ROP Stock Analysis — Roper Technologies
Sector: Industrial Technology
AI Verdict
Roper trades at 16.2x next year’s earnings while analysts expect 32.2% EPS growth—this is cheap for the growth on offer if its high-switching-cost software moat keeps customer churn low.
Competitive Moat
Roper builds niche software and engineered products for critical industrial and healthcare workflows, locking in customers with high switching costs and sticky recurring revenue. Its defensibility comes from deep domain expertise and integration into essential operations, making displacement costly and disruptive.
Summary
Roper's forward P/E of 16.2x with 32.2% expected EPS growth stands out as unusually cheap for a software-heavy industrial name.
Where It Stands
With a 1-year return of -39.82% and an RSI of 27.8, Roper is deeply oversold and trades at 16.2x forward earnings versus the industrials median of 20x.
Key Metrics
- RSI: 27.8 — Oversold
- Trailing P/E: 21.5x
- Forward P/E: 16.2x
- PEG Ratio: 0.62
- Earnings Growth: +0.3%
- Revenue Growth: +0.1%
- Market Cap: $34.6B
- Dividend Yield: 0.01%
- 1-Year Return: -39.82%
- 52-Week High: $584.03
- 52-Week Low: $313.07
Analyst Consensus
12 Buy · 11 Hold · 3 Sell (26 analysts)
Bull Case
Forward EPS growth of 32.2% against a 16.2x forward P/E means you’re paying a low price for high expected earnings acceleration.
Bear Case
If the P/E reverts to the sector median of 20x from its current 21.5x trailing, there’s little room for further multiple compression, but the -39.82% return and sub-30 RSI suggest sentiment could stay weak.
Catalyst to Watch
Watch for quarterly earnings beats or new software contract wins, as upside surprises could quickly reverse the oversold technicals.