Roper Technologies, Inc. (ROP) vs Zoom Communications, Inc. (ZM)

Roper Technologies, Inc. and Zoom Communications, Inc. are both Software Application companies. Roper Technologies, Inc. is the larger, with a market value of $48.6B against $25.9B — 1.9× the size. Zoom Communications, Inc. trades at the lower P/E: 8.1× against 19.3×. Roper Technologies, Inc. grew revenue faster over the last twelve months: 9.24% against 5.04%. Zoom Communications, Inc. has the higher net margin (65.2% vs 30.7%) and the higher return on invested capital (18.3% vs 5.17%). Across the 22 metrics below, Zoom Communications, Inc. leads on 19 and Roper Technologies, Inc. on 3.

Valuation

Metric ROP ZM Software Application median
P/E 19.32 8.07 25.90
P/S 5.76 5.22 3.04
P/B 2.53 2.31 2.60
Price to free cash flow 19.32 13.55 17.17
EV/EBITDA 17.54 12.02 15.48
EV/Sales 6.87 3.77 2.89
Earnings yield 5.18% 12.40% 0.00%
Free cash flow yield 5.18% 7.38% 1.98%

Profitability

Metric ROP ZM Software Application median
Gross margin 69.67% 77.30% 66.89%
Operating margin 28.05% 23.73% 0.00%
Net margin 30.71% 65.19% 0.00%
Free cash flow margin 29.80% 38.55% 5.77%
Return on equity 13.23% 32.14% 0.00%
Return on assets 7.52% 26.43% 0.00%
Return on invested capital 5.17% 18.27% 0.00%

Growth

Metric ROP ZM Software Application median
Revenue growth (TTM) 9.24% 5.04% 12.27%
EPS growth (last fiscal year) (1.05%) 92.52% 32.11%
Revenue growth, 5-year CAGR 14.46% 12.92% 14.34%
Net income growth, 5-year CAGR 10.10% 23.12% 0.00%

Health

Metric ROP ZM Software Application median
Debt to equity 0.51 0.00 0.02
Current ratio 0.43 3.83 1.53
Net debt to EBITDA 2.86 (5.08) 0.09

Dividend

Metric ROP ZM Software Application median
Dividend yield 0.74% — 1.10%
Payout ratio 0.14 — 0.28

Size

Metric ROP ZM Software Application median
Market cap 48.62b 25.92b 487.58m

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