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Upturn AI Summary - About
SS&C Technologies Holdings Inc(SSNC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SSNC
11/05/2026: SSNC (3-star) is a WEAK-BUY. BUY for 15 days. Simulated Profits (-6.85%). Updated daily EoD!
SS&C Technologies is a substantial player in the financial software and services sector, known for providing critical back-office and administrative tools to investment and healthcare firms. The company has a leading position in fund administration and has built a resilient, recurring revenue model through a history of large-scale acquisitions. Its primary growth opportunity lies in leveraging its existing client base to sell additional technology solutions while expanding its healthcare reach. However, high debt levels from its M&A-driven strategy and competition from emerging fintech rivals remain key risks for investors. SS&C may suit investors looking for long-term growth and steady cash flow while monitoring management's ability to deleverage effectively.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is largely driven by M&A rather than purely organic expansion. |
| Momentum investor | Mixed fit | Strong fit while signal remains positive, as the stock often trades on successful integration news. |
| Value investor | Strong fit | Often trades at reasonable valuation multiples relative to its high cash flow generation. |
| Dividend investor | Mixed fit | Provides a modest yield but is not primarily a high-dividend income play. |
| Low-risk investor | Mixed fit | The company's significant debt load introduces moderate balance sheet risk. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock can be sensitive to overall market conditions and interest rate changes. |
| Valuation risk | Medium | Market pricing of M&A success can lead to valuation fluctuations. |
| Competition risk (Cloud-native fintech) | Medium | Nimble, cloud-native competitors may threaten legacy software segments. |
| Business quality | Strong | High switching costs create a durable, recurring revenue stream. |
| Dividend income | Low | Dividends are supplementary rather than the core thesis. |
| Execution risk | Medium / high | Successful integration of large acquisitions is critical for long-term value. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 20.24% | Avg. Invested days 54 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/05/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 18.67B USD | Price to earnings Ratio 23.33 | 1Y Target Price 98.56 |
Price to earnings Ratio 23.33 | 1Y Target Price 98.56 | ||
Volume (30-day avg) 1.8M shares | Beta 1.04 | 52 Weeks Range 61.18 - 89.81 | Updated Date 11/05/2026 |
52 Weeks Range 61.18 - 89.81 | Updated Date 11/05/2026 | ||
Dividends yield (FY) 1.37% | Basic EPS (TTM) 3.41 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Software Services | License fees and maintenance revenue from investment management platforms. | Steady revenue from software clients that renew subscriptions. |
| Fund Administration | Outsourced middle and back-office accounting and reporting. | Service fees tied to the volume and complexity of client assets. |
| Healthcare Technology | Claims processing and benefit management solutions. | Revenue generated from helping health organizations manage administrative workflows. |
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 2026-10-22 | When After Market | Estimate 1.59 | Actual 1.78 |
Profitability
Profit Margin 12.76% | Operating Margin (TTM) 24.22% |
Management Effectiveness
Return on Assets (TTM) 4.99% | Return on Equity (TTM) 12.42% |
Valuation
Trailing PE 23.33 | Forward PE 10.59 | Enterprise Value 26.11B | Price to Sales(TTM) 2.79 |
Enterprise Value 26.11B | Price to Sales(TTM) 2.79 | ||
Enterprise Value to Revenue 3.91 | Enterprise Value to EBITDA 11.55 | Shares Outstanding 234.65M | Shares Floating 200.06M |
Shares Outstanding 234.65M | Shares Floating 200.06M | ||
Percent Insiders 14.43 | Percent Institutions 89.2 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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