SS&C TECHNOLOGIES HOLDINGS (SSNC) Stock Fundamental Analysis

NASDAQ:SSNC • US78467J1007

72.645 USD
+1.48 (+2.09%)
Last: Feb 13, 2026, 01:19 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

Taking everything into account, SSNC scores 5 out of 10 in our fundamental rating. SSNC was compared to 87 industry peers in the IT Services industry. While SSNC belongs to the best of the industry regarding profitability, there are concerns on its financial health. SSNC is not valued too expensively and it also shows a decent growth rate. SSNC also has an excellent dividend rating.


Dividend Valuation Growth Profitability Health

7

1. Profitability

1.1 Basic Checks

  • SSNC had positive earnings in the past year.
  • In the past year SSNC had a positive cash flow from operations.
  • 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

  • Looking at the Return On Assets, with a value of 3.85%, SSNC is in the better half of the industry, outperforming 65.52% of the companies in the same industry.
  • SSNC has a Return On Equity of 11.58%. This is in the better half of the industry: SSNC outperforms 71.26% of its industry peers.
  • The Return On Invested Capital of SSNC (7.70%) is better than 71.26% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for SSNC is below the industry average of 10.57%.
  • 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 86.21% of its industry peers.
  • SSNC's Profit Margin has been stable in the last couple of years.
  • SSNC has a Operating Margin of 22.91%. This is amongst the best in the industry. SSNC outperforms 96.55% of its industry peers.
  • In the last couple of years the Operating Margin of SSNC has grown nicely.
  • With a decent Gross Margin value of 48.17%, SSNC is doing good in the industry, outperforming 70.11% of the companies in the same industry.
  • SSNC's Gross Margin has been stable in the last couple of years.
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

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ROAROEROICOperating and Profit MarginShow most profitable peers

3

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so SSNC is destroying value.
  • Compared to 1 year ago, SSNC has about the same amount of shares outstanding.
  • The number of shares outstanding for SSNC has been reduced compared to 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 5.15, which is a neutral value as it means it would take SSNC, 5.15 years of fcf income to pay off all of its debts.
  • SSNC has a Debt to FCF ratio of 5.15. This is comparable to the rest of the industry: SSNC outperforms 52.87% of its industry peers.
  • SSNC has a Debt/Equity ratio of 1.08. This is a high value indicating a heavy dependency on external financing.
  • The Debt to Equity ratio of SSNC (1.08) is worse than 66.67% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.08
Debt/FCF 5.15
Altman-Z N/A
ROIC/WACC0.87
WACC8.83%
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.
  • 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: 74.71% 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

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

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

  • The Earnings Per Share is expected to grow by 10.00% on average over the next years. This is quite good.
  • SSNC is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.56% yearly.
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

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6

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 11.81, the valuation of SSNC can be described as reasonable.
  • Based on the Price/Earnings ratio, SSNC is valued a bit cheaper than 79.31% of the companies in the same industry.
  • SSNC's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.67.
  • With a Price/Forward Earnings ratio of 10.78, the valuation of SSNC can be described as very reasonable.
  • SSNC's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. SSNC is cheaper than 79.31% of the companies in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 27.69. SSNC is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 11.81
Fwd PE 10.78
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

  • Based on the Enterprise Value to EBITDA ratio, SSNC is valued a bit cheaper than 73.56% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, SSNC is valued a bit cheaper than 72.41% of the companies in the same industry.
Industry RankSector Rank
P/FCF 12.29
EV/EBITDA 11.37
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 PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • The decent profitability rating of SSNC may justify a higher PE ratio.
PEG (NY)1.24
PEG (5Y)1.59
EPS Next 2Y9.01%
EPS Next 3Y9.79%

More info and screens

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

7

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 1.52%, SSNC has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 0.50, SSNC pays a better dividend. On top of this SSNC pays more dividend than 83.91% 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 1.52%

5.2 History

  • On average, the dividend of SSNC grows each year by 14.39%, which is quite nice.
  • SSNC has paid a dividend for at least 10 years, which is a reliable track record.
  • SSNC has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
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

  • 31.83% of the earnings are spent on dividend by SSNC. This is a low number and 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

More info and screens

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SS&C TECHNOLOGIES HOLDINGS

NASDAQ:SSNC (2/13/2026, 1:19:02 PM)

72.645

+1.48 (+2.09%)

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 Cap17.73B
Revenue(TTM)6.27B
Net Income(TTM)797.30M
Analysts82.5
Price Target104.98 (44.51%)
Short Float %1.6%
Short Ratio2.64
Dividend
Industry RankSector Rank
Dividend Yield 1.52%
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 11.81
Fwd PE 10.78
P/S 2.83
P/FCF 12.29
P/OCF 10.16
P/B 2.57
P/tB N/A
EV/EBITDA 11.37
EPS(TTM)6.15
EY8.47%
EPS(NY)6.74
Fwd EY9.27%
FCF(TTM)5.91
FCFY8.13%
OCF(TTM)7.15
OCFY9.84%
SpS25.7
BVpS28.22
TBVpS-29.5
PEG (NY)1.24
PEG (5Y)1.59
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
WACC8.83%
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 11.81 and the Price/Book (PB) ratio is 2.57.


How financially healthy is SS&C TECHNOLOGIES HOLDINGS?

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