A Business at a Glance
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ROPER TECHNOLOGIES INC
ROP
$39.7B
Mkt Cap
$367.34
+3.44%
ROPER TECHNOLOGIES INC (ROP) has a current P/E ratio of 25.9, compared to its historical median P/E of 29.8. The stock is currently considered Fair based on its historical valuation range.
ROPER TECHNOLOGIES INC (ROP) has a 5-year average return on invested capital (ROIC) of 5.9%. This is below average and may indicate limited pricing power.
ROPER TECHNOLOGIES INC (ROP) has a market capitalization of $37.6B. It is classified as a large-cap stock.
Yes, ROPER TECHNOLOGIES INC (ROP) pays a dividend with a trailing twelve-month yield of 0.97%. The company also returns capital through share buybacks, with a buyback yield of 1.33%.
Based on historical P/E analysis, ROPER TECHNOLOGIES INC (ROP) appears fair. The current P/E of 25.9 is 13% below its historical median of 29.8. The estimated fair value CAGR (P/E method) is 6.6%.
ROPER TECHNOLOGIES INC (ROP) operates in the Industrial Instruments For Measurement, Display, And Control industry, within the Technology sector.
ROPER TECHNOLOGIES INC (ROP) reported annual revenue of $7.9 billion in its most recent fiscal year, based on SEC EDGAR filings.
Roper Technologies is a diversified technology company operating three reportable segments: Application Software (57% of revenue), Network Software (20%), and Technology Enabled Products (23%). The Application Software segment comprises vertical SaaS and software solutions serving professional services, healthcare, education, and government contractors, including businesses like Deltek (enterprise software for government contractors), Strata (healthcare financial analytics), Procare (early childhood education management), and Vertafore (property and casualty insurance software). The Network Software segment includes electronic marketplaces and SaaS platforms such as DAT (freight matching and logistics), ConstructConnect (construction pre-bid software), and Subsplash (faith-based organization engagement and giving solutions). The Technology Enabled Products segment manufactures and sells hardware-software solutions including Neptune (water utility metering and software), Verathon (medical devices for airway management), and Northern Digital (precision measurement systems). Roper's business model emphasizes recurring revenue through subscription and SaaS arrangements, with a focus on mission-critical, niche-market applications where the company maintains leading or competitive positions. The company pursues growth through organic expansion, new product development incorporating AI capabilities, and disciplined acquisitions of high-margin, cash-generative businesses in defensible verticals. Distribution occurs primarily through direct sales, resellers, and manufacturers' representatives, with global reach including approximately $1.0 billion in international revenue. The company's competitive moat derives from deep domain expertise, proprietary data, long-standing customer relationships, and embedded workflows that create switching costs and customer intimacy in specialized end-markets.
【AI-driven portfolio acceleration】 Management is accelerating AI innovation across the software portfolio, embedding AI capabilities into mission-critical customer workflows to enhance product differentiation and drive incremental automation and improved customer outcomes. The company expects to see early commercialization momentum across multiple software businesses in 2026, with AI viewed as incremental upside as scaling occurs, though no material revenue uplift from AI development is assumed in current guidance. Management remains disciplined on capital deployment, maintaining a targeted M&A pipeline focused on high-quality strategic opportunities while retaining substantial optionality for opportunistic share repurchases, with $5 billion of firepower available over the next 12 months. The company is taking a conservative posture on near-term market conditions, not assuming recovery in Deltek's government contracting business or DAT's freight market, while monitoring Neptune's demand normalization; however, management expects stronger organic growth in the second half of 2026 as recent acquisitions turn organic and non-recurring comparables ease.
| Metric | Target | Period |
|---|---|---|
| Diluted EPS (adjusted) | $21.80–$22.05 | FY2026 |
| Total revenue growth | approximately 8% | FY2026 |
| Organic revenue growth | 5%–6% | FY2026 |
Diluted EPS (adjusted) (FY2026): “we're raising our full year 2026 DPS guidance to $21.80-$22.05, up from $21.30-$21.55, a $0.50 increase at the midpoint”
Total revenue growth (FY2026): “We're maintaining our full year total revenue growth guidance of approximately 8%”
Organic revenue growth (FY2026): “organic revenue growth of 5%-6%”
Generated solely from the company's own reports listed below — not from third-party data. Hallucination risk is low. · Sources: 10-K, Q4 FY2025 Earnings Call, Q3 FY2025 Earnings Call, Q2 FY2025 Earnings Call, Q1 FY2025 Earnings Call
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 8.1B | 7.9B | 7.0B | 6.2B | 5.4B | 4.8B |
| Net Income | 1.7B | 1.5B | 1.5B | 1.4B | 4.5B | 1.2B |
| EPS | $16.16 | $14.20 | $14.35 | $12.89 | $42.55 | $10.82 |
| Free Cash Flow | 0 | 2.5B | 2.4B | 2.0B | 735M | 2.0B |
| ROIC | 6.3% | 6.4% | 6.3% | 6.0% | 5.7% | 5.0% |
| Gross Margin | 69.4% | 69.2% | 69.3% | 69.7% | 69.9% | 70.5% |
| Debt/Equity | 0.56 | 0.48 | 0.41 | 0.37 | 0.43 | 0.70 |
| Dividends/Share | $3.55 | $3.39 | $3.08 | $2.80 | $2.54 | $2.31 |
| Operating Income | 2.3B | 2.2B | 2.0B | 1.7B | 1.5B | 1.2B |
| Operating Margin | 28.1% | 28.3% | 28.4% | 28.2% | 28.4% | 25.7% |
| ROE | 9.1% | 7.9% | 8.5% | 8.3% | 32.9% | 10.5% |
| Shares Outstanding | 102M | 108M | 108M | 107M | 107M | 107M |
ROPER TECHNOLOGIES INC passes 7 of 9 quality checks, indicating strong fundamentals.
ROPER TECHNOLOGIES INC trades at 25.9x trailing earnings, compared to its 15-year median P/E of 29.8x, suggesting it is currently Fair relative to its historical range. On a free-cash-flow basis, the stock trades at 15.6x vs a median of 24.1x. The company's 5-year average ROIC is 5.9% with a gross margin of 69.7%. Total shareholder yield (dividends + buybacks) is 2.3%. At current prices, the estimated annualized return to fair value is +6.7%.
ROPER TECHNOLOGIES INC (ROP) has a net profit margin of 19.4%. This is a healthy margin.
ROPER TECHNOLOGIES INC (ROP) generated $2.5 billion in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
ROPER TECHNOLOGIES INC (ROP) has a debt-to-equity ratio of 0.48. This indicates a conservatively financed balance sheet.
ROPER TECHNOLOGIES INC (ROP) reported earnings per share (EPS) of $14.20 in its most recent fiscal year.
ROPER TECHNOLOGIES INC (ROP) has a return on equity (ROE) of 7.9%. This indicates moderate shareholder returns.
ROPER TECHNOLOGIES INC (ROP) has a 5-year average gross margin of 69.7%. This high margin suggests strong pricing power and a potential competitive moat.
The Ledger Terminal provides 19 years of financial data for ROPER TECHNOLOGIES INC (ROP), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
ROPER TECHNOLOGIES INC (ROP) has a book value per share of $183.76, based on its most recent annual SEC filing.
Based on recent SEC filings and earnings disclosures, Management is accelerating AI innovation across the software portfolio, embedding AI capabilities into mission-critical customer workflows to enhance product differentiation and drive incremental automation and improved customer outcomes. The company expects to see early commercialization momentum across multiple software businesses in 2026, with AI viewed as incremental upside as scaling occurs, though no material revenue uplift from AI development is assumed in current guidance. Management remains disciplined on capital deployment, maintaining a targeted M&A pipeline focused on high-quality strategic opportunities while retaining substantial optionality for opportunistic share repurchases, with $5 billion of firepower available over the next 12 months. The company is taking a conservative posture on near-term market conditions, not assuming recovery in Deltek's government contracting business or DAT's freight market, while monitoring Neptune's demand normalization; however, management expects stronger organic growth in the second half of 2026 as recent acquisitions turn organic and non-recurring comparables ease.
Based on recent SEC filings and earnings calls, ROPER TECHNOLOGIES INC (ROP) has provided the following forward guidance: Diluted EPS (adjusted): $21.80–$22.05 (FY2026); Total revenue growth: approximately 8% (FY2026); Organic revenue growth: 5%–6% (FY2026).