Roper Technologies Inc V.ROP.P

Primary Symbol: ROP

Technology Software - Application

Roper Technologies, Inc. is a diversified technology company. The Company operates businesses that design and develop vertical software and technology-enabled products for a variety of defensible niche markets. It operates through three segments: Application Software, Network Software and Technology Enabled Products. The Application Software segment includes Aderant, CBORD, Clinisys, Data Innovations, Deltek, Frontline, IntelliTrans, PowerPlan, Strata and Vertafore. The Network Software segment includes ConstructConnect, DAT, Foundry, iPipeline, iTradeNetwork, Loadlink, MHA, SHP and SoftWriters. The Technology Enabled Products segment includes CIVCO Medical Solutions, FMI, Inovonics, IPA, Neptune, Northern Digital, rf IDEAS and Verathon. Aderant is a comprehensive management software solution for law and other professional services firms. ConstructConnect is a cloud-based data, collaboration, and estimating automation software solutions to a network of pre-construction contractors.

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Roper Technologies Inc > Bullish webinar

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Comment by dileas48son Jan 28, 2021 4:23pm

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Post# 32413533

RE:RE:RE:RE:RE:Bullish webinar

Check today's presentation / interview posted on StockHouse. Pretty clear Paul is interested in Growth, and that while improving EBITDA is a goal, it is not the focus. There's a couple passages in this interview where he reinforces over and over that Growth is the objective for the forseeable future.

faraj69 wrote: Pretty sure Paul stated that GDNP would be profitable in 2021 at the previous conference before the last one. Whether it happens or not is a diff story.

dileas48s wrote:
I do not expect GDNP to turn a profit this year. I highly approve of their acquisition strategy thus far, but it has come at a price. If you're a shareholder that expects one or two more acquisitions this year, and I do think that is possible, then there should definitely be no expectation for true EPS earnings.

Paul has stated repeatedly in all of his webinars that GDNP should be measured as a Growth company, and as such profits are not their short term, or even medium term goal (to me, that means 18 - 36 months). Revenue is most assuredly the most important metric that I am interested in at this stage.

So long as they continue to print deals like this past week and add in-house manufacturing capability like they did with Shepherd and IPF then revenue will grow, and over time the journey to profit will take shape.

But, in my view, expecting profits at this juncture is an unreasonable expectation.

faraj69 wrote: They should be profitable this year plus I don't think Paul would be targeting a $5 buyout price without GDNP being profitable.

stockfy wrote: Yes it was a bullish one. However, I want to see them make money because they record losses to-date.

AceGino wrote: Is it just me or was that an extremely bullish webinar? Paul saying the current revenue projections target 32-35M revenues in year. If GDNP can take down a couple acquisitions they'll easily pass the 50-60M range for the year, which puts them barely above 2.5x multiple today on forward sales. I'd say GDNP is seriously undervalued at this current price if one is to believe they'll close some deals this year.