 550.00.

Analyst Consensus Analysis

Upside Potential

+38.0%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

40.4% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

rop

Roper Technologies, Inc. Insider Positioning

ROP ยท NASDAQ

During the last 12 months, insiders have purchased $4.66M and sold $4.09M worth of ROP shares, resulting in $574K of net buying activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

1.4K

501.84K

Sold

0

0.00

Net Activity

+502K

+$502K

6-9 Months

Bought

9.2K

4.16M

Sold

6.4K

2.84M

Net Activity

+1.3M

+$1.32M

9-12 Months

Bought

0

0.00

Sold

2.3K

1.25M

Net Activity

-1.3M

-$1.25M

Top Buyers

1
HLN

Hunn Laurence Neil

Director, Officer: President And Ceo

8.0K sharesโ€ข1 transactions

$3.62M

2
BAW

Brinkley Amy Woods

Director

1.2K sharesโ€ข1 transactions

$541K

3
JTPJ

Joyce Thomas Patrick Jr

Director

1.4K sharesโ€ข1 transactions

$502K

Top Sellers

1
CJ

Conley Jason

Officer: Evp, Chief Financial Officer

6.0K sharesโ€ข1 transactions

$2.67M

2
SJK

Stipancich John K

Officer: Executive Vp, Gc & Secretary

1.5K sharesโ€ข1 transactions

$846K

3
JRD

Johnson Robert D

Director

400 sharesโ€ข2 transactions

$210K

4
WRF

Wallman Richard F

Director

352 sharesโ€ข1 transactions

$196K

5
HLN

Hunn Laurence Neil

Director, Officer: President And Ceo

361 sharesโ€ข1 transactions

$162K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Moderately bullish with $574K net buying. Insiders show cautious optimism through measured share purchases.

Buy/Sell Ratio

1.14:1

Positive buy/sell ratio. Buying exceeds or matches selling, indicating net positive insider sentiment.

Insider Participation

Moderate Selling

5 insider sellers vs. 3 buyers. More insiders selling than buying suggests cautious or negative sentiment.

Insider Activity Insight

Broad-based insider buying: When multiple insiders independently decide to purchase shares, it often reflects genuine confidence rather than coordinated optics. This pattern deserves attention, especially if buying followed a price decline.

0.26%
Dividend Yield
42%
3Y+71.0%
5Y+90.0%
10Y+51.0%
ย 

rop Dividend History

ROP
10Y CAGR +12%
Latest $0.91
Annual $4.38
5 year growth trend
Last Period: +0%