Roper Technologies, Inc. (ROP) vs Workday, Inc. (WDAY)

Roper Technologies, Inc. and Workday, Inc. are both Software Application companies. Workday, Inc. is the larger, with a market value of $47.4B against $37.8B — 1.3× the size. Roper Technologies, Inc. trades at the lower P/E: 15.8× against 38.5×. Workday, Inc. grew revenue faster over the last twelve months: 13.4% against 10.9%. Roper Technologies, Inc. has the higher net margin (30.2% vs 12.3%) and the lower return on invested capital (4.88% vs 11.2%). Across the 22 metrics below, Workday, Inc. leads on 12 and Roper Technologies, Inc. on 10.

Valuation

Metric ROP WDAY Software Application median
P/E 15.80 38.47 25.41
P/S 4.64 4.61 2.73
P/B 2.05 7.24 2.57
Price to free cash flow 15.00 16.47 17.58
EV/EBITDA 15.19 26.29 15.36
EV/Sales 5.96 4.57 2.59
Earnings yield 6.33% 2.60% 0.00%
Free cash flow yield 6.67% 6.07% 2.24%

Profitability

Metric ROP WDAY Software Application median
Gross margin 69.53% 75.80% 67.03%
Operating margin 27.97% 10.68% 0.00%
Net margin 30.24% 12.32% 0.00%
Free cash flow margin 30.93% 28.01% 5.01%
Return on equity 13.07% 16.01% 0.00%
Return on assets 7.32% 7.40% 0.00%
Return on invested capital 4.88% 11.22% 0.00%

Growth

Metric ROP WDAY Software Application median
Revenue growth (TTM) 10.88% 13.35% 12.48%
EPS growth (last fiscal year) (1.05%) 32.82% 32.26%
Revenue growth, 5-year CAGR 14.46% 17.21% 14.21%
Net income growth, 5-year CAGR 10.10% 0.00% 0.00%

Health

Metric ROP WDAY Software Application median
Debt to equity 0.61 0.46 0.02
Current ratio 0.55 0.91 1.52
Net debt to EBITDA 2.86 (1.81) 0.08

Dividend

Metric ROP WDAY Software Application median
Dividend yield 0.95% — 0.95%
Payout ratio 0.15 — 0.29

Size

Metric ROP WDAY Software Application median
Market cap 37.82b 47.39b 357.77m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack