- ROPER'S M&A MACHINE GETS A TAILWIND — LOW APP SOFTWARE VALUATIONS, FALLING RATES
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$ROP
- ROPER'S M&A MACHINE GETS A TAILWIND — LOW APP SOFTWARE VALUATIONS, FALLING RATES
Khaveen Investments analyst Nicholas Tan says declining Application Software valuations enable lower-cost acquisitions in Roper's core segments (77% of 2025 revenue). Falling rates and stable GDP growth sustain deal flow; improving cash-to-debt position backs the strategy.