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What smart money is saying about Roper TechnologiesUnited States flag

ROP · Technology · Software - Application · Market cap $32.98B

4 funds in our archive have pitched Roper Technologies — most recently Harris Associates U.S. Large Value Strategy in March 2026.

Company profile

Roper Technologies, Inc., established in 1981 and based in Sarasota, Florida (formerly known as Roper Industries, Inc. until 2015), operates as a diversified technology company. It specializes in developing and delivering advanced software solutions alongside highly engineered products for a wide range of industries. Its extensive software portfolio includes enterprise and financial management systems, cloud-based analytics for sectors like insurance and healthcare, campus and supply chain management tools, and specialized applications for areas such as foodservice, visual effects, and data collaboration. Complementing this, Roper designs and manufactures a diverse array of engineered products, encompassing precision testing instruments for materials like rubber and plastic, medical devices (such as ultrasound accessories), flow and control components (including valves, pumps, and meters), automated dispensing and monitoring equipment (like leak detection and vibration monitoring systems), and various sensors for industrial and utility applications.

Fund coverage · 4 theses

  • Harris Associates U.S. Large Value Strategy
    March 2026

    Roper Technologies offers a deep moat, strong margins, and a cash-generative model with attractive growth prospects.

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  • Oakmark Equity and Income Fund
    March 2026

    Roper Technologies, Inc. is a capital-light vertical software compounder with durable moats, strong margins, and discounted valuation.

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  • Guinness Global Quality Mid Cap
    December 2025

    Roper Technologies is a vertical software compounder using disciplined M&A and organic growth to generate strong free cash flow and durable value creation.

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  • Guinness Global Quality Mid Cap
    June 2025

    Roper Technologies is a long-term investor in vertical software companies, focusing on organic growth and cash flow generation, while capitalizing on the current market conditions to expand its portfolio.

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