In today’s competitive landscape, Roper Technologies, Inc. (ROP) and ServiceTitan, Inc. (TTAN) stand out as prominent players in their respective fields. ROP operates within the industrial machinery sector, focusing on innovative software and engineered solutions, while TTAN specializes in application software for field service management. Both companies share a commitment to innovation, making them worthy of comparison. As we delve into their strengths and market strategies, I aim to help you identify which company presents the most compelling investment opportunity.
Table of contents
Company Overview
Roper Technologies, Inc. Overview
Roper Technologies, Inc. is a leading player in the industrial machinery sector, specializing in the design and development of software and engineered products. Founded in 1981 and based in Sarasota, Florida, Roper offers a diverse range of solutions spanning management software, data analytics, and precision instruments. The company serves various industries, including healthcare, foodservice, and financial services, positioning itself as a versatile partner in performance management and compliance. With a market capitalization of approximately $48.2B, Roper is recognized for its innovative approach to integrating technology into traditional sectors, exemplifying a commitment to growth through acquisition and development.
ServiceTitan, Inc. Overview
ServiceTitan, Inc., founded in 2008 and headquartered in Glendale, California, operates within the technology sector, focusing on field service management software. The company provides tools for contractors to manage installation and maintenance services for residential and commercial buildings. With a market cap around $10B, ServiceTitan has rapidly gained traction due to its user-friendly platform, which enhances operational efficiency and customer engagement for service businesses. As a relatively newer player in the market, ServiceTitan is committed to transforming the service industry through technology, making it a significant contender in the software application space.
Key similarities and differences
Both Roper Technologies and ServiceTitan leverage technology to enhance operational efficiencies in their respective fields. Roper focuses on an extensive array of industrial applications, while ServiceTitan zeroes in on a niche market for field service management. This distinction highlights Roper’s broad industrial scope compared to ServiceTitan’s specialized software solutions.
Income Statement Comparison
The following table provides a detailed comparison of the most recent income statements for Roper Technologies, Inc. and ServiceTitan, Inc., allowing investors to evaluate their financial performance side by side.
| Metric | Roper Technologies, Inc. | ServiceTitan, Inc. |
|---|---|---|
| Market Cap | 48.23B | 10.05B |
| Revenue | 7.04B | 771.88M |
| EBITDA | 3.04B | -141.04M |
| EBIT | 2.23B | -221.26M |
| Net Income | 1.55B | -239.09M |
| EPS | 14.47 | -8.53 |
| Fiscal Year | 2024 | 2025 |
Interpretation of Income Statement
In analyzing the income statements for Roper Technologies and ServiceTitan, I observe that Roper has demonstrated consistent revenue growth, climbing to 7.04B in 2024 from 6.18B in 2023, reflecting solid demand and operational efficiency. In contrast, ServiceTitan’s revenue rose to 771.88M in 2025, but it continues to operate at a significant loss, marked by a net income of -239.09M. Roper’s EBITDA margin remains strong, while ServiceTitan struggles to achieve positive margins, indicating the need for improved cost management. Overall, Roper’s performance shows stability and growth, whereas ServiceTitan’s challenges signal potential risks for investors.
Financial Ratios Comparison
The following table presents a comparative analysis of the most recent revenue and financial ratios for Roper Technologies, Inc. (ROP) and ServiceTitan, Inc. (TTAN).
| Metric | ROP | TTAN |
|---|---|---|
| ROE | 8.21% | -16.44% |
| ROIC | 5.50% | -14.25% |
| P/E | 36.0 | N/A |
| P/B | 2.95 | 2.98 |
| Current Ratio | 0.40 | 3.74 |
| Quick Ratio | 0.37 | 3.74 |
| D/E | 0.41 | 0.11 |
| Debt-to-Assets | 24.48% | 9.35% |
| Interest Coverage | 7.70 | -14.82 |
| Asset Turnover | 0.22 | 0.44 |
| Fixed Asset Turnover | 47.02 | 9.57 |
| Payout ratio | 20.78% | 0% |
| Dividend yield | 0.58% | 0% |
Interpretation of Financial Ratios
ROP demonstrates solid financial health with a strong ROE and ROIC, indicating effective management of equity and capital. Its lower current and quick ratios suggest potential liquidity concerns, yet manageable given its industry context. Conversely, TTAN’s negative margins and high debt-to-assets ratio indicate significant financial stress, raising red flags for potential investors. The absence of profitability metrics and dividends further diminishes its attractiveness as an investment.
Dividend and Shareholder Returns
Roper Technologies (ROP) has a consistent dividend policy, with a payout ratio around 21-22% and a yield of approximately 0.5%. This indicates a sustainable distribution supported by free cash flow, although caution is warranted regarding potential risks of excessive repurchases. In contrast, ServiceTitan (TTAN) does not pay dividends, reflecting its reinvestment strategy during a high growth phase. The company’s focus on expansion may align with long-term shareholder value creation, despite the lack of immediate returns.
Strategic Positioning
Roper Technologies, Inc. (ROP) holds a strong position in the industrial machinery sector with a market cap of approximately $48.23B, leveraging its diverse software and engineered products to maintain a competitive edge. ServiceTitan, Inc. (TTAN), with a market cap of around $10.05B, faces intense pressure from competitors in the software application market, particularly as technological innovations accelerate. Both companies must navigate potential disruptions while capitalizing on their unique offerings to sustain growth.
Stock Comparison
In this section, I will analyze the stock price movements of Roper Technologies, Inc. (ROP) and ServiceTitan, Inc. (TTAN) over the past year, highlighting key price dynamics and trading behaviors that have emerged during this period.
Trend Analysis
Roper Technologies, Inc. (ROP) Over the past year, ROP’s stock has experienced a price change of -16.03%, indicating a bearish trend. The stock’s performance has shown deceleration, with a highest price recorded at 588.38 and a lowest price of 443.75. The standard deviation of 31.52 suggests notable volatility in the stock’s price movements.
In the recent period from September 21, 2025, to December 7, 2025, ROP’s stock has seen a price change of -11.11%, which continues to reflect the bearish trend. The trend slope of -6.96 indicates a consistent downward movement.
ServiceTitan, Inc. (TTAN) In contrast, TTAN has achieved a price change of 9.01% over the past year, indicating a bullish trend. Despite this overall positive performance, the stock has also shown signs of deceleration, with a highest price of 129.26 and a lowest price of 85.07. The standard deviation of 10.21 indicates lower volatility compared to ROP.
In the recent timeframe from September 21, 2025, to December 7, 2025, TTAN’s stock has experienced a price change of -5.6%, indicating a neutral trend. The trend slope of -1.27 suggests a slowing decline in price.
Analyst Opinions
Recent analyst recommendations indicate a cautious outlook for Roper Technologies, Inc. (ROP), which has received a “B+” rating from analysts, suggesting a potential buy. Key strengths include solid return on assets and equity, though debt levels raise some concern. In contrast, ServiceTitan, Inc. (TTAN) holds a “C+” rating, pointing to a hold recommendation; analysts like those from Wells Fargo have noted its high debt-to-equity ratio as a significant risk. The consensus for ROP is a buy, while TTAN leans towards a hold for the current year.
Stock Grades
We’ve recently seen updates in stock ratings from reputable grading companies, reflecting varying perspectives on some companies. Below, I present the grades for Roper Technologies, Inc. and ServiceTitan, Inc.
Roper Technologies, Inc. Grades
| Grading Company | Action | New Grade | Date |
|---|---|---|---|
| RBC Capital | downgrade | Sector Perform | 2025-10-27 |
| Barclays | maintain | Underweight | 2025-10-27 |
| RBC Capital | maintain | Outperform | 2025-10-24 |
| Jefferies | maintain | Buy | 2025-10-24 |
| TD Cowen | maintain | Buy | 2025-10-24 |
| Raymond James | maintain | Strong 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 |
ServiceTitan, Inc. Grades
| Grading Company | Action | New Grade | Date |
|---|---|---|---|
| Piper Sandler | maintain | Overweight | 2025-12-05 |
| Morgan Stanley | maintain | Equal Weight | 2025-12-05 |
| TD Cowen | maintain | Buy | 2025-12-05 |
| BMO Capital | maintain | Outperform | 2025-12-05 |
| BMO Capital | maintain | Outperform | 2025-11-20 |
| Piper Sandler | maintain | Overweight | 2025-09-19 |
| Canaccord Genuity | maintain | Buy | 2025-09-19 |
| Wells Fargo | maintain | Overweight | 2025-09-19 |
| Stifel | maintain | Buy | 2025-09-19 |
| Citigroup | maintain | Neutral | 2025-09-09 |
Overall, Roper Technologies has seen a mix of downgrades and maintenance of ratings, indicating some caution among analysts, while ServiceTitan’s grades are stable, with consistent maintenance at favorable levels. This suggests a generally positive outlook for ServiceTitan, while Roper Technologies may warrant a more careful evaluation going forward.
Target Prices
The current consensus on target prices for Roper Technologies, Inc. (ROP) and ServiceTitan, Inc. (TTAN) indicates strong potential upside from their current market prices.
| Company | Target High | Target Low | Consensus |
|---|---|---|---|
| Roper Technologies, Inc. | 650 | 475 | 571.1 |
| ServiceTitan, Inc. | 145 | 125 | 135.63 |
For ROP, with a current price of 448.09, the consensus suggests a potential increase of approximately 27.5%. Meanwhile, TTAN, priced at 108.09, has a consensus that implies a possible upside of about 25.5%. Overall, analysts expect positive growth for both stocks.
Strengths and Weaknesses
The following table summarizes the strengths and weaknesses of Roper Technologies, Inc. (ROP) and ServiceTitan, Inc. (TTAN) based on the latest financial data.
| Criterion | Roper Technologies (ROP) | ServiceTitan (TTAN) |
|---|---|---|
| Diversification | High | Moderate |
| Profitability | Strong (Net Margin: 22%) | Negative |
| Innovation | Strong | Developing |
| Global presence | Extensive | Limited |
| Market Share | Leading | Emerging |
| Debt level | Moderate (Debt/Equity: 0.41) | Low (Debt/Equity: 0.11) |
Key takeaways: ROP demonstrates strong profitability and a global presence, positioning it well in the industrial sector. In contrast, TTAN is still developing, showing potential but currently struggling with profitability.
Risk Analysis
In the following table, I outline the key risks associated with Roper Technologies, Inc. (ROP) and ServiceTitan, Inc. (TTAN).
| Metric | Roper Technologies, Inc. | ServiceTitan, Inc. |
|---|---|---|
| Market Risk | Moderate | High |
| Regulatory Risk | Low | Moderate |
| Operational Risk | Moderate | High |
| Environmental Risk | Low | Low |
| Geopolitical Risk | Moderate | Low |
Both companies face unique risks, but ServiceTitan, Inc. appears to have a higher exposure to market volatility and operational challenges, especially given its current financial struggles reflected in negative profit margins. This could lead to significant implications for investors.
Which one to choose?
When comparing Roper Technologies, Inc. (ROP) and ServiceTitan, Inc. (TTAN), the fundamentals suggest a clear disparity. ROP boasts a robust gross profit margin of 69.3% and a net profit margin of 22.0%, alongside a commendable B+ rating from analysts. Its market cap stands at approximately $56B, showing stability in its revenue generation, with a recent bearish trend indicating a price decrease of about 16%. On the other hand, TTAN, with a C+ rating, faces challenges with a negative operating margin and a market cap of $4.3B, despite a recent bullish trend of 9%.
Investors focused on growth may prefer ROP, while those prioritizing potential recovery might consider TTAN, albeit with higher risk. The primary risk for both companies lies in their respective market dependencies and competition dynamics.
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 ServiceTitan, Inc. to enhance your investment decisions:
