# SS&C Technologies Holdings Inc. (SSNC) fundamentals

Data as of 2026-11-04. NASDAQ, United States. Sector: Technology / Software. Price $80.88, market value $19.0 billion.

## Valuation
- **P/E (trailing): 23.3×** (5-yr avg 24.6×, 3-yr avg 25.7×). SS&C Technologies Holdings Inc. trades at 23.3× trailing earnings, close to its own five-year average of 24.6×. The Technology median in the September 2026 study was 32.1×. Forward P/E is 10.5×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 2.09**. A PEG of 2.09 means the P/E is high relative to expected earnings growth; the price already assumes a lot.
- **Price / sales: 2.9×**. Each dollar of revenue is priced at 2.9×.
- **Price / book: 2.8×**. The shares trade at 2.8× book value; book value is a meaningful part of the valuation.
- **EV / EBITDA: 11.4×**. Enterprise value is 11.4× operating earnings before depreciation, the multiple that ignores how the company is financed.
- **Free-cash-flow yield: 9.2%** (5-yr avg 7.5%). Free cash flow equals 9.2% of the market value, above its five-year average of 7.5%, so the shares are cheaper on cash than they have usually been. Above 5% is generally attractive.
- **Earnings yield: 4.3%**. The inverse of the P/E: 4.3% of the price is earned each year.

## Profitability
- **Gross margin: 48.1%**. SS&C Technologies Holdings Inc. keeps 48.1% of revenue after the direct cost of what it sells.
- **Operating margin: 23.6%**. 23.6% of revenue is left after running the business, a healthy level in most sectors.
- **Net margin: 12.7%**. 12.7% of each dollar of sales reaches the bottom line.
- **Return on equity: 11.6%**. 11.6% on shareholders' equity is solid.
- **Return on invested capital: 8.8%**. Return on all capital, debt included, is 8.8%.
- **Return on assets: 4.2%**. Each dollar of assets produces 4.2% of profit.

## Growth
- **Revenue growth (1 yr): 6.6%** (3-yr 5.9%/yr, 5-yr 6.1%/yr). Revenue grew 6.6% over the last year, against 6.1% a year compounded over five years.
- **EPS growth (1 yr): 5.0%** (3-yr 8.3%/yr, 5-yr 6.0%/yr). Earnings per share rose 5.0%, roughly in step with revenue.
- **Free-cash-flow growth (3 yr): 15.8%/yr**. Free cash flow has compounded at 15.8% a year over three years, keeping pace with earnings: the growth is real cash.

## Financial health
- **Debt to equity: 1.08**. Debt is 1.08 times equity, a leveraged balance sheet that needs steady cash flow to service.
- **Net debt / EBITDA: 3.1×**. It would take 3.1 years of operating earnings to repay net borrowings, above the 3× level most lenders treat as comfortable.
- **Current ratio: 1.07** (quick 1.07). Current assets cover the next year's liabilities 1.07 times.
- **Altman Z-score: 1.85**. A Z-score of 1.85 is in the grey zone; not distressed, not clearly safe.
- **Piotroski F-score: 5/9**. 5 of 9 checks pass: mixed.

## Dividends
- **Dividend yield: 1.48%** ($1.11 per share, trailing). SS&C Technologies Holdings Inc. yields 1.48%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 32%** (15% of free cash flow). 32% of earnings goes out as dividends, leaving room to keep raising it.
- **Consecutive years of increases: 12**. 12 straight years of increases, a record that survived at least one recession.
- **Dividend growth (5 yr): 14.4%/yr** (1-yr 6.1%). The dividend has compounded at 14.4% a year over five years, doubling roughly every 5 years at that pace.

## Analyst view
- **Analyst consensus: buy** (9 analysts). 9 analysts cover SS&C Technologies Holdings Inc.; the consensus is buy, with an average price target of $98.56 (+22% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): -2.9%** (YTD -6.0%, 3-mo 2.7%). The shares are down 2.9% over twelve months including dividends.
- **From 52-week high: -10.1%** (31.7% above the low). Trading 10% below its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 49**. An RSI of 49 is neutral.
- **Beta (1 yr): 0.48** (volatility 29%). Beta of 0.48 against the S&P 500: the shares move much less than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=SSNC · Page: https://foliofundamentals.com/stocks/ssnc

Not investment advice.