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

NASDAQ:SSNC • US78467J1007

Current stock price

68.005 USD
-3.27 (-4.58%)
Last:

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

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.
  • 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

  • SSNC's Return On Assets of 3.85% is fine compared to the rest of the industry. SSNC outperforms 65.91% of its industry peers.
  • The Return On Equity of SSNC (11.56%) is better than 71.59% of its industry peers.
  • SSNC's Return On Invested Capital of 7.70% is fine compared to the rest of the industry. SSNC outperforms 70.45% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for SSNC is below the industry average of 11.08%.
  • 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 11.56%
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

  • The Profit Margin of SSNC (12.70%) is better than 87.50% of its industry peers.
  • In the last couple of years the Profit Margin of SSNC has remained more or less at the same level.
  • SSNC has a better Operating Margin (22.91%) than 95.45% of its industry peers.
  • In the last couple of years the Operating Margin of SSNC has grown nicely.
  • With a decent Gross Margin value of 48.17%, SSNC is doing good in the industry, outperforming 71.59% 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) 12.7%
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

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), SSNC is destroying value.
  • Compared to 1 year ago, SSNC has less shares outstanding
  • SSNC has less shares outstanding than it did 5 years ago.
  • SSNC has a better debt/assets ratio than last year.
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

  • SSNC has an Altman-Z score of 1.58. This is a bad value and indicates that SSNC is not financially healthy and even has some risk of bankruptcy.
  • SSNC has a worse Altman-Z score (1.58) than 60.23% of its industry peers.
  • 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 has a Debt to FCF ratio (5.15) which is in line with its industry peers.
  • SSNC has a Debt/Equity ratio of 1.08. This is a high value indicating a heavy dependency on external financing.
  • The Debt to Equity ratio of SSNC (1.08) is worse than 63.64% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.08
Debt/FCF 5.15
Altman-Z 1.58
ROIC/WACC0.8
WACC9.57%
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.
  • SSNC has a worse Current ratio (1.07) than 69.32% of its industry peers.
  • A Quick Ratio of 1.07 indicates that SSNC should not have too much problems paying its short term obligations.
  • SSNC has a worse Quick ratio (1.07) than 69.32% of its industry peers.
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

4

3. SSNC Growth Analysis

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.
  • 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.
  • Looking at the last year, SSNC shows a small growth in Revenue. The Revenue has grown by 6.63% in the last year.
  • 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 9.17% 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 4.77% yearly.
EPS Next Y13.5%
EPS Next 2Y11.07%
EPS Next 3Y9.33%
EPS Next 5Y9.17%
Revenue Next Year7.5%
Revenue Next 2Y6.09%
Revenue Next 3Y5.35%
Revenue Next 5Y4.77%

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 decreasing: in the next years the growth will be less 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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7

4. SSNC Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 11.06, the valuation of SSNC can be described as very reasonable.
  • SSNC's Price/Earnings ratio is rather cheap when compared to the industry. SSNC is cheaper than 80.68% of the companies in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 25.54, SSNC is valued rather cheaply.
  • With a Price/Forward Earnings ratio of 9.74, the valuation of SSNC can be described as very reasonable.
  • 80.68% of the companies in the same industry are more expensive than SSNC, based on the Price/Forward Earnings ratio.
  • The average S&P500 Price/Forward Earnings ratio is at 22.70. SSNC is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 11.06
Fwd PE 9.74
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

  • 69.32% of the companies in the same industry are more expensive than SSNC, based on the Enterprise Value to EBITDA ratio.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of SSNC indicates a somewhat cheap valuation: SSNC is cheaper than 77.27% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 11.39
EV/EBITDA 11.3
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 low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • The decent profitability rating of SSNC may justify a higher PE ratio.
PEG (NY)0.82
PEG (5Y)1.49
EPS Next 2Y11.07%
EPS Next 3Y9.33%

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

6

5. SSNC Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 1.50%, SSNC has a reasonable but not impressive dividend return.
  • The stock price of SSNC dropped by -20.48% in the last 3 months. With lower prices the dividend yield is higher, but it may be a sign investors do not trust the long term dividend.
  • Compared to an average industry Dividend Yield of 0.96, SSNC pays a better dividend. On top of this SSNC pays more dividend than 82.95% of the companies listed in the same industry.
  • Compared to the average S&P500 Dividend Yield of 1.89, SSNC is paying slightly less dividend.
Industry RankSector Rank
Dividend Yield 1.5%

5.2 History

  • On average, the dividend of SSNC grows each year by 14.51%, which is quite nice.
  • SSNC has paid a dividend for at least 10 years, which is 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)14.51%
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

  • SSNC pays out 31.87% of its income as dividend. This is a sustainable payout ratio.
  • The dividend of SSNC is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
DP31.87%
EPS Next 2Y11.07%
EPS Next 3Y9.33%
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 (3/24/2026, 11:37:06 AM)

68.005

-3.27 (-4.58%)

Chartmill FA Rating
GICS IndustryGroupSoftware & Services
GICS IndustryIT Services
Earnings (Last)02-05
Earnings (Next)04-22
Inst Owners87.93%
Inst Owner Change3.87%
Ins Owners13.95%
Ins Owner Change2.54%
Market Cap16.42B
Revenue(TTM)6.27B
Net Income(TTM)796.40M
Analysts82.5
Price Target102.94 (51.37%)
Short Float %2.09%
Short Ratio1.96
Dividend
Industry RankSector Rank
Dividend Yield 1.5%
Yearly Dividend1.04
Dividend Growth(5Y)14.51%
DP31.87%
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)-1.94%
PT rev (3m)-1.58%
EPS NQ rev (1m)0%
EPS NQ rev (3m)1.46%
EPS NY rev (1m)3.6%
EPS NY rev (3m)3.09%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.3%
Revenue NY rev (1m)-0.04%
Revenue NY rev (3m)1.59%
Valuation
Industry RankSector Rank
PE 11.06
Fwd PE 9.74
P/S 2.62
P/FCF 11.39
P/OCF 9.41
P/B 2.38
P/tB N/A
EV/EBITDA 11.3
EPS(TTM)6.15
EY9.04%
EPS(NY)6.98
Fwd EY10.26%
FCF(TTM)5.97
FCFY8.78%
OCF(TTM)7.22
OCFY10.62%
SpS25.97
BVpS28.52
TBVpS-29.81
PEG (NY)0.82
PEG (5Y)1.49
Graham Number62.82
Profitability
Industry RankSector Rank
ROA 3.85%
ROE 11.56%
ROCE 9.21%
ROIC 7.7%
ROICexc 7.93%
ROICexgc 114.12%
OM 22.91%
PM (TTM) 12.7%
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 3.36
Cash Conversion 81.51%
Profit Quality 181.08%
Current Ratio 1.07
Quick Ratio 1.07
Altman-Z 1.58
F-Score5
WACC9.57%
ROIC/WACC0.8
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 Y13.5%
EPS Next 2Y11.07%
EPS Next 3Y9.33%
EPS Next 5Y9.17%
Revenue 1Y (TTM)6.63%
Revenue growth 3Y5.89%
Revenue growth 5Y6.09%
Sales Q2Q%8.09%
Revenue Next Year7.5%
Revenue Next 2Y6.09%
Revenue Next 3Y5.35%
Revenue Next 5Y4.77%
EBIT growth 1Y6.94%
EBIT growth 3Y7.92%
EBIT growth 5Y7.82%
EBIT Next Year11.73%
EBIT Next 3Y6.26%
EBIT Next 5Y6.18%
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 Fundamental Analysis 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 7 / 10 to SS&C TECHNOLOGIES HOLDINGS (SSNC). This can be considered as Undervalued.


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 11.06 and the Price/Book (PB) ratio is 2.38.


How financially healthy is SS&C TECHNOLOGIES HOLDINGS?

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