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 $46.1B against $36.0B — 1.3× the size. Roper Technologies, Inc. trades at the lower P/E: 14.8× against 38.2×. 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, Roper Technologies, Inc. leads on 11 and Workday, Inc. on 11.

Valuation

Metric ROP WDAY Software Application median
P/E 14.80 38.16 24.79
P/S 4.35 4.57 2.67
P/B 1.93 7.18 3.01
Price to free cash flow 14.06 16.33 16.59
EV/EBITDA 14.44 26.07 14.40
EV/Sales 5.67 4.53 2.62
Earnings yield 6.75% 2.62% 0.00%
Free cash flow yield 7.11% 6.12% 1.91%

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% 4.32%
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% 12.40%
EPS growth (last fiscal year) (1.05%) 32.82% —
Revenue growth, 5-year CAGR 14.46% 17.21% 13.72%
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 1.55
Net debt to EBITDA 2.86 (1.81) 0.06

Dividend

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

Size

Metric ROP WDAY Software Application median
Market cap 36.00b 46.09b 396.11m

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