CoverageForm 410-K10-Q8-K13D13G13F

SSNC · Ss&c Technologies Holdings Inc - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · SSNC

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$1.65B-$1.57B$1.54B$1.51B-$1.47B$1.45B$1.44B-
Cost of Revenue$845.30M-$820.20M$799.90M$766.80M-$761.60M$753.20M$727.80M-
Gross Profit$801.80M-$747.80M$736.90M$747.10M-$704.20M$698.30M$707.20M-
R&D$134.60M-$118.60M$128.10M$129.10M-$131.30M$128.70M$120.90M-
SG&A$117.30M-$118.80M$111.90M$107.80M-$103.70M$99.40M$112.50M-
Total Operating Expenses$403.60M-$382.10M$392.40M$389.20M-$379.10M$370.70M$374.30M-
D&A$181.00M-$17.70M$17.90M$170.80M-$18.90M$18.40M$165.50M-
Operating Income$398.20M-$365.70M$344.50M$357.90M-$325.10M$327.60M$332.90M-
Interest Expense$105.40M-$104.20M$105.50M$105.20M-$109.60M$113.30M$116.00M-
Income Tax$76.80M-$43.50M$58.40M$48.10M-$60.00M$13.80M$66.70M-
Net Income$226.10M-$210.00M$180.80M$213.00M-$164.40M$190.30M$157.60M-
EPS - Basic$0.94-$0.86$0.74$0.87-$0.67$0.77$0.64-
EPS - Diluted$0.91-$0.83$0.72$0.84-$0.65$0.75$0.62-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$420.90M$462.10M$388.30M$480.30M$515.00M$567.10M$694.70M$462.70M$412.50M$432.20M
Accounts Receivable$1.02B$978.70M$961.50M$940.20M$936.30M$902.00M$934.00M$868.40M$879.90M$799.40M
Inventory----------
Accounts Payable$92.00M$87.20M$54.80M$55.20M$59.90M$70.20M$43.60M$57.20M$38.30M$80.30M
Current Assets$5.34B$5.49B$5.32B$4.66B$6.24B$4.86B$3.89B$3.13B$3.51B$4.05B
Total Assets$20.33B$20.71B$19.49B$18.98B$20.40B$19.04B$18.44B$16.91B$17.39B$18.10B
Current Liabilities$4.88B$5.11B$4.77B$4.10B$5.64B$4.35B$3.22B$2.69B$3.07B$3.77B
Long-term Debt$7.32B$7.41B$6.57B$6.80B$6.84B$6.99B$7.16B$6.58B$6.59B$6.67B
Total Liabilities$13.43B$13.77B$12.50B$11.97B$13.55B$12.44B$11.55B$10.42B$10.89B$11.70B
Stockholders' Equity$6.84B$6.89B$6.93B$6.93B$6.79B$6.53B$6.81B$6.43B$6.43B$6.34B
Retained Earnings$4.34B$4.18B$4.05B$3.91B$3.79B$3.64B$3.46B$3.35B$3.22B$3.13B

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$299.70M---$272.20M---$180.50M-
Investing Cash Flow($65.50M)---($63.30M)---($50.60M)-
Financing Cash Flow($741.10M)---$935.30M---($835.90M)-
CapEx$6.00M---$12.70M---$5.80M-
Free Cash Flow$293.70M---$259.50M---$174.70M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin48.7%-47.7%48.0%49.3%-48.0%48.1%49.3%-
Operating margin24.2%-23.3%22.4%23.6%-22.2%22.6%23.2%-
EBITDA margin35.2%-24.5%23.6%34.9%-23.5%23.8%34.7%-
Net margin13.7%-13.4%11.8%14.1%-11.2%13.1%11.0%-
Free cash flow margin17.8%---17.1%---12.2%-
FCF / Net income1.30---1.22---1.11-
R&D / Revenue8.2%-7.6%8.3%8.5%-9.0%8.9%8.4%-
SG&A / Revenue7.1%-7.6%7.3%7.1%-7.1%6.8%7.8%-
Effective tax rate25.4%-17.2%24.4%18.4%-26.7%6.8%29.7%-
Return on assets1.1%-1.1%1.0%1.0%-0.9%1.1%0.9%-
Return on equity3.3%-3.0%2.6%3.1%-2.4%3.0%2.4%-
Return on invested capital2.1%-2.2%1.9%2.1%-1.7%2.3%1.8%-
Liquidity
Current ratio1.101.071.121.141.111.121.211.161.141.07
Quick ratio1.101.071.121.141.111.121.211.161.141.07
Cash ratio0.090.090.080.120.090.130.220.170.130.11
Leverage
Debt / Equity1.071.080.950.981.011.071.051.021.021.05
Debt / Assets0.360.360.340.360.340.370.390.390.380.37
Debt / EBITDA12.64-17.1418.7712.93-20.8019.0013.23-
Interest coverage3.8x-3.5x3.3x3.4x-3.0x2.9x2.9x-
Equity multiplier2.973.012.812.743.012.912.712.632.702.86
Liabilities / Assets0.660.660.640.630.660.650.630.620.630.65
Efficiency
Asset turnover0.08-0.080.080.07-0.080.090.08-
Inventory turnover----------
Days sales outstanding226d-224d223d226d-233d218d224d-
Days inventory outstanding----------
Days payable outstanding40d-24d25d29d-21d28d19d-
Cash conversion cycle----------
Valuation
P / E74.3x-106.9x115.0x99.4x-114.2x83.6x103.8x-
P / B2.4x-3.2x3.0x3.1x-2.8x2.5x2.5x-
P / S10.2x-14.3x13.6x14.1x-12.9x10.9x11.4x-
EV / EBITDA40.8x-74.6x75.1x52.2x-73.6x63.4x45.1x-
Growth
Revenue growth (YoY)8.8%-7.0%5.9%5.5%-7.3%6.5%5.3%-
Revenue CAGR (3y)6.5%-5.9%5.0%5.3%-5.1%4.9%5.2%-
Revenue CAGR (5y)6.0%-6.3%6.2%5.2%-5.1%4.8%4.8%-
Gross profit growth (YoY)7.3%-6.2%5.5%5.6%-7.6%8.9%11.0%-
Operating income growth (YoY)11.3%-12.5%5.2%7.5%-6.1%13.7%18.9%-
Net income growth (YoY)6.2%-27.7%-5.0%35.2%-5.4%45.6%25.1%-
EPS growth (YoY)8.3%-27.7%-4.0%35.5%-6.6%47.1%26.5%-
EPS CAGR (3y)22.9%-10.8%19.7%9.5%--2.0%1.8%-1.6%-
EPS CAGR (5y)7.0%-6.7%2.4%17.8%-12.5%10.8%14.9%-
FCF growth (YoY)13.2%---48.5%----28.5%-
FCF CAGR (5y)10.7%---13.3%---26.7%-
Book value growth (YoY)0.9%5.4%1.7%7.9%5.5%3.1%10.9%4.0%5.8%4.9%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Product / service

$7.33B total
Software Enabled Services$5.21B · 71.1%
License And Maintenance$1.06B · 14.5%
Maintenance And Term Licenses$912.50M · 12.4%
Professional Services$103.80M · 1.4%
Perpetual Licenses$44.80M · 0.6%

Geographic

$10.48B total
Americas Excluding United States And Canada$4.65B · 44.4%
US$4.21B · 40.2%
EMEAExcluding United Kingdom$1.27B · 12.2%
Asia Pacific And Japan$344.00M · 3.3%

Peer comparison

Same SIC group: Services-Prepackaged Software

CompanyRevenue (last FY)Net marginROE
TEAM$5.22B-4.9%-19.1%
CRM$37.90B16.4%10.5%
NOW$13.28B13.2%13.5%
FRSH$838.81M21.9%17.8%
DDOG$3.43B3.1%2.9%

Comparing SS&C Technologies Holdings Inc against the 5 most active filers in the same SIC group.

Dividends

$1.08/share trailing 12 months · +8.0% YoY

Ex-datePer share
Jun 1, 2026$0.2700
Mar 2, 2026$0.2700
Dec 1, 2025$0.2700
Sep 2, 2025$0.2700
Jun 2, 2025$0.2500
Mar 3, 2025$0.2500
Dec 2, 2024$0.2500
Sep 3, 2024$0.2500
Jun 3, 2024$0.2400
Feb 29, 2024$0.2400
Nov 30, 2023$0.2400
Aug 31, 2023$0.2400
May 31, 2023$0.2000
Feb 28, 2023$0.2000
Nov 30, 2022$0.2000
Aug 31, 2022$0.2000
May 31, 2022$0.2000
Feb 28, 2022$0.2000
Nov 30, 2021$0.2000
Aug 31, 2021$0.1600
May 28, 2021$0.1600
Feb 26, 2021$0.1600
Nov 30, 2020$0.1400
Aug 31, 2020$0.1400