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Roper Technologies (ROP): Evaluating Valuation After Post‑Earnings Pullback and Increased Insider Buying

Simply Wall St · 2d ago

Roper Technologies (ROP) has quietly become more interesting after its post earnings slide, with the stock now reflecting its high margin, recurring revenue model and management signaling confidence through steady insider buying.

See our latest analysis for Roper Technologies.

That post earnings drop still dominates the chart, with the share price now at $447.56 and a weak recent stretch, including a roughly 90 day share price return of about negative 14 percent and a one year total shareholder return of roughly negative 18 percent, suggesting momentum has faded even as the long term record remains modestly positive.

If you like Roper’s steady, high margin profile but want to see what else fits a quality and growth brief, now is a good time to discover fast growing stocks with high insider ownership

With revenue and earnings still growing at a healthy clip and the shares now trading at a steep discount to analyst targets and intrinsic value estimates, is Roper quietly becoming a buying opportunity, or is the market already pricing in that future growth?

Most Popular Narrative Narrative: 22.2% Undervalued

With the narrative fair value sitting at $575.50 against the last close of $447.56, the story frames Roper as a long term compounder with headroom.

The analysts have a consensus price target of $636.2 for Roper Technologies based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $714.0, and the most bearish reporting a price target of $460.0.

Read the complete narrative.

Want to see what kind of revenue ramp, margin lift, and future earnings multiple justify that gap between price and ambition? The hidden assumptions might surprise you.

Result: Fair Value of $575.5 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, integration missteps in recent acquisitions and faster moving AI enabled competitors could undermine Roper’s margin expansion story and pressure its premium valuation.

Find out about the key risks to this Roper Technologies narrative.

Build Your Own Roper Technologies Narrative

If you see the story differently or want to dig into the numbers yourself, you can build a personalized narrative in just a few minutes: Do it your way

A great starting point for your Roper Technologies research is our analysis highlighting 5 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.