SS&C Technologies Holdings (SSNC) AI Stock Analysis

• Market Cap: $21.10B
• Dividend Yield: 1.2%
• Average Volume (3M): 1.20M
• Price to Earnings (P/E): 25.7
• Beta (1Y): 0.76
• Revenue Growth: 6.67%
• EPS Growth: 21.21%
• Country: US
• Employees: 26,800
• Sector: Technology
• Sector Strength: 88
• Industry: Software - Application
• EPS (TTM): 1.57
• Shares Outstanding: 244,027,400
• 10 Day Avg. Volume: 1,238,697
• 30 Day Avg. Volume: 1,195,367
• PEG Ratio: 0.94
• Price to Book (P/B): 2.86
• Price to Sales (P/S): 3.17
• P/FCF Ratio: 14.07
• Enterprise Value/Market Cap: 1.22
• Enterprise Value/Revenue: 4.20
• Enterprise Value/Gross Profit: 8.65
• Enterprise Value/Ebitda: 12.12
• 1Y Price Target: $103.29
• Price Target Upside: 19.05% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 9
• EPS Forecast (FY): 5.94
• Revenue Forecast (FY): $6.24B

• Rating: 78 Outperform
• Price Target: $97.00 ▲(11.80% Upside)

SS&C Technologies Holdings exhibits strong financial performance and positive earnings call sentiment, which are the most significant factors driving the score. However, the technical analysis and valuation suggest caution, with mixed technical indicators and a relatively high P/E ratio indicating potential overvaluation. The overall outlook is positive, but investors should be mindful of valuation concerns.

Positive Factors

Revenue Growth

The consistent revenue growth, highlighted by a 7% increase, underscores the company's expanding market presence and effective business strategies, which are crucial for long-term sustainability.

Strategic Acquisitions

Strategic acquisitions enhance SS&C's global capabilities and service offerings, positioning the company for sustained competitive advantage and market expansion.

Cash Flow and Shareholder Returns

Strong cash flow growth supports operational flexibility and strategic initiatives, while increased shareholder returns reflect confidence in long-term business prospects.

Negative Factors

Lost Business at State Street

The loss of business at State Street could indicate vulnerabilities in client retention, potentially impacting future revenue stability and growth.

Intralinks Performance

Underperformance in Intralinks suggests challenges in capitalizing on market opportunities, which may hinder overall revenue growth and diversification efforts.

Decelerated Revenue Growth Rate

A decelerated revenue growth rate may signal market saturation or increased competition, potentially affecting long-term growth prospects and market leadership.

SS&C Technologies Holdings Business Overview & Revenue Model

Company Description

SS&C Technologies Holdings, Inc. is a global provider of investment management software and services, serving the financial services industry, including asset managers, insurance companies, and banks. Founded in 1986 and headquartered in Windsor, Connecticut, SS&C offers a wide range of solutions such as portfolio management, risk and compliance management, and financial reporting. With a focus on automation and efficiency, the company aims to enhance the operational capabilities of its clients through innovative technology and comprehensive services.

How the Company Makes Money

SS&C Technologies generates revenue primarily through software licensing, subscription fees, and professional services. Its core revenue streams include the sale of its software solutions, which are often offered on a subscription basis, providing predictable recurring revenue. Additionally, the company earns income from consulting and implementation services, as well as ongoing maintenance and support for its software products. SS&C also benefits from strategic partnerships with financial institutions and technology providers, which enhance its service offerings and expand its market reach. The company’s diverse portfolio of clients across various financial sectors contributes to its stable revenue base and growth potential.

SS&C Technologies Holdings Financial Statement Overview

Summary

SS&C Technologies Holdings demonstrates strong financial performance with consistent revenue growth, robust profitability margins, and effective cash generation. The income statement shows a stable and profitable business model, while the balance sheet reflects financial stability with a manageable debt-to-equity ratio. The cash flow statement highlights strong cash generation capabilities, supporting operational and strategic initiatives.

Income Statement

SS&C Technologies Holdings has demonstrated consistent revenue growth, with a TTM revenue growth rate of 1.69%. The company maintains strong profitability metrics, with a gross profit margin of 48.56% and a net profit margin of 13.86% in TTM. EBIT and EBITDA margins are also robust at 23.32% and 34.65%, respectively. These figures indicate a stable and profitable business model, although the revenue growth rate has slightly decelerated compared to previous years.

Balance Sheet

The company's balance sheet shows a manageable debt-to-equity ratio of 0.97 in TTM, indicating a balanced approach to leveraging. Return on equity is healthy at 12.51%, reflecting efficient use of equity to generate profits. The equity ratio stands at 35.84%, suggesting a solid equity base relative to total assets. Overall, the balance sheet reflects financial stability, though there is room for improvement in reducing leverage further.

Cash Flow

SS&C Technologies Holdings has achieved a notable free cash flow growth rate of 10.96% in TTM, showcasing strong cash generation capabilities. The operating cash flow to net income ratio is 0.33, and the free cash flow to net income ratio is 1.04, indicating effective conversion of earnings into cash. These metrics highlight the company's strong cash flow position, supporting its operational and strategic initiatives.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	6.15B	5.88B	5.50B	5.28B	5.05B	4.67B
Gross Profit	2.99B	2.86B	2.65B	2.52B	2.41B	2.09B
EBITDA	2.13B	2.04B	2.00B	1.86B	1.91B	1.75B
Net Income	852.00M	760.50M	607.10M	650.20M	800.00M	625.20M
Balance Sheet
Total Assets	19.49B	19.04B	18.10B	16.65B	17.33B	15.92B
Cash, Cash Equivalents and Short-Term Investments	390.80M	3.37B	3.00B	1.34B	3.17B	215.20M
Total Debt	6.81B	7.18B	6.92B	7.32B	6.22B	6.77B
Total Liabilities	12.50B	12.44B	11.70B	10.55B	11.11B	10.21B
Stockholders Equity	6.93B	6.53B	6.34B	6.04B	6.17B	5.72B
Cash Flow
Free Cash Flow	1.62B	1.33B	963.60M	926.00M	1.29B	1.08B
Operating Cash Flow	1.56B	1.39B	1.22B	1.13B	1.43B	1.18B
Investing Cash Flow	-258.20M	-855.70M	-268.40M	-1.76B	-148.20M	-210.50M
Financing Cash Flow	-154.10M	-152.30M	712.80M	-1.18B	556.70M	-1.43B

SS&C Technologies Holdings Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 86.76
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SSNC, the sentiment is Positive. The current price of 86.76 is above the 20-day moving average (MA) of 85.86, above the 50-day MA of 84.23, and above the 200-day MA of 82.77, indicating a bullish trend. The MACD of 0.68 indicates Negative momentum. The RSI at 56.04 is Neutral, neither overbought nor oversold. The STOCH value of 53.28 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SSNC.

SS&C Technologies Holdings Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
SSNC	78 Outperform	$21.10B	25.74	12.40%	1.20%	6.67%	21.21%
PAYC	76 Outperform	$9.16B	20.23	28.56%	0.90%	9.72%	-2.69%
TTD	70 Outperform	$17.72B	42.41	16.78%	―	20.82%	41.82%
TYL	66 Neutral	$19.37B	62.84	9.17%	―	10.62%	31.43%
GWRE	66 Neutral	$16.46B	183.91	6.57%	―	22.80%	198.93%
HUBS	65 Neutral	$19.40B	-5,576.69	-0.20%	―	19.21%	75.32%
Sector *	61 Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%

SS&C Technologies Holdings Corporate Events

SS&C Technologies’ Q3 2025 Earnings Call Highlights

SS&C Technologies Holdings’ recent earnings call painted a picture of robust financial health and strategic growth. The company reported record revenue and EBITDA for Q3 2025, driven by significant expansions in its GlobeOp and GIDS sectors. Despite minor setbacks such as business loss at State Street and underperformance in Intralinks, the overall sentiment was positive, underscoring a solid performance and promising growth outlook.

SS&C Technologies Reports Strong Q3 2025 Results

SS&C Technologies Holdings, Inc. is a global provider of investment, financial, and healthcare software and software-enabled services, headquartered in Windsor, Connecticut. The company serves over 22,000 organizations worldwide, ranging from large corporations to small and mid-market firms.

SS&C Technologies Completes Acquisition of Calastone to Enhance Global Fund Operations

SS&C Technologies Holdings has completed its acquisition of Calastone, a leading global funds network, for approximately £766 million. This acquisition, funded through a combination of debt and cash, is expected to enhance SS&C’s capabilities in fund administration and technology solutions, offering clients improved distribution, investor servicing, and operational scalability. Calastone’s integration into SS&C is anticipated to accelerate innovation and expand the company’s reach in global fund operations.