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ROP Roper Technologies

technology · valued with glm-5.2 medium conviction · deep-dived 2026-09-02

STRONG BUY
Intrinsic value$297.04
Price (at call)$418.31
Margin of safety -29.0%
vs market (rating basis) +35.0%

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The story

Value drivers

Revenue growth (Y1)13.7%
Terminal growth3.5%
Forecast horizon10y
Target operating margin31.3%
Years to target margin5
Sales-to-capital0.50
Beta0.74
Failure probability0.0%
Cost of capital (WACC)7.6%
Terminal WACC8.6%

Valuation bridge

PV of explicit FCFF10.10B
PV of terminal value28.28B
Equity value29.38B
÷ shares → per share$297.04

News

score · 8 articles

  • 3 Dividend Stocks with Unbelievable Streaks but Barely Pay Investors
  • Roche Holding (SWX:ROP) Secures FDA Clearance For Alzheimer’s Blood Test
  • Why Is Cognizant (CTSH) Up 18.3% Since Last Earnings Report?
  • CoStar (CSGP) Up 7.7% Since Last Earnings Report: Can It Continue?
  • Is Roche Holding (SWX:ROP) Fully Valued After Its Latest US Manufacturing Push?
  • Roche (SWX:ROP) Stock Could Be Below Fair Value After US Manufacturing Expansion
  • What Are Wall Street Analysts' Target Price for Roper Technologies Stock?
  • Roper Technologies Lifts Outlook as AI, Software Acquisitions Fuel Growth

Projected free cash flow to the firm

YrRevenueGrowthMarginNOPATReinvestFCFFPV
1 9.42B 13.7% 38.8% 2.90B 2.27B 627.11M 582.72M
2 10.60B 12.6% 37.0% 3.11B 2.37B 737.09M 636.42M
3 11.82B 11.5% 35.1% 3.29B 2.43B 860.36M 690.27M
4 13.04B 10.3% 33.2% 3.44B 2.44B 996.86M 743.16M
5 14.24B 9.2% 31.3% 3.54B 2.39B 1.15B 793.84M
6 15.38B 8.0% 31.3% 3.83B 2.29B 1.53B 987.83M
7 16.44B 6.9% 31.3% 4.09B 2.13B 1.96B 1.17B
8 17.39B 5.8% 31.3% 4.33B 1.90B 2.43B 1.35B
9 18.20B 4.6% 31.3% 4.53B 1.61B 2.91B 1.50B
10 18.84B 3.5% 31.3% 4.69B 1.27B 3.41B 1.64B

History

DatePriceIntrinsicMoSRating
2026-09-02$418.31 $297.04 -29.0% STRONG BUY
2026-07-23$336.71 $150.71 -55.2% HOLD
2026-06-23$329.54 $156.32 -52.6% HOLD