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

NASDAQ:SSNC • US78467J1007

Current stock price

68.22 USD
-2.13 (-3.03%)
At close:
68.32 USD
+0.1 (+0.15%)
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.
  • 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 has a Return On Assets of 3.85%. This is in the better half of the industry: SSNC outperforms 64.77% of its industry peers.
  • The Return On Equity of SSNC (11.56%) is better than 70.45% of its industry peers.
  • SSNC has a better Return On Invested Capital (7.70%) than 70.45% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for SSNC is below the industry average of 11.10%.
  • 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

  • With an excellent Profit Margin value of 12.70%, SSNC belongs to the best of the industry, outperforming 87.50% of the companies in the same industry.
  • In the last couple of years the Profit Margin of SSNC has remained more or less at the same level.
  • With an excellent Operating Margin value of 22.91%, SSNC belongs to the best of the industry, outperforming 95.45% of the companies in the same industry.
  • In the last couple of years the Operating Margin of SSNC has grown nicely.
  • SSNC has a Gross Margin of 48.17%. This is in the better half of the industry: SSNC outperforms 71.59% of its industry peers.
  • SSNC's Gross Margin has been stable in the last couple of years.
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

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

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.
  • SSNC has less shares outstanding than it did 1 year ago.
  • SSNC has less shares outstanding than it did 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

  • SSNC has an Altman-Z score of 1.55. This is a bad value and indicates that SSNC is not financially healthy and even has some risk of bankruptcy.
  • Looking at the Altman-Z score, with a value of 1.55, SSNC is doing worse than 61.36% of the companies in the same industry.
  • 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.
  • Looking at the Debt to FCF ratio, with a value of 5.15, SSNC is in line with its industry, outperforming 56.82% of the companies in the same 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 worse Debt to Equity ratio (1.08) than 63.64% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.08
Debt/FCF 5.15
Altman-Z 1.55
ROIC/WACC0.82
WACC9.4%
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 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.
  • With a Quick ratio value of 1.07, SSNC is not doing good in the industry: 69.32% 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

More info and screens

WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

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.
  • Looking at the last year, SSNC shows a small growth in Revenue. The Revenue has grown by 6.63% in the last year.
  • 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 9.17% 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 4.77% on average per year.
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

More info and screens

Find the best growth stocksShow best growing peers

7

4. SSNC Valuation Analysis

4.1 Price/Earnings Ratio

  • SSNC is valuated reasonably with a Price/Earnings ratio of 11.09.
  • Based on the Price/Earnings ratio, SSNC is valued a bit cheaper than the industry average as 79.55% of the companies are valued more expensively.
  • When comparing the Price/Earnings ratio of SSNC to the average of the S&P500 Index (26.91), we can say SSNC is valued rather cheaply.
  • The Price/Forward Earnings ratio is 9.77, which indicates a very decent valuation of SSNC.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of SSNC indicates a somewhat cheap valuation: SSNC is cheaper than 79.55% of the companies listed in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 23.68. SSNC is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 11.09
Fwd PE 9.77
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

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of SSNC indicates a somewhat cheap valuation: SSNC is cheaper than 69.32% of the companies listed in the same industry.
  • 73.86% of the companies in the same industry are more expensive than SSNC, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 11.42
EV/EBITDA 10.95
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.
  • SSNC has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)0.82
PEG (5Y)1.5
EPS Next 2Y11.07%
EPS Next 3Y9.33%

More info and screens

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

7

5. SSNC Dividend Analysis

5.1 Amount

  • SSNC has a Yearly Dividend Yield of 1.65%.
  • In the last 3 months the price of SSNC has falen by -21.62%. A price decline artificially increases the dividend yield. It may be a sign investors do not expect the dividend to last.
  • SSNC's Dividend Yield is rather good when compared to the industry average which is at 1.18. SSNC pays more dividend than 82.95% of the companies in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.89, SSNC has a dividend comparable with the average S&P500 company.
Industry RankSector Rank
Dividend Yield 1.65%

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 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 31.87% 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.
DP31.87%
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

More info and screens

Find the best dividend stocksShow peers with best dividend

SSNC Fundamentals: All Metrics, Ratios and Statistics

SS&C TECHNOLOGIES HOLDINGS

NASDAQ:SSNC (4/9/2026, 8:00:40 PM)

After market: 68.32 +0.1 (+0.15%)

68.22

-2.13 (-3.03%)

Chartmill FA Rating
GICS IndustryGroupSoftware & Services
GICS IndustryIT Services
Earnings (Last)02-05
Earnings (Next)04-23
Inst Owners87.93%
Inst Owner Change0%
Ins Owners13.95%
Ins Owner Change2.56%
Market Cap16.48B
Revenue(TTM)6.27B
Net Income(TTM)796.40M
Analysts82.5
Price Target102.94 (50.89%)
Short Float %1.84%
Short Ratio1.46
Dividend
Industry RankSector Rank
Dividend Yield 1.65%
Yearly Dividend1.04
Dividend Growth(5Y)14.51%
DP31.87%
Div Incr Years11
Div Non Decr Years11
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)0%
PT rev (3m)-1.58%
EPS NQ rev (1m)-0.07%
EPS NQ rev (3m)1.39%
EPS NY rev (1m)0%
EPS NY rev (3m)3.09%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.3%
Revenue NY rev (1m)0%
Revenue NY rev (3m)1.59%
Valuation
Industry RankSector Rank
PE 11.09
Fwd PE 9.77
P/S 2.63
P/FCF 11.42
P/OCF 9.44
P/B 2.39
P/tB N/A
EV/EBITDA 10.95
EPS(TTM)6.15
EY9.01%
EPS(NY)6.98
Fwd EY10.23%
FCF(TTM)5.97
FCFY8.75%
OCF(TTM)7.22
OCFY10.59%
SpS25.97
BVpS28.52
TBVpS-29.81
PEG (NY)0.82
PEG (5Y)1.5
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 1.55
F-Score5
WACC9.4%
ROIC/WACC0.82
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.


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 13.5% 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 31.87%.