SS&C Technologies Holdings, Inc.

SSNC

NASDAQ · Application Software

$79.72

At close - Sep 23, 4:00 PM EDT - USD

Market Cap$18.71B

P/E25.3x

52W High$90.22

Volume1.53M

VCP Research Verdict2026Q2

Accelerating Revenue Growth Masks Rising Leverage Risk

SS&C Technologies is demonstrating accelerating organic momentum, with revenue growth reaching 10.3% YoY in 2026Q2 and operating leverage evident as SG&A declined to 16.4% of revenue. However, the company's aggressive acquisition-led strategy has driven total ...

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MARKET ACTION

SSNC price & volume

Price trend, volume and key moving averages

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Build the investment case

Start with the evidence for owning the stock and the risks that can break the thesis.

EXECUTIVE THESIS

The Investment Case

Full Analysis

Fundamental Trajectory

Revenue growth accelerated to 10.3% YoY in 2026Q2, with gross margin stable at 48.3% and operating margin expanding to 24.0% as SG&A efficiency improved.

Analyst Consensus+14.8% target

Buy(24 analysts)

17 Buy7 Hold0 Sell

The Bull Case

Upside Catalysts

Share repurchase program

SS&C Technologies Holdings has actively repurchased shares, signaling confidence in its financial health and commitment to returning value to shareholders.

Revenue growth guidance

The company has provided strong revenue guidance for 2026, indicating expectations of continued growth and operational success.

Analyst price target upside

Wall Street consensus suggests significant upside potential for SSNC stock, with a price target well above current trading levels.

The Bear Case

Key Downside Risks

Market performance

Price History →

Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return

SSNC-6.05%

S&P 500 (^GSPC)+12.39%

1-Year Return

SSNC-8.99%

S&P 500 (^GSPC)+15.77%

3-Year Return

SSNC+54.00%

S&P 500 (^GSPC)+78.71%

5-Year Return

SSNC+20.09%

S&P 500 (^GSPC)+72.04%

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis

Trailing P/EMedian

25.3x

Forward P/EExpansion

11.2x

EV/EBITDA0th %ile

10.6x

FCF YieldCash Flow

8.9%

Valuation vs 5-Year History

Multiple Range

Metric

Current

5Y Median

Historical Range

Percentile

P/E

25.3x

25.6x

40th· Fair

EV/EBITDA

10.6x

12.2x

0th· Low

Price/FCF

11.2x

14.7x

0th· Low

Current Multiple

5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection

Bear$110.01+38.0%

Base (Fair)$178.68+123.5%

Bull$337.38+323.2%

$110.01 Bear$178.68 Base$337.38 Bull

Current Market Price: $79.72

Trades at a 55.4% discount to Base DCF ($178.68)

Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend

Revenue

$6.27B+6.6% YoY

Net income

$797M+4.8% YoY

Free cash flow

$1.66B+25.4% YoY

Operating margin

22.9%+0.1 pts YoY

ROIC (TTM)8.9%

Avg ROIC 5Y-

ROE (TTM)11.8%

Piotroski Score5 / 9

Financial Statements →

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History

EPS Beat Rate12/12 (100%)

Revenue Beat Rate11/12 (92%)

Quarter	EPS (Act vs Est)	Revenue (Act vs Est)
Q3 2026Latest Jul 23, 2026	$1.76+4.8% vs $1.68	$1.7B+2.0% vs $1.7B
Q2 2026 Apr 23, 2026	$1.69+2.4% vs $1.65	$1.6B+1.2% vs $1.6B
Q1 2026 Feb 5, 2026	$1.69+5.0% vs $1.61	$1.7B+1.8% vs $1.6B
Q4 2025 Oct 23, 2025	$1.57+6.8% vs $1.47	$1.6B+1.0% vs $1.6B

Historical baseline: 12 quarters analyzedGAAP / Adjusted

MARKET COVERAGE

Latest News

5 Stories

Seeking Alpha·Sep 16, 2026

SS&C Technologies: AI Disintermediation Fears Are Overdone

SS&C Technologies Holdings has dropped this year largely due to unfounded AI disintermediation fears. SSNC has experienced a recent rally after its Q2 results -- showing both that the company is operating strongly and that it offers a potential hedge to small-cap stocks. SSNC has been performing strongly and generously returning capital to investors while remaining a dominant player in the industry -- though it trades at a discount to its peers.

Business Wire·Sep 15, 2026

SS&C Selected to Support Principal Retirement Income Offering

WINDSOR, Conn.--(BUSINESS WIRE)--SS&C Selected to Support Principal Retirement Income Offering.

Business Wire·Sep 14, 2026

SS&C GlobeOp Hedge Fund Performance Index and Capital Movement Index

WINDSOR, Conn.--(BUSINESS WIRE)--Hedge funds returned 0.83% in August 2026; September net inflows rose 0.65%.

Business Wire·Sep 10, 2026

SS&C Enhances Wealth Management Offerings with Black Diamond AI

WINDSOR, Conn.--(BUSINESS WIRE)--SS&C Enhances Wealth Management Offerings with Black Diamond AI.

Filtered for SS&C Technologies Holdings, Inc.More Headlines

Compare before deciding

Benchmark SSNC against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for SS&C Technologies Holdings, Inc. (SSNC)

Full Screener →

Company	Price	Market Cap	P/E Ratio	Rev Growth (1Y)	Net Margin	ROE	Div Yield
SSNCSS&C Technologies Holdings, Inc.Current	$79.72	$18.71B	25.31	6.63%	12.71%	11.76%	1.26%
FISFidelity National Information Services, Inc.	$34.67	$17.92B	46.23	5.43%	27.15%	22.56%	—
FISVFiserv, Inc.	$45.95	$24.5B	7.25	3.6%	13.42%	10.76%	—
BRBroadridge Financial Solutions, Inc.	$163.45	$18.9B	17.03	8.53%	15.03%	40.25%	—
NTRSNorthern Trust Corporation	$173.99	$31.83B	19.91	-2.46%	14.76%	17.14%	—
ICEIntercontinental Exchange, Inc.	$156.35	$88.17B	27.10	9.27%	30%	13.78%	—

Compare SSNC vs Peers

SS&C Technologies Holdings, Inc. (SSNC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs FIS

Most directly comparable listed peer for SSNC.

Scale Benchmark

vs MS

Larger-name benchmark to compare SSNC against a more recognizable public peer.

Peer Set

Compare Top 5

vs FIS, FISV, BR, NTRS

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

SSNC SEC Filings & Documents

SS&C Technologies Holdings, Inc. (SSNC) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

Material company update

Jul 23, 2026·SEC

Material company update

May 22, 2026·SEC

Material company update

Apr 23, 2026·SEC

10-K Annual Reports

FY 2026

Feb 26, 2026·SEC

FY 2025

Mar 3, 2025·SEC

FY 2024

Feb 28, 2024·SEC

10-Q Quarterly Reports

FY 2026

Jul 30, 2026·SEC

FY 2026

Apr 30, 2026·SEC

FY 2025

Oct 30, 2025·SEC

Get notified when SSNC posts new earnings or crosses analyst targets

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SSNC Frequently Asked Questions

SS&C Technologies Holdings, Inc. (SSNC) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials

What is SS&C Technologies Holdings, Inc.'s revenue?

SS&C Technologies Holdings, Inc. (SSNC) reported $6.56B in revenue for fiscal year 2025. This represents a 3095% increase from $205.5M in 2006.

How fast is SS&C Technologies Holdings, Inc. growing?

SS&C Technologies Holdings, Inc. (SSNC) grew revenue by 6.6% over the past year. This is steady growth.

Is SSNC profitable?

Yes, SS&C Technologies Holdings, Inc. (SSNC) is profitable, generating $864.0M in net income for fiscal year 2025 (12.7% net margin).

Dividend & Returns

Does SSNC pay dividends?

Yes, SS&C Technologies Holdings, Inc. (SSNC) pays a dividend with a yield of 1.26%. This makes it attractive for income-focused investors.

What is SSNC's return on equity?

SS&C Technologies Holdings, Inc. (SSNC) has a return on equity (ROE) of 11.8%. This is reasonable for most industries.

What is SS&C Technologies Holdings, Inc.'s free cash flow?

SS&C Technologies Holdings, Inc. (SSNC) generated $1.76B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in SSNC back in 2006?

Total return calculator · dividends reinvested · 20+ years of data

See returns →

Quarter

EPS (Act vs Est)

Revenue (Act vs Est)

Q3 2026Latest

Jul 23, 2026

$1.76+4.8%

vs $1.68

$1.7B+2.0%

vs $1.7B

Q2 2026

Apr 23, 2026

$1.69+2.4%

vs $1.65

$1.6B+1.2%

vs $1.6B

Q1 2026

Feb 5, 2026

$1.69+5.0%

vs $1.61

$1.7B+1.8%

vs $1.6B

Q4 2025

Oct 23, 2025

$1.57+6.8%

vs $1.47

$1.6B+1.0%

vs $1.6B

Company

Price

Market Cap

P/E Ratio

Rev Growth (1Y)

Net Margin

ROE

Div Yield

SSNCSS&C Technologies Holdings, Inc.Current

$79.72

$18.71B

25.31

6.63%

12.71%

11.76%

1.26%

FISFidelity National Information Services, Inc.

$34.67

$17.92B

46.23

5.43%

27.15%

22.56%

—

FISVFiserv, Inc.

$45.95

$24.5B

7.25

3.6%

13.42%

10.76%

—

BRBroadridge Financial Solutions, Inc.

$163.45

$18.9B

17.03

8.53%

15.03%

40.25%

—

NTRSNorthern Trust Corporation

$173.99

$31.83B

19.91

-2.46%

14.76%

17.14%

—

ICEIntercontinental Exchange, Inc.

$156.35

$88.17B

27.10

9.27%

30%

13.78%

—