Roper Technologies vs ASE Technology
Roper Technologies and ASE Technology are compared on this page to illuminate how their business models, financial performance, and market context differ. The aim is to present factual, accessible information about each company to help readers understand the landscape without making judgments. Educational content, not financial advice.
Roper Technologies and ASE Technology are compared on this page to illuminate how their business models, financial performance, and market context differ. The aim is to present factual, accessible inf...
Why It's Moving
Roper CFO's insider buy signals confidence amid strategic debt refinancing.
- CFO Jason Conley purchased 6,000 shares at $170.61 (total ~$1.02M) on 12/2/2025, a bullish insider move suggesting faith in ROP's growth trajectory despite the paired sale at $445.57 (~$2.67M).
- Priced $2B in senior notes on ~12/7/2025 across 2028-2035 maturities at rates of 4.25%-5.10%, proceeds to repay credit facility borrowings, retire maturing notes, and support acquisitions.
- Recent Q3 results showed 14% revenue growth to $2.02B and 17% free cash flow surge to $842M, with $1.3B already deployed on deals like Convoy, reinforcing acquisition momentum.
ASE Technology Hits 52-Week High as Strong Revenue Signals Semiconductor Surge.
- November net revenues hit NT$58,820 million, up 11.1% YoY despite a slight sequential dip, highlighting resilient assembly and testing demand.
- ATM segment revenues jumped 23.6% YoY to NT$36,082 million, underscoring strength in core semiconductor packaging services.
- Russell Investments boosted its stake on December 11, reflecting growing institutional confidence in ASE's trajectory.
Roper CFO's insider buy signals confidence amid strategic debt refinancing.
- CFO Jason Conley purchased 6,000 shares at $170.61 (total ~$1.02M) on 12/2/2025, a bullish insider move suggesting faith in ROP's growth trajectory despite the paired sale at $445.57 (~$2.67M).
- Priced $2B in senior notes on ~12/7/2025 across 2028-2035 maturities at rates of 4.25%-5.10%, proceeds to repay credit facility borrowings, retire maturing notes, and support acquisitions.
- Recent Q3 results showed 14% revenue growth to $2.02B and 17% free cash flow surge to $842M, with $1.3B already deployed on deals like Convoy, reinforcing acquisition momentum.
ASE Technology Hits 52-Week High as Strong Revenue Signals Semiconductor Surge.
- November net revenues hit NT$58,820 million, up 11.1% YoY despite a slight sequential dip, highlighting resilient assembly and testing demand.
- ATM segment revenues jumped 23.6% YoY to NT$36,082 million, underscoring strength in core semiconductor packaging services.
- Russell Investments boosted its stake on December 11, reflecting growing institutional confidence in ASE's trajectory.
Which Baskets Do They Appear In?
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Explore BasketWhich Baskets Do They Appear In?
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Explore BasketInvestment Analysis
Pros
- Roper Technologies delivered a stronger-than-expected EPS of $5.14 in Q3 2025, indicating solid profitability.
- The company has a $3 billion share repurchase program, reflecting management’s confidence in long-term value creation.
- Roper’s decentralized model and focus on vertical market software businesses drive consistent organic revenue growth, with 6% growth across all segments.
Considerations
- Despite the EPS beat, Q3 2025 revenue slightly missed expectations, causing the stock to decline nearly 9% pre-market.
- Roper’s valuation metrics, including a PE ratio near 31 and price/sales over 8, suggest the stock trades at a premium compared to peers.
- Liquidity ratios such as a quick ratio of 0.36 and current ratio of 0.46 indicate relatively low short-term liquidity.
Pros
- ASE Technology is a leading provider in advanced semiconductor packaging and testing, a critical sector in the semiconductor supply chain.
- The company benefits from strong demand driven by secular growth trends in semiconductors and electronics across multiple end markets.
- ASE has demonstrated solid operational efficiency and capacity expansion to meet rising customer needs.
Considerations
- ASE faces cyclical risks tied to semiconductor industry volatility, including demand fluctuations and inventory build-ups.
- Margin pressure is possible from rising raw material costs and competitive pricing in a highly commoditised market.
- Geopolitical tensions and trade restrictions involving China could impact ASE’s cross-border supply chain and sales exposure.
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