83.95 USD
-1.83 (-2.13%)
SSNC gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 88 industry peers in the IT Services industry. While SSNC has a great profitability rating, there are some minor concerns on its financial health. SSNC has a decent growth rate and is not valued too expensively.
1. Profitability
1.1 Basic Checks
- SSNC had positive earnings in the past year.
- 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.
1.2 Ratios
- With a decent Return On Assets value of 4.37%, SSNC is doing good in the industry, outperforming 64.77% of the companies in the same industry.
- Looking at the Return On Equity, with a value of 12.30%, SSNC is in the better half of the industry, outperforming 73.86% of the companies in the same industry.
- SSNC has a better Return On Invested Capital (7.56%) than 69.32% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for SSNC is significantly below the industry average of 29.06%.
- The 3 year average ROIC (6.63%) for SSNC is below the current ROIC(7.56%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 4.37% | ||
| ROE | 12.3% | ||
| ROIC | 7.56% |
ROA(3y)3.75%
ROA(5y)3.96%
ROE(3y)10.66%
ROE(5y)11.18%
ROIC(3y)6.63%
ROIC(5y)6.55%
1.3 Margins
- The Profit Margin of SSNC (13.86%) is better than 88.64% of its industry peers.
- In the last couple of years the Profit Margin of SSNC has grown nicely.
- Looking at the Operating Margin, with a value of 23.19%, SSNC belongs to the top of the industry, outperforming 96.59% of the companies in the same industry.
- SSNC's Operating Margin has improved in the last couple of years.
- SSNC has a better Gross Margin (48.56%) than 68.18% of its industry peers.
- SSNC's Gross Margin has improved in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 23.19% | ||
| PM (TTM) | 13.86% | ||
| GM | 48.56% |
OM growth 3Y-2.44%
OM growth 5Y2.96%
PM growth 3Y-6.54%
PM growth 5Y6.44%
GM growth 3Y0.68%
GM growth 5Y2.22%
2. Health
2.1 Basic Checks
- The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so SSNC is destroying value.
- The number of shares outstanding for SSNC has been reduced compared to 1 year ago.
- Compared to 5 years ago, SSNC has less shares outstanding
- Compared to 1 year ago, SSNC has an improved debt to assets ratio.
2.2 Solvency
- SSNC has an Altman-Z score of 1.88. This is not the best score and indicates that SSNC is in the grey zone with still only limited risk for bankruptcy at the moment.
- SSNC has a Altman-Z score (1.88) which is comparable to the rest of the industry.
- The Debt to FCF ratio of SSNC is 5.08, which is a neutral value as it means it would take SSNC, 5.08 years of fcf income to pay off all of its debts.
- SSNC has a Debt to FCF ratio (5.08) which is in line with its industry peers.
- A Debt/Equity ratio of 0.95 indicates that SSNC is somewhat dependend on debt financing.
- With a Debt to Equity ratio value of 0.95, SSNC is not doing good in the industry: 62.50% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.95 | ||
| Debt/FCF | 5.08 | ||
| Altman-Z | 1.88 |
ROIC/WACC0.83
WACC9.06%
2.3 Liquidity
- SSNC has a Current Ratio of 1.12. 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 Current ratio value of 1.12, SSNC is not doing good in the industry: 70.45% of the companies in the same industry are doing better.
- A Quick Ratio of 1.12 indicates that SSNC should not have too much problems paying its short term obligations.
- With a Quick ratio value of 1.12, SSNC is not doing good in the industry: 70.45% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.12 | ||
| Quick Ratio | 1.12 |
3. Growth
3.1 Past
- The Earnings Per Share has grown by an nice 18.43% over the past year.
- SSNC shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 7.19% yearly.
- Looking at the last year, SSNC shows a small growth in Revenue. The Revenue has grown by 6.67% in the last year.
- The Revenue has been growing slightly by 4.89% on average over the past years.
EPS 1Y (TTM)18.43%
EPS 3Y2.59%
EPS 5Y7.19%
EPS Q2Q%21.71%
Revenue 1Y (TTM)6.67%
Revenue growth 3Y5.21%
Revenue growth 5Y4.89%
Sales Q2Q%6.97%
3.2 Future
- The Earnings Per Share is expected to grow by 9.67% 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 5.18% on average per year.
EPS Next Y14.1%
EPS Next 2Y11.77%
EPS Next 3Y10.69%
EPS Next 5Y9.67%
Revenue Next Year6.95%
Revenue Next 2Y6.4%
Revenue Next 3Y5.78%
Revenue Next 5Y5.18%
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.
4. Valuation
4.1 Price/Earnings Ratio
- SSNC is valuated correctly with a Price/Earnings ratio of 13.90.
- Based on the Price/Earnings ratio, SSNC is valued a bit cheaper than the industry average as 78.41% of the companies are valued more expensively.
- Compared to an average S&P500 Price/Earnings ratio of 27.38, SSNC is valued a bit cheaper.
- With a Price/Forward Earnings ratio of 12.40, SSNC is valued correctly.
- Based on the Price/Forward Earnings ratio, SSNC is valued a bit cheaper than 79.55% of the companies in the same industry.
- When comparing the Price/Forward Earnings ratio of SSNC to the average of the S&P500 Index (24.29), we can say SSNC is valued slightly cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 13.9 | ||
| Fwd PE | 12.4 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, SSNC is valued a bit cheaper than the industry average as 72.73% of the companies are valued more expensively.
- Compared to the rest of the industry, the Price/Free Cash Flow ratio of SSNC indicates a somewhat cheap valuation: SSNC is cheaper than 71.59% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 15.79 | ||
| EV/EBITDA | 12.78 |
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.
- SSNC has an outstanding profitability rating, which may justify a higher PE ratio.
PEG (NY)0.99
PEG (5Y)1.93
EPS Next 2Y11.77%
EPS Next 3Y10.69%
5. Dividend
5.1 Amount
- With a Yearly Dividend Yield of 1.26%, SSNC has a reasonable but not impressive dividend return.
- SSNC's Dividend Yield is rather good when compared to the industry average which is at 0.43. SSNC pays more dividend than 84.09% of the companies in the same industry.
- Compared to the average S&P500 Dividend Yield of 1.84, SSNC is paying slightly less dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.26% |
5.2 History
- On average, the dividend of SSNC grows each year by 18.56%, which is quite nice.
- SSNC has been paying a dividend for at least 10 years, so it has a reliable track record.
- SSNC has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)18.56%
Div Incr Years10
Div Non Decr Years10
5.3 Sustainability
- 29.40% 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.
DP29.4%
EPS Next 2Y11.77%
EPS Next 3Y10.69%
NASDAQ:SSNC (1/20/2026, 2:36:39 PM)
83.95
-1.83 (-2.13%)
Chartmill FA Rating
GICS SectorInformation Technology
GICS IndustryGroupSoftware & Services
GICS IndustryIT Services
Earnings (Last)10-23 2025-10-23/amc
Earnings (Next)02-05 2026-02-05/amc
Inst Owners86.62%
Inst Owner Change-0.13%
Ins Owners14.75%
Ins Owner Change1.04%
Market Cap20.49B
Revenue(TTM)6.15B
Net Income(TTM)852.40M
Analysts82.5
Price Target104.59 (24.59%)
Short Float %1.78%
Short Ratio3
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.26% |
Yearly Dividend1
Dividend Growth(5Y)18.56%
DP29.4%
Div Incr Years10
Div Non Decr Years10
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)3.31%
Min EPS beat(2)2.11%
Max EPS beat(2)4.5%
EPS beat(4)4
Avg EPS beat(4)6.01%
Min EPS beat(4)0.42%
Max EPS beat(4)16.99%
EPS beat(8)7
Avg EPS beat(8)3.94%
EPS beat(12)7
Avg EPS beat(12)1.5%
EPS beat(16)8
Avg EPS beat(16)0.24%
Revenue beat(2)0
Avg Revenue beat(2)-0.74%
Min Revenue beat(2)-0.95%
Max Revenue beat(2)-0.53%
Revenue beat(4)1
Avg Revenue beat(4)-0.42%
Min Revenue beat(4)-1.31%
Max Revenue beat(4)1.1%
Revenue beat(8)1
Avg Revenue beat(8)-0.44%
Revenue beat(12)1
Avg Revenue beat(12)-0.86%
Revenue beat(16)2
Avg Revenue beat(16)-1.14%
PT rev (1m)0%
PT rev (3m)3.8%
EPS NQ rev (1m)0%
EPS NQ rev (3m)1.6%
EPS NY rev (1m)0%
EPS NY rev (3m)1.98%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)1.65%
Revenue NY rev (1m)0.02%
Revenue NY rev (3m)0.5%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 13.9 | ||
| Fwd PE | 12.4 | ||
| P/S | 3.33 | ||
| P/FCF | 15.79 | ||
| P/OCF | 12.9 | ||
| P/B | 2.96 | ||
| P/tB | N/A | ||
| EV/EBITDA | 12.78 |
EPS(TTM)6.04
EY7.19%
EPS(NY)6.77
Fwd EY8.07%
FCF(TTM)5.32
FCFY6.33%
OCF(TTM)6.51
OCFY7.75%
SpS25.2
BVpS28.4
TBVpS-24.78
PEG (NY)0.99
PEG (5Y)1.93
Graham Number62.13
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 4.37% | ||
| ROE | 12.3% | ||
| ROCE | 9.69% | ||
| ROIC | 7.56% | ||
| ROICexc | 7.77% | ||
| ROICexgc | 82.17% | ||
| OM | 23.19% | ||
| PM (TTM) | 13.86% | ||
| GM | 48.56% | ||
| FCFM | 21.11% |
ROA(3y)3.75%
ROA(5y)3.96%
ROE(3y)10.66%
ROE(5y)11.18%
ROIC(3y)6.63%
ROIC(5y)6.55%
ROICexc(3y)6.86%
ROICexc(5y)6.77%
ROICexgc(3y)94.96%
ROICexgc(5y)89.67%
ROCE(3y)8.49%
ROCE(5y)8.39%
ROICexgc growth 3Y3.29%
ROICexgc growth 5Y10.46%
ROICexc growth 3Y-0.36%
ROICexc growth 5Y7.52%
OM growth 3Y-2.44%
OM growth 5Y2.96%
PM growth 3Y-6.54%
PM growth 5Y6.44%
GM growth 3Y0.68%
GM growth 5Y2.22%
F-Score7
Asset Turnover0.32
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.95 | ||
| Debt/FCF | 5.08 | ||
| Debt/EBITDA | 3.1 | ||
| Cap/Depr | 41.63% | ||
| Cap/Sales | 4.72% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 74.8% | ||
| Profit Quality | 152.25% | ||
| Current Ratio | 1.12 | ||
| Quick Ratio | 1.12 | ||
| Altman-Z | 1.88 |
F-Score7
WACC9.06%
ROIC/WACC0.83
Cap/Depr(3y)35.38%
Cap/Depr(5y)28.25%
Cap/Sales(3y)4.29%
Cap/Sales(5y)3.57%
Profit Quality(3y)150.04%
Profit Quality(5y)156.83%
High Growth Momentum
Growth
EPS 1Y (TTM)18.43%
EPS 3Y2.59%
EPS 5Y7.19%
EPS Q2Q%21.71%
EPS Next Y14.1%
EPS Next 2Y11.77%
EPS Next 3Y10.69%
EPS Next 5Y9.67%
Revenue 1Y (TTM)6.67%
Revenue growth 3Y5.21%
Revenue growth 5Y4.89%
Sales Q2Q%6.97%
Revenue Next Year6.95%
Revenue Next 2Y6.4%
Revenue Next 3Y5.78%
Revenue Next 5Y5.18%
EBIT growth 1Y8.05%
EBIT growth 3Y2.64%
EBIT growth 5Y8%
EBIT Next Year11.98%
EBIT Next 3Y8.79%
EBIT Next 5Y7.01%
FCF growth 1Y34.07%
FCF growth 3Y-4.3%
FCF growth 5Y-1.11%
OCF growth 1Y32.72%
OCF growth 3Y-0.95%
OCF growth 5Y0.89%
SS&C TECHNOLOGIES HOLDINGS / SSNC FAQ
What is the fundamental rating for SSNC stock?
ChartMill assigns a fundamental rating of 6 / 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 8 / 10.
Can you provide the PE and PB ratios for SSNC stock?
The Price/Earnings (PE) ratio for SS&C TECHNOLOGIES HOLDINGS (SSNC) is 13.9 and the Price/Book (PB) ratio is 2.96.
How financially healthy is SS&C TECHNOLOGIES HOLDINGS?
The financial health rating of SS&C TECHNOLOGIES HOLDINGS (SSNC) is 4 / 10.