SS&C Technologies Holdings (SSNC) AI Stock Analysis

• Market Cap: $20.34B
• Dividend Yield: 1.22%
• Average Volume (3M): 1.32M
• Price to Earnings (P/E): 25.4
• Beta (1Y): 0.82
• 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: 244,220,640
• 10 Day Avg. Volume: 1,643,725
• 30 Day Avg. Volume: 1,322,914
• 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: 1.42
• Enterprise Value/Revenue: 4.70
• Enterprise Value/Gross Profit: 9.68
• Enterprise Value/Ebitda: 13.56
• 1Y Price Target: $103.29
• Price Target Upside: 24.04% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 9

• Rating: 78 Outperform
• Price Target: $95.00 ▲(14.09% Upside)

SS&C Technologies Holdings demonstrates strong financial performance and positive earnings call sentiment, which are the most significant factors driving the score. Technical analysis suggests a neutral trend, and the valuation indicates moderate growth potential. The absence of notable corporate events does not impact the score.

Positive Factors

Revenue Growth

The consistent revenue growth indicates strong market demand and effective business strategies, supporting long-term financial stability.

Strategic Acquisitions

These acquisitions enhance SS&C's capabilities and market reach, providing a competitive edge and potential for increased revenue streams.

AI Innovation

The introduction of AI agents positions SS&C as a leader in innovation, potentially reducing operational costs and improving client service efficiency.

Negative Factors

Lost Business

The loss of business at State Street could impact revenue, highlighting the risk of client dependency and the need for diversification.

Intralinks Performance

Underperformance in Intralinks suggests challenges in capitalizing on market opportunities, potentially affecting overall growth prospects.

Decelerated Revenue Growth

Slower revenue growth may indicate market saturation or competitive pressures, necessitating strategic adjustments to sustain growth momentum.

SS&C Technologies Holdings Business Overview & Revenue Model

Company Description

SS&C Technologies Holdings, Inc., together with its subsidiaries, provides software products and software-enabled services to financial services and healthcare industries. The company owns and operates technology stack across securities accounting; front-office functions, such as trading and modeling; middle-office functions include portfolio management and reporting; back-office functions, such as accounting, performance measurement, reconciliation, reporting, processing and clearing, and compliance and tax reporting; and healthcare solutions comprising claims adjudication, benefit management, care management, and business intelligence solutions. Its products and services allow professionals in the financial services and healthcare industries to automate complex business processes and are instrumental in helping its clients to manage information processing requirements. The company's software-enabled services include SS&C GlobeOp, Global Investor and Distribution Solutions, SS&C Retirement Solutions, Black Diamond Wealth Platform, Bluedoor, Advent Outsourcing Services, Advent Data Solutions, ALPS Advisors, and Virtual Data Rooms, as well as pharmacy, healthcare administration, and health outcomes optimization solutions. Its software products comprise portfolio/investment accounting and analytics software, portfolio management software, trading software, digital process automation product suite, and banking and lending solutions, as well as research, analytics, risk, and training solutions. The company also provides professional services, including consulting and implementation services to assist clients; and product support services. It operates in the United States; the United Kingdom; Europe, the Middle East, and Africa; the Asia Pacific and Japan; Canada; and the Americas. The company was founded in 1986 and is headquartered in Windsor, Connecticut.

How the Company Makes Money

SS&C generates revenue through a diversified model that includes software licensing, subscription fees, and professional services. The company earns a significant portion of its income from recurring revenue streams, primarily through its cloud-based solutions and software-as-a-service (SaaS) offerings, which provide ongoing support and maintenance to clients. Additionally, SS&C offers consulting and managed services, further contributing to its revenue. Key partnerships with financial institutions and strategic acquisitions of complementary businesses enhance its market reach and product offerings, driving growth and profitability.

SS&C Technologies Holdings Financial Statement Overview

Summary

SS&C Technologies Holdings exhibits strong financial performance with consistent revenue growth and robust profitability margins. The balance sheet is stable with a balanced leverage profile, and the cash flow statement underscores strong cash generation. Continued focus on enhancing revenue growth and further optimizing leverage could bolster its financial standing even more.

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: Negative
• Last Price: 83.27
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SSNC, the sentiment is Negative. The current price of 83.27 is below the 20-day moving average (MA) of 83.68, below the 50-day MA of 86.63, and above the 200-day MA of 82.70, indicating a neutral trend. The MACD of -0.88 indicates Negative momentum. The RSI at 46.22 is Neutral, neither overbought nor oversold. The STOCH value of 83.07 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SSNC.

SS&C Technologies Holdings Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
PAYC	―	$11.49B	26.85	25.76%	0.80%	10.21%	-10.56%
SSNC	―	$20.34B	25.42	12.40%	1.22%	6.67%	21.21%
TTD	―	$25.26B	62.30	16.36%	―	23.18%	63.48%
GWRE	―	$20.24B	299.85	4.99%	―	22.64%	―
TYL	―	$20.68B	68.35	9.07%	―	10.69%	45.43%
HUBS	―	$24.56B	―	-0.65%	―	18.96%	58.78%
Sector *	―	$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.