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Upturn AI SWOT - About
SSNC 
SS&C Technologies Holdings Inc (SSNC)
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Upturn Advisory Summary
04/01/2025: SSNC (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 23.32% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 20.59B USD | Price to earnings Ratio 27.84 | 1Y Target Price 95.9 |
Price to earnings Ratio 27.84 | 1Y Target Price 95.9 | ||
Volume (30-day avg) 1492097 | Beta 1.36 | 52 Weeks Range 58.84 - 89.73 | Updated Date 03/31/2025 |
52 Weeks Range 58.84 - 89.73 | Updated Date 03/31/2025 | ||
Dividends yield (FY) 1.20% | Basic EPS (TTM) 3 |
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 12.93% | Operating Margin (TTM) 23.4% |
Management Effectiveness
Return on Assets (TTM) 4.52% | Return on Equity (TTM) 11.71% |
Valuation
Trailing PE 27.84 | Forward PE 14.1 | Enterprise Value 26824540971 | Price to Sales(TTM) 3.5 |
Enterprise Value 26824540971 | Price to Sales(TTM) 3.5 | ||
Enterprise Value to Revenue 4.56 | Enterprise Value to EBITDA 13.17 | Shares Outstanding 246486000 | Shares Floating 213655914 |
Shares Outstanding 246486000 | Shares Floating 213655914 | ||
Percent Insiders 13.28 | Percent Institutions 85.68 |
Analyst Ratings
Rating 4.25 | Target Price 84.71 | Buy 5 | Strong Buy 5 |
Buy 5 | Strong Buy 5 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
SS&C Technologies Holdings Inc
Company Overview
History and Background
SS&C Technologies was founded in 1986 by William Stone. Initially focused on providing software and services to the investment management industry, it has grown through acquisitions and organic growth to become a major player in financial technology.
Core Business Areas
- Financial Services: Provides a range of software and services to hedge funds, private equity firms, banks, insurance companies, and other financial institutions. Includes fund administration, accounting, and regulatory reporting solutions.
- Healthcare: Offers healthcare technology solutions focused on claims processing, benefit administration, and population health management.
- Real Estate: Provides software and services for real estate investment management, including accounting, reporting, and investor relations solutions.
- Technologies and Products: Provides software platforms and products like fund administration, trading, portfolio management, and compliance solutions.
Leadership and Structure
Bill Stone is the Chairman and CEO. The company has a typical corporate structure with various departments reporting to executive leadership.
Top Products and Market Share
Key Offerings
- Advent Geneva: Portfolio management and accounting platform for investment managers. Estimated market share is substantial within its niche, though specific figures vary. Competitors include Black Diamond by Advent (also owned by SS&C), SimCorp Dimension, and Charles River IMS.
- SS&C Intralinks: Secure content collaboration platform used for M&A deals, fundraising, and investor reporting. Competitors include DealRoom, Datasite, and Merrill Corporation DataSite.
- GoEquity: Software for the alternative investment community to automate LP/GP data capture, workflow, and analytics. Competitors include Canoe Intelligence and Dynamo Software.
Market Dynamics
Industry Overview
The financial technology (FinTech) industry is growing rapidly, driven by increasing demand for automation, regulatory compliance, and data analytics. Healthcare IT is similarly experiencing growth due to the need for efficient claims processing and data-driven insights.
Positioning
SS&C is a leading provider of software and services for financial institutions. Its competitive advantages include its broad product portfolio, deep industry expertise, and established customer relationships.
Total Addressable Market (TAM)
The total addressable market is estimated to be several hundred billion dollars across the various segments SS&C serves. SS&C is positioned to capture a significant share of this market through its comprehensive solutions and expanding global presence.
Upturn SWOT Analysis
Strengths
- Broad product portfolio
- Established customer base
- Strong industry expertise
- Recurring revenue model due to long-term contracts
- Proven acquisition strategy
Weaknesses
- Integration challenges from acquisitions
- Complexity of product offerings
- Dependence on key personnel
- Competition from smaller, more agile firms
Opportunities
- Expanding into new geographies
- Developing innovative cloud-based solutions
- Capitalizing on regulatory changes
- Further acquisitions to broaden product offerings
Threats
- Intense competition
- Cybersecurity risks
- Economic downturns
- Rapid technological changes
Competitors and Market Share
Key Competitors
- MSFT
- FIS
- JKHY
- ADSK
- INTU
- ORCL
Competitive Landscape
SS&C competes with a range of companies, including large technology vendors and specialized software providers. Its strength lies in its comprehensive suite of solutions and its expertise in the financial services industry.
Major Acquisitions
Complete Solar
- Year: 2020
- Acquisition Price (USD millions): 80
- Strategic Rationale: Expanded SS&C's offerings in the solar loan space.
DST Systems
- Year: 2018
- Acquisition Price (USD millions): 5400
- Strategic Rationale: Significantly broadened SS&C's capabilities in fund administration and wealth management.
Growth Trajectory and Initiatives
Historical Growth: SS&C has demonstrated significant growth through both organic expansion and strategic acquisitions.
Future Projections: Analysts generally project continued growth for SS&C, driven by demand for its software and services.
Recent Initiatives: Recent initiatives include product enhancements, expansion into new markets, and strategic acquisitions.
Summary
SS&C Technologies is a strong company with a diversified portfolio of software and services for the financial and healthcare industries. Its strength lies in its comprehensive solutions and recurring revenue model, but it faces competition and integration challenges. The company's acquisition strategy has fueled growth, but managing integration risks is crucial. SS&C should continue focusing on innovation and expanding its global presence to maintain its competitive edge.
Similar Companies
- MSFT
- FIS
- JKHY
- ADSK
- INTU
- ORCL
Sources and Disclaimers
Data Sources:
- Company SEC filings
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a financial professional. Market share figures are estimates and may not be precise.
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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