PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
SS&C Technologies Holdings, Inc. (SSNC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US78467J1007

CUSIP

78467J100

Sector

Technology

IPO Date

May 31, 1996

Highlights

Market Cap

$18.83B

EPS (TTM)

$2.79

PE Ratio

27.25

PEG Ratio

0.78

Total Revenue (TTM)

$5.76B

Gross Profit (TTM)

$2.83B

EBITDA (TTM)

$2.06B

Year Range

$57.96 - $77.67

Target Price

$84.71

Short %

1.43%

Short Ratio

1.84

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
SSNC vs. PRGS SSNC vs. VOO SSNC vs. UNH SSNC vs. CRVL SSNC vs. VOOG SSNC vs. INTU
Popular comparisons:
SSNC vs. PRGS SSNC vs. VOO SSNC vs. UNH SSNC vs. CRVL SSNC vs. VOOG SSNC vs. INTU

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in SS&C Technologies Holdings, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
19.29%
7.29%
SSNC (SS&C Technologies Holdings, Inc.)
Benchmark (^GSPC)

Returns By Period

SS&C Technologies Holdings, Inc. had a return of 22.26% year-to-date (YTD) and 23.26% in the last 12 months. Over the past 10 years, SS&C Technologies Holdings, Inc. had an annualized return of 11.15%, while the S&P 500 benchmark had an annualized return of 11.01%, indicating that SS&C Technologies Holdings, Inc. performed slightly bigger than the benchmark.


SSNC

YTD

22.26%

1M

0.52%

6M

19.81%

1Y

23.26%

5Y*

5.18%

10Y*

11.15%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

The table below presents the monthly returns of SSNC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.15%4.89%0.96%-3.85%0.26%1.39%16.40%2.93%-0.84%-5.77%10.60%22.26%
202315.92%-2.41%-3.80%3.67%-5.77%10.26%-3.88%-1.01%-8.50%-4.36%12.44%8.62%19.21%
2022-2.57%-5.89%0.07%-13.81%-0.73%-9.25%1.89%-5.43%-14.37%7.69%4.96%-3.16%-35.65%
2021-13.57%5.66%5.42%6.23%-0.26%-2.45%8.78%-3.28%-8.27%14.51%-3.71%7.40%13.73%
20202.62%-11.72%-21.04%25.88%5.19%-2.44%1.81%11.06%-5.02%-2.15%16.56%5.60%19.51%
201914.14%19.79%3.43%6.23%-17.61%3.52%-16.77%-2.58%10.64%0.85%15.70%2.25%37.15%
201824.21%-1.37%8.32%-7.44%2.68%1.94%2.25%11.97%-4.23%-9.98%-5.73%-6.31%12.09%
201712.34%9.19%1.08%3.79%2.46%2.21%0.91%0.05%3.72%0.12%2.89%-1.96%42.53%
2016-5.83%-9.33%9.02%-3.58%0.93%-8.82%14.74%2.47%-2.43%-0.68%-5.82%-4.70%-15.54%
2015-5.40%9.89%2.67%-3.42%-1.86%6.06%8.85%-0.24%3.40%5.87%-2.86%-5.05%17.62%
2014-12.29%-0.36%3.46%-2.75%9.58%3.68%-2.06%4.50%-3.03%10.09%4.87%15.71%32.48%
2013-1.99%11.84%18.45%2.37%3.06%4.02%8.75%-1.09%7.66%3.15%9.70%2.67%91.69%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 81, SSNC is among the top 19% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SSNC is 8181
Overall Rank
The Sharpe Ratio Rank of SSNC is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of SSNC is 7979
Sortino Ratio Rank
The Omega Ratio Rank of SSNC is 7979
Omega Ratio Rank
The Calmar Ratio Rank of SSNC is 7777
Calmar Ratio Rank
The Martin Ratio Rank of SSNC is 8888
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for SS&C Technologies Holdings, Inc. (SSNC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for SSNC, currently valued at 1.28, compared to the broader market-4.00-2.000.002.001.281.90
The chart of Sortino ratio for SSNC, currently valued at 1.86, compared to the broader market-4.00-2.000.002.004.001.862.54
The chart of Omega ratio for SSNC, currently valued at 1.25, compared to the broader market0.501.001.502.001.251.35
The chart of Calmar ratio for SSNC, currently valued at 0.87, compared to the broader market0.002.004.006.000.872.81
The chart of Martin ratio for SSNC, currently valued at 7.52, compared to the broader market0.0010.0020.007.5212.39
SSNC
^GSPC

The current SS&C Technologies Holdings, Inc. Sharpe ratio is 1.28. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of SS&C Technologies Holdings, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.28
1.90
SSNC (SS&C Technologies Holdings, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

SS&C Technologies Holdings, Inc. provided a 1.33% dividend yield over the last twelve months, with an annual payout of $0.98 per share. The company has been increasing its dividends for 9 consecutive years.


0.20%0.40%0.60%0.80%1.00%1.20%1.40%1.60%$0.00$0.20$0.40$0.60$0.802014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017201620152014
Dividend$0.98$0.88$0.80$0.68$0.53$0.43$0.30$0.27$0.25$0.25$0.06

Dividend yield

1.33%1.44%1.54%0.83%0.73%0.69%0.67%0.66%0.88%0.73%0.21%

Monthly Dividends

The table displays the monthly dividend distributions for SS&C Technologies Holdings, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.24$0.00$0.00$0.00$0.24$0.00$0.00$0.25$0.00$0.00$0.25$0.98
2023$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.88
2022$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.80
2021$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.20$0.00$0.68
2020$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.53
2019$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.13$0.00$0.43
2018$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.30
2017$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.27
2016$0.00$0.00$0.06$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.25
2015$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.25
2014$0.06$0.00$0.06

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.3%
SS&C Technologies Holdings, Inc. has a dividend yield of 1.33%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%19.2%
SS&C Technologies Holdings, Inc. has a payout ratio of 19.22%, which is below the market average. This means SS&C Technologies Holdings, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-8.73%
-3.58%
SSNC (SS&C Technologies Holdings, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the SS&C Technologies Holdings, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the SS&C Technologies Holdings, Inc. was 48.86%, occurring on Mar 18, 2020. Recovery took 170 trading sessions.

The current SS&C Technologies Holdings, Inc. drawdown is 8.73%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-48.86%May 1, 2019223Mar 18, 2020170Nov 17, 2020393
-44.33%Jan 13, 2022188Oct 12, 2022
-36.36%Jul 8, 201161Oct 3, 2011112Mar 14, 2012173
-29.78%Sep 4, 201878Dec 24, 201836Feb 15, 2019114
-28.65%Nov 3, 201570Feb 12, 2016298Apr 20, 2017368

Volatility

Volatility Chart

The current SS&C Technologies Holdings, Inc. volatility is 5.18%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.18%
3.64%
SSNC (SS&C Technologies Holdings, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of SS&C Technologies Holdings, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of SS&C Technologies Holdings, Inc. compared to its peers in the Software - Application industry.


PE Ratio
200.0400.0600.0800.01,000.01,200.027.3
The chart displays the price to earnings (P/E) ratio for SSNC in comparison to other companies of the Software - Application industry. Currently, SSNC has a PE value of 27.3. This PE ratio falls in the average range for the industry.
PEG Ratio
-10.0-5.00.05.00.8
The chart displays the price to earnings to growth (PEG) ratio for SSNC in comparison to other companies of the Software - Application industry. Currently, SSNC has a PEG value of 0.8. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for SS&C Technologies Holdings, Inc..


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab