Investors continue to appreciate Roper’s (ROP)
M&A-driven growth and its leverage to higher-margin product
categories like SaaS (including medical software), metering, and
controls/instrumentation. Although industrial conglomerates on the whole
haven’t had an especially good run since the fourth-quarter earnings
reporting season, Roper has continued to outperform both the market and
many of its peers. With good underlying market drivers, strong cash
flow, and upcoming M&A deployments, the underlying drivers for Roper
still look to be very much in place.
Continue here:
Roper Technologies Comes Through Again
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