In the ever-evolving landscape of technology and industrial solutions, Roper Technologies, Inc. (ROP) and monday.com Ltd. (MNDY) stand out as key players worth examining. While Roper operates in the industrial machinery sector, focusing on software and engineered products, monday.com is at the forefront of cloud-based work management solutions. Their contrasting approaches to innovation and market reach make this comparison particularly insightful for investors. Join me as we delve into the strengths and prospects of these two companies to identify which could be the more compelling investment opportunity.
Table of contents
Company Overview
Roper Technologies, Inc. Overview
Roper Technologies, Inc. is a diversified technology company based in Sarasota, Florida, specializing in designing and developing software, engineered products, and solutions across various sectors. With a market capitalization of approximately $48B, Roper operates primarily in the industrial machinery space, offering a wide range of services, including enterprise management, diagnostic software, and cloud-based financial analytics. The company emphasizes innovation and quality in its offerings, catering to industries such as healthcare, life insurance, and food service. Roper has a strong focus on acquiring and nurturing technology-driven businesses, which positions it as a significant player in the industrial tech landscape.
monday.com Ltd. Overview
monday.com Ltd., headquartered in Tel Aviv-Yafo, Israel, is a leading cloud-based work operating system that empowers teams to manage projects and workflows efficiently. With a current market cap of about $7.36B, monday.com provides modular software applications that cater to various business needs, including marketing, CRM, and project management. The company, founded in 2012, has quickly established itself as a go-to platform for businesses seeking customizable and scalable solutions. Its user-friendly interface and versatile functionalities have made it a popular choice among organizations globally, driving rapid adoption across industries.
Key similarities and differences
Both Roper Technologies and monday.com are focused on leveraging technology to provide innovative solutions; however, their business models differ significantly. Roper operates within the industrial machinery sector with a broad range of engineered products and software solutions, while monday.com specializes in a specific cloud-based work management platform aimed at enhancing productivity across various business functions. Roper’s diverse portfolio contrasts with monday.com’s focused approach on modular software applications.
Income Statement Comparison
This table provides a side-by-side comparison of the most recent income statements for Roper Technologies, Inc. (ROP) and monday.com Ltd. (MNDY), highlighting key financial metrics.
| Metric | Roper Technologies, Inc. | monday.com Ltd. |
|---|---|---|
| Market Cap | 48.03B | 7.36B |
| Revenue | 7.04B | 0.97B |
| EBITDA | 3.04B | 0.06B |
| EBIT | 2.23B | 0.04B |
| Net Income | 1.55B | 32.37M |
| EPS | 14.47 | 0.65 |
| Fiscal Year | 2024 | 2024 |
Interpretation of Income Statement
In the most recent fiscal year, Roper Technologies experienced significant revenue growth, increasing from 6.18B in 2023 to 7.04B in 2024, indicating robust demand for its industrial solutions. In contrast, monday.com saw a revenue increase from 729.7M to 972M, reflecting its ongoing expansion in the software market. ROP’s net income also rose to 1.55B, showcasing improved profitability and margins, while MNDY’s net income was modest at 32.37M, still recovering from prior losses. Overall, ROP’s strong performance underscores its operational efficiency, whereas MNDY continues to stabilize its financials amid growth challenges.
Financial Ratios Comparison
Below is a comparative analysis of the most recent financial ratios for Roper Technologies, Inc. (ROP) and monday.com Ltd. (MNDY):
| Metric | ROP | MNDY |
|---|---|---|
| ROE | 8.2% | 3.1% |
| ROIC | 5.5% | -1.7% |
| P/E | 36.0 | – |
| P/B | 3.0 | 11.2 |
| Current Ratio | 0.40 | 2.66 |
| Quick Ratio | 0.37 | 2.66 |
| D/E | 0.41 | 0.10 |
| Debt-to-Assets | 24.5% | 4.8% |
| Interest Coverage | 7.7 | – |
| Asset Turnover | 0.22 | 0.58 |
| Fixed Asset Turnover | 47.0 | 7.1 |
| Payout ratio | 20.8% | 0% |
| Dividend yield | 0.58% | 0% |
Interpretation of Financial Ratios
ROP displays stronger profitability metrics, particularly in ROE and ROIC, indicating efficient use of equity and invested capital. MNDY’s high current and quick ratios suggest robust liquidity, but its negative profitability ratios raise concerns about operational efficiency. ROP’s lower D/E ratio reflects better financial stability, whereas MNDY’s high P/B ratio indicates a premium valuation, which may not be justified by its current performance. Overall, ROP appears to be a more stable investment.
Dividend and Shareholder Returns
Roper Technologies (ROP) offers a dividend with a payout ratio of approximately 21%, reflecting a consistent yield of 0.58%. The company engages in share buybacks, which supports shareholder returns but poses risks of unsustainable distributions if cash flow declines. In contrast, monday.com (MNDY) does not pay dividends, focusing instead on reinvestment for growth. Though this approach can enhance long-term value, the lack of immediate returns may not appeal to all investors. Overall, ROP’s dividend strategy appears more aligned with sustainable shareholder value creation than MNDY’s growth-centric model.
Strategic Positioning
Roper Technologies (ROP) holds a significant market share in the industrial machinery sector, leveraging a diverse range of engineered products and software solutions. Meanwhile, monday.com (MNDY) is positioned as a key player in the software application industry with its innovative Work OS platform. Both companies face competitive pressure from emerging tech firms, and must navigate the rapid pace of technological disruption, particularly in software and automation. This necessitates ongoing investment in R&D to maintain their market positions.
Stock Comparison
In the past year, we have observed significant price movements and trading dynamics for both Roper Technologies, Inc. (ROP) and monday.com Ltd. (MNDY), which underscore a challenging market environment for these companies.
Trend Analysis
Roper Technologies, Inc. (ROP) has experienced a price change of -14.69% over the past year, indicating a bearish trend. The highest price reached was $588.38, while the lowest was $443.75, suggesting notable volatility with a standard deviation of 30.17. The recent trend shows a decline of -12.94% from September 14, 2025, to November 30, 2025, reflecting a deceleration with a trend slope of -7.36.
monday.com Ltd. (MNDY) has seen a more pronounced price change of -18.63% over the last year, also indicating a bearish trend. The stock peaked at $324.31 and dipped to a low of $143.86, with a standard deviation of 41.71, highlighting substantial volatility. In the recent period from September 14, 2025, to November 30, 2025, the decline escalated to -25.05%, with a trend slope of -4.88, also showing deceleration.
Both companies are experiencing downward trends, with ROP and MNDY demonstrating deteriorating price movements and increasing volatility in their respective markets.
Analyst Opinions
Recent analyst recommendations indicate a mixed outlook for Roper Technologies, Inc. (ROP) and monday.com Ltd. (MNDY). ROP has received a “B+” rating, with analysts highlighting its strong discounted cash flow and return on assets, suggesting a consensus to buy. In contrast, MNDY’s “B-” rating points to some concerns, particularly in its price-to-earnings metrics, leading to a hold recommendation. Overall, the consensus for ROP is a buy, while MNDY leans towards a hold for the current year.
Stock Grades
Let’s take a look at the current stock ratings for Roper Technologies, Inc. (ROP) and monday.com Ltd. (MNDY) based on recent analyses from reputable grading companies.
Roper Technologies, Inc. Grades
| Grading Company | Action | New Grade | Date |
|---|---|---|---|
| RBC Capital | downgrade | Sector Perform | 2025-10-27 |
| Barclays | maintain | Underweight | 2025-10-27 |
| TD Cowen | maintain | Buy | 2025-10-24 |
| Raymond James | maintain | Strong Buy | 2025-10-24 |
| RBC Capital | maintain | Outperform | 2025-10-24 |
| Jefferies | maintain | Buy | 2025-10-24 |
| Mizuho | maintain | Neutral | 2025-10-17 |
| JP Morgan | downgrade | Underweight | 2025-10-15 |
| Barclays | maintain | Underweight | 2025-10-01 |
| Truist Securities | maintain | Buy | 2025-07-22 |
monday.com Ltd. Grades
| Grading Company | Action | New Grade | Date |
|---|---|---|---|
| B of A Securities | maintain | Neutral | 2025-11-11 |
| Piper Sandler | maintain | Overweight | 2025-11-11 |
| Morgan Stanley | maintain | Overweight | 2025-11-11 |
| Jefferies | maintain | Buy | 2025-11-11 |
| Citigroup | maintain | Buy | 2025-11-11 |
| Barclays | maintain | Overweight | 2025-11-11 |
| UBS | maintain | Neutral | 2025-11-11 |
| JP Morgan | maintain | Overweight | 2025-11-11 |
| Wells Fargo | maintain | Overweight | 2025-11-11 |
| DA Davidson | maintain | Buy | 2025-11-11 |
In summary, Roper Technologies has experienced some downgrades recently, with RBC Capital changing its stance to “Sector Perform,” while multiple firms still maintain a “Buy” or “Strong Buy” rating for some periods. On the other hand, monday.com has a consistent rating trend with several firms maintaining their “Buy” and “Overweight” ratings, indicating confidence in its growth potential. Overall, ROP shows a mixed sentiment, while MNDY appears to be viewed more favorably by analysts.
Target Prices
The current target price consensus for Roper Technologies, Inc. and monday.com Ltd. indicates strong expectations from analysts.
| Company | Target High | Target Low | Consensus |
|---|---|---|---|
| Roper Technologies, Inc. | 650 | 506 | 574.2 |
| monday.com Ltd. | 365 | 202 | 293.78 |
For Roper Technologies, analysts expect a target price of 574.2, compared to its current price of 446.22, suggesting potential upside. Meanwhile, monday.com has a consensus target of 293.78, while trading at 143.86, indicating significant growth potential as well.
Strengths and Weaknesses
The following table summarizes the strengths and weaknesses of Roper Technologies, Inc. (ROP) and monday.com Ltd. (MNDY).
| Criterion | Roper Technologies, Inc. (ROP) | monday.com Ltd. (MNDY) |
|---|---|---|
| Diversification | High – Multiple sectors covered | Moderate – Focus on software |
| Profitability | Strong – 22% net profit margin | Weak – Positive net margin but low |
| Innovation | High – Significant R&D investment | High – Continual software updates |
| Global presence | Strong – Operates in many regions | Moderate – Primarily in US and Europe |
| Market Share | Significant within sectors | Growing but still small |
| Debt level | Moderate – Debt to equity ratio 0.41 | Low – Debt to equity ratio 0.10 |
In summary, ROP demonstrates strong profitability and diversification, making it a robust player in its sector. Conversely, MNDY shows potential with innovation but faces challenges regarding profitability and market share expansion.
Risk Analysis
Below is a summary of the key risks associated with Roper Technologies, Inc. (ROP) and monday.com Ltd. (MNDY).
| Metric | Roper Technologies, Inc. | monday.com Ltd. |
|---|---|---|
| Market Risk | Medium | High |
| Regulatory Risk | Low | Medium |
| Operational Risk | Medium | High |
| Environmental Risk | Low | Low |
| Geopolitical Risk | Medium | Medium |
In summary, ROP faces moderate market and operational risks due to its reliance on industrial sectors, while MNDY contends with high market and operational risks stemming from intense competition in the software industry. The beta of MNDY (1.234) indicates higher volatility than the market, further amplifying investor risk.
Which one to choose?
When comparing Roper Technologies, Inc. (ROP) and monday.com Ltd. (MNDY), ROP demonstrates stronger fundamentals with a net profit margin of 22% and a robust gross profit margin of 69%. In contrast, MNDY struggles with profitability, showing a significantly lower net profit margin of just 3% and a high price-to-earnings ratio of over 360. ROP has a solid rating of B+ from analysts, while MNDY holds a B- rating. Stock trends indicate a bearish sentiment for both companies, with ROP down 14.69% and MNDY down 18.63%.
Investors focused on growth may prefer ROP due to its solid profitability and operational efficiency, while those seeking exposure to a rapidly growing tech sector may consider MNDY, despite its current financial challenges. However, MNDY faces risks related to competition and market dependence, which could impede future growth.
Disclaimer: This article is not financial advice. Each investor is responsible for their own investment decisions.
Go further
I encourage you to read the complete analyses of Roper Technologies, Inc. and monday.com Ltd. to enhance your investment decisions:
