ROP
Roper Technologies, Inc.

Roper Technologies, Inc.ROP

Technology · Software - Application
364.02USD
-0.64%
Sep 25, 2026
ROP overview ready
Diversified Operator of Vertical Software Digitizing Specialized Industry Workflows
Roper is a diversified acquirer and operator of vertical application and network-software businesses serving specialized workflows across legal services, healthcare and laboratory operations, government contracting, insurance, education, transportation, construction, financial operations, and campus commerce.
Narrative is still early
Exposed to the Vertical Software Consolidation and Workflow Digitization narrative through Mission-Critical Vertical Workflow Software — enabling supplier.
No clear price read
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
Attractive valuation
Current market expectations look undemanding relative to the cash the business actually produces.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Integration risks from acquisitions.
Market Sep 24Filing Jun 30Price action Sep 24Research Sep 3

Conviction Level

NarrativeHeat5.2ThemeHeat7.0PriceAction3.4Valuation8.7CompanyPosition7.3
Price
Loading price history…

Price Action

No clear price read
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$36.0B
Avg Volume (60D)
797.2K
60 sessions
Revenue Growth YoY
+12.3%
FY2025 vs FY2024
Gross Margin
+69.5%
Trailing twelve months
Operating Margin
+28.0%
Trailing twelve months
Free Cash Flow Yield
+6.1%
Distance from 200DMA
-1.9%
Next Earnings
2026-10-22
P/E
14.4x
EV / Sales
5.7x
Market metrics as of Sep 24, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

All three valuation perspectives agree this company is cheap.
Roper Technologies, Inc. has a Cheap valuation stance because current market expectations look undemanding relative to the cash the business actually produces.

Company Research

Thesis
Roper is a diversified acquirer and operator of vertical application and network-software businesses serving specialized workflows across legal services, healthcare and laboratory operations, government contracting, insurance, education, transportation, construction, financial operations, and campus commerce.
Opportunity
Moderate opportunity
Specialized, deeply embedded software and data systems that digitize regulated or operationally complex workflows in industry-specific end markets, creating recurring revenue, switching costs, and ongoing consolidation opportunities.
Key risk
Integration risks from acquisitions.

Narrative & Theme

Vertical Software Consolidation and Workflow Digitization
Part of Mission-Critical Vertical Workflow Software, with moderate fit.
This is a real but unpromoted narrative rather than a fit with any active AI infrastructure, grid, defense, nuclear, cybersecurity, minerals, or metabolic-disease narrative.
Narrative HeatNeutral5.2 / 10
Theme HeatHeating up7.0 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Technology · Software - Application
What they do

Roper Technologies designs and develops vertical software and technology-enabled products across multiple regions, focusing on specialized application software for various industries.

How it earns

The company primarily generates revenue through subscription and licensing fees for its software products and technology solutions.

Products & services
Management and diagnostic software
Laboratory information management systems
Enterprise software and information solutions
K-12 school administration software
Transportation management software
Financial and compliance management software
Cloud-based payment processing and financial analytics
Customers & end markets
Enterprise and institutional customers
Education sector (K-12 schools)
Transportation and logistics companies
Financial and compliance organizations
Market position

Roper Technologies is a diversified leader in vertical application software markets with a broad portfolio of specialized products.

Demand drivers
Low cyclicality

The company serves niche, regulated markets with recurring software revenue, reducing sensitivity to economic cycles.