Charles Akre’s and John Neff’s 10 Stock Picks with Huge Upside Potential

3. Roper Technologies, Inc. (NASDAQ:ROP)

% holding in portfolio: 6.66%

Upside Potential: 19.24%

Based in Florida, a diversified technology company, Roper Technologies, Inc. (NASDAQ:ROP) develops software and engineered products for niche markets in healthcare, transportation, and education. The company has an asset-light business model that emphasizes recurring revenues through SaaS and cloud-based platforms. In the market, the company’s decentralized operating model supports quick acquisition integration and organic growth in tough competition. Its portfolio comprises high-margin, mission-critical software solutions that provide enduring value across specialized industries with low cyclicality.

Roper Technologies, Inc. (NASDAQ:ROP) has earned a 6.66% slot in Akre’s portfolio. Though low compared to most other stocks on our list, the holding represents a bet on the company’s future excellence. Organic sales balanced with inorganic sales have contributed to a free cash flow growth of 14% in 2024. Having successfully deployed $3.6 billion in vertical software businesses, leading the market, the company anticipates a total revenue growth of 10% or more in 2025. In Q4 2024, Roper Technologies, Inc. (NASDAQ:ROP) also announced that they have $5 billion in acquisition firepower, making the company completely ready to capture the M&A opportunities in the future.

With a 19.24% upside, Roper Technologies, Inc. (NASDAQ:ROP) may not headline the usual tech chatter. However, it is one of Charles Akre’s top-performing stocks, making it a worthy investment for those seeking long-term growth. Chuck Akre first bought the stock in 2014.