Roper Technologies (ROP): Has the Recent Share Price Slide Opened a Valuation Opportunity?

Roper Technologies (ROP) has been drifting lower this year, with shares down about 14% year to date even as revenue and net income keep growing at a steady high single digit pace.

See our latest analysis for Roper Technologies.

That slide has left Roper with a roughly 13.6% year to date share price decline and a weaker 1 year total shareholder return. This suggests investors are reassessing how much they will pay for its steady but unspectacular growth profile.

If Roper’s softer momentum has you rethinking your watchlist, this is a good moment to narrow in on high quality software names and explore fast growing stocks with high insider ownership

With revenue and earnings still growing, analysts seeing nearly 30% upside to their targets, and valuation multiples compressing, investors now face a key question: Is Roper quietly undervalued, or has the market already priced in its future growth?

Most Popular Narrative: 22.6% Undervalued

With Roper Technologies last closing at $443.78 against a narrative fair value of $573.56, the valuation story leans toward meaningful upside if the projected cash flows materialize.

Ongoing, disciplined capital deployment into high growth, high margin vertical market software leaders (e.g., Subsplash, CentralReach) is incrementally raising the portfolio's underlying organic growth rate and long term margin profile, supporting robust free cash flow compounding and the potential for EBITDA margin expansion.

Read the complete narrative.

Want to see how this compounding machine is modeled over the next few years, from organic growth to richer margins and a premium earnings multiple? The narrative walks through a step by step build of future revenue, profits, and valuation that might surprise you if you only look at today’s numbers.

Result: Fair Value of $573.56 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, this upside depends on smooth M&A integration and on Roper keeping its software differentiated as AI intensifies competition and pressures pricing power.

Find out about the key risks to this Roper Technologies narrative.

Build Your Own Roper Technologies Narrative

If you see the story differently or want to dig into the numbers yourself, you can quickly build a custom narrative in just a few minutes, Do it your way

A great starting point for your Roper Technologies research is our analysis highlighting 5 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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