AME vs ROP Stock Comparison: AI Score, Valuation, Performance and Upside
AME (AMETEK) and ROP (Roper Technologies) are two elite industrial technology compounders with exceptional capital allocation track records — AMETEK as the niche electronic instruments and electromechanical devices leader, and Roper as a hybrid industrial-software company increasingly weighted toward high-retention vertical software acquisitions.
AME vs ROP pits two premium capital allocation compounders against each other — AMETEK's precision instruments acquisition machine versus Roper's strategic pivot toward niche vertical software businesses.
ROP holds the edge across 3 of 5 key metrics in this comparison. AME has delivered stronger 1-year price return (+35.24% vs -41.30%), though ROP trades at the lower forward P/E (14.06x vs 25.78x). ROP leads on both revenue growth (11.30%) and operating margin (27.18%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for ROP (+33.38%) than for AME (+14.11%).
- →Want a proven industrial technology compounder with exceptional acquisition integration and niche instrumentation dominance
- →Value AMETEK's aerospace, defense, and medical instrument exposure with strong aftermarket service recurring revenue
- →Prefer a more traditional industrial technology business model over Roper's hybrid software transition story
- →Want an industrial compounder increasingly weighted toward high-retention vertical software businesses with recurring revenue
- →Value Roper's exceptional free cash flow conversion providing capital for high-ROIC niche software acquisitions
- →See the software business model transition as increasing earnings quality, predictability, and growth sustainability
| Metric | AME | ROP |
|---|---|---|
| AI score | 52.3 | 40.0 |
| AI rank | #334 | #1108 |
| Latest close | $237.42 | $330.26 |
| 1M return | +7.29% | +0.41% |
| 6M return | +18.77% | -26.97% |
| 1Y return | +35.24% | -41.30% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | AME | ROP |
|---|---|---|
| 1Y ago | $13.36K (+33.6%) started 2025-06-18 | $5.94K (-40.6%) started 2025-06-18 |
| 5Y ago | $18.66K (+86.6%) started 2021-06-21 | $7.54K (-24.6%) started 2021-06-21 |
| 10Y ago | $57.11K (+471.1%) started 2016-06-20 | $21.56K (+115.6%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
| Metric | AME | ROP |
|---|---|---|
| Market cap | $52.06B | $33.8B |
| Trailing P/E | 34.36 | 20.92 |
| Forward P/E | 25.78 | 14.06 |
| Price/Sales | N/A | 8.51 |
| EV/Revenue | 7.11 | 5.41 |
| Analyst target | $259.16 | $446.80 |
| Target upside | +14.11% | +33.38% |
| Metric | AME | ROP |
|---|---|---|
| Revenue growth | 11.30% | 11.30% |
| Earnings growth | 14.50% | 59.20% |
| EPS growth | +14.50% | +59.20% |
| FCF margin | +18.23% | +26.74% |
| Operating margin | 26.30% | 27.18% |
| Profit margin | 20.11% | 21.12% |
| ROIC proxy | 14.63% | 9.01% |
| Return on equity | 14.63% | 9.01% |
| Dividend yield | 0.60% | 1.09% |
| Beta | 1.00 | 0.76 |
| Debt/equity | 22.49 | 55.61 |
| Current ratio | 1.14 | 0.53 |
| Quick ratio | 0.61 | 0.42 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | AME | ROP |
|---|---|---|---|
| 1Y | Growth | +33.56% | -40.57% |
| CAGR | +33.62% | -40.62% | |
| Sharpe ratio | 1.22 | -2.13 | |
| Max drawdown | 13.70% | 44.93% | |
| Max daily drop | 3.89% | 9.64% | |
| Max wkly drop | 7.21% | 12.31% | |
| 5Y | Growth | +81.96% | -26.28% |
| CAGR | +12.74% | -5.92% | |
| Sharpe ratio | 0.46 | -0.39 | |
| Max drawdown | 27.06% | 46.79% | |
| Max daily drop | 8.27% | 9.64% | |
| Max wkly drop | 11.91% | 12.31% | |
| 10Y | Growth | +437.45% | +104.23% |
| CAGR | +18.32% | +7.41% | |
| Sharpe ratio | 0.63 | 0.23 | |
| Max drawdown | 42.72% | 46.79% | |
| Max daily drop | 16.17% | 10.19% | |
| Max wkly drop | 24.02% | 17.24% |
| Category | AME | ROP |
|---|---|---|
| Company | AMETEK, Inc. | Roper Technologies, Inc. |
| Sector | Industrials | Technology |
| Industry | N/A | Software - Application |
| Core business | AMETEK is a leading manufacturer of electronic instruments and electromechanical devices for aerospace, defense, medical, industrial, and power markets, generating durable margins through precision instruments and specialty materials with significant aftermarket service revenue. | Roper Technologies is a diversified industrial technology company operating vertically-focused software businesses (healthcare IT, legal, engineering software) alongside industrial systems businesses, with an explicit strategy of acquiring niche, high-retention software businesses. |
| Investor focus | Investors track AMETEK's organic revenue growth, EBITDA margins in the 23-25%+ range, consistent acquisition integration track record, and EPS growth compound rate as a quality industrial compounder. | Investors track Roper's organic revenue and ARR growth across its software businesses, free cash flow conversion above 100% of net income, and M&A pipeline as it deploys capital into high-ROIC niche software acquisitions. |
- →Exceptional acquisition and integration discipline — AMETEK has compounded earnings through disciplined bolt-on acquisitions for decades
- →Highly differentiated niche instruments for aerospace, defense, and medical applications have strong competitive moats from precision and regulatory qualification
- →Aftermarket parts and service revenue provides recurring, high-margin revenue alongside new equipment sales
- →Vertically-focused software acquisitions (healthcare credentialing, legal billing, engineering workflow) have near-100% retention and minimal competition given deep customer integration
- →Exceptional free cash flow conversion — software businesses require minimal capital reinvestment, generating cash for further acquisitions
- →Roper's software transition has shifted the business toward higher-quality recurring revenue from mission-critical vertical applications
- →Defense and aerospace cycles can create lumpiness in revenue growth despite the portfolio's diversification
- →Acquisition multiples in the specialty industrial space have increased significantly, potentially reducing future deal returns
- →Integration of larger acquisitions requires careful management to maintain AMETEK's historically strong operating margins
- →Industrial segment revenue is cyclical with capital expenditure in the markets it serves
- →Roper's software valuations may be challenged if software multiples compress in valuation-sensitive rate environments
- →Integration discipline across diverse software businesses requires careful management of multiple niche verticals simultaneously
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