ROP · Roper Technologies, Inc.
Serial acquirer of niche vertical-software businesses
Risiko 4/10 · LOW-MODERATE RISK · software roll-up · $407.28 ▼ 3.57%Von KI geschrieben
Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren
Kennzahlen
- Price $407.28
- Market cap $40.3B
- P/E (ttm) 16.98
- Div yield 0.89%
- 52-wk range $305.96 – $524.90
- Index rank #292 / #86
Wichtigste Risiken
- AI disruption of niche vertical software (Shareholders) — MED
- Growth depends on a steady supply of good acquisitions (Shareholders) — MED
- M&A leverage across the portfolio (Bondholders) — MED
- Goodwill-heavy balance sheet invites impairments (Shareholders) — LOW
Fazit
The playbook still works and the cash still compounds; the open question is whether AI shrinks the moats it keeps buying — a strategy risk, not a solvency one.
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