Roper Technologies, Inc. (ROP) AI Stock Analysis

NASDAQ: ROPAI research summary: business, growth, valuation, analysts, bull and bear case.

ROP AI stock analysis summary

AI Research

Roper Technologies, Inc. (ROP) designs and develops software, engineered products, and specialized solutions across healthcare, transportation, and other industries. In FY2025, the company generated $7.90B in revenue and $2.49B in free cash flow, representing a 5-year revenue CAGR of 10.2%. ROP carries $11.32B in total debt and trades at a trailing price-to-earnings multiple of 15.9x.

Market cap
$37.85B
Revenue (TTM)
$8.28B
P/E
15.9x
fwd 15.0x
1Y return
-22.7%
S&P 500 16.8%
Avg. target
$439.43
14.8% vs last close

Bull case

  • Free cash flow reached $2.49B in FY2025 alongside a 5-year revenue CAGR of 10.2% from FY2020 to FY2025.
  • Roper trades at a trailing P/E of 15.9x and EV-to-EBITDA of 10.9x, both below the median of its Nasdaq-100 Technology peers at 43.3x and 32.8x, respectively.
  • The company has paid dividends for 35 consecutive years with a 10.0% annualized 5-year dividend growth rate and a modest payout ratio of 17.4%.

Bear case

  • Roper has underperformed the broader market with a 1-year return of -22.7% and 5-year return of -15.3%, trailing the S&P 500 (SPY) gains of 16.8% and 83.0%.
  • The balance sheet carries net debt of $10.95B and a current ratio of 0.55 as of June 30, 2026.
  • Roper's quarterly revenue growth of 8.5% year-over-year is lower than the median of its Nasdaq-100 Technology peers of 31.9%.

What Roper does

Founded in 1981 and headquartered in Sarasota, Florida, Roper Technologies, Inc. designs and develops software, engineered products, and specialized solutions across diverse industries. The company's software portfolio includes management, diagnostic, laboratory information, enterprise operations, and financial analytics applications serving sectors such as healthcare, insurance, transportation, and financial services. Roper also produces engineered products and technologies, including visual effects software, wireless sensor networks, RFID systems, and cloud applications. Additionally, Roper maintains precision instrument capabilities, offering testing tools for rubber and polymers, ultrasound accessories, industrial pumps and valves, and turbomachinery control systems.

Growth and profitability

From FY2021 to FY2025, annual revenue expanded from $4.83B to $7.90B, delivering a 5-year revenue CAGR of 10.2% from FY2020 to FY2025. Annual revenue growth reached 11.1% in FY2022, 15.0% in FY2023, 13.9% in FY2024, and 12.3% in FY2025. Operating margin held steady across the period, moving from 27.6% in FY2021 to 28.3% in FY2025, while gross margin went from 70.5% to 69.2%. Net income increased from $1.10B in FY2021 to $1.54B in FY2025, and annual EPS grew from $15.00 to $20.00. For the trailing twelve months ended June 30, 2026, revenue stood at $8.28B with a profit margin of 30.2%. In the latest quarter, quarterly revenue grew 8.5% year-over-year while quarterly earnings surged 233.0%.

ROP income statement →

Balance sheet and cash flow

As of June 30, 2026, Roper held $364.9M in cash and short-term investments against $11.32B in total debt, resulting in net debt of $10.95B. The balance sheet shows total assets of $35.17B, shareholders' equity of $18.70B, a current ratio of 0.55, and a debt-to-equity ratio of 0.61. In FY2025, operating cash flow reached $2.54B and capital expenditures were $47.4M, generating $2.49B in free cash flow. Capital deployment in FY2025 included $500.0M for share buybacks and $355.0M for dividends paid.

ROP balance sheet →

Valuation and performance

At a last close of $382.71 on October 16, 2026, Roper has a market capitalization of $37.85B and an enterprise value of $46.94B. The stock trades at a trailing P/E of 15.9x, a forward P/E of 15.0x, an EV-to-EBITDA of 10.9x, and a price-to-sales of 4.6x. These multiples are lower than the median of its Nasdaq-100 Technology peers, which shows a trailing P/E of 43.3x, forward P/E of 25.7x, EV-to-EBITDA of 32.8x, and price-to-sales of 12.4x. Over the past year, Roper's return fell 22.7%, compared to a 16.8% return for the S&P 500 (SPY).

ROP key metrics →

ROP dividend

Roper pays a quarterly dividend with an annualized forward rate of $3.64 per share, translating to a dividend yield of 0.95%. The payout ratio is 17.4%, and dividends have been paid for 35 consecutive years. Over the past 5 years, the dividend grew at an annualized rate of 10.0%. The most recent ex-dividend date was October 2, 2026.

ROP dividend history →

What analysts expect

Wall Street coverage includes 7 Strong Buy ratings, 10 Hold ratings, 1 Sell rating, and 1 Strong Sell rating. The mean price target is $439.43, representing a 14.8% upside compared to the last close of $382.71. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $8.56B and EPS of $22.22, an 11.1% growth rate. Looking forward, 18 analysts project next fiscal year revenue of $9.09B and EPS of $24.38. Roper beat EPS estimates in each of the last 4 quarters, with next earnings scheduled for October 22, 2026.

ROP forecast and price target →

Key risks and what to watch

  • Total debt stands at $11.32B compared to $364.9M in cash and short-term investments as of June 30, 2026.
  • A current ratio of 0.55 indicates potential short-term liquidity constraints if working capital demands fluctuate.
  • Revenue growth moderated to 12.3% in FY2025 from 13.9% in FY2024 and 15.0% in FY2023, with analyst estimates projecting 6.2% revenue growth next fiscal year.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this ROP AI stock analysis

This page is an AI-written research summary of Roper Technologies, Inc. (ROP). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: ROP income statement, ROP balance sheet, ROP key metrics, ROP analyst forecast, ROP chart. See the ROP stock overview for the latest quote and news.

ROP AI stock analysis FAQ

What is Roper's dividend yield and payout history?

Roper offers a forward annual dividend of $3.64 per share, yielding 0.95% with a payout ratio of 17.4%. It has paid consecutive dividends for 35 years and achieved a 10.0% annualized 5-year dividend growth rate.

When does Roper report its next quarterly earnings?

Roper is scheduled to report earnings on October 22, 2026. The company has surpassed EPS estimates in each of its last 4 quarters.

How does Roper's valuation compare to technology peers?

Roper trades at a trailing P/E of 15.9x and EV-to-EBITDA of 10.9x. This represents a discount compared to the median of its Nasdaq-100 Technology peers, which trade at 43.3x trailing P/E and 32.8x EV-to-EBITDA.

What are analyst price targets for ROP stock?

Analysts hold a mean price target of $439.43 for ROP, which is 14.8% above its last closing price of $382.71 on October 16, 2026.

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