Roper Tech Azione Forum

Stock analysis/Share presentation ⬇️🐵

Today we are talking about the company Roper Technologies: $ROP (-0,02%)

What is and does Roper Technologies anyway: 🤔

Roper Technologies is a U.S. publicly traded technology investment company. The company generates revenue through 46 different subsidiaries in the technology and industrial sectors. Its areas of activity include pumps, industrial valves, measuring instruments, and software products for various industries.

When was Roper founded?

Roper Technologies was founded in 1981 and is headquartered in Sarasota, Florida, USA.

How many employees does the company have: 🙋🏽‍♂️🙋🏻‍♀️

Currently, Roper has a total of over 15,800 employees.

P/E RATIO:

Roper Technologies has a current P/E ratio of just under 47 , which is not exactly low in my opinion.

Market capitalization: 🏦

Currently, Roper has a market capitalization of around 44 billion euros.

Dividend yield: 💰

The company pays its shareholders a nice dividend of currently over 0.60%. This distribution is made on a quarterly basis. ADM shareholders receive their dividends in January, April, July and October.

Strengths of the share: 📈

Roper Technologies stock has a history of strong performance and has grown steadily in recent years. The company has a diversified portfolio of businesses and a strong financial position. Roper also has a sustainable dividend policy and has regularly increased its dividend in recent years.

Weaknesses of the share: 📉

As with any stock, there are risks and weaknesses with Roper Technologies. Some of the potential weaknesses of Roper stock include a high price relative to earnings and a high debt level. In addition, the company is dependent on its key customers and business lines, which may leave it vulnerable to changes in those areas.

Industry of Roper:

Roper is a diversified industrial company with a variety of niche-specific solutions, making it difficult to categorize into a single industry. However, there are commonalities. The two main markets in which Roper is located is the software market and the measurement and test market.

The software market is a broad market in which digital goods are developed, leased and sold. There are an enormous number of areas that can be improved through software. The Software as a Service (SaaS) market is over $100 billion in size and growing at 10% per year. SaaS is a licensing and distribution model by which software applications are offered over the Internet, i.e. as a service. Usage is usually on a subscription basis. The huge advantage is the scalability and high switching costs of software. Marginal costs are almost zero and margins are therefore very high in the software sector.

The measurement and test market, on the other hand, is growing more slowly, at 3.9% per year. This refers to various applications, primarily for industry and the healthcare sector, to determine, measure properties of products, such as viscosity. The measurement quality is of great importance for their customers. In this industry, once sales are common, other sources of income are maintenance and consumables. This generates at least some recurring revenue.

In both industries, the industry-specific solutions, strong moats have formed.

A little more about the business model: ⬇️

Roper is a holding company with 46 specialized subsidiaries, roughly evenly split between revenue streams. These companies are the best in their field and often the only ones. A 79% share of sales is generated in the USA. This high share is partly due to the specific solutions, as the individual countries can differ greatly in terms of accounting forms, cultures or even legal frameworks. Software contributes 46% of sales and hardware 54%.

Roper always focuses on niche markets and avoids huge markets, they miss out on great opportunities as a result, but the competitive pressure in such areas is also all the greater and the risk of not coming out as the winner is also much more likely. They focus on high and stable profits when taking over companies. The so-called efficiency program subsequently ensures significantly increasing cash flows. The high cash flows put them in a position to buy up and integrate companies again.

Regarding the many different subsidiaries, synergy effects are deliberately avoided, the companies remain independent companies, which can develop independently. Roper only optimizes these companies, especially with regard to capital commitment, in order to increase free cash flow and otherwise assumes more of an advisory role.

Roper's management: 🙋🏽‍♂️

Neil Hunn has been chief executive officer of Roper Technologies since 2018. He earned his MBA from Harvard Business School and his bachelor's degree in finance and accounting from Miami University. Prior to being drafted as CEO, he was chief operating officer and executive vice president at Roper. Hunn began at Roper in 2011 as group vice president of Roper Technologies' medical segment and has helped drive the company's growth in medical devices and application software.

Company Goal: 🏁

Roper Technologies' goal is to be a diversified technology company focused on customer value. Roper itself, relies on cutting-edge technologies in diverse areas to diversify their risk and generate the best possible results for shareholders. They see themselves as a company that belongs to the shareholders. Customers benefit from the solutions developed, which are 100% aligned with each niche area.

How does the share look from a chart point of view? (US dollar converted into euros) 📈📉

Let's take a look at the chart of Roper Technologies. Currently, the price here is at 412.70€. Above us is the first resistance at 421.40€. If we take this out sustainably, the share could rise even further. After that, the next target would be at 432.60€. If the share falls now, however, the first support zone is at 406.35€. If this does not hold, the next support zone would be at 400€. This should hold otherwise it would go down again a bit. After that, the target on the short side would be at 391.20€. After that, even the support zone at 385.40 €. Will now be very exciting whether the share is still further bullish on the road or again the one or the other support zone approaches.

Your opinion: 🤔🧐

Now I would like to hear your opinion on this stock in the comments.

What do you think of Roper Technologies and did you already know this company?

Do you guys maybe already have this stock in your portfolio?

Feel free to let me know in the comments.

Of course, this is not an investment advice but just my own opinion that I want to share with you.

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗧𝗿𝘂𝗺𝗽𝘀 "𝗧𝗿𝘂𝘁𝗵" 𝗸𝗼𝗺𝗺𝘁 / 𝗦𝗵𝗲𝗹𝗹 𝗸𝗮𝘂𝗳𝘁 𝗲𝗶𝗴𝗲𝗻𝗲 𝗔𝗸𝘁𝗶𝗲𝗻 / 𝗞𝗿𝘆𝗽𝘁𝗼 𝘂𝗻𝗱 𝗱𝗶𝗲 𝗞𝗿𝗶𝗺𝗶𝗻𝗲𝗹𝗹𝗲𝗻

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Greenbrier Companies Inc ($GBX (+0,84%)) and Acuity Brands Inc ($AYI (+2,66%)) present their quarterly figures.

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, AT&T Inc ($T (+2,05%)), Roper Technologies Inc ($ROP (-0,02%)) and Verizon Communications Inc ($VZ (+0,51%)) are trading ex-dividend.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Shell ($RDS.B) - Oil giant Shell launches a share buyback program as announced. A total of $5 billion worth of shares are to be repurchased. The money for the buybacks comes primarily from the sale of a shale gas deposit in the U.S. state of Texas in September. Shell earned a total of 9.5 billion US dollars from the sale of the shale gas deposit.

Digital Worlds Acquisition ($DWAC) - Yesterday, SPAC Digital Worlds Acquisition, which is set to merge with Donald Trump's media company, shot up by a full 20%. The reason for this is the announcement that Donald Trump's new social media app called "Truth" will be available from February 21.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

The first results of the "Crypto Crime Report" from blockchain data platform Chainalysis show that scams in the crypto world increased by 81% in 2021. However, on the other hand, the report also showed that law enforcement agencies and security companies are becoming more efficient in fighting these crimes.

Follow us for french content on @MarketNewsUpdateFR

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗕𝗲𝗮𝘂𝘁𝘆 𝗶𝗻 𝗜𝗻𝗱𝗶𝗮 / 𝗣𝗲𝗽𝗽𝗲𝗿𝘀 𝗻𝗲𝘂𝗲𝗿 𝗕𝗲𝘀𝗶𝘁𝘇𝗲𝗿 / 𝗭𝗮𝗵𝗹𝘂𝗻𝗴𝘀𝗮𝘂𝘀𝗳𝗮𝗹𝗹 𝗴𝗲𝘀𝘁𝗼𝗽𝗽𝘁 / 𝗕𝗶𝘁𝗰𝗼𝗶𝗻-𝗘𝗧𝗙 𝗯𝗼𝗼𝗺𝘁

𝗜𝗣𝗢𝘀 🔔

Nykaa - On Oct. 28, India's FSN E-Commerce Ventures, the parent company of India's largest cosmetics retailer Nykaa, aims to go public at a valuation of $7.4 billion. A total of 41,972,660 shares will be available for sale by the first of November. Nykaa was founded in 2012 and already has 1,500 beauty product brands in its portfolio.

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, Caterpillar Inc. ($CAT1 (-2,91%)), Kaiser Aluminum Corp. ($KLU1 (+1,94%)), Pmbina Pipeline Corp. ($P5P (+0,18%)), The RMR Group Inc. ($PMR), Simulations Plus, Inc. ($SD3) and SM Energy Company ($SJL (+1%)) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, American Express ($AEC1 (+0,52%)), BB Biotech ($BBZA (+1,39%)), Chugai Pharmaceutical Co. Ltd ($CUP (+2,93%)), Honeywell ($ALD (+1,7%)), Reliance Industries Ltd. ($RLI (+0%)), Roper Industries Inc. ($ROP (-0,02%)), Schlumberger ($SCL (+0,56%)) and V.F. Corp. ($VFP (-2,78%)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Softbank ($SFT (-2,3%)) - According to insiders, Japanese technology investor Softbank is negotiating with German company United Robotics to buy the French robotics business centered around the humanoid robot Pepper. The Bochum-based company United Robotics already works with Softbank and distributes its Pepper and Nao robots in Europe. There was no official comment from either company on the takeover rumors.

Evergrande ($EV1) - Shortly before the deadline, the Chinese real estate group Evergrande was able to make a multi-million dollar interest payment. It was transferred 83.5 million U.S. dollars to the bondholders. As a result, the share price rose by more than seven percent in the meantime. So far, the shares have lost more than 80 percent of their value in 2021. But further interest payments are also due soon. On October 29, the next grace period for a bond expires. To be able to pay banks, suppliers and bondholders on time, Evergrande must therefore continue to raise money.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

ProShares Bitcoin Strategy ETF Update - The ETF is so extremely popular that there is now a risk that it is well on its way to hitting the existing futures limit. One way to counter this bottleneck would be to extend the investment contracts. However, in doing so, there is a risk that the fund will be too different from the actual bitcoin price and will no longer track it one-to-one. The ETF created by ProShares was the first fund ever to exceed $1 billion in assets under management in just two days.

Solana ($SOL/EUR (+1,57%)) - One of the strongest gainers in recent days was once again the Solana blockchain cryptocurrency SOL. After growing 36.8% in the last seven days, SOL's current price is $205.28, resulting in a market cap of $61.56 billion. SOL thus overtakes Ripple XRP ($21XX (-0,19%)) and ranks sixth among the world's largest cryptocurrencies. One of the main reasons for SOL's strong growth is likely the booming DeFi (Decentralized Finance) sector of the Solana blockchain. Solana differs from other blockchains, such as Ethereum or the Binance smartchain, by its incredible speed and extremely low transaction fees.

Savings plans were successfully executed 😎✌🏽

So now I'm saving Roper monthly :-D

I became aware of Roper through Aktienmitkopf and am now informing myself about the company again. Sounded very exciting at first. :D