SS&C Technologies reported third-quarter 2026 organic revenue growth of 5.2%, slightly above its 5.0% guidance midpoint. Adjusted EBITDA rose 9%. SS&C maintained its full-year organic revenue outlook and raised its 2026 adjusted earnings per share outlook by 0.7% at the midpoint.
SSNC is trading within a range we consider fairly valued.
Price
$82.96
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say
Bulls
Shares of SS&C trade well below the market overall and appear cheap.
Bears
SS&C’s acquisition strategy relies on a favorable financing environment and reasonable prices for acquisition targets. Elevated multiples for potential targets makes it harder for SS&C to find attractive acquisition opportunities.
SS&C Technologies provides software products and software-enabled services to a variety of customers primarily in financial services. Acquisitions are a large part of SS&C's history. SS&C GlobeOp provides fund administration services to alternative and traditional asset managers. In addition, SS&C provides portfolio accounting, portfolio management, trading, banking/lending, and other software to asset managers, banks, and financial advisors. SS&C’s purchase of Intralinks makes it a leading player in virtual deal room solutions. With its 2018 purchase of DST Systems, SS&C gained a foothold in the healthcare industry with pharmacy health management solutions and medical claim administration services. In 2022, SS&C acquired robotic process automation software firm Blue Prism.