SSNC Stock Analysis: SS&C Technologies Holdings | NASDAQ

Software - Application | NASDAQ, USA | Market Cap: 16.141m USD | 12M Return: -10.7% | Charts, Fundamentals & Technical Analysis

Securities Accounting, Portfolio Management, Healthcare Administration, Trading
Total Rating 47
Safety 69
Buy Signal 0.01
Software - Application
Industry Rotation: +25.9
Market Cap: 16.1B
Avg Turnover: 124M
Risk 3d forecast
Volatility32.3%
VaR 5th Pctl5.43%
VaR vs Median2.38%
Reward TTM
Sharpe Ratio-0.43
Rel. Str. IBD23.5
Rel. Str. Peer Group52
Character TTM
Beta0.697
Beta Downside0.820
Hurst Exponent0.496
Drawdowns 3y
Max DD30.38%
CAGR/Max DD0.34
CAGR/Mean DD1.44
EPS (Earnings per Share) EPS (Earnings per Share) of SSNC over the last years for every Quarter: "2021-06": 1.24, "2021-09": 1.32, "2021-12": 1.28, "2022-03": 1.25, "2022-06": 1.1, "2022-09": 1.15, "2022-12": 1.16, "2023-03": 1.11, "2023-06": 1.08, "2023-09": 1.17, "2023-12": 1.26, "2024-03": 1.28, "2024-06": 1.27, "2024-09": 1.29, "2024-12": 1.58, "2025-03": 1.44, "2025-06": 1.45, "2025-09": 1.57, "2025-12": 1.69, "2026-03": 1.69, "2026-06": 1.56,
EPS CAGR: 15.10%
EPS Trend: 99.7%
Last SUE: 0.70
Qual. Beats: 0
Revenue Revenue of SSNC over the last years for every Quarter: 2021-06: 1259, 2021-09: 1264.4, 2021-12: 1294.2, 2022-03: 1295, 2022-06: 1328.7, 2022-09: 1321, 2022-12: 1338.3, 2023-03: 1362.7, 2023-06: 1362.6, 2023-09: 1365.9, 2023-12: 1411.6, 2024-03: 1435, 2024-06: 1451.5, 2024-09: 1465.8, 2024-12: 1529.7, 2025-03: 1513.9, 2025-06: 1536.8, 2025-09: 1568, 2025-12: 1653.5, 2026-03: 1647.1, 2026-06: 1695.7,
Rev. CAGR: 7.01%
Rev. Trend: 99.7%
Last SUE: 3.18
Qual. Beats: 5

Warnings

Extended 3d
Below Sma 200d

Tailwinds

Garp

Seasonality 10.5 years of data

Jan +3.6% 14
Feb +0.6% 0
Mar +0.3% 11
Apr +0.9% 11
May +0.4% 13
Jun -0.1% 13
Jul +0.1% 11
Aug +0.7% 20
Sep -6.2% 43
Oct -1.6% 29
Nov +6.7% 23
Dec -0.4% 19

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: SSNC SS&C Technologies Holdings

SS&C Technologies Holdings, Inc. (NASDAQ: SSNC) is a global provider of software products and software-enabled services primarily serving the financial services and healthcare industries. Founded in 1986 and headquartered in Windsor, Connecticut, the company operates across the Americas, Europe, the Middle East, Africa, and Asia Pacific. Its offerings span the entire investment lifecycle-from front-office trading and modeling to middle-office portfolio management and back-office accounting, reconciliation, compliance, and tax reporting-alongside healthcare solutions covering claims adjudication, benefit management, and care management.

In addition to its core technology stack, SS&C delivers a broad suite of software-enabled services, including SS&C GlobeOp, Global Investor and Distribution Solutions, retirement and pharmacy administration platforms, Calastone, managed services, data solutions, and virtual data rooms. The company also provides intelligent automation, banking and lending solutions, risk and analytics tools, and professional services such as consulting, system implementation, data conversion, and ongoing training and support.

As a large-cap application software company in the Information Technology sector, SS&C operates a hybrid business model that combines licensed software with recurring, mission-critical outsourced services-an approach common among enterprise financial technology vendors, where long-term contracts and high switching costs tend to support predictable revenue streams.

Headlines to Watch Out For
  • Hedge fund and PE AUM expansion lifts subscription software revenue
  • Acquisition debt servicing pressures margins amid elevated rates
  • Healthcare claims processing wins accelerate segment revenue growth
Piotroski VR-10 (Strict) 5.5
Net Income: 864.0m TTM > 0 and > 6% of Revenue
FCF/TA: 0.09 > 0.02 and ΔFCF/TA 0.85 > 1.0
NWC/Revenue: 5.26% < 20% (prev 9.24%; Δ -3.98% < -1%)
CFO/TA 0.09 > 3% & CFO 1.83b > Net Income 864.0m
Net Debt (7.55b) to EBITDA (2.22b): 3.39 < 3
Current Ratio: 1.06 > 1.5 & < 3
Outstanding Shares: last quarter (244.6m) vs 12m ago -3.01% < -2%
Gross Margin: 48.10% > 18% (prev 48.66%; Δ -0.56% > 0.5%)
Asset Turnover: 33.16% > 50% (prev 31.85%; Δ 1.31% > 0%)
Interest Coverage Ratio: 3.52 > 6 (EBIT TTM 1.50b / Interest Expense TTM 428.0m)
Altman Z'' 1.78
A: 0.02 (Total Current Assets 5.70b - Total Current Liabilities 5.35b) / Total Assets 20.6b
B: 0.20 (Retained Earnings 4.18b / Total Assets 20.6b)
C: 0.08 (EBIT TTM 1.50b / Avg Total Assets 19.8b)
D: 0.48 (Book Value of Equity 6.64b / Total Liabilities 13.9b)
Altman-Z'' = 1.78 = BBB
Beneish M -3.61
DSRI: 0.24 (Receivables 1.02b/3.99b, Revenue 6.56b/6.05b)
GMI: 1.01 (GM 48.66% / 48.10%)
AQI: 0.96 (AQ_t 0.70 / AQ_t-1 0.73)
SGI: 1.09 (Revenue 6.56b / 6.05b)
TATA: -0.05 (NI 864.0m - CFO 1.83b) / TA 20.6b)
Beneish M = -3.61 (Cap -4..+1) = AAA
What is the price of SSNC shares?

As of July 28, 2026, the stock is trading at USD 75.04 with a total of 2,126,582 shares traded. Over the past week, the price has changed by +7.96%, over one month by +19.22%, over three months by +9.78% and over the past year by -10.68%.

Current recommended Stop Loss: 72.00 (which is 4.1% or 1.3 ATR below the current price).

Is SSNC a buy, sell or hold?

SS&C Technologies Holdings has received a consensus analysts rating of 4.22. Therefore, it is recommended to buy SSNC.

  • StrongBuy: 4
  • Buy: 3
  • Hold: 2
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the SSNC price?
Analysts Target Price 91.2 21.6%
SS&C Technologies Holdings (SSNC) - Fundamental Data Overview as of 25 July 2026
Market Cap USD = 16.1b (16.1b USD * 1.0 USD.USD)
P/E Trailing = 20.8137
P/E Forward = 9.8522
P/S = 2.5172
P/B = 2.3597
P/EG = 0.6939
Revenue TTM = 6.56b USD
EBIT TTM = 1.50b USD
EBITDA TTM = 2.22b USD
Long Term Debt = 7.41b USD (from longTermDebt, last fiscal year)
Short Term Debt = 265.0m USD (from shortTermDebt, last quarter)
Debt = 7.98b USD (from shortLongTermDebtTotal, last quarter) + Leases 202.9m
Net Debt = 7.55b USD (calculated: Debt 7.98b - CCE 434.8m)
Enterprise Value = 23.7b USD (16.1b + Debt 7.98b - CCE 434.8m)
Interest Coverage Ratio = 3.52 (Ebit TTM 1.50b / Interest Expense TTM 428.0m)
EV/FCF = 13.43x (Enterprise Value 23.7b / FCF TTM 1.76b)
FCF Yield = 7.44% (FCF TTM 1.76b / Enterprise Value 23.7b)
FCF Margin = 26.86% (FCF TTM 1.76b / Revenue TTM 6.56b)
Net Margin = 13.16% (Net Income TTM 864.0m / Revenue TTM 6.56b)
Gross Margin = 48.10% ((Revenue TTM 6.56b - Cost of Revenue TTM 3.41b) / Revenue TTM)
Gross Margin QoQ = 48.26% (prev 48.68%)
Tobins Q-Ratio = 1.15 (Enterprise Value 23.7b / Total Assets 20.6b)
Interest Expense / Debt = 5.36% (Interest Expense 428.0m / Debt 7.98b)
Taxrate = 20.65% (225.3m / 1.09b)
NOPAT = 1.19b (EBIT 1.50b * (1 - 20.65%))
Current Ratio = 1.06 (Total Current Assets 5.70b / Total Current Liabilities 5.35b)
Debt / Equity = 1.20 (Debt 7.98b / totalStockholderEquity, last quarter 6.64b)
Debt / EBITDA = 3.39 (Net Debt 7.55b / EBITDA 2.22b)
Debt / FCF = 4.28 (Net Debt 7.55b / FCF TTM 1.76b)
Total Stockholder Equity = 6.83b (last 4 quarters mean from totalStockholderEquity)
RoA = 4.36% (Net Income 864.0m / Total Assets 20.6b)
RoE = 12.66% (Net Income TTM 864.0m / Total Stockholder Equity 6.83b)
RoCE = 10.57% (EBIT 1.50b / Capital Employed (Equity 6.83b + L.T.Debt 7.41b))
RoIC = 7.86% (NOPAT 1.19b / Invested Capital 15.2b)
WACC = 7.06% (E(16.1b)/V(24.1b) * Re(8.44%) + D(7.98b)/V(24.1b) * Rd(5.36%) * (1-Tc(0.21)))
Discount Rate = 8.44% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -73.72 | Cagr: -1.54%
[DCF] Terminal Value 77.97% ; FCFF base≈1.64b ; Y1≈1.88b ; Y5≈2.77b
[DCF] Fair Price = 141.9 (EV 41.7b - Net Debt 7.55b = Equity 34.2b / Shares 240.8m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 99.72 | EPS CAGR: 15.10% | SUE: 0.70 | # QB: 0
Revenue Correlation: 99.74 | Revenue CAGR: 7.01% | SUE: 3.18 | # QB: 5
EPS current Quarter (2026-09-30): EPS=1.72 | Chg30d=-0.05% | Revisions=+25% | Analysts=9
EPS current Year (2026-12-31): EPS=6.89 | Chg30d=-0.03% | Revisions=+25% | GrowthEPS=+12.2% | GrowthRev=+7.5%
EPS next Year (2027-12-31): EPS=7.44 | Chg30d=-0.76% | Revisions=+25% | GrowthEPS=+7.9% | GrowthRev=+4.7%
[Analyst] Revisions Ratio: +50% (up=3, down=0)