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Roper Technologies ROP

Roper Technologies scores good on business quality (6.6 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$364.09Oct 10, 2026
Business qualityGood
Next earningsOct 22, 2026
Insiders, 90 daysSelling

Why it matters

  1. What Roper Technologies does

    Roper Technologies designs niche software and engineered products, making its money by selling mission-critical applications to healthcare, legal, and transportation markets. The firm generates steady subscription and recurring revenue from specialized customers who cannot easily switch providers. Roper is expanding through targeted software acquisitions, deploying cash flow to scale its portfolio of asset-light businesses.

  2. What it does best

    Roper excels at converting revenue into cash, posting a free cash flow margin of 31.0% that outpaces software peer INTU's 40.2% on a broader industrial scale. This edge stems from decentralized management of niche monopolies with minimal physical inventory.

  3. The main risk

    Net debt of $9.0 billion sits alongside interest coverage of 5.9x, leaving the balance sheet vulnerable to rising borrowing costs as acquisition financing rolls over.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityStrong

Gross margin sits at 69.5% and FCF margin at 31.0%, reflecting expanding profitability that scales efficiently with revenue.

MoatFair

Niche software products lock in enterprise clients, backed by an operating margin ranking in the top decile of its sector at 95th percentile.

GrowthFast

Revenue grew to $8.3B with a 12.3% growth rate, showing steady expansion compared to prior annual periods.

Financial healthFair

Debt-to-equity stands at 0.5x with interest coverage at 5.9x, supported by $2.6B in free cash flow, pointing to steady financial footing.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

2 sold $3.1M outside pre-planned sales.

Our sealed record on ROP

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is ROP a good business?

Roper Technologies scores good on the Cluenex quality check (6.6 of 10), measured against its own industry. Profitability is strong, moat fair, growth fast and financial health fair.

Are insiders buying ROP?

In the last 90 days of SEC Form 4 filings: 2 sold $3.1M outside pre-planned sales.

When does ROP report earnings?

Oct 22, 2026.

For members

See ROP today

  • Today's verdict on ROP, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Roper Technologies (ROP)”, https://cluenex.com/stocks/rop/, data as of Oct 10, 2026.