SS&C Technologies Holdings Inc Dossier
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SectorInformation Technology IndustrySoftware - Application Beta (adjusted)1.06 Intrinsic Value $74.54median of 6 methods · middle span $65-$117based on filings through 30 Jun 2026 Market Price $78.44Price as of 1 Oct 2026 Near fair valueIntrinsic value is 5% below the market price −50% · IV below pricenear fair value ±15%IV above price · +50% Data confidence Sign in to view data confidence Market Cap $18.4B Enterprise Value $25.5B Shares Outstanding 244.2M diluted Moat Rating Narrow Next Earnings Date22 Oct 2026 Last ex-dividend1 Jun 2026 All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference. ThesisStreet consensus, scenarios, merits, risks, and invalidation triggers Thesis Summary SS&C entered the second half of 2026 with strong operating momentum: second-quarter adjusted revenue increased 10.3%, adjusted organic revenue increased 7.6%, adjusted diluted EPS increased 18.1%, and adjusted consolidated EBITDA margin reached 39.5%. Management also increased the annual dividend by 11.1%. These strengths are balanced by $7.6 billion of gross debt, a 2.75x consolidated net leverage ratio, and execution risk around sustaining growth and margins. This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today. Street view · analyst 12-month targets Low · most bearish analyst$82.00 Mean target$92.33 High · most bullish analyst$112.00 Street targets sit above today's price; our intrinsic value sits below it. Different horizons, different questions. Our research · scenarios, merits, risks, and invalidation triggersResearch as of 2 Sep 2026 Scenarios · 12-month scenario targets Bear CaseDownside scenario $70.0020% A bear outcome assumes organic growth falls below 5%, adjusted EBITDA margin retreats below 38%, or leverage rises above 3.5x because of weaker execution, acquisition spending, or insufficient debt reduction. Any reduction below the current FY 2026 guidance floors would reinforce this case. Base CaseCentral scenario $92.3355% Matches the consensus meanThe base case assumes FY 2026 adjusted revenue and adjusted diluted EPS remain within management's $6.672-$6.832 billion and $6.93-$7.25 guidance ranges, respectively, while organic growth moderates from the second-quarter rate and leverage declines only gradually. Bull CaseUpside scenario $105.0025% A bull outcome assumes organic growth remains near the second-quarter rate, adjusted EBITDA margin holds around 39.5% or improves, FY 2026 results reach the upper ends of management's adjusted revenue and EPS ranges, and cash generation supports continued repurchases, dividend growth, and deleveraging. Scenarios are anchored to street consensus at the research date, with our probabilities and rationale. Key Investment Merits
Key Investment Risks
All scenarios are estimates and subject to change. Past performance is not indicative of future results. Quality Pillars MembersThis section is available to registered members. Create a free account or sign in to unlock the full breakdown. Explore this dossierValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework. |