SS and C TECHNOLOGIES HLDGS INC (SSNC)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-09
$79.34-1.38%
Close 2026-09-09 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-09
Intact: The reason to own it still holds.
SS&C grows revenue about 7% a year with profit near $6.9 per share. The company buys back up to $1.5 billion in shares and pays a steady $0.27 quarterly dividend. AI focus supports future growth. The stock trades cheap with a price-to-earnings ratio near 10.
Growth could slow below 7% and profit margins may shrink. AI investments might not pay off. Rising debt from acquisitions could pressure cash flow. The stock faces risk from a soft guidance outlook.
The price is about 31% below our fair value near $94. Analysts expect 7% revenue growth. Our view aligns with Street estimates but sees risk from soft guidance and AI execution.
Breaks if: Buyback program is reduced or cancelled
Breaks if: Dividend falls below $0.27 per share
Breaks if: EPS falls below $6.9 in FY26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a focus on steady growth and shareholder returns. The current thesis is supported by strong financial results and a commitment to capital allocation, though it faces some near-term risks.
The market currently prices SSNC as cheap compared to its peers, with a slight expectations gap. This suggests that investors may not fully anticipate the potential for continued strong performance and effective management execution.
Management has prioritized delivering strong quarterly results, which they have achieved recently. However, while revenue growth is steady, the specific impact of AI on growth remains unclear, presenting a mixed outlook.
The long-term thesis hinges on several factors, including the potential for the Fed to cut rates, which could benefit SSNC and other tech companies. Additionally, the performance of sector leaders like SAP and CRM will be crucial for maintaining momentum.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports the growth objective. The new AI fund mandate enhances growth potential. There are no current threats to the thesis.
as of 2026-09-09
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: YoY revenue growth falls below 7% in FY26
Overall, SSNC appears to be in a stable position with strong fundamentals, but it must navigate potential risks and sector dynamics. Not investment advice.