Roper Technologies crashes

Roper Stock crashes -12% after earnings. It is not a traditional value stock but it is becoming one if the shareprice continues to decline. Roper Stock had an OK 2025. Diluted earnings per share grew 9%, revenue grew 12% (5% organic growth + acquisitions). Their outlook dissapointed investors. They guide for 5-6% organic revenue growth and 8% total revenue growth and for about 7% EPS growth. On the call they said that their guidance does not imply an improvement of some difficult market conditions, some of their bussinesses deal with. Generally, Roper guides conservatively. Their guidence also does not include share buybacks. Last quarter Roper issued a share buyback of 3 billion. Last quarter they used 500 million to buy back shares. If they continue on this pace, that would imply a 2 billion sharebuyback for 26, which would be 5% of their shares. Additionally shareholders enjoy a 1% dividend yield. If they can sustain stable margins, and can translate a 5-6% organic revenue growth in a 5-6% EPS growth (organically) + the buybacks of 5% = a 10% EPS growth. Plus 1% dividend. I see a easy 11% return here. The question is of course if they will be able to acquire good businesses. Acquisitions could result in share dilution (they did in the past). EPS growth would not be caused then by buybacks but by acquisitions. This is basically the businessmodel of Roper. This adds however uncertainty about future earnings growth. They could also borrow but their debt tot EBITDA is already 2,9, which is a bit high. I think Roper is trading at an attractive valuation here (16,8x diluted earnings per share) but future growth will still depend on managements ability to acquire good businesses and of course the future performance of their current businesses. Last point is that part of their business is vertical market software (like Constellation Software). I think there is som fear that this sector will be disrupted by AI. We will see about that of course.