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SS&C Technologies Holdings, Inc.

SS&C Technologies Holdings, Inc.

NASDAQ•SSNC
CEO: Mr. William C. Stone
Sector: Technology
Industry: Software - Application
Listing Date: 2010-03-31
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 comprising portfolio management and reporting; back-office functions, such as accounting, performance measurement, reconciliation, reporting, processing and clearing, and compliance and tax reporting; and healthcare solutions consisting of claims adjudication, benefit management, care management, and business intelligence solutions. Its products and services allow professionals in the financial services and healthcare industries to automate complex business processes and are instrumental in helping its clients to manage information processing requirements. The company's software-enabled services include SS&C GlobeOp, Global Investor and Distribution Solutions, SS&C Retirement Solutions, Black Diamond Wealth Platform, CRM Solutions, Advent Managed Services, Advent Data Solutions, ALPS Advisors, and Virtual Data Rooms, as well as pharmacy, healthcare administration, and health outcomes optimization solutions. Its software products comprise portfolio/investment accounting and analytics software, portfolio management software, trading software, automation solutions, and banking and lending solutions, as well as research, analytics, risk, and training solutions. The company also provides professional services that includes consulting and implementation services consisting of initial system installation, conversion of historical data, and ongoing training and support, as well as product support services. It operates in the United States; Europe, the Middle East, and Africa; the Asia Pacific and Japan; Canada; and the Americas. The company was founded in 1986 and is headquartered in Windsor, Connecticut.
Contact Information
80 Lamberton Road, Windsor, CT, 06095, United States
860-298-4500
www.ssctech.com
Market Cap
$20.93B
P/E (TTM)
24.6
70.7
Dividend Yield
1.2%
52W High
$91.07
52W Low
$69.61
52W Range
75%
Rank45Top 56.8%
3.6
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 3.6 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q3 2025 Data

Revenue

$1.57B+6.97%
4-Quarter Trend

EPS

$0.86+28.36%
4-Quarter Trend

FCF

$421.50M+61.37%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Total Revenue Growth Total revenues reached $4,618.7M for nine months, marking a 6.1% increase driven by organic growth across key segments.
Net Income Rises Net income attributable to common stockholders was $603.8M, reflecting substantial $91.5M improvement over prior nine months period.
Operating Cash Flow Boost Cash provided by operating activities totaled $1,101.3M for nine months, up $199.3M due to strong net income performance.
Leverage Well Managed Consolidated net secured leverage ratio stands at 1.45x, significantly below the 6.25x covenant requirement for the Revolving Credit Facility.

Risk Factors

Equity Earnings Decline Equity in earnings from affiliates dropped to $(7.7)M for nine months, primarily due to investment valuation adjustments in 2025.
Goodwill FX Translation Goodwill increased by $154.5M due to foreign currency translation effects during the nine month period ending September 30, 2025.
License Revenue Flat License, maintenance revenue decreased 0.4% for Q3, driven by organic decline, despite overall 6.1% total revenue growth.
Future Debt Financing Subsequent acquisition of Calastone for $1.03B funded partly by incremental Term B-8 loans, increasing future debt service.

Outlook

Calastone Acquisition Closed Purchased Calastone for $1.03B in October 2025, a global funds network; accounting integration finalized by year-end 2025.
Liquidity Position Strong Expect cash on hand and Credit Agreement availability to fund obligations for at least the next twelve months period.
Share Repurchase Program Continued share repurchases authorized up to $1.5B in May 2025, alongside ongoing quarterly dividend payments.
Tax Reform Adoption Anticipate adoption of ASU 2023-09 in 2025; new US tax law provisions impacting tax disclosures effective starting fiscal year 2025.

Peer Comparison

Revenue (TTM)

CDW CorporationCDW
$22.10B
+6.1%
Jacobs Solutions Inc.J
$12.03B
+37.8%
CGI Inc.GIB
$11.36B
+8.3%

Gross Margin (Latest Quarter)

Check Point Software Technologies Ltd.CHKP
85.3%
-2.1pp
F5, Inc.FFIV
82.2%
+1.5pp
Zoom Communications Inc.ZM
77.9%
+2.0pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
ZM$24.53B15.317.7%0.4%
CPAY$22.43B21.428.8%41.1%
SSNC$20.93B24.612.5%34.9%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
0.8%
Moderate Growth
4Q Net Income CAGR
-5.4%
Declining Profitability
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 5, 2026
|
EPS:$1.62
|
Revenue:$1.62B
Reports
All Years
  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Oct 30, 2025|
    Revenue: $1.57B+7.0%
    |
    EPS: $0.86+28.4%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Jul 30, 2025|
    Revenue: $1.54B+5.9%
    |
    EPS: $0.74-3.9%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: Apr 30, 2025|
    Revenue: $1.51B+5.5%
    |
    EPS: $0.87+35.9%
    Miss
  • Form 10-K/A - FY 2024

    Period End: Dec 31, 2024|Filed: Mar 4, 2025|
    Revenue: $5.88B+6.9%
    |
    EPS: $3.09+26.1%
    Beat
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Mar 3, 2025|Refer to amended data
  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Oct 30, 2024|
    Revenue: $1.47B+7.3%
    |
    EPS: $0.67+6.3%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 1, 2024|
    Revenue: $1.45B+6.5%
    |
    EPS: $0.77+45.3%
    Miss
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 1, 2024|
    Revenue: $1.44B+5.3%
    |
    EPS: $0.64+28.0%
    Miss