SS&C Technologies (SSNC): Updated Valuation After Positive Results and Raised Earnings Outlook

SS&C Technologies Holdings (SSNC) just reported third quarter results that topped expectations, crediting growth in its core GlobeOp and Global Investor and Distribution Services businesses. Management also cited fresh international business and higher full-year earnings guidance as key takeaways.

See our latest analysis for SS&C Technologies Holdings.

SS&C’s steady climb has been hard to ignore, posting a 12.6% year-to-date share price return and an impressive 22.1% total shareholder return over the past year. Major updates, including its recent buyback completion and the launch of AI-driven agent services, have helped fuel new optimism. Momentum is building as both recurring growth and innovation continue to resonate with investors long term.

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With results coming in strong and shares still trading at nearly a 20 percent discount to analyst targets, investors might be wondering if SS&C remains a compelling bargain, or if the market is already factoring in all of its upside.

Most Popular Narrative: 15.5% Undervalued

SS&C Technologies Holdings is trading at a notable discount to its most widely followed narrative fair value of $100.44, with shares last closing at $84.92. The gap between these figures has analysts and investors paying close attention to what could propel the valuation higher.

The integration of AI-driven automation platforms like Blue Prism, designed to enhance operational efficiency, is anticipated to reduce costs and improve net margins over time. The strategic lift-out agreement with Insignia Financial is set to contribute significantly to SS&C's revenue in the latter half of 2025, supporting a stronger revenue forecast.

Read the complete narrative.

Earnings growth, margin expansion, and ambitious revenue projections form the heartbeat of this valuation. What is the key number driving this upside, and will margins or growth rates surprise you? Uncover which bold financial assumptions underpin the fair value and reveal what the consensus sees in SS&C's future.

Result: Fair Value of $100.44 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, persistent currency headwinds or unexpected margin pressure could quickly challenge even the most optimistic expectations for SS&C’s future performance.

Find out about the key risks to this SS&C Technologies Holdings narrative.

Story Continues

Another View: What Do the Multiples Say?

While narrative fair value points to SS&C stock being undervalued, a look at its price-to-earnings ratio tells a slightly different story. At 24.3x, SS&C is priced just below the US Professional Services industry average of 25.4x, but higher than its peer group at 20.9x. Compared to the fair ratio of 27.5x, there is potential room for the market to move higher. However, the premium over peers may indicate that much of the good news is already reflected in the price. Does this leave enough margin for future outperformance, or are expectations running a little high?

See what the numbers say about this price — find out in our valuation breakdown.NasdaqGS:SSNC PE Ratio as at Nov 2025

Build Your Own SS&C Technologies Holdings Narrative

If you see the story differently, or want to dig into the figures for yourself, you can build your own perspective quickly and easily by using the following tool: Do it your way

A great starting point for your SS&C Technologies Holdings research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include SSNC.

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