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...

Comparison Snapshot

Key Financial Metrics

ROP

Metric

TEAM

$43.99B

Market Cap

$36.43B

49.29%

Potential Profit

79.28%

Buy

Analyst Rating

Buy

Why It's Moving

Roper Technologies Gears Up for Q4 Earnings Reveal Amid Insider Momentum and Dividend Boost

Q4 earnings announcement scheduled for January 27, with an 8 AM ET conference call, building on Q3's 14.3% revenue surge to $2.02B that met expectations and reinforced robust demand.
CEO Laurence Neil Hunn boosted his stake by 11.45% with a $4.5M purchase in November, while Schwartz Investment Counsel added 22,000 shares this month, signaling internal confidence.
Quarterly dividend hiked to $0.91 per share, paid January 16, underscoring commitment to shareholder returns ahead of full-year EPS guidance of 19.90-19.95.
sentiment_tag

Sentiment:

🐃Bullish

Atlassian Stock Surges 28% on Stellar Earnings, Signaling Robust Enterprise Momentum

Revenue hit $1.29 billion, topping estimates by $50 million, while adjusted EPS of $0.96 crushed forecasts by 27%, underscoring resilient demand for collaboration tools.
Enterprise and Premium offerings each surged 40%—double overall growth—driven by a record number of $1 million+ contract wins that attract bigger clients.
Cloud revenues expanded 30%, bolstering long-term positioning in a $67 billion market, with analysts lifting targets to signal 13% upside potential.

Sentiment:

🐃Bullish

Roper Technologies Gears Up for Q4 Earnings Reveal Amid Insider Momentum and Dividend Boost

Q4 earnings announcement scheduled for January 27, with an 8 AM ET conference call, building on Q3's 14.3% revenue surge to $2.02B that met expectations and reinforced robust demand.
CEO Laurence Neil Hunn boosted his stake by 11.45% with a $4.5M purchase in November, while Schwartz Investment Counsel added 22,000 shares this month, signaling internal confidence.
Quarterly dividend hiked to $0.91 per share, paid January 16, underscoring commitment to shareholder returns ahead of full-year EPS guidance of 19.90-19.95.
sentiment_tag

Sentiment:

🐃Bullish

Atlassian Stock Surges 28% on Stellar Earnings, Signaling Robust Enterprise Momentum

Revenue hit $1.29 billion, topping estimates by $50 million, while adjusted EPS of $0.96 crushed forecasts by 27%, underscoring resilient demand for collaboration tools.
Enterprise and Premium offerings each surged 40%—double overall growth—driven by a record number of $1 million+ contract wins that attract bigger clients.
Cloud revenues expanded 30%, bolstering long-term positioning in a $67 billion market, with analysts lifting targets to signal 13% upside potential.

Sentiment:

🐃Bullish

Investment Analysis

Roper Technologies

ROP

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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