SSNC Stock Analysis: SS&C Technologies Holdings | NASDAQ

Software - Application | NASDAQ, USA | Market Cap: 15.700m USD | 12M Return: -18.8% | Charts, Fundamentals & Technical Analysis

Securities Accounting, Portfolio Management, Healthcare Administration, Trading
Total Rating 41
Safety 68
Buy Signal -0.31
Software - Application
Industry Rotation: +8.3
Market Cap: 15.7B
Avg Turnover: 128M
Risk 3d forecast
Volatility23.9%
VaR 5th Pctl4.08%
VaR vs Median4.20%
Reward TTM
Sharpe Ratio-0.87
Rel. Str. IBD11.7
Rel. Str. Peer Group32.9
Character TTM
Beta0.758
Beta Downside0.885
Hurst Exponent0.471
Drawdowns 3y
Max DD30.38%
CAGR/Max DD0.15
CAGR/Mean DD0.58
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,
EPS CAGR: 14.76%
EPS Trend: 99.5%
Last SUE: 0.57
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,
Rev. CAGR: 6.59%
Rev. Trend: 99.7%
Last SUE: 1.77
Qual. Beats: 4

Warnings

Below Sma 200d

Tailwinds

No distinct edge detected

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) 6.0
Net Income: 810.0m TTM > 0 and > 6% of Revenue
FCF/TA: 0.08 > 0.02 and ΔFCF/TA 1.37 > 1.0
NWC/Revenue: 7.31% < 20% (prev 10.13%; Δ -2.82% < -1%)
CFO/TA 0.09 > 3% & CFO 1.78b > Net Income 810.0m
Net Debt (7.42b) to EBITDA (2.16b): 3.44 < 3
Current Ratio: 1.10 > 1.5 & < 3
Outstanding Shares: last quarter (247.6m) vs 12m ago -2.86% < -2%
Gross Margin: 48.03% > 18% (prev 48.71%; Δ -0.68% > 0.5%)
Asset Turnover: 31.45% > 50% (prev 29.21%; Δ 2.24% > 0%)
Interest Coverage Ratio: 3.38 > 6 (EBIT TTM 1.44b / Interest Expense TTM 426.5m)
Altman Z'' 1.86
A: 0.02 (Total Current Assets 5.34b - Total Current Liabilities 4.88b) / Total Assets 20.3b
B: 0.21 (Retained Earnings 4.34b / Total Assets 20.3b)
C: 0.07 (EBIT TTM 1.44b / Avg Total Assets 20.4b)
D: 0.51 (Book Value of Equity 6.84b / Total Liabilities 13.4b)
Altman-Z'' = 1.86 = BBB
Beneish M -3.10
DSRI: 0.79 (Receivables 4.69b/5.56b, Revenue 6.41b/5.96b)
GMI: 1.01 (GM 48.71% / 48.03%)
AQI: 1.06 (AQ_t 0.71 / AQ_t-1 0.67)
SGI: 1.07 (Revenue 6.41b / 5.96b)
TATA: -0.05 (NI 810.0m - CFO 1.78b) / TA 20.3b)
Beneish M = -3.10 (Cap -4..+1) = AA
What is the price of SSNC shares?

As of July 10, 2026, the stock is trading at USD 66.73 with a total of 1,984,365 shares traded. Over the past week, the price has changed by +4.41%, over one month by -2.85%, over three months by -1.79% and over the past year by -18.80%.

Current recommended Stop Loss: 63.70 (which is 4.5% or 1.6 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 93 39.4%
SS&C Technologies Holdings (SSNC) - Fundamental Data Overview as of 07 July 2026
Market Cap USD = 15.7b (15.7b USD * 1.0 USD.USD)
P/E Trailing = 20.2453
P/E Forward = 9.6246
P/S = 2.4635
P/B = 2.3059
P/EG = 0.678
Revenue TTM = 6.41b USD
EBIT TTM = 1.44b USD
EBITDA TTM = 2.16b USD
Long Term Debt = 7.32b USD (from longTermDebt, last quarter)
Short Term Debt = 110.0m USD (from shortTermDebt, last quarter)
Debt = 7.84b USD (from shortLongTermDebtTotal, last quarter) + Leases 202.9m
Net Debt = 7.42b USD (calculated: Debt 7.84b - CCE 420.9m)
Enterprise Value = 23.1b USD (15.7b + Debt 7.84b - CCE 420.9m)
Interest Coverage Ratio = 3.38 (Ebit TTM 1.44b / Interest Expense TTM 426.5m)
EV/FCF = 13.52x (Enterprise Value 23.1b / FCF TTM 1.71b)
FCF Yield = 7.40% (FCF TTM 1.71b / Enterprise Value 23.1b)
FCF Margin = 26.69% (FCF TTM 1.71b / Revenue TTM 6.41b)
Net Margin = 12.65% (Net Income TTM 810.0m / Revenue TTM 6.41b)
Gross Margin = 48.03% ((Revenue TTM 6.41b - Cost of Revenue TTM 3.33b) / Revenue TTM)
Gross Margin QoQ = 48.68% (prev 47.77%)
Tobins Q-Ratio = 1.14 (Enterprise Value 23.1b / Total Assets 20.3b)
Interest Expense / Debt = 5.44% (Interest Expense 426.5m / Debt 7.84b)
Taxrate = 20.15% (204.8m / 1.02b)
NOPAT = 1.15b (EBIT 1.44b * (1 - 20.15%))
Current Ratio = 1.10 (Total Current Assets 5.34b / Total Current Liabilities 4.88b)
Debt / Equity = 1.15 (Debt 7.84b / totalStockholderEquity, last quarter 6.84b)
Debt / EBITDA = 3.44 (Net Debt 7.42b / EBITDA 2.16b)
Debt / FCF = 4.34 (Net Debt 7.42b / FCF TTM 1.71b)
Total Stockholder Equity = 6.90b (last 4 quarters mean from totalStockholderEquity)
RoA = 3.98% (Net Income 810.0m / Total Assets 20.3b)
RoE = 11.74% (Net Income TTM 810.0m / Total Stockholder Equity 6.90b)
RoCE = 10.15% (EBIT 1.44b / Capital Employed (Equity 6.90b + L.T.Debt 7.32b))
RoIC = 7.56% (NOPAT 1.15b / Invested Capital 15.2b)
WACC = 7.22% (E(15.7b)/V(23.5b) * Re(8.65%) + D(7.84b)/V(23.5b) * Rd(5.44%) * (1-Tc(0.20)))
Discount Rate = 8.65% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -24.44 | Cagr: -0.80%
[DCF] Terminal Value 77.97% ; FCFF base≈1.60b ; Y1≈1.84b ; Y5≈2.70b
[DCF] Fair Price = 138.0 (EV 40.6b - Net Debt 7.42b = Equity 33.2b / Shares 240.8m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 99.47 | EPS CAGR: 14.76% | SUE: 0.57 | # QB: 0
Revenue Correlation: 99.73 | Revenue CAGR: 6.59% | SUE: 1.77 | # QB: 4
EPS current Quarter (2026-06-30): EPS=1.68 | Chg30d=+0.04% | Revisions=+25% | Analysts=9
EPS next Quarter (2026-09-30): EPS=1.72 | Chg30d=+0.04% | Revisions=+25% | Analysts=9
EPS current Year (2026-12-31): EPS=6.89 | Chg30d=+0.03% | Revisions=+25% | GrowthEPS=+12.3% | GrowthRev=+7.5%
EPS next Year (2027-12-31): EPS=7.50 | Chg30d=+0.00% | Revisions=+25% | GrowthEPS=+8.7% | GrowthRev=+4.9%
[Analyst] Revisions Ratio: +57% (up=4, down=0)