Roper Technologies, Inc. (ROP)

FairStock Score: 62/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

As a Graham-and-Buffett-style investor, I see Roper as a high-quality but not bargain-priced stalwart. It sells vertical software and technology-enabled products into niches where switching costs are high; that helps explain the 55.41% latest-quarter margin and $2.6B trailing free cash flow. The filed numbers show revenue rising from $6.2B in FY2023 to $7.0B in FY2024 and $7.9B in FY2025, while fiscal Q2 2026 revenue was $2.1B. But profit is lumpy: FY2024 net income was $1.5B and FY2025 was also $1.5B, with diluted EPS easing from $14.35 to $14.20, even though fiscal Q2 2026 net income jumped to $1.2B from $378.3M in fiscal Q2 2025. I would treat that quarterly surge with caution; it may not be recurring. At the 2026-10-26 close of $441.65, FairStock’s P/E is 18.4 and FCF yield is 5.9%, not demanding for a stalwart, and the Lynch category is STALWART with 10.1% five-year profit growth and 14.5% revenue growth. Still, the price is 37% above the $319.54 Graham Number, so Graham’s margin of safety is negative. Debt/equity of 0.61 is manageable, but ROCE of 4.23% is low and Altman Z of 2.38 is a grey zone. Roper is a good business; the question is whether today’s price leaves enough room for error. I see quality, but not a clear discount.

In plain English: Roper makes specialized software and technology products for businesses in areas such as healthcare, education, transportation and payments. The business looks strong: sales and cash flow are rising, profit margins are high, and debt is manageable. But at the 2026-10-26 close of $441.65, the stock looks full compared with a simple conservative value check of $319.54, so it is not obviously cheap.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-26 close · note generated 2026-10-28 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer