Fair Value Distribution — percentile bands
68.0% of simulations place fair value above current price
WHAT IS PRICED IN
Revenue-Based Reverse DCF
8.2%/yr
±3.8% · revenue growth to justify current price
FCF-Based Reverse DCF
5.5%/yr
±2.8% · FCF growth to justify current price
THE GAP
Market pricing margin expansion or capex normalization
KEY VALUE DRIVERS
Spearman correlation — what moves this valuation most
Roper Technologies, Inc.
No Eagle analysis yet. Request a full review including conviction score, bull/bear cases, and thesis.
No analysis yet
No analysis yet
ROP executed well in FY2025 with 5.4% organic growth and $2.65B M&A (CentralReach, Subsplash) in AI-enabled verticals. Operating margins stable at 28%, backlog +10%. However, leverage elevated at 32% ...