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.
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.
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 Rank | Sector 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%
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 Rank | Sector 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%
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.
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 Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.08 | ||
| Debt/FCF | 5.15 | ||
| Altman-Z | 1.55 |
ROIC/WACC0.82
WACC9.4%
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 Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.07 | ||
| Quick Ratio | 1.07 |
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.
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 Rank | Sector Rank | ||
|---|---|---|---|
| PE | 11.09 | ||
| Fwd PE | 9.77 |
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 Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 11.42 | ||
| EV/EBITDA | 10.95 |
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%
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 Rank | Sector 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
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 Fundamentals: All Metrics, Ratios and Statistics
68.22
-2.13 (-3.03%)
Chartmill FA Rating
GICS SectorInformation Technology
GICS IndustryGroupSoftware & Services
GICS IndustryIT Services
Earnings (Last)02-05 2026-02-05/amc
Earnings (Next)04-23 2026-04-23
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 Rank | Sector 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 2026-03-02 (0.27)
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 Rank | Sector 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 Rank | Sector 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 Rank | Sector 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%.