SS&C TECHNOLOGIES HOLDINGS (SSNC) Fundamental Analysis & Valuation

NASDAQ:SSNC • US78467J1007

75.79 USD
+0.31 (+0.41%)
At close: Mar 6, 2026
75.79 USD
0 (0%)
After Hours: 3/6/2026, 8:00:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

This SSNC fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

5

Overall SSNC gets a fundamental rating of 5 out of 10. We evaluated SSNC against 86 industry peers in the IT Services industry. SSNC scores excellent on profitability, but there are concerns on its financial health. SSNC is not valued too expensively and it also shows a decent growth rate.


Dividend Valuation Growth Profitability Health

7

1. SSNC Profitability Analysis

1.1 Basic Checks

  • In the past year SSNC was profitable.
  • SSNC had a positive operating cash flow in the past year.
  • In the past 5 years SSNC has always been profitable.
  • In the past 5 years SSNC always reported a positive cash flow from operatings.
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

  • With a decent Return On Assets value of 3.85%, SSNC is doing good in the industry, outperforming 62.79% of the companies in the same industry.
  • With a decent Return On Equity value of 11.58%, SSNC is doing good in the industry, outperforming 69.77% of the companies in the same industry.
  • SSNC has a better Return On Invested Capital (7.70%) than 69.77% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for SSNC is below the industry average of 10.85%.
  • The 3 year average ROIC (7.46%) for SSNC is below the current ROIC(7.70%), indicating increased profibility in the last year.
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

  • SSNC's Profit Margin of 12.71% is amongst the best of the industry. SSNC outperforms 86.05% of its industry peers.
  • SSNC's Profit Margin has been stable in the last couple of years.
  • The Operating Margin of SSNC (22.91%) is better than 95.35% of its industry peers.
  • SSNC's Operating Margin has improved in the last couple of years.
  • SSNC has a Gross Margin of 48.17%. This is in the better half of the industry: SSNC outperforms 72.09% of its industry peers.
  • 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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3

2. SSNC Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so SSNC is destroying value.
  • SSNC has about the same amout of shares outstanding than it did 1 year ago.
  • The number of shares outstanding for SSNC has been reduced compared to 5 years ago.
  • Compared to 1 year ago, SSNC has an improved debt to assets ratio.
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.
  • The Debt to FCF ratio of SSNC (5.15) is comparable to the rest of the industry.
  • A Debt/Equity ratio of 1.08 is on the high side and indicates that SSNC has dependencies on debt financing.
  • Looking at the Debt to Equity ratio, with a value of 1.08, SSNC is doing worse than 65.12% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 1.08
Debt/FCF 5.15
Altman-Z N/A
ROIC/WACC0.86
WACC8.92%
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

  • A Current Ratio of 1.07 indicates that SSNC should not have too much problems paying its short term obligations.
  • Looking at the Current ratio, with a value of 1.07, SSNC is doing worse than 70.93% of the companies in the same industry.
  • A Quick Ratio of 1.07 indicates that SSNC should not have too much problems paying its short term obligations.
  • With a Quick ratio value of 1.07, SSNC is not doing good in the industry: 70.93% 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. SSNC Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an nice 13.47% over the past year.
  • Measured over the past 5 years, SSNC shows a small growth in Earnings Per Share. The EPS has been growing by 7.42% on average per year.
  • SSNC shows a small growth in Revenue. In the last year, the Revenue has grown by 6.63%.
  • The Revenue has been growing slightly by 6.09% on average over the past years.
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.
  • SSNC is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.56% yearly.
EPS Next Y9.55%
EPS Next 2Y9.01%
EPS Next 3Y9.79%
EPS Next 5Y10%
Revenue Next Year7.55%
Revenue Next 2Y6.28%
Revenue Next 3Y5.57%
Revenue Next 5Y5.56%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
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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6

4. SSNC Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 12.32, which indicates a correct valuation of SSNC.
  • SSNC's Price/Earnings ratio is a bit cheaper when compared to the industry. SSNC is cheaper than 79.07% of the companies in the same industry.
  • When comparing the Price/Earnings ratio of SSNC to the average of the S&P500 Index (26.29), we can say SSNC is valued rather cheaply.
  • SSNC is valuated reasonably with a Price/Forward Earnings ratio of 11.25.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of SSNC indicates a rather cheap valuation: SSNC is cheaper than 81.40% of the companies listed in the same industry.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 24.57, SSNC is valued rather cheaply.
Industry RankSector Rank
PE 12.32
Fwd PE 11.25
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

  • SSNC's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. SSNC is cheaper than 73.26% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, SSNC is valued a bit cheaper than 75.58% of the companies in the same industry.
Industry RankSector Rank
P/FCF 12.83
EV/EBITDA 11.86
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

  • SSNC's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • The decent profitability rating of SSNC may justify a higher PE ratio.
PEG (NY)1.29
PEG (5Y)1.66
EPS Next 2Y9.01%
EPS Next 3Y9.79%

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

6

5. SSNC Dividend Analysis

5.1 Amount

  • SSNC has a Yearly Dividend Yield of 1.43%.
  • Compared to an average industry Dividend Yield of 0.92, SSNC pays a better dividend. On top of this SSNC pays more dividend than 82.56% of the companies listed in the same industry.
  • SSNC's Dividend Yield is slightly below the S&P500 average, which is at 1.82.
Industry RankSector Rank
Dividend Yield 1.43%

5.2 History

  • The dividend of SSNC is nicely growing with an annual growth rate of 14.39%!
  • SSNC has paid a dividend for at least 10 years, which is a reliable track record.
  • SSNC has not decreased their dividend for at least 10 years, which is a reliable track record.
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 2026 0.2 0.4 0.6 0.8 1

5.3 Sustainability

  • 31.83% of the earnings are spent on dividend by SSNC. This is a low number and 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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SSNC Fundamentals: All Metrics, Ratios and Statistics

SS&C TECHNOLOGIES HOLDINGS

NASDAQ:SSNC (3/6/2026, 8:00:00 PM)

After market: 75.79 0 (0%)

75.79

+0.31 (+0.41%)

Chartmill FA Rating
GICS IndustryGroupSoftware & Services
GICS IndustryIT Services
Earnings (Last)02-05
Earnings (Next)04-22
Inst Owners86.62%
Inst Owner Change3.88%
Ins Owners14.75%
Ins Owner Change2.44%
Market Cap18.50B
Revenue(TTM)6.27B
Net Income(TTM)797.30M
Analysts82.5
Price Target102.94 (35.82%)
Short Float %1.82%
Short Ratio1.93
Dividend
Industry RankSector Rank
Dividend Yield 1.43%
Yearly Dividend1.04
Dividend Growth(5Y)14.39%
DP31.83%
Div Incr Years10
Div Non Decr Years10
Ex-Date03-02
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)-1.58%
PT rev (3m)-1.58%
EPS NQ rev (1m)1.46%
EPS NQ rev (3m)1.46%
EPS NY rev (1m)-0.35%
EPS NY rev (3m)-0.5%
Revenue NQ rev (1m)0.3%
Revenue NQ rev (3m)0.3%
Revenue NY rev (1m)1.66%
Revenue NY rev (3m)1.63%
Valuation
Industry RankSector Rank
PE 12.32
Fwd PE 11.25
P/S 2.95
P/FCF 12.83
P/OCF 10.6
P/B 2.69
P/tB N/A
EV/EBITDA 11.86
EPS(TTM)6.15
EY8.11%
EPS(NY)6.74
Fwd EY8.89%
FCF(TTM)5.91
FCFY7.8%
OCF(TTM)7.15
OCFY9.43%
SpS25.7
BVpS28.22
TBVpS-29.5
PEG (NY)1.29
PEG (5Y)1.66
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
WACC8.92%
ROIC/WACC0.86
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 Year7.55%
Revenue Next 2Y6.28%
Revenue Next 3Y5.57%
Revenue Next 5Y5.56%
EBIT growth 1Y6.94%
EBIT growth 3Y7.92%
EBIT growth 5Y7.82%
EBIT Next Year11.73%
EBIT Next 3Y6.26%
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 12.32 and the Price/Book (PB) ratio is 2.69.


How financially healthy is SS&C TECHNOLOGIES HOLDINGS?

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