Software roll-ups
These companies grow mainly by buying established software businesses and running them for cash flow.
+22.6%
over 3 months · S&P 500 −2.1%
Key indicators
Health
51 / 100
Fragile
Solid
Price
P/E 19
Cheap
Expensive
Up over 1 year
4 of 6
Volatility
47%
Calm
Choppy
Health and price: against the other tags.
Key indicators
When a figure has a bar, the marker places it among its peers, and the further right it sits, the more the figure beats the others. Green marks the best third, red the weakest and white anything in between. Some figures stay white wherever they sit, like price, pace or holding time, because neither side is better there.
The 7 companies
ROP
+23.5%
Size: weight in the tag. Color: move over the period.