Roper Technologies Quality Score: A collection of defensible high-quality growth companies
5 months ago
Heavy Moat Investments
"ROP (watchlist): High-quality serial acquirer transforming from industrial to 75% software business. Focuses on defensible niches with negative working capital, recurring revenue. 3/4 rev recurring. Strong optionality via M&A. Strong organic growth (MSD) + 5-8% inorganic = low double-digit. 10.9% expected IRR. CEO owns $250M. 2.7x debt/EBITDA. Watch list."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Roper Technologies Quality Score: A collection of defensible high-quality growth companies
Source:
Heavy Moat Investments
Published:
July 31, 2025
Idea Type:
Stock Idea