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Verdict
Quantitative factor alignment verified for current market regime.
Quant Score
Rank
#1565
Positioning
Market Dominance
Services
Computer Software
$21.7B
William C. Stone
SS&C Technologies Holdings, Inc. provides software products and software-enabled services to financial services and healthcare industries. The company owns and operates technology stack across securities accounting; front-office functions, such as trading and modeling; middle office functions include portfolio management and reporting; and healthcare solutions. It operates in the United States, the United Kingdom, Europe, the Middle East, and Africa; Asia Pacific and Japan; Canada and the Americas.
Headcount
27.6K
HQ Base
WINDSOR, Connecticut
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Dates updated upon official exchange announcement.
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X-AXIS: EV/EBITDA (LOWER = CHEAPER) | Y-AXIS: ROE (HIGHER = ELITE) | RED CIRCLE = SSNC ANALYSIS TARGET
| Stock | Rating | Score▼ | Quality | Value | Momentum | P/E | EV/EBITDA | ROE | ROA | Gross Mgn | Op Mgn | Net Mgn | Rev Growth | Div Yield | D/E | Mkt Cap | AUDIT |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
$YALA Yalla Group Ltd | 75 | 89 | 99 | 80 | - | - | 21.3% | 18.6% | 64.5% | 35.7% | 39.5% | 6.5% | 0.0% | 0.0x | $644M | VS | |
$GRVY GRAVITY Co., Ltd. | 75 | 82 | 96 | 71 | - | - | 15.4% | 12.6% | 38.7% | 17.1% | 17.0% | -39.7% | 0.0% | 0.0x | $439M | VS | |
$ISSC INNOVATIVE SOLUTIONS & SUPPORT INC | 73 | 81 | 88 | 94 | 25.0x | 14.1x | 28.1% | 16.8% | 48.1% | 23.8% | 18.5% | 78.6% | 0.0% | 37.0x | $220M | VS | |
$AER AerCap Holdings N.V. | 72 | 60 | 87 | 84 | - | - | 12.4% | 2.9% | 100.0% | 28.2% | 26.2% | 5.5% | 0.8% | 264.0x | $19.4B | VS | |
$HCSG HEALTHCARE SERVICES GROUP INC | 72 | 74 | 88 | 88 | 7.1x | 6.1x | 28.9% | 20.8% | 20.8% | 9.9% | 9.3% | 8.5% | 0.0% | 1.0x | $1.2B | VS | |
$LQDT LIQUIDITY SERVICES INC | 72 | 90 | 88 | 68 | 24.9x | 14.3x | 14.6% | 7.8% | 43.8% | 7.4% | 5.9% | 31.2% | 0.0% | 0.0x | $857M | VS | |
$TRTNpA Triton International Ltd | 71 | 70 | 89 | 70 | - | 1.7x | 18.0% | 4.6% | 97.3% | 52.2% | 32.7% | -3.4% | 0.0% | 271.0x | $8.0B | VS | |
$EDU New Oriental Education & Technology Group Inc. | 71 | 83 | 52 | 77 | - | - | 9.4% | 4.9% | 55.5% | 8.7% | 7.7% | 13.6% | 1.3% | 7.0x | $78.0B | VS | |
$NTES NetEase, Inc. | 71 | 88 | 93 | 68 | - | - | 22.1% | 15.6% | 62.5% | 28.1% | 28.7% | -1.0% | 2.8% | 9.0x | $56.6B | VS | |
$UTI UNIVERSAL TECHNICAL INSTITUTE INC | 70 | 86 | 86 | 72 | 43.2x | 16.0x | 21.4% | 8.0% | 100.0% | 10.0% | 7.5% | 14.1% | 0.0% | 27.0x | $1.8B | VS | |
$SSNC SS&C Technologies Holdings Inc | 53 | 46 | 66 | 57 | 22.6x | 12.5x | 11.0% | 4.0% | 48.3% | 22.9% | 12.6% | 8.0% | 1.1% | 179.0x | $21.7B | ||
| SECTOR BENCH | - | - | - | - | - | 23.7x | 11.7x | 5.3% | 1.9% | 59.6% | 3.5% | 2.3% | 7.8% | 0.0% | 0.3x | - | REF |
SS&C Technologies Holdings Inc (SSNC) receives a "Hold" rating with a composite score of 52.8/100. It ranks #1565 out of 7,333 stocks in our coverage universe and carries a 3-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.
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YOY expansion rate
Core pricing power
Operating efficiency
Bottom-line conversion
Equity capital efficiency
Asset base utilization
Financial leverage load
Direct cash return
William C. Stone
Chief Executive Officer
Labor Force
27,600
46
48
81
Audit Verdict: Average governance indicators based on financial metrics.
No recent insider transactions available for SSNC
In-line with peers — no strong momentum signal
Trading at a discount to fundamentals — favorable entry valuation
Average quality profile
Low volatility — smoother ride and historically better risk-adjusted returns
Moderate investment profile
Mid-range overall rating
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Relative valuation derived from Services sector benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Re-calculated daily.
Projection based on user-defined inputs. Re-calculated daily against current market data.
Reverse DCF Framework — Mauboussin Methodology
Institutional-grade Reverse DCF analysis. This model identifies the growth hurdles embedded in current market prices. When implied growth is significantly lower than historical or projected rates, a margin of safety may exist. Re-audited daily.
No analyst ratings for SSNC.
View All RatingsConservative accounting — High cash conversion efficiency
Material decline in asset turnover efficiency detected
| Factor | Global | Sector | Tilt |
|---|---|---|---|
| PROFITABILITY | 46 | 46 | 0NEUTRAL |
| MOMENTUM | 57 | 59 | -2NEUTRAL |
| VALUATION | 66 | 75 | -9DRAG |
| INVESTMENT | 48 | 84 | -36DRAG |
| STABILITY | 81 | 89 | -8DRAG |
| SHORT INT | 47 | 45 | +2NEUTRAL |
Global = full universe. Sector = relative to industry peers. Positive tilt indicates idiosyncratic strength.
ROIC 4.9% vs WACC 7.4% (spread -2.5%)
GM 48% vs sector 60%, OM 23% vs sector 4%
Capital turnover 0.25x, R&D intensity 8.1%
Rev growth 8%, 10yr history
Interest coverage 3.5x, Net debt/EBITDA 17.0x
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation and elite competitive moats.
Profit generated per dollar of shareholder equity
Efficiency of asset utilization
Pricing power and cost efficiency
Core business profitability
Bottom-line profitability
The Quality factor evaluates the persistence and magnitude of realized cash flows. Companies with scores >70 exhibit superior pricing power and structural financial resilience through diverse economic regimes.
Our uncertainty rating tracks the predictability of future cash flows and potential for permanent capital loss. Moderate visibility with standard industry cyclicality.
Our model assigns SS&C Technologies Holdings Inc a Hold rating, with a composite score of 52.8/100 and 3 out of 5 stars. Ranked #1565 of 7,333 stocks, SSNC presents a mixed quantitative picture — neither compelling enough to initiate new positions nor weak enough to warrant selling. Investors already holding may consider maintaining their position while monitoring for changes in the factor profile.
With a quality score of 46/100, SSNC shows adequate but unremarkable business quality. The company reports a return on equity of 11.0% (sector avg: 5.3%), gross margins of 48.3% (sector avg: 59.6%), net margins of 12.6% (sector avg: 2.3%). This suggests the company generates acceptable returns but may lack the competitive positioning or operational efficiency to stand out from peers.
SSNC's value score of 66/100 indicates the stock is fairly valued based on its current fundamentals. Key valuation metrics include a P/E ratio of 22.64x, an EV/EBITDA of 12.50x, a P/B ratio of 2.49x. At this level, neither a clear bargain nor overpriced, the stock's attractiveness depends more on forward growth expectations and qualitative factors.
With an investment score of 48/100, SSNC exhibits moderate growth-oriented spending. Key growth metrics include revenue growth of 8.0% vs. a sector average of 7.8% and a return on assets of 4.0% (sector: 1.9%). The company appears to be balancing growth investments with capital returns, though the pace of investment may not be enough to accelerate top-line growth meaningfully.
SSNC demonstrates moderate momentum with a score of 57/100, suggesting a neutral price trend without strong directional conviction. Revenue growth stands at 8.0% year-over-year, while a beta of 0.88 reflects its sensitivity to broader market moves. Moderate momentum may indicate the stock is consolidating or transitioning between trends, warranting close monitoring of upcoming catalysts.
SSNC shows good financial stability with a score of 81/100. Key stability metrics include a beta of 0.88 and a debt-to-equity ratio of 179.00x (sector avg: 0.3x). This suggests manageable leverage and moderate price volatility, making it appropriate for investors seeking a balance between growth potential and capital preservation.
The short interest score of 47/100 for SSNC suggests somewhat elevated bearish positioning by institutional traders. Specific risk factors include elevated leverage (D/E: 179.00x). With a $21.7B market cap (large-cap), SS&C Technologies Holdings Inc may experience above-average volatility. Investors should consider whether the short thesis has merit or if it creates a potential short-squeeze opportunity.
SSNC offers a modest dividend yield of 1.1%. While the income contribution is relatively small, even a small dividend signals management's commitment to shareholder returns and can serve as a signal of financial discipline.
SS&C Technologies Holdings Inc is a large-cap company in the Services sector, ranked #0 of 50 in its sector (100th percentile) and #1565 of 7,333 overall (79th percentile). Key comparisons include ROE of 11.0% exceeding the 5.3% sector median and operating margins of 22.9% above the 3.5% sector average. This top-quartile standing reflects exceptional competitive strength relative to Services peers.
While SSNC currently exhibits a HOLD profile, superior opportunities exist within the SERVICES sector. Our model identifies several "Strong Buy" candidates with higher quality scores and more attractive valuations among direct industry competitors.
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Quality (46) is the limiting factor — improvement here would lift the composite score most.
EV/EBITDA 7% ABOVE SECTOR MEDIAN
ROE 107% ABOVE SECTOR MEDIAN (FAVORABLE)
Gross Margin 19% BELOW SECTOR MEDIAN
AUDIT DATA AS OF SEP 30, 2025 (Q2 FY2025)
We rate SS&C Technologies Holdings Inc (SSNC) as a Hold with a composite score of 52.8/100 at a current price of $70.38. The stock presents a mixed quantitative picture — neither compelling enough to warrant new accumulation nor weak enough to justify selling for existing holders. Our factors are split, and the overall profile suggests patience is warranted.
The rating is primarily driven by strength in stability (81th percentile) and value (66th percentile), which together account for the majority of the composite score. All factors score above the 40th percentile, indicating no material weakness in the quantitative profile. We assign a Narrow Moat rating (40/100), Medium uncertainty, and Poor capital allocation.
Key items to watch: balance sheet deleveraging progress. Any material change in these dynamics could warrant a reassessment of our rating. The moat trend is stable, which suggests the competitive landscape is stable for now.
SS&C Technologies Holdings Inc holds a top-quartile position (#0 of 50) within the Services sector, based on our composite quantitative scoring across quality, value, momentum, and stability factors. The composite score of 52.8/100 places it at rank #1565 in our full 7,333-stock universe. With a $21.7B market capitalization, SS&C Technologies Holdings Inc operates at meaningful scale within the Services sector, providing competitive advantages in distribution, procurement, and customer reach.
Revenue is growing at 8%, though momentum at the 57th percentile suggests the market has not yet fully recognized this trajectory. This potential disconnect between fundamental improvement and market recognition could represent an opportunity for patient investors if the growth trend persists.
The margin cascade tells an important story: gross margins of 48% (-11.3pp vs sector) narrow to operating margins of 23% (+19.4pp vs sector) and net margins of 12.6%, yielding a gross-to-net conversion rate of 26%. This conversion rate is typical for the sector, suggesting a standard cost structure without notable efficiency advantages or disadvantages.
At a current price of $70.38, SS&C Technologies Holdings Inc is trading near fair value based on current fundamentals. Our value factor score of 66/100 reflects a composite assessment across multiple valuation metrics including price-to-earnings, price-to-book, EV/EBITDA, and price-to-sales ratios relative to both sector peers and the broader market. Valuation metrics are mixed, with no strong signal of mispricing in either direction.
The stock currently trades at a P/E of 22.6x (roughly in line with the sector median of 23.7x), EV/EBITDA of 12.5x (near the sector median), P/B of 2.5x, P/S of 2.9x. The below-sector P/E suggests possible undervaluation or the market pricing in near-term headwinds.
Gross margins of 48% signal strong pricing power and brand/IP advantages — businesses with margins above 40% have historically demonstrated more resilient earnings through economic cycles.
A value factor score of 66/100 suggests the market is underpricing these fundamentals, creating a potential margin of safety for new investors.
Elevated leverage (179% D/E) amplifies downside risk and limits management's financial flexibility in adverse scenarios.
We assign a Medium uncertainty rating to SS&C Technologies Holdings Inc. The stock presents a balanced risk profile: significant leverage (179% debt-to-equity). While not risk-free, the core business fundamentals are adequate to withstand moderate economic stress, and the range of potential outcomes around our fair value estimate is manageable.
Specific risk factors that inform our assessment include: significant leverage (179% debt-to-equity). Each of these factors independently widens the distribution of potential outcomes, and in combination they create a risk profile that demands careful position sizing. The stability factor at the 81th percentile and quality factor at the 46th percentile provide a quantitative summary of the overall risk landscape.
Key risk mitigants include: healthy gross margins of 48% provide a buffer against cost pressures; above-average stability (81th percentile) suggests predictable business dynamics. These factors partially offset the identified risks and provide downside protection in adverse scenarios. On balance, the risk-reward profile is favorable for long-term investors.
We rate SS&C Technologies Holdings Inc's capital allocation as Poor. Key concerns include elevated leverage (179% D/E). Exemplary capital allocators generate ROE above 20% and maintain conservative leverage — SS&C Technologies Holdings Inc significantly underperforms these benchmarks, raising questions about management's ability to create shareholder value.
Investors should scrutinize management's reinvestment decisions and balance sheet trajectory before committing capital. Poor capital allocation often compounds over time: overlevered balance sheets limit strategic flexibility, while low returns on capital destroy shareholder value. We would need to see sustained improvement in profitability metrics and balance sheet discipline before considering an upgrade.
In summary, SS&C Technologies Holdings Inc receives a Hold rating with a composite score of 52.8/100 (rank #1565 of 7,333). Our quantitative framework assigns a Narrow Moat (40/100, trend: stable), Medium uncertainty, and Poor capital allocation. The average factor score across quality, value, momentum, stability, and investment is 59/100.
Our analysis supports a neutral stance on SS&C Technologies Holdings Inc. While the quantitative profile is not weak enough to warrant selling, it lacks the multi-factor strength required for a buy recommendation. Existing holders should maintain positions and monitor for catalysts — either fundamental improvement or valuation compression — that would shift the risk-reward balance.
Analysis derived from Blank Capital Research quantitative terminal. For informational purposes only. No trade solicitation. Past performance not indicative of future results. Consult a qualified advisor.
We assign SS&C Technologies Holdings Inc a Narrow Moat rating with a composite moat score of 40/100. The ROIC-WACC spread of -2.5% is the primary signal of economic value creation. The company possesses identifiable competitive advantages, though they are less entrenched than those of wide-moat peers. Our analysis indicates that SS&C Technologies Holdings Inc can sustain above-average returns on invested capital for at least 10 years, with the strongest contributor being margin superiority at 13.7/20.
The strongest moat sources are margin superiority (13.7/20) and growth durability (13.4/20). GM 48% vs sector 60%, OM 23% vs sector 4%. Rev growth 8%, 10yr history. These pillars form the core of SS&C Technologies Holdings Inc's competitive identity and are the primary drivers of excess returns in our framework.
Areas of relative weakness include reinvestment efficiency (2.8/20) and economic value creation (4.6/20). Capital turnover 0.25x, R&D intensity 8.1%. Improvement in these areas could meaningfully widen the moat over time, while deterioration would be an early warning of competitive erosion.
Our moat trend assessment is Stable. Multi-year ROIC and operating margin trajectories show neither meaningful improvement nor deterioration, suggesting the competitive position is steady. We expect SS&C Technologies Holdings Inc's moat profile to remain largely unchanged absent a material shift in return on capital or industry dynamics.
Key profit drivers include gross margins of 48% providing a solid profitability foundation, operating margins of 23% reflecting effective cost management, moderate revenue growth of 8%. The margin cascade from 48% gross to 23% operating to 12.6% net reveals the company's cost structure and reinvestment intensity. Our analysis indicates that profit quality is adequate though not exceptional, with the quality factor at the 46th percentile.
The margin profile shows gross margins of 48%, operating margins of 23%, net margins of 12.6%. Return metrics include ROE of 11.0% and ROA of 4.0%. Relative to the Services sector, gross margins are 11.3 percentage points below the sector median of 60%, and ROE of 11.0% compares to a sector median of 5.3%.
The balance sheet reflects high leverage with D/E of 179%, which may limit financial flexibility, a dividend yield of 1.15%, revenue growth of 8%. The sector median D/E is 0%, putting SS&C Technologies Holdings Inc at higher leverage than the typical peer. Elevated leverage in combination with the current margin profile warrants close monitoring for any deterioration in debt-servicing capacity.
Above 50MA
37.18%
Net New Highs
+51081
About SS&C Technologies Holdings Inc SS&C Technologies Holdings, Inc., together with its subsidiaries, provides software products and software-enabled services to financial services and healthcare industries. The company owns and operates technology stack across securities accounting; front-office functions, such as trading and modeling; middle-office functions include portfolio management and reporting; back-office functions, such as accounting, performance measurement, reconciliation, reporti
WALTHAM, Mass., February 24, 2026--Evolv Technologies Holdings, Inc. (NASDAQ: EVLV), a leading security technology company pioneering AI-based solutions designed to create safer experiences, today announced that Evolv Express® has been selected for use stadium-wide at Inter Miami CF's new home located at Miami Freedom Park.
6 analysts have expressed a variety of opinions on SS&C Techs Hldgs (NASDAQ:SSNC) over the past quarter, offering a diverse set of opinions from bullish to bearish. The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months. Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total Ratings 4 1 1 0 0 Last 30D 1 0 0 0 0 1M Ago 0 0 0 0 0 2M Ago 0 0 0 0 0 3M Ago 3 1 1 0 0 The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $71.33, a high estimate of $78.00, and a low estimate of $60.00. Marking an increase of 6.46%, the current average surpasses the previous average price target of $67.00. Decoding Analyst Ratings: A Detailed Look The analysis of recent analyst actions sheds light on the perception of SS&C Techs Hldgs by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets. Analyst Analyst Firm Action Taken Rating Current Price Target Prior Price Target Peter Heckmann DA Davidson Maintains Buy $78.00 $78.00 Andrew Schmitt Citigroup Raises Buy $71.00 $70.00 Kevin Mcveigh UBS Raises Buy $77.00 $72.00 Daniel Perlin RBC Capital Raises Outperform $72.00 $65.00 Michael Young Truist Securities Raises Hold $60.00 $55.00 Mayank Tandon Needham Raises Buy $70.00 $62.00 Key Insights: Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to SS&C Techs Hldgs. This information provides a snapshot of ...Full story available on Benzinga.com
SS&C Technologies Holdings, Inc. (NASDAQ: SSNC) reported better-than-expected fourth-quarter results on Tuesday. SS&C Technologies posted adjusted earnings of $1.26 per share, beating market estimates of $1.24 per share. The company’s quarterly adjusted sales came in at $1.41 billion versus expectations of $1.39 billion, according to data from Benzinga Pro. "SS&C exited 2023 with record adjusted revenue and record adjusted consolidated EBITDA, and we believe we have momentum to start the year," says Bill Stone, Chairman and Chief Executive Officer. "We are seeing opportunities ...
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page. Keybanc raised the price target for CrowdStrike Holdings, Inc. (NASDAQ: CRWD) from $318 to $375. Keybanc analyst Eric Heath maintained an Overweight rating. CrowdStrike shares rose 0.4% to close at $322.44 on Tuesday. See how other analysts view this stock. Piper Sandler boosted Shopify Inc. (NYSE: SHOP) price target from $56 to $63. Piper Sandler analyst Clarke Jeffries maintained an Underweight rating. Shopify shares fell 13.4% to close at $77.18 on Tuesday. See how other analysts view this stock. Needham boosted the price target for SS&C Technologies Holdings, Inc. (NASDAQ: SSNC) from $62 to $70. Needham analyst Mayank Tandon maintained a Buy rating. SS&C Technologies shares fell 1.8% to close at $60.15 on Tuesday. See how other analysts view this stock. JP Morgan raised Bruker Corporation ...