SS&C TECHNOLOGIES HOLDINGS (SSNC) Stock Fundamental Analysis

NASDAQ:SSNC • US78467J1007

71.47 USD
-0.62 (-0.86%)
Last: Feb 17, 2026, 01:20 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

We assign a fundamental rating of 5 out of 10 to SSNC. SSNC was compared to 87 industry peers in the IT Services industry. SSNC has an excellent profitability rating, but there are concerns on its financial health. SSNC has a decent growth rate and is not valued too expensively. Finally SSNC also has an excellent dividend rating.


Dividend Valuation Growth Profitability Health

7

1. Profitability

1.1 Basic Checks

  • SSNC had positive earnings in the past year.
  • In the past year SSNC had a positive cash flow from operations.
  • Each year in the past 5 years SSNC has been profitable.
  • SSNC had a positive operating cash flow in each of the past 5 years.
SSNC Yearly Net Income VS EBIT VS OCF VS FCFSSNC Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B

1.2 Ratios

  • The Return On Assets of SSNC (3.85%) is better than 65.52% of its industry peers.
  • SSNC has a better Return On Equity (11.58%) than 71.26% of its industry peers.
  • SSNC's Return On Invested Capital of 7.70% is fine compared to the rest of the industry. SSNC outperforms 71.26% of its industry peers.
  • SSNC had an Average Return On Invested Capital over the past 3 years of 7.46%. This is below the industry average of 10.62%.
  • The last Return On Invested Capital (7.70%) for SSNC is above the 3 year average (7.46%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 3.85%
ROE 11.58%
ROIC 7.7%
ROA(3y)3.73%
ROA(5y)3.94%
ROE(3y)10.93%
ROE(5y)11.3%
ROIC(3y)7.46%
ROIC(5y)7.34%
SSNC Yearly ROA, ROE, ROICSSNC Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2 4 6 8 10

1.3 Margins

  • Looking at the Profit Margin, with a value of 12.71%, SSNC belongs to the top of the industry, outperforming 86.21% of the companies in the same industry.
  • In the last couple of years the Profit Margin of SSNC has remained more or less at the same level.
  • With an excellent Operating Margin value of 22.91%, SSNC belongs to the best of the industry, outperforming 96.55% of the companies in the same industry.
  • SSNC's Operating Margin has improved in the last couple of years.
  • Looking at the Gross Margin, with a value of 48.17%, SSNC is in the better half of the industry, outperforming 72.41% of the companies in the same industry.
  • In the last couple of years the Gross Margin of SSNC has remained more or less at the same level.
Industry RankSector Rank
OM 22.91%
PM (TTM) 12.71%
GM 48.17%
OM growth 3Y1.92%
OM growth 5Y1.64%
PM growth 3Y1.07%
PM growth 5Y-1.05%
GM growth 3Y0.39%
GM growth 5Y1.44%
SSNC Yearly Profit, Operating, Gross MarginsSSNC Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30 40

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ROAROEROICOperating and Profit MarginShow most profitable peers

3

2. Health

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), SSNC is destroying value.
  • Compared to 1 year ago, SSNC has about the same amount of shares outstanding.
  • Compared to 5 years ago, SSNC has less shares outstanding
  • The debt/assets ratio for SSNC has been reduced compared to a year ago.
SSNC Yearly Shares OutstandingSSNC Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M 200M 250M
SSNC Yearly Total Debt VS Total AssetsSSNC Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B 20B

2.2 Solvency

  • The Debt to FCF ratio of SSNC is 5.15, which is a neutral value as it means it would take SSNC, 5.15 years of fcf income to pay off all of its debts.
  • SSNC's Debt to FCF ratio of 5.15 is in line compared to the rest of the industry. SSNC outperforms 52.87% of its industry peers.
  • A Debt/Equity ratio of 1.08 is on the high side and indicates that SSNC has dependencies on debt financing.
  • SSNC's Debt to Equity ratio of 1.08 is on the low side compared to the rest of the industry. SSNC is outperformed by 66.67% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.08
Debt/FCF 5.15
Altman-Z N/A
ROIC/WACC0.83
WACC9.24%
SSNC Yearly LT Debt VS Equity VS FCFSSNC Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B

2.3 Liquidity

  • SSNC has a Current Ratio of 1.07. This is a normal value and indicates that SSNC is financially healthy and should not expect problems in meeting its short term obligations.
  • SSNC has a Current ratio of 1.07. This is in the lower half of the industry: SSNC underperforms 73.56% of its industry peers.
  • SSNC has a Quick Ratio of 1.07. This is a normal value and indicates that SSNC is financially healthy and should not expect problems in meeting its short term obligations.
  • With a Quick ratio value of 1.07, SSNC is not doing good in the industry: 73.56% of the companies in the same industry are doing better.
Industry RankSector Rank
Current Ratio 1.07
Quick Ratio 1.07
SSNC Yearly Current Assets VS Current LiabilitesSSNC Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B 4B 5B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

3. Growth

3.1 Past

  • SSNC shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 13.47%, which is quite good.
  • SSNC shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 7.42% yearly.
  • SSNC shows a small growth in Revenue. In the last year, the Revenue has grown by 6.63%.
  • SSNC shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 6.09% yearly.
EPS 1Y (TTM)13.47%
EPS 3Y9.77%
EPS 5Y7.42%
EPS Q2Q%6.96%
Revenue 1Y (TTM)6.63%
Revenue growth 3Y5.89%
Revenue growth 5Y6.09%
Sales Q2Q%8.09%

3.2 Future

  • The Earnings Per Share is expected to grow by 10.00% on average over the next years. This is quite good.
  • Based on estimates for the next years, SSNC will show a small growth in Revenue. The Revenue will grow by 5.56% on average per year.
EPS Next Y9.55%
EPS Next 2Y9.01%
EPS Next 3Y9.79%
EPS Next 5Y10%
Revenue Next Year5.79%
Revenue Next 2Y5.18%
Revenue Next 3Y4.93%
Revenue Next 5Y5.56%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
SSNC Yearly Revenue VS EstimatesSSNC Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2B 4B 6B 8B
SSNC Yearly EPS VS EstimatesSSNC Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2 4 6 8

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Find the best growth stocksShow best growing peers

6

4. Valuation

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 11.62, the valuation of SSNC can be described as very reasonable.
  • Based on the Price/Earnings ratio, SSNC is valued a bit cheaper than 79.31% of the companies in the same industry.
  • The average S&P500 Price/Earnings ratio is at 27.19. SSNC is valued rather cheaply when compared to this.
  • The Price/Forward Earnings ratio is 10.61, which indicates a very decent valuation of SSNC.
  • SSNC's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. SSNC is cheaper than 79.31% of the companies in the same industry.
  • SSNC's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 28.06.
Industry RankSector Rank
PE 11.62
Fwd PE 10.61
SSNC Price Earnings VS Forward Price EarningsSSNC Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • 73.56% of the companies in the same industry are more expensive than SSNC, based on the Enterprise Value to EBITDA ratio.
  • Based on the Price/Free Cash Flow ratio, SSNC is valued a bit cheaper than the industry average as 73.56% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 12.09
EV/EBITDA 11.48
SSNC Per share dataSSNC EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 10 -10 20 -20

4.3 Compensation for Growth

  • The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • SSNC has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)1.22
PEG (5Y)1.57
EPS Next 2Y9.01%
EPS Next 3Y9.79%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

7

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 1.52%, SSNC has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 0.54, SSNC pays a better dividend. On top of this SSNC pays more dividend than 83.91% of the companies listed in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.82, SSNC has a dividend comparable with the average S&P500 company.
Industry RankSector Rank
Dividend Yield 1.52%

5.2 History

  • The dividend of SSNC is nicely growing with an annual growth rate of 14.39%!
  • SSNC has been paying a dividend for at least 10 years, so it has a reliable track record.
  • SSNC has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)14.39%
Div Incr Years10
Div Non Decr Years10
SSNC Yearly Dividends per shareSSNC Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0.2 0.4 0.6 0.8 1

5.3 Sustainability

  • SSNC pays out 31.83% of its income as dividend. This is a sustainable payout ratio.
  • SSNC's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP31.83%
EPS Next 2Y9.01%
EPS Next 3Y9.79%
SSNC Yearly Income VS Free CF VS DividendSSNC Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B
SSNC Dividend Payout.SSNC Dividend Payout, showing the Payout Ratio.SSNC Dividend Payout.PayoutRetained Earnings

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SS&C TECHNOLOGIES HOLDINGS

NASDAQ:SSNC (2/17/2026, 1:20:52 PM)

71.47

-0.62 (-0.86%)

Chartmill FA Rating
GICS IndustryGroupSoftware & Services
GICS IndustryIT Services
Earnings (Last)02-05
Earnings (Next)04-22
Inst Owners86.62%
Inst Owner Change3.7%
Ins Owners14.75%
Ins Owner Change0.98%
Market Cap17.44B
Revenue(TTM)6.27B
Net Income(TTM)797.30M
Analysts82.5
Price Target104.98 (46.89%)
Short Float %1.74%
Short Ratio2.13
Dividend
Industry RankSector Rank
Dividend Yield 1.52%
Yearly Dividend1.04
Dividend Growth(5Y)14.39%
DP31.83%
Div Incr Years10
Div Non Decr Years10
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)3.78%
Min EPS beat(2)3.05%
Max EPS beat(2)4.5%
EPS beat(4)4
Avg EPS beat(4)2.52%
Min EPS beat(4)0.42%
Max EPS beat(4)4.5%
EPS beat(8)8
Avg EPS beat(8)4.41%
EPS beat(12)8
Avg EPS beat(12)1.89%
EPS beat(16)8
Avg EPS beat(16)0.3%
Revenue beat(2)0
Avg Revenue beat(2)-0.94%
Min Revenue beat(2)-0.95%
Max Revenue beat(2)-0.93%
Revenue beat(4)0
Avg Revenue beat(4)-0.93%
Min Revenue beat(4)-1.31%
Max Revenue beat(4)-0.53%
Revenue beat(8)1
Avg Revenue beat(8)-0.5%
Revenue beat(12)1
Avg Revenue beat(12)-0.83%
Revenue beat(16)1
Avg Revenue beat(16)-1.24%
PT rev (1m)0.37%
PT rev (3m)0.37%
EPS NQ rev (1m)1.46%
EPS NQ rev (3m)1.46%
EPS NY rev (1m)-0.5%
EPS NY rev (3m)-0.5%
Revenue NQ rev (1m)0.3%
Revenue NQ rev (3m)0.3%
Revenue NY rev (1m)-0.04%
Revenue NY rev (3m)-0.03%
Valuation
Industry RankSector Rank
PE 11.62
Fwd PE 10.61
P/S 2.78
P/FCF 12.09
P/OCF 10
P/B 2.53
P/tB N/A
EV/EBITDA 11.48
EPS(TTM)6.15
EY8.61%
EPS(NY)6.74
Fwd EY9.43%
FCF(TTM)5.91
FCFY8.27%
OCF(TTM)7.15
OCFY10%
SpS25.7
BVpS28.22
TBVpS-29.5
PEG (NY)1.22
PEG (5Y)1.57
Graham Number62.49
Profitability
Industry RankSector Rank
ROA 3.85%
ROE 11.58%
ROCE 9.21%
ROIC 7.7%
ROICexc 7.93%
ROICexgc 114.12%
OM 22.91%
PM (TTM) 12.71%
GM 48.17%
FCFM 22.99%
ROA(3y)3.73%
ROA(5y)3.94%
ROE(3y)10.93%
ROE(5y)11.3%
ROIC(3y)7.46%
ROIC(5y)7.34%
ROICexc(3y)7.72%
ROICexc(5y)7.6%
ROICexgc(3y)107.01%
ROICexgc(5y)103.27%
ROCE(3y)8.93%
ROCE(5y)8.78%
ROICexgc growth 3Y5.2%
ROICexgc growth 5Y8%
ROICexc growth 3Y5.2%
ROICexc growth 5Y5.28%
OM growth 3Y1.92%
OM growth 5Y1.64%
PM growth 3Y1.07%
PM growth 5Y-1.05%
GM growth 3Y0.39%
GM growth 5Y1.44%
F-Score5
Asset Turnover0.3
Health
Industry RankSector Rank
Debt/Equity 1.08
Debt/FCF 5.15
Debt/EBITDA 3.46
Cap/Depr 43.01%
Cap/Sales 4.83%
Interest Coverage 250
Cash Conversion 81.51%
Profit Quality 180.87%
Current Ratio 1.07
Quick Ratio 1.07
Altman-Z N/A
F-Score5
WACC9.24%
ROIC/WACC0.83
Cap/Depr(3y)39.37%
Cap/Depr(5y)33.92%
Cap/Sales(3y)4.58%
Cap/Sales(5y)4.08%
Profit Quality(3y)162.88%
Profit Quality(5y)158.52%
High Growth Momentum
Growth
EPS 1Y (TTM)13.47%
EPS 3Y9.77%
EPS 5Y7.42%
EPS Q2Q%6.96%
EPS Next Y9.55%
EPS Next 2Y9.01%
EPS Next 3Y9.79%
EPS Next 5Y10%
Revenue 1Y (TTM)6.63%
Revenue growth 3Y5.89%
Revenue growth 5Y6.09%
Sales Q2Q%8.09%
Revenue Next Year5.79%
Revenue Next 2Y5.18%
Revenue Next 3Y4.93%
Revenue Next 5Y5.56%
EBIT growth 1Y6.94%
EBIT growth 3Y7.92%
EBIT growth 5Y7.82%
EBIT Next Year10.96%
EBIT Next 3Y7.49%
EBIT Next 5Y7.23%
FCF growth 1Y27.29%
FCF growth 3Y15.91%
FCF growth 5Y5.99%
OCF growth 1Y25.65%
OCF growth 3Y15.44%
OCF growth 5Y8.05%

SS&C TECHNOLOGIES HOLDINGS / SSNC FAQ

What is the fundamental rating for SSNC stock?

ChartMill assigns a fundamental rating of 5 / 10 to SSNC.


Can you provide the valuation status for SS&C TECHNOLOGIES HOLDINGS?

ChartMill assigns a valuation rating of 6 / 10 to SS&C TECHNOLOGIES HOLDINGS (SSNC). This can be considered as Fairly Valued.


How profitable is SS&C TECHNOLOGIES HOLDINGS (SSNC) stock?

SS&C TECHNOLOGIES HOLDINGS (SSNC) has a profitability rating of 7 / 10.


Can you provide the PE and PB ratios for SSNC stock?

The Price/Earnings (PE) ratio for SS&C TECHNOLOGIES HOLDINGS (SSNC) is 11.62 and the Price/Book (PB) ratio is 2.53.


How financially healthy is SS&C TECHNOLOGIES HOLDINGS?

The financial health rating of SS&C TECHNOLOGIES HOLDINGS (SSNC) is 3 / 10.