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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
10/09/2026: SSNC (3-star) is currently NOT-A-BUY. Pass it for now.
SS&C Technologies is a significant provider of financial software and outsourced administration services, acting as a crucial operational backbone for many global financial institutions. Its primary strength lies in its expansive, integrated platform and a long-standing strategy of acquiring and optimizing complementary financial technology firms. The company’s investment story is centered on capturing efficiencies through automation and scale, though it faces risks related to its high debt levels and the necessity of successful integration of its many acquisitions. SS&C may suit growth-oriented investors looking for exposure to the fintech sector, provided they monitor the company’s ability to manage its leverage and competitive pressure.
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 | Strong fit | SS&C has a long history of compounding revenue and earnings through strategic acquisitions. |
| Momentum investor | Mixed fit | The stock's momentum is typically tied to market sentiment regarding M&A success and financial sector activity. |
| Value investor | Strong fit while signal remains positive | The company often trades at reasonable multiples relative to its steady cash flow generation. |
| Dividend investor | Mixed fit | While SS&C pays a dividend, it is primarily a capital appreciation play rather than a high-yield income stock. |
| Low-risk investor | Mixed fit | The company's high debt load and acquisition-based business model introduce risk factors that may not suit conservative investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock can be sensitive to market cycles and changes in investor sentiment toward the financial sector. |
| Valuation risk | Medium | Paying too high a multiple for acquisitions could limit future returns for shareholders. |
| Competition risk (Fintech and Financial Services incumbents) | Medium / high | Continuous technological evolution from competitors could threaten the relevance of legacy software platforms. |
| Business quality | Strong | SS&C maintains strong, mission-critical relationships with large financial clients, creating high switching costs. |
| Dividend income | Low | Dividends are reliable but represent a small portion of the total return proposition. |
| Execution risk | Medium / high | The business model depends heavily on successfully identifying, acquiring, and integrating new companies. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 29.09% | Avg. Invested days 59 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/09/2026 |
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 18.92B USD | Price to earnings Ratio 23.24 | 1Y Target Price 93.56 |
Price to earnings Ratio 23.24 | 1Y Target Price 93.56 | ||
Volume (30-day avg) 1.5M shares | Beta 1.09 | 52 Weeks Range 61.18 - 88.93 | Updated Date 10/09/2026 |
52 Weeks Range 61.18 - 88.93 | Updated Date 10/09/2026 | ||
Dividends yield (FY) 1.37% | Basic EPS (TTM) 3.47 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Software | Licensing fees and maintenance for platforms like Advent and Blue Prism. | Revenue from firms paying to use the company's proprietary financial tools. |
| Services | Fund administration, middle-office, and outsourced operational services. | Revenue from firms paying SS&C to handle their day-to-day administrative and accounting work. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 23.24 | Forward PE 10.62 | Enterprise Value 26.05B | Price to Sales(TTM) 2.88 |
Enterprise Value 26.05B | Price to Sales(TTM) 2.88 | ||
Enterprise Value to Revenue 3.97 | Enterprise Value to EBITDA 11.59 | Shares Outstanding 234.65M | Shares Floating 200.11M |
Shares Outstanding 234.65M | Shares Floating 200.11M | ||
Percent Insiders 14.43 | Percent Institutions 87.7 |
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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