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Roper Technologies Inc V.ROP.P


Primary Symbol: ROP

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.


NDAQ:ROP - Post by User

Comment by FreddieMacon Nov 06, 2021 8:43pm
166 Views
Post# 34096675

RE:RE:RE:RE:Catalysts for the stock ....

RE:RE:RE:RE:Catalysts for the stock ....

Yes, fair point and at a high level I agree that the company is generating materially more revenue than say 9 months ago.  That and more clarity on positive momentum and revenue growth into 2022.  

But the company has also created more dilution as well, with the $1.20 / share offering and the warrants that went with it, plus the dilution (upon conversion) of the latest debt round, plus ESOP issuances that took place.

So to be truly "apples to apples", any comparison must be on a "per fully diluted share" basis, not just simply top line revenue.

To be clear, I agree the picture is much better than a year ago, but am struggling to understand how folks are doing the math to justify some of the much higher (eg: $2 / share) price projections here.  

Appreciate your thoughts, thanks !  



diamondhands wrote:

Broadly speaking I think his point is that the company has fundamentally advanced significantly relative to last year, and therefore if the company was priced fairly at any point between e.g. c$0.9 - 1.98  then it should be worth at least that amount now. 


for a specific valuation you can just run your own model, but hey maybe I can build one for you and share it, but even some back of napkin numbers suggest that as the growth strategy continues to unfold the value should be much higher over time 



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