SS and C TECHNOLOGIES HLDGS INC (SSNC)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$83.65-1.16%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · SSNC
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-09-04.
The screen ranks SSNC against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6360).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 80% of the last 5 guided quarters · 41.1% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Maintain and grow revenue, operating income, and earnings per share with consistent execution and margin expansion.
Stated as a priority in 2 of last 2 quarters. Adjusted revenues grew from $1,648.2 million in 2026-Q1 to $1,696.9 million in 2026-Q2, adjusted consolidated EBITDA increased from $651.0 million to $670.7 million, and GAAP operating income rose from $398.2 million to $417.1 million. Management's emphasis on strong quarterly financial results aligns with consistent growth and margin expansion, indicating delivery on this priority.
“SS&C delivered another record quarter, organic growth of 7.6 percent, adjusted revenues of $1,697 million and adjusted consolidated EBITDA of $671 million.”
“SS&C's strong first quarter results of $1,648 million adjusted revenues and $651 million adjusted consolidated EBITDA reflect our deeply embedded infrastructure.”
Return capital to shareholders through dividends and opportunistic share repurchases while maintaining flexibility for acquisitions and debt reduction.
Stated as a priority in 2 disclosures including 2026-Q2 and May 2026. The company returned $499.2 million to shareholders in Q2 2026 via $435.2 million in share repurchases and $64.0 million in dividends, and the Board authorized a $1.5 billion repurchase program with a $0.27 quarterly dividend. This shows active capital return consistent with management's stated priority.
Use AI technology to enhance platforms and drive growth opportunities across financial and healthcare services.
Stated in 2 disclosures including 2026-Q2 and May 2026. While management highlights AI as a structural tailwind and robust opportunity pipelines, the financials show steady revenue growth and margin expansion but no specific AI-related revenue milestones. The trajectory is consistent with ongoing growth but delivery on AI-specific impact is not quantifiable from the data.
Over the trailing year it converted 1.44x of net income into operating cash flow. Historically, Information Technology names rated neutral grew net income 57% of the time over the next year (vs 52% for the rest of the cohort, n=4162).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to real (inflation-adjusted) rates, the US dollar, long-term interest rates, Fed net liquidity (low R² over the window).
12 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated stable grew net income 54% of the time over the next year (vs 60% for the rest of the cohort, n=2709).
Not investment advice. As of 2026-09-04.
“Year to date, we returned 100 percent of allocated capital to shareholders through share repurchases and dividends.”
“The structural advantages of SS&C's business model are reflected in strong sales, robust renewal performance, and steady margin expansion.”