Autodesk, Inc. (ADSK) vs Roper Technologies, Inc. (ROP)

Autodesk, Inc. and Roper Technologies, Inc. are both Software Application companies. Autodesk, Inc. is the larger, with a market value of $44.1B against $36.0B — 1.2× the size. Roper Technologies, Inc. trades at the lower P/E: 14.8× against 26.9×. Autodesk, Inc. grew revenue faster over the last twelve months: 17.9% against 10.9%. Roper Technologies, Inc. has the higher net margin (30.2% vs 21.1%) and the lower return on invested capital (4.88% vs 105.2%). Across the 22 metrics below, Autodesk, Inc. leads on 12 and Roper Technologies, Inc. on 10.

Valuation

Metric ADSK ROP Software Application median
P/E 26.95 14.80 24.79
P/S 5.64 4.35 2.67
P/B 13.00 1.93 3.01
Price to free cash flow 15.68 14.06 16.59
EV/EBITDA 14.39 14.44 14.40
EV/Sales 5.37 5.67 2.62
Earnings yield 3.71% 6.75% 0.00%
Free cash flow yield 6.38% 7.11% 1.91%

Profitability

Metric ADSK ROP Software Application median
Gross margin 91.25% 69.53% 67.03%
Operating margin 26.20% 27.97% 0.00%
Net margin 21.08% 30.24% 0.00%
Free cash flow margin 35.99% 30.93% 4.32%
Return on equity 53.85% 13.07% 0.00%
Return on assets 13.78% 7.32% 0.00%
Return on invested capital 105.16% 4.88% 0.00%

Growth

Metric ADSK ROP Software Application median
Revenue growth (TTM) 17.94% 10.88% 12.40%
EPS growth (last fiscal year) 2.15% (1.05%) —
Revenue growth, 5-year CAGR 13.71% 14.46% 13.72%
Net income growth, 5-year CAGR (1.43%) 10.10% 0.00%

Health

Metric ADSK ROP Software Application median
Debt to equity 0.59 0.61 0.02
Current ratio 0.86 0.55 1.55
Net debt to EBITDA (0.05) 2.86 0.06

Dividend

Metric ADSK ROP Software Application median
Dividend yield — 0.51% 1.25%
Payout ratio 0.00 0.24 0.00

Size

Metric ADSK ROP Software Application median
Market cap 44.10b 36.00b 396.11m

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