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Upturn AI SWOT - About
SSNC 
SS&C Technologies Holdings Inc (SSNC)
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Upturn Advisory Summary
10/13/2025: SSNC (3-star) is a SELL. SELL since 3 days. Simulated Profits (5.56%). 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 21.23% | Avg. Invested days 64 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/13/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 19.79B USD | Price to earnings Ratio 25.57 | 1Y Target Price 97.89 |
Price to earnings Ratio 25.57 | 1Y Target Price 97.89 | ||
Volume (30-day avg) 12 | Beta 1.23 | 52 Weeks Range 66.02 - 90.79 | Updated Date 10/13/2025 |
52 Weeks Range 66.02 - 90.79 | Updated Date 10/13/2025 | ||
Dividends yield (FY) 1.22% | 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 25.57 | Forward PE 13.48 | Enterprise Value 27901521674 | Price to Sales(TTM) 3.27 |
Enterprise Value 27901521674 | Price to Sales(TTM) 3.27 | ||
Enterprise Value to Revenue 4.61 | Enterprise Value to EBITDA 13.27 | Shares Outstanding 244220641 | Shares Floating 208180201 |
Shares Outstanding 244220641 | Shares Floating 208180201 | ||
Percent Insiders 14.55 | Percent Institutions 85.95 |
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, it focused on providing software and services to the financial services industry. Over time, it has grown through organic growth and acquisitions, expanding its offerings and global reach.
Core Business Areas
- Software: Develops and licenses a range of software solutions for the financial services and healthcare industries. These solutions automate complex business processes.
- Services: Provides a suite of business process outsourcing (BPO) services, including fund administration, middle-office services, and healthcare solutions. These services complement the companyu2019s software offerings.
Leadership and Structure
William C. Stone is the Chairman and CEO. The company has a typical corporate structure with executive management overseeing various business units and functional areas. They are organized around the markets they service such as alternative assets and healthcare.
Top Products and Market Share
Key Offerings
- Advent Portfolio Suite: A portfolio management and accounting platform for investment managers. It's a large portion of their revenue. Competitors include BlackRock Aladdin, SimCorp Dimension, and Charles River IMS.
- Global Wealth Platform: An integrated platform for wealth managers, offering capabilities for portfolio management, client reporting, and compliance. Competitors include SEI Wealth Platform, Fiserv's Wealth Management Platform, and Temenos WealthSuite.
- DST Systems: SS&C acquired DST Systems, a provider of technology-based information processing and servicing solutions to the financial and healthcare industries, significantly expanding their BPO capabilities. Competitors vary depending on the specific DST service but include Broadridge, Conduent, and EXL.
Market Dynamics
Industry Overview
The financial technology (FinTech) and business process outsourcing (BPO) industries are experiencing growth driven by increasing regulatory complexity, the need for automation, and the growing demand for data analytics. Consolidation is common.
Positioning
SS&C is a leading provider of software and services to the financial services and healthcare industries. Its competitive advantages include its broad product portfolio, its large customer base, and its integrated solutions.
Total Addressable Market (TAM)
The TAM is substantial, estimated to be in the hundreds of billions of dollars, encompassing fund administration, investment management software, and healthcare solutions. SS&C is well-positioned due to its comprehensive service offerings.
Upturn SWOT Analysis
Strengths
- Broad product portfolio
- Large customer base
- Integrated solutions
- Strong recurring revenue stream
- Experience in both software and service solutions
Weaknesses
- High debt levels due to acquisitions
- Integration risks associated with acquisitions
- Dependence on the financial services industry
- Brand recognition lower than some pure-play software companies
Opportunities
- Further expansion into the healthcare market
- Increased demand for outsourcing solutions
- Growth in emerging markets
- Cross-selling opportunities within its existing customer base
- Leveraging AI and machine learning
Threats
- Intense competition
- Economic downturns
- Regulatory changes
- Cybersecurity risks
- Technological disruptions
Competitors and Market Share
Key Competitors
- FIS
- Envestnet (ENV)
- Broadridge (BR)
- Black Knight (BKI)
Competitive Landscape
SS&C competes on price, product features, and customer service. Its broad product portfolio and integrated solutions give it a competitive advantage.
Major Acquisitions
DST Systems
- Year: 2018
- Acquisition Price (USD millions): 5400
- Strategic Rationale: Expanded SS&C's BPO capabilities and its presence in the financial services and healthcare industries.
Growth Trajectory and Initiatives
Historical Growth: SS&C has grown significantly through acquisitions and organic growth, expanding its product offerings and geographic reach. Data would be available from SS&C and other sources such as the SEC filings to fully support this.
Future Projections: Analyst projections vary, but generally anticipate continued growth in revenue and earnings, driven by demand for its software and services. Data would be available from SS&C and other sources such as the SEC filings to fully support this.
Recent Initiatives: Recent initiatives include acquisitions, product enhancements, and expansion into new markets such as healthcare.
Summary
SS&C is a strong player in the financial technology and BPO sectors, driven by its extensive product portfolio and strategic acquisitions. Its high debt and integration risks are aspects to monitor. Continued growth in healthcare and leveraging emerging technologies present significant opportunities for SS&C, though it must be vigilant of intense competition and economic uncertainty.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings (10-K, 10-Q)
- Analyst Reports
- Industry Research Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market data is subject to change. Please consult with a qualified financial advisor before making any investment decisions.
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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