Roper Technologies vs Ubiquiti

Roper Technologies Inc. vs Ubiquiti Inc. This page compares business models, financial performance, and market context in a neutral, accessible way to help readers understand each company’s positioning. Educational content, not financial advice.

Roper Technologies Inc. vs Ubiquiti Inc. This page compares business models, financial performance, and market context in a neutral, accessible way to help readers understand each company’s positionin...

Comparison Snapshot

Key Financial Metrics

ROP

Metric

UI

$43.46B

Market Cap

$34.06B

36.23%

Potential Profit

7.79%

Buy

Analyst Rating

Hold

Why It's Moving

Roper Technologies Hits 52-Week Low Amid Analyst Cuts and Earnings Worries, But Oversold Signals Hint at Rebound Potential.

Multiple firms trimmed price targets—JPMorgan to $457 (Underweight), Mizuho to $419 (Underperform), and RBC to Sector Perform—citing AI threats and cyclical pressures eroding growth outlook.
Stock's RSI dipped below 30 into oversold territory after a 6.2% four-week drop, suggesting selling exhaustion and potential bounce as it ranks as a Zacks #2 Buy.
Company boosted quarterly dividend 10% to $0.91 per share and named new AI executives to bolster software growth, countering sector headwinds while maintaining Moderate Buy consensus.

Sentiment:

🌋Volatile

Ubiquiti Shares Climb on Stellar Q1 Earnings Beat, Fueling Short-Term Rally Momentum.

Q1 revenues rocketed to $733.8 million, highlighting explosive growth in enterprise wireless and Wi-Fi solutions.
GAAP diluted EPS of $3.43 crushed expectations, boosting investor confidence in profitability amid tech sector tailwinds.
Stock gained 2.28% Tuesday in a 10.27% two-week surge, with analysts eyeing 17% upside in the next three months.

Sentiment:

🐃Bullish

Roper Technologies Hits 52-Week Low Amid Analyst Cuts and Earnings Worries, But Oversold Signals Hint at Rebound Potential.

Multiple firms trimmed price targets—JPMorgan to $457 (Underweight), Mizuho to $419 (Underperform), and RBC to Sector Perform—citing AI threats and cyclical pressures eroding growth outlook.
Stock's RSI dipped below 30 into oversold territory after a 6.2% four-week drop, suggesting selling exhaustion and potential bounce as it ranks as a Zacks #2 Buy.
Company boosted quarterly dividend 10% to $0.91 per share and named new AI executives to bolster software growth, countering sector headwinds while maintaining Moderate Buy consensus.

Sentiment:

🌋Volatile

Ubiquiti Shares Climb on Stellar Q1 Earnings Beat, Fueling Short-Term Rally Momentum.

Q1 revenues rocketed to $733.8 million, highlighting explosive growth in enterprise wireless and Wi-Fi solutions.
GAAP diluted EPS of $3.43 crushed expectations, boosting investor confidence in profitability amid tech sector tailwinds.
Stock gained 2.28% Tuesday in a 10.27% two-week surge, with analysts eyeing 17% upside in the next three months.

Sentiment:

🐃Bullish

Investment Analysis

Roper Technologies

ROP

Pros

Roper Technologies has a diverse portfolio of vertical software and technology-enabled products across multiple international markets, supporting stable revenue streams.
The company demonstrated strong sales growth with a 13.94% increase in revenue to $7.04 billion and an 11.93% rise in earnings to $1.55 billion in 2024.
Analyst consensus is positive, with an average 'Buy' rating and a 12-month price target implying over 23% upside from current levels.

Considerations

Roper Technologies trades at a relatively high forward P/E ratio near 22, which could indicate some valuation risk amid market fluctuations.
With a beta of 1.0, the stock exhibits average market volatility, exposing it to broad market risks.
The modest dividend yield of 0.72% might be less attractive for income-focused investors compared to other tech or industrial peers.

Ubiquiti

UI

Pros

Ubiquiti benefits from a strong market position in networking products, especially in wireless communications and enterprise Wi-Fi solutions.
The company has a substantial market capitalization close to $46 billion, reflecting investor confidence and scale.
Ubiquiti’s revenue of approximately $2.57 billion indicates solid sales performance in a competitive technology sector.

Considerations

Ubiquiti's revenue scale is significantly smaller than larger diversified industrial tech firms, which may limit growth opportunities in broader markets.
The company’s stock experienced a recent price decline around 2.3%, suggesting potential near-term headwinds or profit-taking.
There may be execution risks tied to maintaining competitive advantages as the networking industry faces rapid technological change and competition.

About The Companies

Roper Technologies (ROP)

Roper Technologies Inc (ROP) is a diversified US-listed company that develops and acquires software and engineered products serving niche vertical markets — from healthcare and education to energy and transportation. Its strategy blends organic growth in subscription-style software with bolt‑on acquisitions that expand product offerings and recurring revenue. Roper is known for relatively high operating margins and steady free cash flow compared with traditional industrial peers, reflecting its asset-light software businesses and specialised instrumentation. Management tends to favour reinvestment and share buybacks over large dividends, and capital allocation underpins long-term returns. Key investor considerations include acquisition integration risk, exposure to the cyclicality of certain end markets, and valuation that often reflects expected future growth. Values can rise or fall; this is general educational information, not personalised financial advice. Suitability depends on an investor’s objectives, timeframe and risk tolerance.

Ubiquiti (UI)

Ubiquiti Inc (UI) designs and sells networking hardware and management software — including wireless access points, switches, routers and cloud-managed platforms such as UniFi — for homes, small businesses and larger enterprises. The company’s direct-to-channel distribution and low-marketing approach have historically supported robust gross margins and cash generation; the market capitalisation is roughly $43.6bn. Key growth drivers include upgrades to Wi‑Fi infrastructure, cloud-managed networking and demand for scalable, lower-cost enterprise solutions. Investors should be aware of risks: revenue can be cyclical, results are sensitive to supply‑chain disruptions and competition from larger vendors and cloud providers is intense. Product security, firmware issues or governance concerns can also affect customer trust. This summary is general educational information and not personalised investment advice — values can fall as well as rise and past performance is not a reliable guide.

Roper Technologies (ROP) Next Earnings Date

Roper Technologies (ROP) is scheduled to report its next earnings on January 27, 2026, before the market opens. This release will cover the Q4 2025 period, aligning with the company's historical pattern of late-January announcements for year-end results. Investors should monitor for updates, as dates can occasionally shift.

Ubiquiti (UI) Next Earnings Date

Ubiquiti Inc. (UI) is scheduled to report its next earnings on February 6, 2026, before the market opens. This release will cover the Q1 fiscal 2026 quarter, ending approximately December 31, 2025. The date aligns with the company's historical pattern of early February reporting following prior quarters.

Roper Technologies (ROP) Next Earnings Date

Roper Technologies (ROP) is scheduled to report its next earnings on January 27, 2026, before the market opens. This release will cover the Q4 2025 period, aligning with the company's historical pattern of late-January announcements for year-end results. Investors should monitor for updates, as dates can occasionally shift.

Ubiquiti (UI) Next Earnings Date

Ubiquiti Inc. (UI) is scheduled to report its next earnings on February 6, 2026, before the market opens. This release will cover the Q1 fiscal 2026 quarter, ending approximately December 31, 2025. The date aligns with the company's historical pattern of early February reporting following prior quarters.

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A record fine against a major Australian bank for serious misconduct highlights systemic failures in the financial sector. This event is expected to drive significant investment in governance, risk, and compliance (GRC) solutions as institutions race to meet stricter regulatory standards.

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Comparison Snapshot

Why It's Moving

Roper Technologies Hits 52-Week Low Amid Analyst Cuts and Earnings Worries, But Oversold Signals Hint at Rebound Potential.

Ubiquiti Shares Climb on Stellar Q1 Earnings Beat, Fueling Short-Term Rally Momentum.

Roper Technologies Hits 52-Week Low Amid Analyst Cuts and Earnings Worries, But Oversold Signals Hint at Rebound Potential.

Ubiquiti Shares Climb on Stellar Q1 Earnings Beat, Fueling Short-Term Rally Momentum.