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It remained weak at -13.8% in 2025 and -7.9% in 2026. The stock (-7.9%) and its supply side (avg +8%) are moving in step. Among connected nodes the furthest ahead is Amazon (+12%) and the furthest behind is Microsoft (+4%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It spends on cloud infrastructure and product components, then redeploys cash flow into acquisitions of specialized software businesses.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"CentralReach","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-24","basis":"현금 취득액과 일부 인수 부채를 차감한 CentralReach 인수 구매가격","value":1850000000,"period":"2025 acquisition","basis_en":"CentralReach acquisition purchase price, net of cash acquired and certain liabilities assumed","qualifier":null},"note":"로퍼는 2025년 4월 CentralReach를 현금 취득액과 일부 인수 부채를 차감한 18억 5,000만 달러에 인수했다. 발표 당시 순거래가는 2억 달러 세금 혜택을 포함해 약 16억 5,000만 달러로 제시돼 두 수치의 기준이 다르다.","note_en":"Roper acquired CentralReach in April 2025 for a purchase price of $1.85 billion, net of cash acquired and certain liabilities assumed. The announced net transaction value was approximately $1.65 billion including a $200 million tax benefit, so the two figures use different bases.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-24","url":"https://www.sec.gov/Archives/edgar/data/882835/000088283526000009/rop-20251231.htm","title":"ROPER TECHNOLOGIES INC 10-K (2026-02-24)","title_en":"ROPER TECHNOLOGIES INC 10-K (2026-02-24)","excerpt":"로퍼는 2025년 4월 23일 CentralReach를 현금 취득액과 일부 인수 부채를 차감한 18억 5,000만 달러에 인수했다.","excerpt_en":"On April 23, 2025, Roper acquired CentralReach Holdings, LLC for a purchase price of $1,850, net of cash acquired and certain liabilities assumed."},{"stance":"mentions","publisher":"헬스케어 그로스 파트너스","publisher_en":"Healthcare Growth Partners","kind":"research","lang":"en","published_at":"2025-07-17","url":"https://hgp.com/wp-content/uploads/2025/07/HGP-Health-IT-Market-Review-July-2025.pdf","title":"HGP 헬스 IT 시장 리뷰 2025년 7월호","title_en":"HGP Health IT Market Review, July 2025","excerpt":"HGP는 로퍼의 CentralReach 인수와 2억 달러로 추산되는 세금 혜택을 헬스IT 거래 구조 사례로 분석했다.","excerpt_en":"Roper’s $1.6 billion acquisition of CentralReach includes an estimated $200 million tax shield."},{"stance":"mentions","publisher":"인베스팅닷컴 코리아","publisher_en":"Investing.com Korea","kind":"news","lang":"ko","published_at":"2025-03-24","url":"https://kr.investing.com/news/company-news/article-93CH-1413471","title":"로퍼 테크놀로지, 센트럴리치 인수…규모는 16억 5천만 달러","title_en":"Roper Technologies to Acquire CentralReach for $1.65 Billion","excerpt":"로퍼 테크놀로지는 인사이트 파트너스로부터 센트럴리치를 인수하는 최종 계약을 발표했으며 거래 규모는 약 16억 5천만 달러다.","excerpt_en":"Roper Technologies announced a definitive agreement to acquire CentralReach from Insight Partners for approximately $1.65 billion."}]},{"direction":"revenue","counterparty":"정부 계약업체","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-24","basis":"정부 계약업체가 지급한 Deltek 소프트웨어 및 SaaS 매출","value":null,"period":"FY2025","basis_en":"Deltek software and SaaS revenue paid by government contractors","qualifier":"confirmed_no_disclosed_value"},"note":"Deltek은 정부 계약업체와 프로젝트형 기업에 기업용 소프트웨어와 SaaS를 판매한다. 2025년에는 어느 고객도 부문 또는 회사 매출의 10% 이상을 차지하지 않아 고객군 단위로 표시한다.","note_en":"Deltek sells enterprise software and SaaS to government contractors and other project-based businesses. No customer represented 10% or more of segment or company revenue in 2025, so the relationship is shown at the customer-group level.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-24","url":"https://www.sec.gov/Archives/edgar/data/882835/000088283526000009/rop-20251231.htm","title":"ROPER TECHNOLOGIES INC 10-K (2026-02-24)","title_en":"ROPER TECHNOLOGIES INC 10-K (2026-02-24)","excerpt":"Deltek은 정부 계약업체, 전문서비스 기업과 기타 프로젝트형 기업에 기업용 소프트웨어, SaaS 및 AI 기반 정보 솔루션을 제공한다.","excerpt_en":"Deltek – enterprise software, SaaS, and AI-enabled information solutions for government contractors, professional services firms, and other project-based businesses."}]},{"direction":"revenue","counterparty":"손해보험사·보험유통업체","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-24","basis":"손해보험사와 보험유통업체가 지급한 Vertafore 소프트웨어 매출","value":null,"period":"FY2025","basis_en":"Vertafore software revenue paid by property and casualty insurers and distributors","qualifier":"confirmed_no_disclosed_value"},"note":"Vertafore는 손해보험 시장에 대리점·유통 관리, 규제 준수, 업무 자동화와 데이터 소프트웨어를 판매한다. 공시는 이 시장을 2025년 애플리케이션 소프트웨어 부문의 자체 성장 선도 분야로도 꼽았다.","note_en":"Vertafore sells agency and distribution management, compliance, workflow automation and data software to the property and casualty insurance market. The filing also identified this market as a leading source of organic growth in Application Software during 2025.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-24","url":"https://www.sec.gov/Archives/edgar/data/882835/000088283526000009/rop-20251231.htm","title":"ROPER TECHNOLOGIES INC 10-K (2026-02-24)","title_en":"ROPER TECHNOLOGIES INC 10-K (2026-02-24)","excerpt":"Vertafore는 손해보험 업계에 대리점·유통 관리, 규제 준수, AI 기반 업무흐름과 데이터 솔루션을 제공한다.","excerpt_en":"Vertafore – cloud-based software for the property and casualty insurance industry, including agency and distribution management, compliance, AI-enabled workflows, and data solutions."}]},{"direction":"cost","counterparty":"아마존","counterparty_slug":"amazon","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-24","basis":"Amazon Web Services에 지급한 클라우드 호스팅 비용","value":null,"period":"FY2025","basis_en":"Cloud hosting expense paid to Amazon Web Services","qualifier":"confirmed_no_disclosed_value"},"note":"로퍼는 일부 기업 및 고객 시스템을 호스팅하기 위해 Amazon Web Services에 의존한다고 공시했다. 공급사별 지급액은 공개하지 않았다.","note_en":"Roper disclosed that it relies on Amazon Web Services to host certain enterprise and customer systems. Spending by provider was not disclosed.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-24","url":"https://www.sec.gov/Archives/edgar/data/882835/000088283526000009/rop-20251231.htm","title":"ROPER TECHNOLOGIES INC 10-K (2026-02-24)","title_en":"ROPER TECHNOLOGIES INC 10-K (2026-02-24)","excerpt":"로퍼는 일부 기업 및 고객 시스템 호스팅을 위해 Amazon Web Services를 포함한 제3자 클라우드 플랫폼에 의존한다.","excerpt_en":"We rely on business partners such as third-party data centers and cloud platforms, such as Amazon Web Services."}]},{"direction":"cost","counterparty":"마이크로소프트","counterparty_slug":"microsoft","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-24","basis":"Microsoft Azure에 지급한 클라우드 호스팅 비용","value":null,"period":"FY2025","basis_en":"Cloud hosting expense paid to Microsoft Azure","qualifier":"confirmed_no_disclosed_value"},"note":"로퍼는 일부 기업 및 고객 시스템을 호스팅하기 위해 Microsoft Azure에 의존한다고 공시했다. 공급사별 지급액은 공개하지 않았다.","note_en":"Roper disclosed that it relies on Microsoft Azure to host certain enterprise and customer systems. Spending by provider was not disclosed.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-24","url":"https://www.sec.gov/Archives/edgar/data/882835/000088283526000009/rop-20251231.htm","title":"ROPER TECHNOLOGIES INC 10-K (2026-02-24)","title_en":"ROPER TECHNOLOGIES INC 10-K (2026-02-24)","excerpt":"로퍼는 일부 기업 및 고객 시스템 호스팅을 위해 Microsoft Azure를 포함한 제3자 클라우드 플랫폼에 의존한다.","excerpt_en":"We rely on business partners such as third-party data centers and cloud platforms, such as Microsoft Azure."}]}]}