Roper Technologies reported third-quarter sales of $2.17 billion, up 8%, with organic growth of 7%. Adjusted earnings per share came in at $5.89. The firm added three bolt-ons this quarter and continued paying down debt as it eyes potential platform deals in 2027.
The ongoing high-interest-rate environment positions Roper favorably against private equity firms in competing to acquire companies at attractive valuations.
The cash-compounder premium attached to Roper’s valuation becomes harder to justify if acquired companies underperform expectations priced into the firm’s high purchase multiples, which can cause its stock to derate sharply.
Metric | ROP | IEX | BRK.B |
|---|---|---|---|
Price/Earnings (Normalized) | 17.51 | 26.96 | 14.46 |
Price/Book Value | 2.44 | 4.33 | 1.61 |
Price/Sales | 5.77 | 4.79 | 2.83 |
Price/Cash Flow | 18.07 | 21.91 | 29.23 |
Metric | ROP | IEX | BRK.B |
|---|---|---|---|
Quick Ratio | 0.33 | 1.81 | — |
Current Ratio | 0.43 | 2.78 | — |
Interest Coverage | 8.43 | 12.22 | 19.13 |
Metric | ROP | IEX | BRK.B |
|---|---|---|---|
Return on Assets (Normalized) | 7.97% | 9.40% | 6.18% |
Return on Equity (Normalized) | 14.30% | 16.18% | 10.60% |
Return on Invested Capital (Normalized) | 10.59% | 11.86% | 9.48% |
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