Company Analysis

SS&C Technologies Holdings, Inc. (SSNC)

Nasdaq: SSNC · Services-Prepackaged Software · Windsor, CT · filing with the SEC since 2007
Grade5.3
◀ Past 6.4● Present 6.1▶ Future 3.9

The grade of SS&C Technologies Holdings, Inc.

Nine metrics read from its own filings, by tense
Headline grade
5.3/10
◀ Past6.425% of the headline
● Present6.135% of the headline
▶ Future3.940% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

6.4/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
2.5/10

Has it survived what it has been through?

2 warning events since 2017; the latest 2018-04-16.

weight 22% of this tense · 25th percentile among 230 sector filers · read for itself

From the record

SS&C Technologies Holdings, Inc.'s filings since 2017 show 2 warning events: a debt default or acceleration notice (8-K item 2.04, 2 times, the latest 2018-04-16) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
7.1/10

What has it actually done, year after year?

+17.4% a year over 10 filed years; profitable in 10 of 10.

weight 45% of this tense · 71st percentile among 213 sector filers · read for its customers

From the record

SS&C Technologies Holdings, Inc.'s 10 filed years say what it did: revenue went from $1.5 billion in fiscal 2016 to $6.3 billion in fiscal 2025, up 17.4% a year; it rose in 9 of 9 years; it never fell from a peak; net income was positive in 10 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span17.4%bottom 46% of its family
  • the share of years revenue rosetop 27% of its family
  • the share of filed years with a profittop 7% of its family
  • the deepest fall from a revenue peak0.0%top 27% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
8.2/10

How has it treated the people who own it?

Share count shrank 1.1% a year. 68% of cash flow returned. Insiders: 4 sales, 0 purchases.

weight 33% of this tense · 82nd percentile among 152 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, SS&C Technologies Holdings, Inc.'s diluted share count shrank about 1.1% a year, and dividends and buybacks returned about 68% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 4 sales and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

What it rests on

  • the share count over the yearstop 15% of its family
  • cash returned against operating cash flowtop 22% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

6.1/1035% of the headline grade · 3 of 3 filed

Financial health

as filed
4.8/10

Is it financially healthy right now?

ROE 12%: 12¢ of profit per shareholder dollar. Leverage 67%: owes 67¢ per asset dollar.

weight 45% of this tense · 48th percentile among 217 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, SS&C Technologies Holdings, Inc. earned about 12 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 15 cents per dollar of everything the company owns. Leverage: it owed about 67 cents per dollar of assets, and net share issuance: its share count shrank 0.3% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 25% of its family
  • return on equitytop 28% of its family
  • gross profit against assetsbottom 18% of its family
  • the share count against the year beforetop 23% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
6.8/10

How strong is its position in its industry?

top 32% of 218 in its family; net margin 12.7%.

weight 33% of this tense · 68th percentile among 218 sector filers · read for its customers

From the record

SS&C Technologies Holdings, Inc.'s standing among 218 graded names in its industry family: revenue of $6.3 billion in fiscal 2025 ranks in the top 6% by size; a net margin of 12.7% ranks in the top 24%; revenue growth of 5.9% a year over the last 3 filed years ranks in the bottom 33% (its annual reports).

What it rests on

  • revenue against the family$6.27Btop 6% of its family
  • net margin12.7%top 24% of its family
  • three-year revenue growth5.9%bottom 33% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
7.9/10

What are the people in charge doing?

top 21% of 139 in its family for leadership; chief executive since 2010.

weight 22% of this tense · 79th percentile among 139 sector filers · read for its shareholders

From the record

SS&C Technologies Holdings, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Stone, William C (Chairman of the Board & CEO, as filed), filing under that title since 2010-03-30, 16.6 years (top 3% of its family); the 11 officers and directors filing in the last fifteen months have been on the record a median of 12.4 years (top 4%); 6 officer or director changes were reported on Form 8-K since 2023-11-13, against the 11 people in charge now (bottom 45%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge6 in three years among 11 peoplebottom 45% of its family
  • the median years the people in charge have filed12.4 yearstop 4% of its family
  • the chief executive's years on the record16.6 yearstop 3% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

3.9/1040% of the headline grade · 3 of 3 filed

Room to expand

as filed
3.0/10

How much room does it have to grow?

bottom 30% of 216 in its family for room to expand.

weight 22% of this tense · 30th percentile among 216 sector filers · read for itself

From the record

SS&C Technologies Holdings, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $462 million against debt of $7.4 billion leaves -33.5% of its assets as net cash, bottom 6% of its family; cash from operations less capital spending is 26.5% of revenue (top 20%); a gross margin of 48.2% (bottom 23%); research spending of 8.1% of revenue (bottom 13%) (its annual report).

What it rests on

  • cash less debt against assets-33.5%bottom 6% of its family
  • cash from operations less capital spending against revenue26.5%top 20% of its family
  • gross margin48.2%bottom 23% of its family
  • research spending against revenue8.1%bottom 13% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
4.2/10

What could actually drive growth from here?

bottom 42% of 213 in its family for growth drivers.

weight 45% of this tense · 42nd percentile among 213 sector filers · read for its customers

From the record

SS&C Technologies Holdings, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 5.9% a year over the last three filed years against 17.4% over all 10, slowing (bottom 34% of its family); the newest year grew 6.6% (bottom 31%); research spending grew 4.3% a year (bottom 40%); capital spending grew 8.4% a year (top 38%) (its annual reports). SS&C Technologies Holdings, Inc. reported 4 product lines in fiscal 2025: Software Enabled Services at $5.2 billion (83%), Maintenance and Term Licenses at $913 million (14%), Professional Services at $104 million (2%), and 1 more; 3 of 4 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-11.5 points a yearbottom 34% of its family
  • the newest year's revenue growth6.6%bottom 31% of its family
  • three-year growth of research spending4.3%bottom 40% of its family
  • three-year growth of capital spending8.4%top 38% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
4.1/10

Did its newest year beat what its own record pointed to?

bottom 41% of 194 in its family for expectations against reality.

weight 33% of this tense · 41st percentile among 194 sector filers · read for its shareholders

From the record

SS&C Technologies Holdings, Inc.'s newest year against its own record: revenue of $6.3 billion in fiscal 2025 came in 1.1% above the $6.2 billion its prior three years' pace pointed to (top 43% of its family); net income of $797 million against a prior three-year average of $673 million (bottom 37%); a net margin of 12.7% against 12.1% before (bottom 29%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace1.1%top 43% of its family
  • net income against the prior three years' average+19%bottom 37% of its family
  • net margin against its prior average+0.6 pointsbottom 29% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton SSNC · research, not advice