Roper Technologies vs Atlassian
This page compares two companies: Roper Technologies (Roper Technologies Inc.) and Atlassian (Atlassian Corporation Plc). It covers business models, financial performance, and market context in a neutral, accessible tone to help readers understand similarities and differences. Educational content, not financial advice.
This page compares two companies: Roper Technologies (Roper Technologies Inc.) and Atlassian (Atlassian Corporation Plc). It covers business models, financial performance, and market context in a neut...
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.
Atlassian insiders cash out amid steady trading, spotlighting cloud momentum in a volatile tech landscape.
- CEO Michael Cannon-Brookes and director Farquhar Scott offloaded 7,665-7,667 shares each at around $161-163, signaling routine profit-taking after recent quarterly beats.
- Cloud apps including Jira and Confluence now live on AWS Marketplace since December 2, easing enterprise cloud shifts and expanding reach to 150+ countries.
- DX acquisition completed November 10 enhances AI-driven developer insights, while analysts like Mizuho lift targets to $245 amid 'Moderate Buy' consensus.
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.
Atlassian insiders cash out amid steady trading, spotlighting cloud momentum in a volatile tech landscape.
- CEO Michael Cannon-Brookes and director Farquhar Scott offloaded 7,665-7,667 shares each at around $161-163, signaling routine profit-taking after recent quarterly beats.
- Cloud apps including Jira and Confluence now live on AWS Marketplace since December 2, easing enterprise cloud shifts and expanding reach to 150+ countries.
- DX acquisition completed November 10 enhances AI-driven developer insights, while analysts like Mizuho lift targets to $245 amid 'Moderate Buy' consensus.
Which Baskets Do They Appear In?
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Explore BasketInvestment Analysis
Pros
- Roper Technologies reported a stronger-than-expected Q3 2025 EPS of $5.14, surpassing forecasts and demonstrating robust profitability.
- The company maintains solid financial health with strong profitability metrics and a good balance sheet.
- Roper announced a $3 billion share repurchase program, indicating management confidence in its long-term growth strategy.
Considerations
- Q3 2025 revenue slightly missed market expectations, which caused an almost 9% drop in pre-market stock price, reflecting investor concerns.
- The stock price has experienced volatility, including a 7% decline over the past year despite longer-term growth trends.
- Roper’s P/E ratio of approximately 31.79 indicates a relatively high valuation, which could imply limited upside or increased risk if growth slows.
Atlassian
TEAM
Pros
- Atlassian's strong market position in collaboration and productivity software supports sustained demand for its cloud-based offerings.
- The company has shown consistent revenue growth driven by an expanding customer base and product innovation across multiple segments.
- Atlassian benefits from significant scalability and recurring subscription revenue streams, enhancing margin expansion potential.
Considerations
- Atlassian faces intense competition from larger tech companies and niche software providers, posing execution and market share risks.
- Growth dependency on cloud adoption trends exposes the company to macroeconomic and regulatory uncertainties in software spending.
- Profitability pressures exist due to heavy investment in research and development as well as sales and marketing to capture market share.
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