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SS&C Technologies Holdings, Inc. (SSNC) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

SS&C Technologies Holdings, Inc.

SSNCMarket cap $18BPrice $78.0

Country🇺🇸United States

SectorIndustrials

IndustryProfessional Services

SS&C Technologies runs the software backbone for hedge funds, insurers, and banks, processing trillions in assets daily. Most investors have never heard of it, yet it quietly powers the financial plumbing behind Wall Street's biggest players.

In Bastion Portfolios?

52W Return-1%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+6%5

Revenue Forecast

Rev CAGR (1y)+8%5

Rev CAGR (3y)+6%5

Rev CAGR (5y)+5%4

Earnings Forecast

EPS Growth Y+1+133%10

EPS Growth Y+2+8%6

EPS Growth Y+3+8%6

Quality

Margins

EBIT Margin24%8

Net Income Margin13%7

Free Cash Flow Margin27%9

Debt

Net Debt/EBITDA3.43

Efficiency

ROE13%6

ROA4%6

Earnings Stability77

GEAR+STRONG82

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)108

P/E Ratio (Forward 3y)98

P/BV2.85

EV Multiples

EV/EBITDA Fwd96

EV/EBIT Fwd108

Yield

Free Cash Flow Yield9.6%9

Dividend Yield1.5%4

Momentum

Short term

1 month return-7%4

3 month return+18%9

YTD return-10%3

Mid term

Price vs 52wHigh88%7

1 year return-10%3

Long term

3 year return+56%6

5 year return+18%4

Risk Shield

Price Risk

Beta0.85

Volatility29%7

Free Cash Flow

Free Cash Flow Margin27%9

Free Cash Flow Yield9.6%9

Quality

ROCE10%6

Earnings Stability77

Net Debt/EBITDA3.43

02Growth

Is it actually growing, and how fast?

SSNCSS&C Technologies Holdings

Revenue FY25$6.3B

GROWTH RATING↗

AVERAGE45 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+6%5

Revenue, next 1Y+8%5

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+5%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+133%10

EPS growth, FY27E+8%6

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 8%/yr vs revenue 6%/yr).

WATCH

A mid-pack grower, ahead of 45% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Revenue grew 6%/yr over the last 3 years and is set to keep growing around 6%/yr.

Over five years revenue is set to grow 5%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE53 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-7%4

3-month return+18%9

YTD return-10%3

MID & LONG-TERM▾SCORE

% of 52-week high88%7

1-year return-10%3

3-year return+56%6

5-year return+18%4

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over three months (+18%).

WATCH

Average long-term results. Multi-year returns are middling (+56% over three years and +18% over five), roughly average for the market.

It's down 10% over the past year, now 12% below its 52-week high. That is right in line with the market.

Returns sit at the market level over the past month (-7%).

WEAKNESSES

The stock is underperforming so far this year (-10%).

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the stock is underperforming so far this year.

04Value

Are you paying a fair price for it?

Stop guessing on SS&C Technologies Holdings, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

SSNCSS&C Technologies Holdings

Revenue FY25$6.3B

GROWTH RATING↗

AVERAGE45 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+6%5

Revenue, next 1Y+8%5

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+5%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+133%10

EPS growth, FY27E+8%6

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 8%/yr vs revenue 6%/yr).

WATCH

A mid-pack grower, ahead of 45% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Revenue grew 6%/yr over the last 3 years and is set to keep growing around 6%/yr.

Over five years revenue is set to grow 5%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE53 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-7%4

3-month return+18%9

YTD return-10%3

MID & LONG-TERM▾SCORE

% of 52-week high88%7

1-year return-10%3

3-year return+56%6

5-year return+18%4

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over three months (+18%).

WATCH

Average long-term results. Multi-year returns are middling (+56% over three years and +18% over five), roughly average for the market.

It's down 10% over the past year, now 12% below its 52-week high. That is right in line with the market.

Returns sit at the market level over the past month (-7%).

WEAKNESSES

The stock is underperforming so far this year (-10%).

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the stock is underperforming so far this year.

04Value

Are you paying a fair price for it?

Stop guessing on SS&C Technologies Holdings, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community