Roper Technologies, Inc. (ROP) vs Atlassian Corporation PLC (TEAM)

Roper Technologies, Inc. and Atlassian Corporation PLC are both Software Application companies. Atlassian Corporation PLC is the larger, with a market value of $48.5B against $36.0B — 1.3× the size. Atlassian Corporation PLC has negative trailing earnings, so its P/E is not meaningful; Roper Technologies, Inc. trades at 14.8×. Atlassian Corporation PLC grew revenue faster over the last twelve months: 26.0% against 10.9%. Roper Technologies, Inc. has the higher net margin (30.2% vs −0.82%) and the higher return on invested capital (4.88% vs 0.80%). Across the 21 metrics below, Roper Technologies, Inc. leads on 15 and Atlassian Corporation PLC on 6.

Valuation

Metric ROP TEAM Software Application median
P/E 14.80 n/m 24.79
P/S 4.35 7.43 2.67
P/B 1.93 46.15 3.01
Price to free cash flow 14.06 37.16 16.59
EV/EBITDA 14.44 322.09 14.40
EV/Sales 5.67 7.40 2.62
Earnings yield 6.75% (0.10%) 0.00%
Free cash flow yield 7.11% 2.69% 1.91%

Profitability

Metric ROP TEAM Software Application median
Gross margin 69.53% 84.83% 67.03%
Operating margin 27.97% 0.16% 0.00%
Net margin 30.24% (0.82%) 0.00%
Free cash flow margin 30.93% 20.07% 4.32%
Return on equity 13.07% (4.48%) 0.00%
Return on assets 7.32% (0.89%) 0.00%
Return on invested capital 4.88% 0.80% 0.00%

Growth

Metric ROP TEAM Software Application median
Revenue growth (TTM) 10.88% 26.02% 12.40%
EPS growth (last fiscal year) (1.05%) 78.57% —
Revenue growth, 5-year CAGR 14.46% 25.76% 13.72%
Net income growth, 5-year CAGR 10.10% 0.00% 0.00%

Health

Metric ROP TEAM Software Application median
Debt to equity 0.61 0.93 0.02
Current ratio 0.55 0.78 1.55
Net debt to EBITDA 2.86 (1.66) 0.06

Dividend

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

Size

Metric ROP TEAM Software Application median
Market cap 36.00b 48.48b 396.11m

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