Roper Technologies (ROP)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
$449.65+2.04%
Close 2026-10-29 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
Research Workspace
Put ROP beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Electronic Equipment & Instruments is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is slowing — up about 11% over the past year and decelerating.
View GrowthRanks among the strongest in its industry on quality — around the top 20%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, guidance credibility.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 31% in its worst 12-month stretch.
View RiskROP's case rests on steady organic growth and rising adjusted DEPS guidance, despite slowing revenue growth. Revenue growth eased from 11% to 8% year over year; Q3 earnings beat consensus. ROP trades at 20× P/E versus a 30× peer median; expectations look modest versus our view. Its multiple must be earned; our model puts the next-quarter miss probability near 18%. Peer multiples imply a price roughly in line with where it trades (about fair); our read remains intact. This read is provisional.
Trailing returns as of 2026-10-29. ROP is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 20 analysts currently covering ROP (as of Oct 2026).
Based on 8 Wall Street analysts offering 12-month price targets for ROP in the last 4 months.
Continue this research
Compare ROP with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ROP Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Electronic Equipment & Instruments — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put ROP next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase full year adjusted DEPS guidance
Full-year DEPS outlook supports the objective to increase adjusted DEPS guidance.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $449.65
The last 12 months of price, then the range of analyst 12-month targets from today’s $449.65.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase full year adjusted DEPS guidance
Earnings-call transcript provides management commentary relevant to earnings guidance and growth objectives.
Advances: Drive organic revenue growth of approximately 6%
Q3 earnings beat with solid organic growth supports the 6% growth objective.
Advances: Increase full year adjusted DEPS guidance
Earnings beat and higher full-year guidance advance the adjusted DEPS objective.
Advances: Increase full year adjusted DEPS guidance
Earnings beat supports growth, though revenue merely met estimates and no guidance change is stated.
Advances: Disciplined capital deployment with focus on acquisitions and share repurchases
Significant investment aligns with disciplined capital deployment objective.
Advances: Accelerate AI innovation and product expansion
Focus on AI aligns with product expansion goals.
Advances: Drive organic revenue growth of approximately 6%
Q2 highlights cite strong revenue growth and raised guidance, supporting growth objectives.
