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): -58.13%
EPS Trend (3Y Correlation): -53.0%

SSNC Revenue

Revenue Growth (3Y CAGR): 5.66%
Revenue Trend (3Y Correlation): 98.3%

Description: SSNC SS&C Technologies Holdings

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	20,097m
Sub-Industry	Application Software
IPO / Inception	1996-05-31

SSNC Stock Ratings

Growth Rating	68.6%
Fundamental	66.4%
Dividend Rating	68.4%
Return 12m vs S&P 500	-8.53%
Analyst Rating	4.33 of 5

SSNC Dividends

Dividend Yield 12m	1.28%
Yield on Cost 5y	1.69%
Annual Growth 5y	16.61%
Payout Consistency	100.0%
Payout Ratio	23.0%

SSNC Growth Ratios

Growth Correlation 3m	22.5%
Growth Correlation 12m	72.9%
Growth Correlation 5y	29.6%
CAGR 5y	20.82%
CAGR/Max DD 3y (Calmar Ratio)	0.92
CAGR/Mean DD 3y (Pain Ratio)	3.55
Sharpe Ratio 12m	1.00
Alpha	-10.33
Beta	1.234
Volatility	33.97%
Current Volume	1298.2k
Average Volume 20d	1202.1k
Stop Loss	77.1 (-3.1%)
Signal	-0.76

Piotroski VR‑10 (Strict, 0-10) 5.0

Net Income (806.4m TTM) > 0 and > 6% of Revenue (6% = 362.8m TTM)

FCFTA 0.08 (>2.0%) and ΔFCFTA 2.09pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue 9.24% (prev 7.78%; Δ 1.47pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA 0.08 (>3.0%) and CFO 1.44b > Net Income 806.4m (YES >=105%, WARN >=100%)

Net Debt (4.13b) to EBITDA (2.10b) ratio: 1.96 <= 3.0 (WARN <= 3.5)

Current Ratio 1.14 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (252.2m) change vs 12m ago -0.04% (target <= -2.0% for YES)

Gross Margin 48.66% (prev 49.07%; Δ -0.41pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 33.69% (prev 33.50%; Δ 0.19pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio 3.17 (EBITDA TTM 2.10b / Interest Expense TTM 444.4m) >= 6 (WARN >= 3)

Altman Z'' 1.71

(A) 0.03 = (Total Current Assets 4.66b - Total Current Liabilities 4.10b) / Total Assets 18.98b

(B) 0.21 = Retained Earnings (Balance) 3.91b / Total Assets 18.98b

(D) 0.31 = Book Value of Equity 3.67b / Total Liabilities 11.97b

Total Rating: 1.71 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 66.42

1. Piotroski 5.0pt = 0.0

2. FCF Yield 6.04% = 3.02

3. FCF Margin 24.20% = 6.05

4. Debt/Equity 1.01 = 2.01

5. Debt/Ebitda 1.96 = 0.07

6. ROIC - WACC (= -0.36)% = -0.45

7. RoE 11.92% = 0.99

8. Rev. Trend 98.30% = 7.37

9. EPS Trend -52.97% = -2.65

What is the price of SSNC shares?

As of October 17, 2025, the stock is trading at USD 79.54 with a total of 1,298,181 shares traded.
Over the past week, the price has changed by -6.08%, over one month by -10.08%, over three months by -3.54% and over the past year by +5.03%.

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 (October 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 66.42 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 76.69 USD . This means that SSNC is currently overvalued and has a potential downside of -3.58%.

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	97.9	23.1%
Analysts Target Price	97.9	23.1%
ValueRay Target Price	85.2	7.1%

Last update: 2025-10-13 02:04

SSNC Fundamental Data Overview

Market Cap USD = 20.10b (20.10b USD * 1.0 USD.USD)
P/E Trailing = 25.959
P/E Forward = 13.4771
P/S = 3.3239
P/B = 3.0808
P/EG = 0.9232
Beta = 1.234
Revenue TTM = 6.05b USD
EBIT TTM = 1.41b USD
EBITDA TTM = 2.10b USD
Long Term Debt = 6.80b USD (from longTermDebt, last quarter)
Short Term Debt = 20.0m USD (from shortTermDebt, last quarter)
Debt = 7.02b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 4.13b USD (from netDebt column, last quarter)
Enterprise Value = 24.22b USD (20.10b + Debt 7.02b - CCE 2.89b)
Interest Coverage Ratio = 3.17 (Ebit TTM 1.41b / Interest Expense TTM 444.4m)
FCF Yield = 6.04% (FCF TTM 1.46b / Enterprise Value 24.22b)
FCF Margin = 24.20% (FCF TTM 1.46b / Revenue TTM 6.05b)
Net Margin = 13.34% (Net Income TTM 806.4m / Revenue TTM 6.05b)
Gross Margin = 48.66% ((Revenue TTM 6.05b - Cost of Revenue TTM 3.10b) / Revenue TTM)
Gross Margin QoQ = 47.95% (prev 49.35%)
Tobins Q-Ratio = 1.28 (Enterprise Value 24.22b / Total Assets 18.98b)
Interest Expense / Debt = 1.50% (Interest Expense 105.5m / Debt 7.02b)
Taxrate = 24.38% (58.4m / 239.5m)
NOPAT = 1.07b (EBIT 1.41b * (1 - 24.38%))
Current Ratio = 1.14 (Total Current Assets 4.66b / Total Current Liabilities 4.10b)
Debt / Equity = 1.01 (Debt 7.02b / totalStockholderEquity, last quarter 6.93b)
Debt / EBITDA = 1.96 (Net Debt 4.13b / EBITDA 2.10b)
Debt / FCF = 2.82 (Net Debt 4.13b / FCF TTM 1.46b)
Total Stockholder Equity = 6.77b (last 4 quarters mean from totalStockholderEquity)
RoA = 4.25% (Net Income 806.4m / Total Assets 18.98b)
RoE = 11.92% (Net Income TTM 806.4m / Total Stockholder Equity 6.77b)
RoCE = 10.39% (EBIT 1.41b / Capital Employed (Equity 6.77b + L.T.Debt 6.80b))
RoIC = 7.76% (NOPAT 1.07b / Invested Capital 13.74b)
WACC = 8.12% (E(20.10b)/V(27.11b) * Re(10.56%) + D(7.02b)/V(27.11b) * Rd(1.50%) * (1-Tc(0.24)))
Discount Rate = 10.56% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 0.02%
[DCF Debug] Terminal Value 68.47% ; FCFE base≈1.26b ; Y1≈1.18b ; Y5≈1.11b
Fair Price DCF = 54.95 (DCF Value 13.42b / Shares Outstanding 244.2m; 5y FCF grow -7.51% → 3.0% )
EPS Correlation: -52.97 | EPS CAGR: -58.13% | SUE: -4.0 | # QB: 0
Revenue Correlation: 98.30 | Revenue CAGR: 5.66% | SUE: 1.41 | # QB: 1

Additional Sources for SSNC Stock

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