Roper Technologies, Inc. (ROP) vs Unity Software Inc. (U)

Roper Technologies, Inc. and Unity Software Inc. are both Software Application companies. Roper Technologies, Inc. is the larger, with a market value of $36.0B against $20.2B — 1.8× the size. Unity Software Inc. has negative trailing earnings, so its P/E is not meaningful; Roper Technologies, Inc. trades at 15.0×. Unity Software Inc. grew revenue faster over the last twelve months: 14.0% against 10.9%. Roper Technologies, Inc. has the higher net margin (30.2% vs −29.0%) and the higher return on invested capital (4.88% vs −13.2%). Across the 20 metrics below, Roper Technologies, Inc. leads on 15 and Unity Software Inc. on 5.

Valuation

Metric ROP U Software Application median
P/E 15.03 n/m 24.69
P/S 4.41 10.12 2.74
P/B 1.95 6.75 2.83
Price to free cash flow 14.27 39.26 17.55
EV/EBITDA 14.62 n/m 14.66
EV/Sales 5.74 10.06 2.65
Earnings yield 6.65% (2.90%) 0.00%
Free cash flow yield 7.01% 2.55% 1.87%

Profitability

Metric ROP U Software Application median
Gross margin 69.53% 64.85% 67.03%
Operating margin 27.97% (30.37%) 0.00%
Net margin 30.24% (28.97%) 0.00%
Free cash flow margin 30.93% 26.54% 5.01%
Return on equity 13.07% (18.85%) 0.00%
Return on assets 7.32% (8.78%) 0.00%
Return on invested capital 4.88% (13.16%) 0.00%

Growth

Metric ROP U Software Application median
Revenue growth (TTM) 10.88% 13.98% 12.48%
EPS growth (last fiscal year) (1.05%) 42.86% 32.26%
Revenue growth, 5-year CAGR 14.46% 19.08% 14.21%
Net income growth, 5-year CAGR 10.10% 0.00% 0.00%

Health

Metric ROP U Software Application median
Debt to equity 0.61 0.74 0.02
Current ratio 0.55 2.03 1.52
Net debt to EBITDA 2.86 (9.91) 0.06

Dividend

Metric ROP U Software Application median
Dividend yield 1.00% — 0.86%
Payout ratio 0.15 — 0.29

Size

Metric ROP U Software Application median
Market cap 36.02b 20.20b 379.49m

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