Roper Technologies Inc
ROP
Market Cap$53.8B
Close$
Earnings Call Q2 2025
July 21, 2025 - AI Summary
Strong Financial Performance: Roper Technologies reported total revenue of $1.94 billion for Q2 2025, reflecting a 13% increase year-over-year, with organic revenue growth of 7% and high-teen software bookings. EBITDA rose to $775 million, yielding a margin of 39.9%, slightly up from the previous year, indicating solid operational efficiency.
Acquisition of Subsplash: Roper announced the $800 million acquisition of Subsplash, a software provider for faith-based organizations. This acquisition is expected to deliver $115 million in revenue and $36 million in EBITDA by Q3 2026, with potential for high-teen organic growth and margin improvement over the next few years due to untapped market opportunities in a $2.5 billion U.S. TAM.
Increased Full-Year Guidance: The company raised its total revenue growth guidance to 13% for the full year 2025 and maintained organic growth expectations between 6% - 7%. This is supported by a solid beginning to the year and the successful integration of Subsplash, indicating confidence in continued strong performance.
Exclusive for Stockcircle Pro members
Sign up
$611.62
22.3% upside
Current Fair Value
22.3% upsideUndervalued by 22.3% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $53.80 Billion |
|---|---|
| Enterprise Value | $55.23 Billion |
| Dividend Yield | $3.30 (0.66%) |
| Earnings per Share | $14.47 |
| Beta | 1 |
| Outstanding Shares | 107,600,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 34.94 |
|---|---|
| PEG | 285.89 |
| Price to Sales | 7.25 |
| Price to Book Ratio | 2.75 |
| Enterprise Value to Revenue | 7.4 |
| Enterprise Value to EBIT | 30.42 |
| Enterprise Value to Net Income | 35 |
| Total Debt to Enterprise | 0.03 |
| Debt to Equity | 0.09 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Roper Technologies Inc
16,460 employees
CEO: L. Neil Hunn Roper Technologies is a constituent of the S&P 500, Fortune 1000, and the Russell 1000 indices. Roper operates businesses that design and develop software (both license and software-as-a-service) and engineered products and solutions for a variety of niche end markets.