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Upturn AI SWOT - About
SSNC 
SS&C Technologies Holdings Inc (SSNC)
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Upturn Advisory Summary
06/27/2025: SSNC (3-star) is a STRONG-BUY. BUY since 22 days. Profits (1.69%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
12 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Year Target Price $92.77
Year Target Price $92.77
| 6 | Strong Buy |
| 4 | Buy |
| 2 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 16.75% | Avg. Invested days 52 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 20.19B USD | Price to earnings Ratio 25.42 | 1Y Target Price 92.77 |
Price to earnings Ratio 25.42 | 1Y Target Price 92.77 | ||
Volume (30-day avg) - | Beta 1.24 | 52 Weeks Range 60.37 - 89.45 | Updated Date 06/29/2025 |
52 Weeks Range 60.37 - 89.45 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 1.22% | Basic EPS (TTM) 3.22 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 13.69% | Operating Margin (TTM) 23.64% |
Management Effectiveness
Return on Assets (TTM) 4.53% | Return on Equity (TTM) 12.24% |
Valuation
Trailing PE 25.42 | Forward PE 14.01 | Enterprise Value 26702650652 | Price to Sales(TTM) 3.39 |
Enterprise Value 26702650652 | Price to Sales(TTM) 3.39 | ||
Enterprise Value to Revenue 4.48 | Enterprise Value to EBITDA 12.91 | Shares Outstanding 246662000 | Shares Floating 210902948 |
Shares Outstanding 246662000 | Shares Floating 210902948 | ||
Percent Insiders 14.4 | Percent Institutions 85.42 |
Analyst Ratings
Rating 4.33 | Target Price 92.77 | Buy 4 | Strong Buy 6 |
Buy 4 | Strong Buy 6 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
SS&C Technologies Holdings Inc
Company Overview
History and Background
SS&C Technologies Holdings Inc. was founded in 1986 by William Stone. Initially focused on providing software and services to the financial services industry, SS&C has grown through organic growth and acquisitions to become a leading provider of software and software-enabled services.
Core Business Areas
- Software: SS&C develops and licenses a broad portfolio of software solutions, including fund administration, accounting, reporting, and compliance solutions for financial institutions.
- Services: SS&C offers a range of services, including business process outsourcing (BPO), managed services, and cloud-based solutions, primarily targeting the financial services sector.
Leadership and Structure
William C. Stone is the Chairman and CEO. The company is structured into business units focused on specific industries and service offerings, managed by a team of executives.
Top Products and Market Share
Key Offerings
- Advent Geneva: A portfolio accounting and management solution for investment managers. SS&C doesn't explicitly disclose market share for this specific product, but it is a leading solution in its category. Competitors include SimCorp Dimension and Charles River IMS.
- GlobeOp: A comprehensive fund administration platform. SS&C doesn't explicitly disclose market share for this specific product, but is a main contender. Competitors include Citco and State Street.
- Black Diamond: Wealth platform for advisors. SS&C doesn't explicitly disclose market share for this specific product, but is a main contender. Competitors include Envestnet and Orion Advisor Tech.
Market Dynamics
Industry Overview
The financial technology (FinTech) industry is characterized by rapid innovation, increasing regulatory scrutiny, and growing demand for automation and efficiency. Cloud computing and data analytics are key drivers.
Positioning
SS&C is a major player in the FinTech market, especially in providing solutions to the investment management, banking, and insurance industries. Their advantage lies in their comprehensive suite of products and services.
Total Addressable Market (TAM)
The global financial software market is estimated to be worth several hundred billion dollars. SS&C is well-positioned to capture a significant portion of this market due to its broad product portfolio and established client base.
Upturn SWOT Analysis
Strengths
- Broad product portfolio
- Established client base
- Strong track record of acquisitions
- Global presence
- Expertise in financial services
Weaknesses
- Integration challenges from acquisitions
- Complex product offerings
- Dependence on financial services industry
- High debt levels
Opportunities
- Expanding into new markets
- Developing innovative solutions
- Leveraging cloud technology
- Increasing demand for outsourcing
- Further acquisitions of smaller companies
Threats
- Increasing competition
- Economic downturns
- Regulatory changes
- Cybersecurity threats
- Rapid technological advancements
Competitors and Market Share
Key Competitors
- FIS
- Envestnet
- Temenos
- Broadridge
Competitive Landscape
SS&C competes based on the breadth of its product offerings, its industry expertise, and its ability to provide integrated solutions. Competitors often specialize in specific areas or target different market segments.
Major Acquisitions
Complete Solar
- Year: 2020
- Acquisition Price (USD millions): 30
- Strategic Rationale: Expanded SS&C's product offerings in the fund services area. Added expertise and tools to help clients with regulatory changes.
Innovest Systems
- Year: 2019
- Acquisition Price (USD millions): 120
- Strategic Rationale: Expanded SS&C's product offerings in the retirement services area. Added expertise and tools to help clients with regulatory changes.
Growth Trajectory and Initiatives
Historical Growth: SS&C has demonstrated consistent growth through both organic expansion and strategic acquisitions.
Future Projections: Future growth projections depend on market conditions and company-specific strategies, typically available from analyst reports.
Recent Initiatives: Recent initiatives include expanding cloud-based offerings, enhancing cybersecurity measures, and developing new solutions for regulatory compliance.
Summary
SS&C Technologies is a strong player in the FinTech industry, particularly in providing services to financial institutions. Its strength lies in its broad suite of products and services, but challenges include integrating past acquisitions and competition. Future growth depends on capitalizing on opportunities in cloud computing and global expansion, while managing threats like economic downturns and competition.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
- Financial news outlets
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data is subject to change and may not be accurate in real-time.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SS&C Technologies Holdings Inc
Exchange NASDAQ | Headquaters Windsor, CT, United States | ||
IPO Launch date 1996-05-31 | Founder, Chairman of the Board & CEO Mr. William C. Stone | ||
Sector Technology | Industry Software - Application | Full time employees 26800 | Website https://www.ssctech.com |
Full time employees 26800 | Website https://www.ssctech.com | ||
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. It also offers software-enabled services, such as SS&C GlobeOp, Global Investor and Distribution Solutions, SS&C Retirement Solutions, CRM Solutions, Managed Services, Data Solutions, ALPS Advisors, and Virtual Data Rooms, as well as pharmacy, healthcare administration, and health outcomes optimization solutions. In addition, the company provides software products, such as 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, the United Kingdom, Europe, the Middle East, Africa, the Asia Pacific, Japan, Canada, and the Americas. SS&C Technologies Holdings, Inc. was founded in 1986 and is headquartered in Windsor, Connecticut.
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