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Added to YB: 2025-12-04

Pitch date: 2025-12-02

ROP [neutral]

Roper Technologies, Inc.

-12.19%

current return

Author Info

D Invests is a self taught investor with a focus on quality and value. This newsletter focuses on businesses within their portfolio past and present. Their aim is to double their investments every 5 years resulting in a target 15% CAGR. Sign up for the newsletter.

Company Info

Roper Technologies, Inc. designs and develops vertical software and technology enabled products in the United States, Canada, Europe, Asia, and internationally.

Market Cap

$36.3B

Pitch Price

$435.56

Price Target

N/A

Dividend

0.99%

EV/EBITDA

14.34

P/E

15.45

EV/Sales

5.71

Sector

Software

Category

value

Show full summary:
D Invests | Portfolio Update November 2025 - Roper Technologies, Inc.

ROP (update): Quality software co at 10-year low FCF/EV valuation due to AI fears & slower 2025 growth guidance. Mission-critical niche solutions create high switching costs & sticky model. AI integration by Roper likely to boost ROI vs disruption. Mgmt focuses on FCF/EV metric now at cheapest percentile in decade.

Read full article (1 min)