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ROP vs. TWLO: Roper vs. Twilio Stock Comparison

How do Roper (ROP) and Twilio (TWLO) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Roper (ROP) and Twilio (TWLO) both fall under the Software & Services industry group, but ROP is classified in Software while TWLO is classified in IT Services.

Company profile comparison for Roper (ROP) and Twilio (TWLO)
Profile ItemROPTWLO
NameRoper Technologies Inc.Twilio Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareIT Services
GICS Sub-IndustryApplication SoftwareInternet Services & Infrastructure
Market Capitalization47.20 billion USD31.26 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateFebruary 13, 1992June 23, 2016
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

ROP
TWLO
GSPC
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Roper (ROP) vs. Twilio (TWLO), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Roper (ROP) and Twilio (TWLO). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Roper (ROP) and Twilio (TWLO). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Roper (ROP) and Twilio (TWLO)
MetricROPTWLO
Total Return (1Y)6.70%61.15%
Total Return (3Y, Annualized)-1.81%54.31%
Total Return (5Y, Annualized)-0.04%-7.91%

Risk Profile

Drawdown History

ROP
TWLO
GSPC
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Roper (ROP) vs. Twilio (TWLO), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Roper (ROP) and Twilio (TWLO). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Twilio (TWLO) has an aggressive beta of 1.48, indicating higher sensitivity to broad-market moves, while Roper (ROP) is defensive at 0.66 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

Risk profile metrics for Roper (ROP) and Twilio (TWLO)
MetricROPTWLO
Volatility (1Y, Annualized)31.62%63.75%
Beta (5Y)0.661.48
Max Drawdown (5Y)-46.51%-86.25%
Avg. Volume (3M)878.74K3.05M

Risk-Adjusted Performance

Risk-Return Positioning

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ROP and TWLO are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Roper (ROP) and Twilio (TWLO)
MetricROPTWLO
Sharpe Ratio (1Y)0.080.89
Sortino Ratio (1Y)0.111.49

Profitability

ROE (TTM)

Both Roper (ROP) at 13.23% and Twilio (TWLO) at 14.92% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

ROP

Software & Services industry group

13.23%

Max
53.85%
Q3
17.90%
ROP
13.23%
Median
6.59%
Q1
-9.59%
Min
-50.52%

TWLO

Software & Services industry group

14.92%

Max
53.85%
Q3
17.90%
TWLO
14.92%
Median
6.59%
Q1
-9.59%
Min
-50.52%
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Roper (ROP) vs. Twilio (TWLO): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both Roper (ROP) at 30.71% and Twilio (TWLO) at 21.82% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

ROP

Software & Services industry group

30.71%

Max
41.17%
ROP
30.71%
Q3
15.28%
Median
4.63%
Q1
-5.42%
Min
-33.17%

TWLO

Software & Services industry group

21.82%

Max
41.17%
TWLO
21.82%
Q3
15.28%
Median
4.63%
Q1
-5.42%
Min
-33.17%
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Roper (ROP) vs. Twilio (TWLO): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Roper (ROP) at 28.70% operates in the top operating margin quartile, ahead of Twilio (TWLO) at 9.53%, which runs around its industry’s norm.

ROP

Software & Services industry group

28.70%

Max
46.89%
ROP
28.70%
Q3
17.64%
Median
8.73%
Q1
-2.13%
Min
-30.45%

TWLO

Software & Services industry group

9.53%

Max
46.89%
Q3
17.64%
TWLO
9.53%
Median
8.73%
Q1
-2.13%
Min
-30.45%
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Roper (ROP) vs. Twilio (TWLO): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Roper (ROP) and Twilio (TWLO)
MetricROPTWLO
ROE (TTM)13.23%14.92%
ROA (TTM)4.29%2.69%
Net Margin (TTM)30.71%21.82%
Operating Margin (TTM)28.70%9.53%
Gross Margin (TTM)69.67%48.61%

Growth

Revenue Growth

Both Roper (ROP) at 12.26% and Twilio (TWLO) at 13.66% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Roper (ROP) vs. Twilio (TWLO): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: Roper (ROP) reports EPS growth of -1.05%, ranked against its industry; Twilio (TWLO) has no EPS growth figure this period.

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Roper (ROP) vs. Twilio (TWLO): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Roper (ROP) and Twilio (TWLO)
MetricROPTWLO
Revenue Growth (YoY)12.26%13.66%
Revenue Growth (3Y CAGR)13.73%9.82%
EPS Growth (YoY)-1.05%--
EPS Growth (3Y CAGR)-30.64%--

Financial Strength

Current Ratio (MRQ)

Twilio (TWLO) at 4.47 carries current ratio above its industry’s typical mid-range, while Roper (ROP) at 0.43 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

ROP

Software & Services industry group

0.43

Max
5.11
Q3
2.77
Median
1.67
Q1
1.01
ROP
0.43
Min
0.03

TWLO

Software & Services industry group

4.47

Max
5.11
TWLO
4.47
Q3
2.77
Median
1.67
Q1
1.01
Min
0.03
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Roper (ROP) vs. Twilio (TWLO): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

Both Roper (ROP) at 0.51 and Twilio (TWLO) at 0.12 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

ROP

Software & Services industry group

0.51

Max
2.52
Q3
1.13
ROP
0.51
Median
0.40
Q1
0.07
Min
0.00

TWLO

Software & Services industry group

0.12

Max
2.52
Q3
1.13
Median
0.40
TWLO
0.12
Q1
0.07
Min
0.00
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Roper (ROP) vs. Twilio (TWLO): A comparison of their debt-to-equity ratio against the Software & Services industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Roper (ROP) and Twilio (TWLO)
MetricROPTWLO
Current Ratio (MRQ)0.434.47
Debt / Equity (MRQ)0.510.12
Net Debt / EBITDA2.86-3.13

Dividends

Dividend Yield (TTM)

Twilio (TWLO) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Roper (ROP) reports a yield of 0.74%, ranking against industry peers normally.

ROP

Software & Services industry group

0.74%

ROP
0.74%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

TWLO

Software & Services industry group

0.00%

TWLO
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Roper (ROP) vs. Twilio (TWLO): A comparison of their dividend yield against the Software & Services industry group benchmark.

Dividend Payout Ratio (TTM)

Twilio (TWLO) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Roper (ROP) reports a payout of 14.07%, ranking against industry peers normally.

ROP

Software & Services industry group

14.07%

ROP
14.07%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

TWLO

Software & Services industry group

0.00%

TWLO
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Roper (ROP) vs. Twilio (TWLO): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for Roper (ROP) and Twilio (TWLO)
MetricROPTWLO
Dividend Yield (TTM)0.74%0.00%
Dividend Payout Ratio (TTM)14.07%0.00%

Valuation

P/E Ratio (TTM)

Both Roper (ROP) at 18.86 and Twilio (TWLO) at 25.38 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

ROP

Software & Services industry group

18.86

Max
112.94
Q3
60.32
Median
32.91
ROP
18.86
Q1
18.77
Min
6.69

TWLO

Software & Services industry group

25.38

Max
112.94
Q3
60.32
Median
32.91
TWLO
25.38
Q1
18.77
Min
6.69
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Roper (ROP) vs. Twilio (TWLO): A comparison of their P/E ratio against the Software & Services industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Roper (ROP) at 5.60 and Twilio (TWLO) at 5.36 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

ROP

Software & Services industry group

5.60

Max
17.91
Q3
8.78
ROP
5.60
Median
4.25
Q1
2.23
Min
0.02

TWLO

Software & Services industry group

5.36

Max
17.91
Q3
8.78
TWLO
5.36
Median
4.25
Q1
2.23
Min
0.02
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Roper (ROP) vs. Twilio (TWLO): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Roper (ROP) at 2.46 and Twilio (TWLO) at 3.41 are valued close to their industries’ norm against book — neither stands out from peers.

ROP

Software & Services industry group

2.46

Max
16.63
Q3
8.50
Median
4.30
ROP
2.46
Q1
1.92
Min
-3.90

TWLO

Software & Services industry group

3.41

Max
16.63
Q3
8.50
Median
4.30
TWLO
3.41
Q1
1.92
Min
-3.90
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Roper (ROP) vs. Twilio (TWLO): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Roper (ROP) and Twilio (TWLO)
MetricROPTWLO
P/E Ratio (TTM)18.8625.38
P/S Ratio (TTM)5.605.36
P/B Ratio (MRQ)2.463.41
Free Cash Flow Yield (TTM)5.16%3.45%