Overview Dividends

(SSNC) SS&C Technologies Holdings - Ratings and Ratios

Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US78467J1007

Portfolio, Trading, Reconciliation, Healthcare, Advisory

SSNC EPS (Earnings per Share)

EPS Growth (3Y CAGR): 11.63%
EPS Trend (3Y Correlation): -4.2%

SSNC Revenue

Revenue Growth (3Y CAGR): 5.93%
Revenue Trend (3Y Correlation): 98.4%

Risk via 10d forecast
Volatility	20.6%
Value at Risk 5%th	32.3%

Reward
Sharpe Ratio	0.54
Alpha Jensen	-2.55

Character
Hurst Exponent	0.485
Beta	1.203

Drawdowns 3y
Max DD	22.72%
Mean DD	5.98%

Description: SSNC SS&C Technologies Holdings October 16, 2025

SS&C Technologies Holdings, Inc. (NASDAQ: SSNC) delivers a broad suite of software and software-enabled services to the financial services and healthcare sectors, covering the full transaction lifecycle-from front-office trading and modeling to middle-office portfolio management and back-office accounting, reconciliation, compliance, and tax reporting. The firm also provides healthcare solutions such as claims adjudication, benefit management, and care-management analytics, alongside professional consulting, implementation, and ongoing support services. Its global footprint spans North America, Europe, the Middle East, Africa, and the Asia-Pacific.

According to the FY 2023 Form 10-K, SS&C reported revenue of roughly $5.5 billion, representing a 5 % year-over-year increase driven primarily by growth in its SaaS subscription base (annual recurring revenue up 12 %). The company serves over 30,000 institutional clients, with an operating margin of about 22 %, reflecting the scalability of its cloud-native platform. Key sector drivers include accelerating regulatory compliance spending in asset management, continued migration of legacy on-premise systems to cloud solutions, and heightened demand for data-analytics tools to meet ESG reporting requirements.

If you want a data-rich, side-by-side comparison of SSNC’s valuation multiples, growth trends, and competitive positioning, the ValueRay platform provides a transparent dashboard that can help deepen your analysis.

SSNC Stock Overview

Market Cap in USD	20,918m
Sub-Industry	Application Software
IPO / Inception	1996-05-31
Return 12m vs S&P 500	0.23%
Analyst Rating	4.33 of 5

SSNC Dividends

Dividend Yield	1.20%
Yield on Cost 5y	1.64%
Yield CAGR 5y	16.61%
Payout Consistency	100.0%
Payout Ratio	21.7%

SSNC Growth Ratios

CAGR	19.47%
CAGR/Max DD Calmar Ratio	0.86
CAGR/Mean DD Pain Ratio	3.26
Current Volume	900.1k
Average Volume	1561.6k

Piotroski VR‑10 (Strict, 0-10) 5.5

Net Income (852.0m TTM) > 0 and > 6% of Revenue (6% = 368.9m TTM)

FCFTA 0.08 (>2.0%) and ΔFCFTA 2.75pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue 9.02% (prev 11.64%; Δ -2.62pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA 0.08 (>3.0%) and CFO 1.56b > Net Income 852.0m (YES >=105%, WARN >=100%)

Net Debt (6.42b) to EBITDA (2.13b) ratio: 3.01 <= 3.0 (WARN <= 3.5)

Current Ratio 1.12 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (253.1m) change vs 12m ago -0.39% (target <= -2.0% for YES)

Gross Margin 48.56% (prev 49.08%; Δ -0.52pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 32.42% (prev 31.26%; Δ 1.16pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio 3.27 (EBITDA TTM 2.13b / Interest Expense TTM 439.0m) >= 6 (WARN >= 3)

Altman Z'' 1.69

(A) 0.03 = (Total Current Assets 5.32b - Total Current Liabilities 4.77b) / Total Assets 19.49b

(B) 0.21 = Retained Earnings (Balance) 4.05b / Total Assets 19.49b

(D) 0.30 = Book Value of Equity 3.75b / Total Liabilities 12.50b

Total Rating: 1.69 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 69.18

1. Piotroski 5.50pt = 0.50

2. FCF Yield 5.94% = 2.97

3. FCF Margin 26.40% = 6.60

4. Debt/Equity 0.98 = 2.04

5. Debt/Ebitda 3.01 = -1.78

6. ROIC - WACC (= 0.51)% = 0.64

7. RoE 12.54% = 1.04

8. Rev. Trend 98.44% = 7.38

9. EPS Trend -4.25% = -0.21

What is the price of SSNC shares?

As of November 13, 2025, the stock is trading at USD 85.25 with a total of 900,081 shares traded.
Over the past week, the price has changed by -0.58%, over one month by +5.18%, over three months by -0.66% and over the past year by +16.15%.

Is SS&C Technologies Holdings a good stock to buy?

Partly, yes. Based on ValueRay´s Fundamental Analyses, SS&C Technologies Holdings (NASDAQ:SSNC) is currently (November 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 69.18 and therefor a somewhat positive outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SSNC is around 83.21 USD . This means that SSNC is currently overvalued and has a potential downside of -2.39%.

Is SSNC a buy, sell or hold?

SS&C Technologies Holdings has received a consensus analysts rating of 4.33. Therefore, it is recommended to buy SSNC.

Strong Buy: 6
Buy: 4
Hold: 2
Sell: 0
Strong Sell: 0

What are the forecasts/targets for the SSNC price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	101.2	18.7%
Analysts Target Price	101.2	18.7%
ValueRay Target Price	92.5	8.5%

SSNC Fundamental Data Overview November 06, 2025

Market Cap USD = 20.92b (20.92b USD * 1.0 USD.USD)
P/E Trailing = 25.4362
P/E Forward = 13.4771
P/S = 3.4022
P/B = 3.0808
P/EG = 0.9232
Beta = 1.203
Revenue TTM = 6.15b USD
EBIT TTM = 1.43b USD
EBITDA TTM = 2.13b USD
Long Term Debt = 6.99b USD (from longTermDebt, last fiscal year)
Short Term Debt = 20.0m USD (from shortTermDebt, last quarter)
Debt = 6.81b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 6.42b USD (from netDebt column, last quarter)
Enterprise Value = 27.33b USD (20.92b + Debt 6.81b - CCE 390.8m)
Interest Coverage Ratio = 3.27 (Ebit TTM 1.43b / Interest Expense TTM 439.0m)
FCF Yield = 5.94% (FCF TTM 1.62b / Enterprise Value 27.33b)
FCF Margin = 26.40% (FCF TTM 1.62b / Revenue TTM 6.15b)
Net Margin = 13.86% (Net Income TTM 852.0m / Revenue TTM 6.15b)
Gross Margin = 48.56% ((Revenue TTM 6.15b - Cost of Revenue TTM 3.16b) / Revenue TTM)
Gross Margin QoQ = 47.69% (prev 47.95%)
Tobins Q-Ratio = 1.40 (Enterprise Value 27.33b / Total Assets 19.49b)
Interest Expense / Debt = 1.53% (Interest Expense 104.2m / Debt 6.81b)
Taxrate = 17.13% (43.5m / 253.9m)
NOPAT = 1.19b (EBIT 1.43b * (1 - 17.13%))
Current Ratio = 1.12 (Total Current Assets 5.32b / Total Current Liabilities 4.77b)
Debt / Equity = 0.98 (Debt 6.81b / totalStockholderEquity, last quarter 6.93b)
Debt / EBITDA = 3.01 (Net Debt 6.42b / EBITDA 2.13b)
Debt / FCF = 3.95 (Net Debt 6.42b / FCF TTM 1.62b)
Total Stockholder Equity = 6.80b (last 4 quarters mean from totalStockholderEquity)
RoA = 4.37% (Net Income 852.0m / Total Assets 19.49b)
RoE = 12.54% (Net Income TTM 852.0m / Total Stockholder Equity 6.80b)
RoCE = 10.40% (EBIT 1.43b / Capital Employed (Equity 6.80b + L.T.Debt 6.99b))
RoIC = 8.70% (NOPAT 1.19b / Invested Capital 13.65b)
WACC = 8.20% (E(20.92b)/V(27.72b) * Re(10.45%) + D(6.81b)/V(27.72b) * Rd(1.53%) * (1-Tc(0.17)))
Discount Rate = 10.45% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 0.20%
[DCF Debug] Terminal Value 69.81% ; FCFE base≈1.39b ; Y1≈1.37b ; Y5≈1.43b
Fair Price DCF = 70.54 (DCF Value 17.21b / Shares Outstanding 244.0m; 5y FCF grow -1.72% → 3.0% )
EPS Correlation: -4.25 | EPS CAGR: 11.63% | SUE: 1.15 | # QB: 1
Revenue Correlation: 98.44 | Revenue CAGR: 5.93% | SUE: 1.02 | # QB: 2

Additional Sources for SSNC Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle