SSNC
SS&C Technologies Holdings, Inc.

SS&C Technologies Holdings, Inc.SSNC

Technology · Software - Application
80.22USD
-2.18%
Oct 28, 2026
SSNC overview ready
Integrated Platform Enabling Governed AI Automation in Regulated Financial Operations
SS&C is an enabler and integrated platform provider: it combines financial-services and healthcare systems of record, technology-enabled operations and Blue Prism automation software rather than offering a single-purpose AI pure play.
Narrative is still early
Exposed to the Enterprise AI Automation narrative through Governed AI Automation for Regulated Financial Operations — enabling supplier.
Advancing price action
Longer-term context reads early trend, with a near-term setup of daily reclaim.
Attractive valuation
Current market expectations look undemanding relative to the cash the business actually produces.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
High leverage and associated financial risk.
Market Oct 27Filing Jun 30Price action Aug 9Research Jul 29

Conviction Level

CompanyFit6.0PriceAction10.0Valuation8.3CompanyPosition7.3BusinessQuality7.9

Conviction uses Company Fit, Price Action, Valuation, Business Quality. Company Position is research context, not an input.

Theme leadershipGroup context · not a Conviction input
vs SPY
+11.5pp
Theme return
+12.0%
Beating SPY
7 of 7
21 sessions to Oct 27, 2026 · ranked 12 of 59 themes
Price
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Price Action

Advancing price action
Longer-term context reads early trend, with a near-term setup of daily reclaim.
EntryBreakout + retest

Price broke through the weekly SMA200, then retested it constructively and recovered — a fresh structural entry rather than a chase.

Key Financials

Market Cap
$18.8B
Avg Volume (60D)
1.5M
60 sessions
Revenue Growth YoY
+6.6%
FY2025 vs FY2024
Gross Margin
+48.1%
Trailing twelve months
Operating Margin
+23.6%
Trailing twelve months
Free Cash Flow Yield
+9.3%
Distance from 200DMA
+6.2%
P/E
21.8x
EV / EBITDA
11.4x
EV / Sales
4.0x
Market metrics as of Oct 27, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Two of the three valuation perspectives say cheap; own history is the dissenting view.
SS&C Technologies Holdings, Inc. has a Cheap valuation stance because current market expectations look undemanding relative to the cash the business actually produces.

Company Research

Thesis
SS&C is an enabler and integrated platform provider: it combines financial-services and healthcare systems of record, technology-enabled operations and Blue Prism automation software rather than offering a single-purpose AI pure play.
Opportunity
Moderate opportunity
Financial institutions, asset managers, insurers and other regulated enterprises are moving from standalone AI tools toward workflow-embedded automation that can process structured operational work while preserving controls, auditability, security and human oversight.
Key risk
High leverage and associated financial risk.

Economic classification

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Business & Markets

Technology · Software - Application
What they do

SS&C Technologies Holdings, Inc. provides software products and software-enabled services primarily to financial services and healthcare industries globally, operating across front-, middle-, and back-office functions in securities accounting, trading, portfolio management, compliance, and reporting.

How it earns

The company generates revenue mainly through subscription and software-enabled service contracts.

Products & services
Securities accounting software
Portfolio management and reporting solutions
Customers & end markets
Financial services firms
Healthcare organizations
Market position

SS&C is a leader in providing specialized software and services to financial and healthcare industries with a broad global footprint.

Demand drivers
Medium cyclicality

Revenue is somewhat sensitive to financial market activity and healthcare spending cycles but supported by recurring contracts.