Roper Technologies
NASDAQ: ROP
Stock price
436.57 USD
(-10.39%) 5 years
Financial Performance
5Y price score: (15)
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 166%
%
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305.9
52-week range
483.3
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
5.7 %
Dividend Yield TTM
0.8 %
Market cap $
$ 43,177
Price / Earnings TTM
17.3
Price / Book TTM
2.3
PEG TTM
(16.6)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
(13.6) %
(7.6) %
166 %
Free cash flow per share growth
2.9 %
65.6 %
163.2 %
Earnings per share growth
32.6 %
58 %
107.3 %
Business Summary:
Q&A
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Latest Earnings Call Takeaways
2026 Q3 (Oct 22, 2026)
1) Solid Financial Performance - Total revenue increased by 8% YoY, reaching $2.2 billion. - Organic revenue growth was 7%, with EBITDA also growing by 7% to $864 million. - Adjusted diluted earnings per share (DEPS) rose 15% YoY to $5.89, exceeding guidance of $5.75 to $5.80. - Free cash flow was $805 million, representing 37% of revenue, though down 4% YoY due to timing issues in collections and interest payments.
2) AI Product Development and Market Adoption - Roper Technologies is seeing significant momentum in AI, with various businesses launching new AI-driven products. - Vertafore introduced 12 workflow automation agents this year, while Aderant and CentralReach also launched AI tools to enhance operational efficiency. - Early monetization of AI solutions is evident, with 75% of CentralReach's bookings being AI-related, and 25% for Aderant. - The company is focused on scaling AI adoption and refining pricing models across its portfolio.
3) Acquisition Strategy and Capital Allocation - Roper completed three bolt-on acquisitions during the quarter, investing $436 million to enhance existing capabilities in complementary markets. - The company maintains a disciplined capital allocation strategy, with over $6 billion available for deployment in the next 12 months. - Net debt to EBITDA was reduced to 2.9x, allowing for continued investment in growth opportunities.
4) Segment Performance and Market Conditions - Application software segment revenue grew 7% with organic growth of 6%, while network software segment revenue increased 8% with organic growth of 5%. - The TEP segment experienced 10% growth, although Neptune faced challenges due to a mix shift towards lower-margin mechanical meters. - Deltek showed strong performance with increased cloud migration, while DAT benefited from a recovering freight market.
5) Guidance and Outlook - Roper raised its full-year adjusted DEPS guidance to a range of $22.35 to $22.40, reflecting strong year-to-date performance. - For Q4, adjusted DEPS is expected to be between $5.95 and $6.00. - The company anticipates continued organic growth in the mid-single-digit range across its segments, with a cautious but optimistic outlook for 2027.
Bottom line: Roper Technologies delivered a strong Q3 with solid revenue and earnings growth, driven by AI product launches and strategic acquisitions. The company is well-positioned for future growth, with a disciplined approach to capital allocation and a focus on enhancing customer value through innovative solutions.
Annual Reports, Presentations And IR Contacts
Go to the websiteRoper Technologies — Financial Overview, Stock Price, Market Cap
Roper Technologies is a company. Founded in 1981. As of October 23, 2026, the company's market capitalization is $43176671409 with a current stock price of $436.56.
