In the rapidly evolving landscape of technology and industrial solutions, Roper Technologies, Inc. (ROP) and UiPath Inc. (PATH) stand out as compelling entities. ROP operates within the Industrial Machinery sector, focusing on software and engineered products, while PATH specializes in robotic process automation (RPA) in the Software Infrastructure industry. Both companies are at the forefront of innovation, albeit in different realms, making them worthy of comparison for investors seeking opportunities in overlapping market dynamics. Join me as I explore which of these companies presents the most intriguing investment potential.
Table of contents
Company Overview
Roper Technologies, Inc. Overview
Roper Technologies, Inc. is a diversified technology company that specializes in designing and developing software and engineered products across various sectors. Founded in 1981 and based in Sarasota, Florida, Roper operates in the industrial machinery space, offering solutions that range from cloud-based financial analytics to advanced diagnostic and laboratory information management systems. The company serves a wide array of industries including healthcare, foodservice, and financial services, leveraging technology to enhance operational efficiency. With a market cap of approximately $48.3B and a robust portfolio, Roper is well-positioned to capitalize on the growing demand for integrated software solutions.
UiPath Inc. Overview
UiPath Inc. is a leader in robotic process automation (RPA), providing an end-to-end automation platform that empowers organizations to automate repetitive tasks. Established in 2005 and headquartered in New York City, UiPath offers a suite of software that integrates artificial intelligence with user-friendly tools, allowing businesses to streamline operations across various sectors such as banking, healthcare, and government. With a market cap of around $10B, UiPath’s innovative platform enables users to automate workflows efficiently, thereby driving productivity and compliance while reducing operational costs.
Key similarities and differences
Both Roper Technologies and UiPath focus on technology solutions for businesses, but they cater to different markets and use cases. Roper’s diverse industrial machinery offerings contrast with UiPath’s specialized focus on automation software. While Roper provides a wide range of engineered products, UiPath concentrates on automating business processes within organizations.
Income Statement Comparison
The following table compares the most recent income statements of Roper Technologies, Inc. and UiPath Inc., highlighting key financial metrics to assist investors in their decision-making.
| Metric | Roper Technologies (ROP) | UiPath Inc. (PATH) |
|---|---|---|
| Market Cap | 48.27B | 10.04B |
| Revenue | 7.04B | 1.43B |
| EBITDA | 3.04B | -0.15B |
| EBIT | 2.23B | -0.16B |
| Net Income | 1.55B | -0.07B |
| EPS | 14.47 | -0.13 |
| Fiscal Year | 2024 | 2025 |
Interpretation of Income Statement
Roper Technologies shows a robust revenue growth trend, increasing from 5.37B in FY 2022 to 7.04B in FY 2024, alongside a significant rise in net income from 1.19B to 1.55B. This indicates improved operational efficiency and margin stability. In contrast, UiPath has faced challenges, reporting a decline in revenue growth and continued net losses. The most recent year’s performance reflects ongoing investment in R&D, which may pressure their margins, but overall, Roper Technologies demonstrates a more favorable financial position compared to UiPath.
Financial Ratios Comparison
In the following table, I present a comparative analysis of key financial ratios for Roper Technologies, Inc. (ROP) and UiPath Inc. (PATH). This data will help us understand the relative strengths and weaknesses of these companies.
| Metric | ROP | PATH |
|---|---|---|
| ROE | 8.21% | -3.99% |
| ROIC | 5.50% | -7.41% |
| P/E | 35.94 | -108.04 |
| P/B | 2.95 | 4.31 |
| Current Ratio | 0.40 | 2.93 |
| Quick Ratio | 0.37 | 2.93 |
| D/E | 0.41 | 0.04 |
| Debt-to-Assets | 0.25 | 0.03 |
| Interest Coverage | 7.70 | N/A |
| Asset Turnover | 0.22 | 0.50 |
| Fixed Asset Turnover | 47.02 | 14.41 |
| Payout Ratio | 20.78% | 0% |
| Dividend Yield | 0.58% | 0% |
Interpretation of Financial Ratios
From the analysis, ROP shows stronger profitability with a positive ROE and ROIC, along with a relatively low debt-to-equity ratio, indicating efficient capital management. In contrast, PATH exhibits negative profitability metrics, high leverage, and signifies potential liquidity risks with a current ratio of 2.93 but negative earnings. Investors should approach PATH with caution due to its financial instability.
Dividend and Shareholder Returns
Roper Technologies (ROP) maintains a robust dividend strategy with a 20.8% payout ratio and a yield of 0.58%, ensuring sustainable distributions supported by free cash flow. Additionally, ROP engages in share buybacks, enhancing shareholder value. In contrast, UiPath (PATH) does not pay dividends, opting instead for reinvestment in growth and R&D during its high-growth phase. While this approach may align with long-term value creation, it introduces risks if profitability does not materialize. Overall, ROP’s strategy appears more supportive of sustainable value for shareholders compared to PATH’s current stance.
Strategic Positioning
Roper Technologies (ROP) holds a strong position in the industrial machinery sector with a diverse portfolio that spans numerous applications, contributing to its approximately $48.3B market cap. However, competitive pressure from companies like UiPath (PATH), which focuses on robotic process automation, poses challenges as it captures market interest with innovative automation solutions. With a market cap of about $10B, UiPath’s rapid growth showcases the technological disruption occurring in software infrastructure, compelling ROP to adapt and innovate to maintain its market share.
Stock Comparison
In analyzing the weekly stock price movements of Roper Technologies, Inc. (ROP) and UiPath Inc. (PATH) over the past year, I have observed significant price dynamics that reflect the overall market sentiment and trading behaviors impacting these companies.
Trend Analysis
For Roper Technologies, Inc. (ROP), the overall price change over the past year stands at -16.28%, indicating a bearish trend. The stock has experienced notable highs at $588.38 and lows at $443.75. The trend shows a deceleration, with a recent price change of -11.37% between September 21, 2025, and December 7, 2025. The standard deviation of 31.55 suggests considerable volatility in price movements.
In contrast, UiPath Inc. (PATH) has faced an overall price decline of -15.26%, also reflecting a bearish trend. However, the stock has demonstrated a recent positive shift with a price increase of 58.27% over the same period. This recent surge indicates acceleration, supported by a lower standard deviation of 2.02, suggesting less volatility compared to ROP. The highest and lowest prices recorded for PATH were $26.35 and $10.04, respectively.
Both stocks exhibit bearish trends in the longer term, but PATH’s recent performance indicates a potential reversal that investors may want to monitor closely.
Analyst Opinions
Recent analyst recommendations for Roper Technologies, Inc. (ROP) suggest a hold with a B+ rating, noted for its strong return on assets but weaker debt management, according to analysts. In contrast, UiPath Inc. (PATH) has received an A- rating, with analysts advocating a buy due to its solid return on equity and assets. The consensus for ROP leans towards hold, while PATH is favored as a buy for the current year.
Stock Grades
In this section, I present the latest stock grades for two companies, Roper Technologies, Inc. (ROP) and UiPath Inc. (PATH), based on reliable data from established grading firms.
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 |
UiPath Inc. Grades
| Grading Company | Action | New Grade | Date |
|---|---|---|---|
| Canaccord Genuity | maintain | Buy | 2025-12-04 |
| Mizuho | maintain | Neutral | 2025-12-04 |
| Barclays | maintain | Equal Weight | 2025-12-04 |
| BMO Capital | maintain | Market Perform | 2025-12-04 |
| Needham | maintain | Hold | 2025-12-04 |
| Wells Fargo | maintain | Equal Weight | 2025-12-04 |
| Evercore ISI Group | maintain | In Line | 2025-12-04 |
| RBC Capital | maintain | Sector Perform | 2025-12-04 |
| UBS | upgrade | Neutral | 2025-10-23 |
| BMO Capital | maintain | Market Perform | 2025-10-02 |
The grading trends for ROP reflect a mix of downgrades and maintained ratings, indicating some caution among analysts. Conversely, PATH seems to maintain a stable outlook, with several firms opting to keep their grades consistent. Overall, both companies are under close scrutiny as analysts adjust their ratings in response to market conditions.
Target Prices
Analysts have provided reliable target price data for the following companies.
| Company | Target High | Target Low | Consensus |
|---|---|---|---|
| Roper Technologies, Inc. | 650 | 475 | 571.1 |
| UiPath Inc. | 17 | 14 | 16 |
The target consensus for Roper Technologies suggests a strong upside compared to its current price of 448.415, while UiPath’s consensus indicates moderate growth potential against its price of 18.8576.
Strengths and Weaknesses
Below is a comparative analysis of the strengths and weaknesses of Roper Technologies, Inc. (ROP) and UiPath Inc. (PATH).
| Criterion | Roper Technologies, Inc. (ROP) | UiPath Inc. (PATH) |
|---|---|---|
| Diversification | High across multiple sectors | Moderate in RPA |
| Profitability | Strong with a net margin of 22% | Negative margins |
| Innovation | Leading in industrial software | High in automation |
| Global presence | Strong in North America & Europe | Growing in US & Asia |
| Market Share | Significant in industrial sectors | Emerging in RPA |
| Debt level | Moderate (debt-to-equity 0.41) | Low (debt-to-equity 0.04) |
In summary, Roper Technologies shows robust profitability and diversification, making it a solid choice for stability. In contrast, UiPath, while innovative, faces profitability challenges, indicating higher risk for potential investors.
Risk Analysis
The following table outlines the key risks associated with Roper Technologies, Inc. (ROP) and UiPath Inc. (PATH) based on the most recent data available.
| Metric | Roper Technologies, Inc. | UiPath Inc. |
|---|---|---|
| Market Risk | Moderate | High |
| Regulatory Risk | Low | Moderate |
| Operational Risk | Moderate | High |
| Environmental Risk | Low | Low |
| Geopolitical Risk | Moderate | High |
In summary, both companies face significant market and operational risks, with UiPath experiencing higher volatility and pressure from regulatory environments. Recent market dynamics and competitive landscapes significantly impact both firms, emphasizing the importance of robust risk management strategies.
Which one to choose?
When comparing Roper Technologies, Inc. (ROP) and UiPath Inc. (PATH), several factors stand out. ROP demonstrates solid fundamentals with a revenue of $7B and a net income of $1.55B, resulting in a net profit margin of 22%. The company holds a B+ rating, indicating good financial health, although its stock trend is currently bearish with a recent price decline of 16.28%. Conversely, PATH shows an accelerating stock trend with a recent 58.27% price increase, but it struggles with profitability, reporting a net loss of $73M. PATH’s A- rating reflects its potential, particularly in growth metrics, despite its volatility.
For growth-oriented investors, PATH may be appealing due to its recent positive momentum. However, those prioritizing stability and established profitability might prefer ROP. It’s essential to consider the risks related to competition and market dependence for both companies.
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 UiPath Inc. to enhance your investment decisions:
