Roper focuses on very high-margin niches with large amounts of recurring revenue and strong customer retention rates, with each segment earning EBITDA margins exceeding 30%. Management has proven highly adept at growing the company through well-executed acquisitions, with most subsidiaries enjoying entrenched market positions and generating excellent free cash flow from capital-light software and recurring revenue models.
Cyborg Score Rationale
Roper has done better than most larger peers at maintaining steady and fast growth in both top and bottom lines due to its focus on high-margin niches with large amounts of recurring revenue. However, the stock has faced significant challenges with a 44% decline in share price over the past year, with concerns over organic growth and recent earnings performance leading to price target reductions.
Top Insights
Dividend aristocrat with 25+ consecutive years of dividend increases since 1992 IPO
80% of revenue generated in U.S. with highly diversified customer base, with no single client representing more than 10% of sales
Strengthened AI leadership with key executive appointments in November 2025