Roper Technologies (ROP)

Information Technology · $46.7B market cap · SEC CIK 0000882835

Next reports on Jan 25, 2027, after the close, with analysts expecting $6.03 in earnings per share.

52-week range $305.96 to $507.24. 6% below its 52-week high and 55% above its low.

The case for ROP

• 31% of revenue drops through to net profit.
• Revenue growing 9.2% year over year.
• Earnings per share up 74.6%.
• Reasonably priced for its growth: 18.0× earnings, where 11% a year of growth plus a 0.6% dividend would justify about 25×.
• Has compounded revenue at 14.5% a year over five years.
• Gross margin of 70% absorbs cost shocks.

The case against

• Current liabilities exceed current assets (ratio 0.43).
• Long-term debt of $8.6B against $297M of cash.

What the score is made of

Each factor is half a curve over reported figures and half a rank among the other Information Technology companies (momentum is judged against fixed thresholds only), and the five are blended by weight. The score is where that blend places it in the S&P 500. It describes the last filing and the current price. It is not a forecast.

• Capital spending is missing from its filings, so free cash flow cannot be worked out. Operating cash flow stands in for the cash test, against a stricter bar.
• Each factor except momentum is half fixed thresholds, half rank among the 73 Information Technology companies.

The financials

The financials, five years deep

Pulled from Roper Technologies's XBRL filings on SEC EDGAR. Italic rows are worked out from the others.

What Roper Technologies says it does

All currency amounts are in millions unless specified Our Business Roper Technologies, Inc. (“Roper,” the “Company,” “we,” “our,” or “us”) is a diversified technology company. Roper has a proven, long-term, successful track record of compounding cash flow and increasing shareholder value. We operate market leading businesses that design and develop vertical software and technology enabled products for a variety of defensible niche markets. We pursue consistent and sustainable growth in revenue, earnings, and cash flow by enabling continuous improvement in the operating performance of our businesses and by acquiring businesses that offer high value-added software, services, technology-enabled products, and solutions that we believe are capable of realizing growth while maintaining high margins. We compete in many defensible niche markets and believe we are the market leader or a competitive alternative to the market leader in most of…

Risk factors ROP lists in its 10-K

• Our growth strategy includes acquisitions. We may not be able to identify suitable acquisition candidates, complete acquisitions, or integrate acquisitions successfully
• Our technology is important to our success, and our failure to protect this technology could put us at a competitive disadvantage
• We rely on information and technology, including third-party cloud computing platforms and other third-party business partners, for many of our business operations which could fail and cause disruption to our business operations
• We use AI in our business, and challenges with properly managing its use could result in reputational harm, competitive harm, and legal liability, and adversely affect our results of operations
• Product liability, insurance risks, product recalls, and increased insurance costs could harm our operating results
• Our operating results could be adversely affected by a reduction in business with our large customers
• Unfavorable changes in foreign exchange rates may harm our business
• We face intense competition. If we do not compete effectively, our business may suffer
• Our indebtedness may affect our business and may restrict our operating flexibility
• Our goodwill and other intangible assets are a significant amount of our total assets, and any write-off of our intangible assets would negatively affect our results of operations
• We depend on our ability to develop new products and software, and any failure to develop or market new products and software could adversely affect our business
• Changes in the supply of, or price for, raw materials, parts, and components used in our products, or third-party services used in the delivery of our SaaS solutions could affect our business
• Our non-operating results may be adversely impacted by the performance of Indicor, in which we own a minority interest
• Divestitures or other dispositions could negatively impact our business
• Regulation of privacy and data security may adversely affect sales of our products and services and result in increased compliance costs
• Regulation limiting or controlling the use of AI may restrict our ability to use AI, our ability to create new products, and create increased compliance costs
• Expectations relating to sustainability considerations expose the Company to potential liabilities, increased costs, reputational harm, and other adverse effects on the Company’s business
• Economic, political, and other risks associated with our international operations could adversely affect our business
• Political and geopolitical conditions can adversely affect our business
• The potential insolvency or financial distress of third parties could adversely impact our business and results of operations
• Changes to our executive leadership team and any future loss of members of such team, and the resulting management transitions, could harm our operating results
• Legal proceedings to which we are, or may be, a party may adversely affect us
• A downgrade in the ratings of our debt could restrict our ability to access the debt capital markets and increase our interest costs

Filings

Other Information Technology companies