Latest news with #RoperTechnologies
Yahoo
16 hours ago
- Business
- Yahoo
Roper Technologies, Inc. (ROP): A Bull Case Theory
We came across a bullish thesis on Roper Technologies, Inc. (ROP) on FluentinQuality's Substack. In this article, we will summarize the bulls' thesis on ROP. Roper Technologies, Inc. (ROP)'s share was trading at $572.18 as of 10th June. ROP's trailing and forward P/E were 41.32 and 28.82 respectively according to Yahoo Finance. An experienced software engineer working on a complex line of code in a programming suite. Roper Technologies may still carry an industrial-sounding name, but the company has long since transformed into a stealth giant in mission-critical software. Its portfolio spans healthcare, education, insurance, and compliance sectors where reliability and low switching costs reign supreme. Rather than chase trends, Roper quietly acquires foundational software businesses that customers can't operate without, often holding them indefinitely. These aren't flashy, hyper-growth startups but high-retention, capital-light cash generators that offer strong free cash flow from day one. With a disciplined M&A strategy, Roper targets niche market leaders, pays based on cash yield instead of frothy market comps, and preserves each acquisition's operational autonomy. It avoids fixer-uppers and instead builds a collection of enduring franchises. The result is a business model that delivers SaaS-like gross margins north of 60% and operating margins exceeding 30%, all without the volatility or high burn of traditional software players. Its revenue base is highly recurring, providing resilience across market cycles, while reinvestment remains methodical and dividends grow in lockstep with free cash flow. Roper's strength lies in its ability to unify a seemingly diverse portfolio through pricing power, long-term contracts, and dominant positions in fragmented markets. Though under-the-radar and rarely in the headlines, Roper steadily compounds capital with Berkshire-like patience and software economics. For investors seeking reliable, high-margin, cash-generative software with structural staying power, Roper offers a compelling alternative to more speculative tech names. It's not about scale for scale's sake—it's about quiet durability, and Roper has been delivering that in spades for decades. Previously, we highlighted a on Roper Technologies (ROP) by D Invests, which emphasized its transformation from industrial supplier to asset-light software compounder, driven by disciplined M&A and exceptional cash efficiency. FluentInQuality reinforces this view but goes further—casting Roper as a Berkshire-like capital allocator in disguise, quietly assembling high-retention software franchises that deliver SaaS economics without the hype. Roper Technologies, Inc. (ROP) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 46 hedge fund portfolios held ROP at the end of the first quarter which was 54 in the previous quarter. While we acknowledge the risk and potential of ROP as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey.
Yahoo
16 hours ago
- Business
- Yahoo
Roper Technologies, Inc. (ROP): A Bull Case Theory
We came across a bullish thesis on Roper Technologies, Inc. (ROP) on FluentinQuality's Substack. In this article, we will summarize the bulls' thesis on ROP. Roper Technologies, Inc. (ROP)'s share was trading at $572.18 as of 10th June. ROP's trailing and forward P/E were 41.32 and 28.82 respectively according to Yahoo Finance. An experienced software engineer working on a complex line of code in a programming suite. Roper Technologies may still carry an industrial-sounding name, but the company has long since transformed into a stealth giant in mission-critical software. Its portfolio spans healthcare, education, insurance, and compliance sectors where reliability and low switching costs reign supreme. Rather than chase trends, Roper quietly acquires foundational software businesses that customers can't operate without, often holding them indefinitely. These aren't flashy, hyper-growth startups but high-retention, capital-light cash generators that offer strong free cash flow from day one. With a disciplined M&A strategy, Roper targets niche market leaders, pays based on cash yield instead of frothy market comps, and preserves each acquisition's operational autonomy. It avoids fixer-uppers and instead builds a collection of enduring franchises. The result is a business model that delivers SaaS-like gross margins north of 60% and operating margins exceeding 30%, all without the volatility or high burn of traditional software players. Its revenue base is highly recurring, providing resilience across market cycles, while reinvestment remains methodical and dividends grow in lockstep with free cash flow. Roper's strength lies in its ability to unify a seemingly diverse portfolio through pricing power, long-term contracts, and dominant positions in fragmented markets. Though under-the-radar and rarely in the headlines, Roper steadily compounds capital with Berkshire-like patience and software economics. For investors seeking reliable, high-margin, cash-generative software with structural staying power, Roper offers a compelling alternative to more speculative tech names. It's not about scale for scale's sake—it's about quiet durability, and Roper has been delivering that in spades for decades. Previously, we highlighted a on Roper Technologies (ROP) by D Invests, which emphasized its transformation from industrial supplier to asset-light software compounder, driven by disciplined M&A and exceptional cash efficiency. FluentInQuality reinforces this view but goes further—casting Roper as a Berkshire-like capital allocator in disguise, quietly assembling high-retention software franchises that deliver SaaS economics without the hype. Roper Technologies, Inc. (ROP) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 46 hedge fund portfolios held ROP at the end of the first quarter which was 54 in the previous quarter. While we acknowledge the risk and potential of ROP as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey.
Yahoo
13-06-2025
- Business
- Yahoo
Roper Technologies Declares Quarterly Dividend
Roper Technologies, Inc. (NASDAQ:ROP) is one of the best stocks for a . On June 11, the company declared a quarterly dividend of $0.825 per share, which was in line with its previous dividend. Although the latest dividend remained unchanged from the previous one, the company has maintained a 33-year track record of steady dividend increases. This consistent growth is largely supported by its strong cash position. In the most recent quarter, the company reported $529 million in operating cash flow and $507 million in free cash flow. Roper Technologies, Inc. (NASDAQ:ROP) will trade ex-dividend on July 8, and it offers a dividend yield of 0.58%, as of June 11. The stock has surged by nearly 11% since the start of 2025. Roper Technologies, Inc. (NASDAQ:ROP) runs top-tier businesses that create specialized software and tech-enabled products for secure, niche markets. It follows a careful, data-driven strategy to reinvest its surplus capital into acquiring high-quality businesses. While we acknowledge the potential of ROP as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure. None.
Yahoo
30-05-2025
- Business
- Yahoo
Cognizant (CTSH) Up 7.2% Since Last Earnings Report: Can It Continue?
It has been about a month since the last earnings report for Cognizant (CTSH). Shares have added about 7.2% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Cognizant due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. It turns out, estimates revision have trended upward during the past month. At this time, Cognizant has an average Growth Score of C, though it is lagging a lot on the Momentum Score front with an F. However, the stock was allocated a grade of B on the value side, putting it in the second quintile for this investment strategy. Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Cognizant has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months. Cognizant is part of the Zacks Computers - IT Services industry. Over the past month, Roper Technologies (ROP), a stock from the same industry, has gained 1.2%. The company reported its results for the quarter ended March 2025 more than a month ago. Roper Technologies reported revenues of $1.88 billion in the last reported quarter, representing a year-over-year change of +12%. EPS of $4.78 for the same period compares with $4.41 a year ago. For the current quarter, Roper Technologies is expected to post earnings of $4.82 per share, indicating a change of +7.6% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.1% over the last 30 days. Roper Technologies has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of C. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cognizant Technology Solutions Corporation (CTSH) : Free Stock Analysis Report Roper Technologies, Inc. (ROP) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
22-05-2025
- Business
- Yahoo
Roper Technologies to present at TD Cowen Technology Conference
SARASOTA, Fla., May 22, 2025 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) announced that it is presenting at the TD Cowen 53rd Annual Technology, Media & Telecom Conference on Thursday, May 29, 2025 at 9:05 AM (Eastern Time) in New York, NY. A link to the webcast presentation will be available in the 'Investors' section of the Company's website at About Roper Technologies Roper Technologies is a constituent of the Nasdaq 100, S&P 500, and Fortune 1000. Roper has a proven, long-term track record of compounding cash flow and shareholder value. The Company operates market leading businesses that design and develop vertical software and technology enabled products for a variety of defensible niche markets. Roper utilizes a disciplined, analytical, and process-driven approach to redeploy its excess capital toward high-quality acquisitions. Additional information about Roper is available on the Company's website at Contact information: Investor Relations941-556-2601 investor-relations@ in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
