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

Roper Technologies, Inc. and Workday, Inc. are both Software Application companies. Roper Technologies, Inc. and Workday, Inc. are of similar size ($48.6B and $48.2B). Roper Technologies, Inc. trades at the lower P/E: 18.8× against 38.9×. Workday, Inc. grew revenue faster over the last twelve months: 13.4% against 9.24%. Roper Technologies, Inc. has the higher net margin (30.7% vs 12.3%) and the lower return on invested capital (5.17% vs 11.2%). Across the 22 metrics below, Workday, Inc. leads on 13 and Roper Technologies, Inc. on 9.

Valuation

Metric ROP WDAY Software Application median
P/E 18.78 38.92 26.44
P/S 5.60 4.66 2.90
P/B 2.46 7.33 2.60
Price to free cash flow 18.78 16.66 17.04
EV/EBITDA 17.13 26.60 15.48
EV/Sales 6.71 4.62 3.00
Earnings yield 5.33% 2.57% 0.20%
Free cash flow yield 5.32% 6.00% 1.96%

Profitability

Metric ROP WDAY Software Application median
Gross margin 69.67% 75.80% 67.34%
Operating margin 28.05% 10.68% 0.00%
Net margin 30.71% 12.32% 0.00%
Free cash flow margin 29.80% 28.01% 5.77%
Return on equity 13.23% 16.01% 0.00%
Return on assets 7.52% 7.40% 0.00%
Return on invested capital 5.17% 11.22% 0.00%

Growth

Metric ROP WDAY Software Application median
Revenue growth (TTM) 9.24% 13.35% 12.12%
EPS growth (last fiscal year) (1.05%) 32.82% 32.44%
Revenue growth, 5-year CAGR 14.46% 17.21% 14.34%
Net income growth, 5-year CAGR 10.10% 0.00% 0.00%

Health

Metric ROP WDAY Software Application median
Debt to equity 0.51 0.46 0.04
Current ratio 0.43 0.91 1.53
Net debt to EBITDA 2.86 (1.81) 0.09

Dividend

Metric ROP WDAY Software Application median
Dividend yield 0.76% — 1.07%
Payout ratio 0.14 — 0.28

Size

Metric ROP WDAY Software Application median
Market cap 48.62b 48.24b 383.88m

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