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

NASDAQ:SSNC • US78467J1007

Current stock price

69.29 USD
-0.01 (-0.01%)
At close:
69.29 USD
0 (0%)
After Hours:

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

  • SSNC had positive earnings in the past year.
  • SSNC had a positive operating cash flow in the past year.
  • Each year in the past 5 years SSNC has been profitable.
  • Each year in the past 5 years SSNC had a positive operating cash flow.
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 3.98% is fine compared to the rest of the industry. SSNC outperforms 61.36% of its industry peers.
  • With a decent Return On Equity value of 11.83%, SSNC is doing good in the industry, outperforming 68.18% of the companies in the same industry.
  • SSNC's Return On Invested Capital of 7.99% is fine compared to the rest of the industry. SSNC outperforms 70.45% 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 11.67%.
  • The last Return On Invested Capital (7.99%) for SSNC is above the 3 year average (7.46%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 3.98%
ROE 11.83%
ROIC 7.99%
ROA(3y)3.73%
ROA(5y)3.94%
ROE(3y)10.93%
ROE(5y)11.3%
ROIC(3y)7.46%
ROIC(5y)7.34%
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 (12.64%) is better than 85.23% of its industry peers.
  • SSNC's Profit Margin has been stable in the last couple of years.
  • With an excellent Operating Margin value of 23.06%, SSNC belongs to the best of the industry, outperforming 95.45% of the companies in the same industry.
  • SSNC's Operating Margin has improved in the last couple of years.
  • The Gross Margin of SSNC (48.03%) is better than 69.32% 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 23.06%
PM (TTM) 12.64%
GM 48.03%
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.
  • The number of shares outstanding for SSNC has been reduced compared to 1 year ago.
  • SSNC has less shares outstanding than it did 5 years ago.
  • 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 5.14, which is a neutral value as it means it would take SSNC, 5.14 years of fcf income to pay off all of its debts.
  • SSNC's Debt to FCF ratio of 5.14 is in line compared to the rest of the industry. SSNC outperforms 56.82% of its industry peers.
  • A Debt/Equity ratio of 1.07 is on the high side and indicates that SSNC has dependencies on debt financing.
  • The Debt to Equity ratio of SSNC (1.07) is worse than 64.77% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.07
Debt/FCF 5.14
Altman-Z N/A
ROIC/WACC0.77
WACC10.42%
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 1.10 indicates that SSNC should not have too much problems paying its short term obligations.
  • SSNC has a Current ratio of 1.10. This is in the lower half of the industry: SSNC underperforms 70.45% of its industry peers.
  • A Quick Ratio of 1.10 indicates that SSNC should not have too much problems paying its short term obligations.
  • Looking at the Quick ratio, with a value of 1.10, SSNC is doing worse than 70.45% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 1.1
Quick Ratio 1.1
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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4

3. SSNC Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an nice 14.70% 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.
  • The Revenue has been growing slightly by 7.46% in the past year.
  • The Revenue has been growing slightly by 6.09% on average over the past years.
EPS 1Y (TTM)14.7%
EPS 3Y9.77%
EPS 5Y7.42%
EPS Q2Q%17.36%
Revenue 1Y (TTM)7.46%
Revenue growth 3Y5.89%
Revenue growth 5Y6.09%
Sales Q2Q%8.8%

3.2 Future

  • SSNC is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 9.17% yearly.
  • SSNC is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 4.77% yearly.
EPS Next Y13.46%
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

  • 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.
  • 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

  • The Price/Earnings ratio is 10.83, which indicates a very decent valuation of SSNC.
  • Compared to the rest of the industry, the Price/Earnings ratio of SSNC indicates a somewhat cheap valuation: SSNC is cheaper than 75.00% of the companies listed in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 26.51, SSNC is valued rather cheaply.
  • Based on the Price/Forward Earnings ratio of 9.13, the valuation of SSNC can be described as reasonable.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of SSNC indicates a somewhat cheap valuation: SSNC is cheaper than 77.27% of the companies listed in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 21.41. SSNC is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 10.83
Fwd PE 9.13
SSNC Price Earnings VS Forward Price EarningsSSNC Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • 67.05% 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 76.14% of the companies in the same industry.
Industry RankSector Rank
P/FCF 11.55
EV/EBITDA 10.81
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 low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • SSNC has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)0.8
PEG (5Y)1.46
EPS Next 2Y11.07%
EPS Next 3Y9.33%

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7

5. SSNC Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 1.56%, SSNC has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 1.23, SSNC pays a better dividend. On top of this SSNC pays more dividend than 82.95% of the companies listed in the same industry.
  • SSNC's Dividend Yield is comparable with the S&P500 average which is at 1.80.
Industry RankSector Rank
Dividend Yield 1.56%

5.2 History

  • On average, the dividend of SSNC grows each year by 14.51%, 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)14.51%
Div Incr Years11
Div Non Decr Years11
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 31.81% 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.
DP31.81%
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 (5/1/2026, 8:00:01 PM)

After market: 69.29 0 (0%)

69.29

-0.01 (-0.01%)

Chartmill FA Rating
GICS IndustryGroupSoftware & Services
GICS IndustryIT Services
Industry Strength4.97
Industry Growth77.64
Earnings (Last)04-23
Earnings (Next)07-21
Inst Owners87.98%
Inst Owner Change-0.41%
Ins Owners13.97%
Ins Owner Change1.31%
Market Cap16.68B
Revenue(TTM)6.41B
Net Income(TTM)809.50M
Analysts82.5
Price Target96.56 (39.36%)
Short Float %1.94%
Short Ratio1.48
Dividend
Industry RankSector Rank
Dividend Yield 1.56%
Yearly Dividend1.04
Dividend Growth(5Y)14.51%
DP31.81%
Div Incr Years11
Div Non Decr Years11
Ex-Date03-02
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)1.7%
Min EPS beat(2)0.34%
Max EPS beat(2)3.05%
EPS beat(4)4
Avg EPS beat(4)2.5%
Min EPS beat(4)0.34%
Max EPS beat(4)4.5%
EPS beat(8)8
Avg EPS beat(8)3.99%
EPS beat(12)9
Avg EPS beat(12)2.27%
EPS beat(16)9
Avg EPS beat(16)0.45%
Revenue beat(2)0
Avg Revenue beat(2)-0.91%
Min Revenue beat(2)-0.93%
Max Revenue beat(2)-0.9%
Revenue beat(4)0
Avg Revenue beat(4)-0.83%
Min Revenue beat(4)-0.95%
Max Revenue beat(4)-0.53%
Revenue beat(8)1
Avg Revenue beat(8)-0.56%
Revenue beat(12)1
Avg Revenue beat(12)-0.82%
Revenue beat(16)1
Avg Revenue beat(16)-1.22%
PT rev (1m)-6.19%
PT rev (3m)-7.68%
EPS NQ rev (1m)1.02%
EPS NQ rev (3m)3.64%
EPS NY rev (1m)-0.03%
EPS NY rev (3m)3.22%
Revenue NQ rev (1m)0.77%
Revenue NQ rev (3m)1.07%
Revenue NY rev (1m)0%
Revenue NY rev (3m)1.62%
Valuation
Industry RankSector Rank
PE 10.83
Fwd PE 9.13
P/S 2.6
P/FCF 11.55
P/OCF 9.5
P/B 2.44
P/tB N/A
EV/EBITDA 10.81
EPS(TTM)6.4
EY9.24%
EPS(NY)7.59
Fwd EY10.95%
FCF(TTM)6
FCFY8.66%
OCF(TTM)7.29
OCFY10.52%
SpS26.61
BVpS28.43
TBVpS-29.27
PEG (NY)0.8
PEG (5Y)1.46
Graham Number63.9784 (-7.67%)
Profitability
Industry RankSector Rank
ROA 3.98%
ROE 11.83%
ROCE 9.56%
ROIC 7.99%
ROICexc 8.21%
ROICexgc 108.04%
OM 23.06%
PM (TTM) 12.64%
GM 48.03%
FCFM 22.55%
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 Turnover0.32
Health
Industry RankSector Rank
Debt/Equity 1.07
Debt/FCF 5.14
Debt/EBITDA 3.34
Cap/Depr 43.56%
Cap/Sales 4.86%
Interest Coverage 250
Cash Conversion 80.12%
Profit Quality 178.43%
Current Ratio 1.1
Quick Ratio 1.1
Altman-Z N/A
F-Score5
WACC10.42%
ROIC/WACC0.77
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)14.7%
EPS 3Y9.77%
EPS 5Y7.42%
EPS Q2Q%17.36%
EPS Next Y13.46%
EPS Next 2Y11.07%
EPS Next 3Y9.33%
EPS Next 5Y9.17%
Revenue 1Y (TTM)7.46%
Revenue growth 3Y5.89%
Revenue growth 5Y6.09%
Sales Q2Q%8.8%
Revenue Next Year7.5%
Revenue Next 2Y6.09%
Revenue Next 3Y5.35%
Revenue Next 5Y4.77%
EBIT growth 1Y7.93%
EBIT growth 3Y7.92%
EBIT growth 5Y7.82%
EBIT Next Year11.73%
EBIT Next 3Y6.95%
EBIT Next 5Y6.18%
FCF growth 1Y62.91%
FCF growth 3Y15.91%
FCF growth 5Y5.99%
OCF growth 1Y53.87%
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.


What is the profitability of SSNC stock?

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


What is the expected EPS growth for SS&C TECHNOLOGIES HOLDINGS (SSNC) stock?

The Earnings per Share (EPS) of SS&C TECHNOLOGIES HOLDINGS (SSNC) is expected to grow by 13.46% in the next year.


Can you provide the dividend sustainability for SSNC stock?

The dividend rating of SS&C TECHNOLOGIES HOLDINGS (SSNC) is 7 / 10 and the dividend payout ratio is 31.81%.