SS&C Technologies Holdings (0L1G) AI Stock Analysis

SS&C Technologies Holdings

(LSE:0L1G)

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Positive Factors

Mission-Critical Recurring RevenueSS&C is embedded in critical accounting, reporting, compliance, transaction-processing, and operational workflows. These high-switching-cost relationships support renewals and recurring revenue, while outsourcing and cross-selling can deepen customer relationships and make the business more durable.

Negative Factors

High Leverage and Refinancing ExposureElevated debt increases financial sensitivity to refinancing costs and slower growth. Upcoming note maturities could absorb management attention and cash resources, while leverage may constrain flexibility to pursue acquisitions, reduce debt, or withstand weaker operating conditions.

SS&C Technologies Holdings (0L1G) vs. iShares MSCI United Kingdom ETF (EWC)

Market Cap: $18.86B
Dividend Yield: 1.38%
Average Volume (3M): 337
Price to Earnings (P/E): 22.5
Beta (1Y): 0.88
Revenue Growth: 8.75%
EPS Growth: 2.60%
Country: UK
Employees: 28,800
Sector: Technology
Sector Strength: 61
Industry: Software - Application

SS&C Technologies Holdings Business Overview & Revenue Model

Company Description

SS&C Technologies Holdings, Inc. offers a diverse portfolio of software solutions and related services, catering primarily to the financial services and healthcare industries. The company's sophisticated technology infrastructure spans various critic...

SS&C Technologies Holdings Earnings Call Summary

Earnings Call Date:Oct 21, 2026(Q3-2026)|% Change Since:-8.85%|Next Earnings Date:Feb 10, 2027

Earnings Call SentimentPositive

The call was strongly positive, supported by solid third-quarter revenue, EPS, EBITDA, margin, cash flow, shareholder-return, and full-year guidance results. Management also highlighted healthy pipelines, customer expansion, AI and tokenization progress, international growth, and continued M&A capacity. The main challenges were fourth-quarter organic growth moderation, a 4.5% organic decline in intelligent automation and analytics, higher interest expense, upcoming refinancing, elevated acquisition valuations, and customer pricing pressure.

Positive Updates

Strong Third-Quarter Revenue and Earnings Growth

Q3 adjusted revenue was $1.691 billion, up 7.8%, while adjusted diluted EPS was $1.78, up 14.8%. GAAP revenue was $1.69 billion, GAAP net income was $199 million, and GAAP diluted EPS was $0.83.

Negative Updates

Fourth-Quarter Organic Growth Moderation

Fourth-quarter guidance calls for 4% organic revenue growth at the midpoint, below the 5.2% organic growth reported in Q3. Management attributed the quarter-over-quarter change primarily to timing, including comparison against a particularly strong fourth quarter last year, the anniversary of a partial Insignia contribution, and the timing required to negotiate, sign, and launch large contracts.

Company Guidance

For the fourth quarter of 2026, SS&C expects retention rates to be in the range of our most recent results, short term interest rates to remain at current levels, an effective tax rate of approximately 22.5% on an adjusted basis, capital expenditures to be 4.4% to 4.8% of revenues, and a stronger weighting to share repurchases versus debt reduction; revenue is expected to be $1.7 billion to $1.74 billion with 4% organic revenue growth at the midpoint, adjusted net income $454 million to $470 million, interest expense $103 million to $105 million, and adjusted diluted EPS $1.88 to $1.94. For the full year 2026, revenue is expected to be $6.736 billion to $6.776 billion with 5.5% organic revenue growth at the midpoint, adjusted net income $1.726 billion to $1.742 billion, adjusted diluted EPS $7.11 to $7.17, reflecting approximately 16.3% growth at the midpoint, EBITDA growth of 10%, EBITDA margin expansion of 90 basis points for the year, and exiting the year with 41% EBITDA margins.

SS&C Technologies Holdings Risk Analysis

SS&C Technologies Holdings disclosed 9 risk factors in its most recent earnings report. SS&C Technologies Holdings reported the most risks in the "Finance & Corporate" category.

Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

0 New Risks

SS&C Technologies Holdings Peers Comparison

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

GB:0L1G against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
QTWO	81Outperform	$4.14B	37.90	17.11%	―	13.08%	246.41%
NCNO	73Outperform	$2.40B	73.16	3.36%	―	8.57%	―
WK	69Neutral	$4.55B	100.73	-123.75%	―	19.67%	―
BL	68Neutral	$1.97B	57.47	10.84%	―	8.62%	-58.32%
FICO	66Neutral	$15.36B	20.43	-33.43%	―	24.09%	34.17%
Sector *	61Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%

* Technology Sector Average

Performance Comparison

GB:0L1G and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
GB:0L1G	Ss&C Technologies Holdings	81.28	-1.89	-2.27%
FICO	Fair Isaac Corporation	724.19	-881.91	-54.91%
QTWO	Q2 Holdings	70.44	9.91	16.37%
WK	Workiva Inc.	84.77	2.90	3.54%
BL	BlackLine	34.09	-22.35	-39.60%
NCNO	Ncino, Inc.	23.16	-2.25	-8.84%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

SS&C Technologies Holdings AI Stock Analysis