SS&C TECHNOLOGIES HOLDINGS (SSNC) Stock Fundamental Analysis

USA • Nasdaq • NASDAQ:SSNC • US78467J1007

72.91 USD
-2.37 (-3.15%)
At close: Feb 11, 2026
72.91 USD
0 (0%)
After Hours: 2/11/2026, 8:00:00 PM
Fundamental Rating

5

Overall SSNC gets a fundamental rating of 5 out of 10. We evaluated SSNC against 87 industry peers in the IT Services industry. SSNC scores excellent on profitability, but there are concerns on its financial health. SSNC has a correct valuation and a medium growth rate. Finally SSNC also has an excellent dividend rating.


Dividend Valuation Growth Profitability Health

7

1. Profitability

1.1 Basic Checks

  • In the past year SSNC was profitable.
  • In the past year SSNC had a positive cash flow from operations.
  • SSNC had positive earnings in each of the past 5 years.
  • 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

  • With a decent Return On Assets value of 3.85%, SSNC is doing good in the industry, outperforming 64.37% 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 70.11% of the companies in the same industry.
  • 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.
  • Measured over the past 3 years, the Average Return On Invested Capital for SSNC is below the industry average of 10.60%.
  • 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

  • SSNC has a better Profit Margin (12.71%) than 85.06% of its industry peers.
  • In the last couple of years the Profit Margin of SSNC has remained more or less at the same level.
  • The Operating Margin of SSNC (22.91%) is better than 96.55% of its industry peers.
  • In the last couple of years the Operating Margin of SSNC has grown nicely.
  • Looking at the Gross Margin, with a value of 48.17%, SSNC is in the better half of the industry, outperforming 67.82% 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

3

2. Health

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), 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.
  • 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 a debt to FCF ratio of 5.15. This is a neutral value as SSNC would need 5.15 years to pay back of all of its debts.
  • SSNC has a Debt to FCF ratio (5.15) which 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.
  • SSNC has a Debt to Equity ratio of 1.08. This is in the lower half of the industry: SSNC underperforms 66.67% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.08
Debt/FCF 5.15
Altman-Z N/A
ROIC/WACC0.87
WACC8.89%
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.
  • The Current ratio of SSNC (1.07) is worse than 74.71% 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.
  • SSNC has a Quick ratio of 1.07. This is in the lower half of the industry: SSNC underperforms 74.71% 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

5

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an nice 13.47% over the past year.
  • The Earnings Per Share has been growing slightly by 7.42% on average over the past years.
  • The Revenue has been growing slightly by 6.63% in the past year.
  • Measured over the past years, SSNC shows a small growth in Revenue. The Revenue has been growing by 6.09% on average per year.
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

  • Based on estimates for the next years, SSNC will show a quite strong growth in Earnings Per Share. The EPS will grow by 10.00% on average per year.
  • 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.
  • 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

6

4. Valuation

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 11.86, 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 78.16% of the companies listed in the same industry.
  • SSNC's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 28.23.
  • Based on the Price/Forward Earnings ratio of 10.82, 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 79.31% of the companies listed in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 28.01. SSNC is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 11.86
Fwd PE 10.82
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.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of SSNC indicates a somewhat cheap valuation: SSNC is cheaper than 74.71% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 12.34
EV/EBITDA 11.84
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)1.24
PEG (5Y)1.6
EPS Next 2Y9.01%
EPS Next 3Y9.79%

7

5. Dividend

5.1 Amount

  • SSNC has a Yearly Dividend Yield of 1.43%.
  • SSNC's Dividend Yield is rather good when compared to the industry average which is at 0.49. SSNC pays more dividend than 83.91% of the companies in the same industry.
  • SSNC's Dividend Yield is comparable with the S&P500 average which is at 1.79.
Industry RankSector Rank
Dividend Yield 1.43%

5.2 History

  • On average, the dividend of SSNC grows each year by 14.39%, 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)14.39%
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.
  • The dividend of SSNC is growing, but the earnings are growing slower. 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

SS&C TECHNOLOGIES HOLDINGS

NASDAQ:SSNC (2/11/2026, 8:00:00 PM)

After market: 72.91 0 (0%)

72.91

-2.37 (-3.15%)

Chartmill FA Rating
GICS IndustryGroupSoftware & Services
GICS IndustryIT Services
Earnings (Last)02-05
Earnings (Next)04-22
Inst Owners86.62%
Inst Owner Change-1.71%
Ins Owners14.75%
Ins Owner Change1.04%
Market Cap17.79B
Revenue(TTM)6.27B
Net Income(TTM)797.30M
Analysts82.5
Price Target104.98 (43.99%)
Short Float %1.6%
Short Ratio2.64
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-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)0.14%
EPS NQ rev (3m)0.14%
EPS NY rev (1m)0.05%
EPS NY rev (3m)0.05%
Revenue NQ rev (1m)0.12%
Revenue NQ rev (3m)0.12%
Revenue NY rev (1m)0.03%
Revenue NY rev (3m)0.03%
Valuation
Industry RankSector Rank
PE 11.86
Fwd PE 10.82
P/S 2.84
P/FCF 12.34
P/OCF 10.2
P/B 2.58
P/tB N/A
EV/EBITDA 11.84
EPS(TTM)6.15
EY8.44%
EPS(NY)6.74
Fwd EY9.24%
FCF(TTM)5.91
FCFY8.11%
OCF(TTM)7.15
OCFY9.81%
SpS25.7
BVpS28.22
TBVpS-29.5
PEG (NY)1.24
PEG (5Y)1.6
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
WACC8.89%
ROIC/WACC0.87
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 11.86 and the Price/Book (PB) ratio is 2.58.


How financially healthy is SS&C TECHNOLOGIES HOLDINGS?

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