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Upturn AI SWOT - About
SSNC 
SS&C Technologies Holdings Inc (SSNC)
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Upturn Advisory Summary
09/11/2025: SSNC (3-star) is a STRONG-BUY. BUY since 74 days. Simulated Profits (12.29%). 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
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $97.89
1 Year Target Price $97.89
| 6 | Strong Buy |
| 4 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 28.96% | Avg. Invested days 61 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/11/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 21.79B USD | Price to earnings Ratio 28.14 | 1Y Target Price 97.89 |
Price to earnings Ratio 28.14 | 1Y Target Price 97.89 | ||
Volume (30-day avg) 12 | Beta 1.24 | 52 Weeks Range 66.02 - 90.79 | Updated Date 09/12/2025 |
52 Weeks Range 66.02 - 90.79 | Updated Date 09/12/2025 | ||
Dividends yield (FY) 1.11% | Basic EPS (TTM) 3.17 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 13.34% | Operating Margin (TTM) 22.42% |
Management Effectiveness
Return on Assets (TTM) 4.82% | Return on Equity (TTM) 11.96% |
Valuation
Trailing PE 28.14 | Forward PE 13.89 | Enterprise Value 28538937547 | Price to Sales(TTM) 3.6 |
Enterprise Value 28538937547 | Price to Sales(TTM) 3.6 | ||
Enterprise Value to Revenue 4.72 | Enterprise Value to EBITDA 13.57 | Shares Outstanding 244220992 | Shares Floating 208180201 |
Shares Outstanding 244220992 | Shares Floating 208180201 | ||
Percent Insiders 14.55 | Percent Institutions 85.96 |
Upturn AI SWOT
SS&C Technologies Holdings Inc
Company Overview
History and Background
SS&C Technologies Holdings Inc. was founded in 1986 by William C. Stone. Initially focused on providing software and services to the financial services industry, it has grown through acquisitions and organic growth to become a leading global provider of services and software for the financial services and healthcare industries.
Core Business Areas
- Financial Services: Provides a broad range of software and services to investment managers, hedge funds, private equity firms, banks, insurance companies, and other financial institutions. This includes fund administration, accounting, reporting, and regulatory compliance solutions.
- Healthcare: Offers software and services that help healthcare organizations manage claims processing, care management, and other administrative functions.
Leadership and Structure
SS&C is led by Chairman and CEO William C. Stone. The company has a typical corporate structure with various departments responsible for product development, sales, marketing, finance, and operations.
Top Products and Market Share
Key Offerings
- Advent Geneva: A portfolio accounting and management platform widely used by investment managers. Market share is estimated to be significant in the high-end investment management space. Competitors include BlackRock's Aladdin and FIS's Investran.
- GlobeOp: Fund administration services for hedge funds and private equity firms. SS&C is a major player in this market. Competitors include Citco and State Street.
- Evare: Investment management and business intelligence solutions, offering a wide range of applications for performance measurement, attribution, risk, and analytics. Competitors include FactSet and MSCI.
Market Dynamics
Industry Overview
The financial technology (FinTech) and healthcare technology industries are experiencing substantial growth, driven by increasing regulatory requirements, the need for automation, and the demand for data-driven insights.
Positioning
SS&C is a leading provider of software and services in the financial services and healthcare industries. Its competitive advantages include a comprehensive suite of solutions, a large customer base, and a strong track record of acquisitions.
Total Addressable Market (TAM)
The TAM for financial and healthcare technology is estimated to be in the hundreds of billions of dollars. SS&C is well-positioned to capture a significant portion of this market due to its diverse product portfolio and strong market presence.
Upturn SWOT Analysis
Strengths
- Comprehensive suite of solutions
- Large and diversified customer base
- Strong track record of acquisitions
- Recurring revenue model
- Global presence
Weaknesses
- Integration risks associated with acquisitions
- Dependence on key personnel
- Exposure to economic cycles
- High debt levels
Opportunities
- Expanding into new geographic markets
- Developing new products and services
- Acquiring complementary businesses
- Increasing adoption of cloud-based solutions
- Growth in regulatory compliance requirements
Threats
- Increased competition
- Rapid technological changes
- Cybersecurity risks
- Economic downturns
- Changes in regulatory environment
Competitors and Market Share
Key Competitors
- FIS (FIS)
- Broadridge Financial Solutions (BR)
- Envestnet (ENV)
- FactSet (FDS)
Competitive Landscape
SS&C competes with a variety of companies, ranging from large, diversified financial technology providers to smaller, specialized firms. SS&C's strengths include its comprehensive suite of solutions and its large customer base. Weaknesses may include integration risks and dependence on key personnel.
Major Acquisitions
Complete Solar Capital
- Year: 2021
- Acquisition Price (USD millions): 393
- Strategic Rationale: This acquisition strengthened SS&C's alternative assets offerings.
Growth Trajectory and Initiatives
Historical Growth: SS&C has grown significantly through acquisitions and organic growth. Historical growth rates would be discussed here.
Future Projections: Analyst estimates for future revenue and earnings growth would be presented here.
Recent Initiatives: Recent strategic initiatives include acquisitions, product launches, and expansion into new markets.
Summary
SS&C is a leading provider of software and services to the financial services and healthcare industries. The company has grown significantly through acquisitions and organic growth, but needs to carefully manage integration risks. Its diversified customer base and recurring revenue model provide a stable foundation. Increased competition and rapid technological changes pose ongoing challenges. Overall, SS&C is a strong player in its markets but must innovate to stay ahead.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
- Market research reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is estimated. Financial data is illustrative.
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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