SS&C Technologies Holdings, Inc., together with its subsidiaries, provides software products and software-enabled services to financial services and healthcare industries in the Americas, Europe, the Middle East, Africa,…
FAIL · Does not pass the screen
80.88 USD
Price as of 3 Nov 2026Daily close, not a live quote
Screened 2026-11-03 · the tape above runs as of 23:21 UTC · 4 Nov · two dates, stated on purpose · verdict and workings shown in full · never trimmed
Key facts today
Price80.88 USD at the 3 Nov 2026 close
Our value readUndervalued vs our fair value, as of 3 Nov 2026
Positioning no disclosures inside 60 days, left as found
Options put/call open interest 0.18, read 2026-11-02
Ethical does not pass the values gate
Price80.88 USD
Fair value110.00
Ethical score70.0/100
Value readUndervaluedas of 3 Nov 2026
Our investment reviews on this name
2026-10-11Read Accumulation80.65+0.3% to today ✓Markdown gives way to Accumulation with results news in the headlines
2026-10-02Read Markdown79.93+1.2% to today Distribution gives way to Markdown with volume flow in agreement
2026-09-13Read Distribution82.55-2.0% to today ✓Markup gives way to Distribution after a 6% rise in 4 weeks
2026-08-13Read Markup77.90+3.8% to today ✓Distribution gives way to Markup after a 15% rise in 6 weeks
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
SS&C Technologies Holdings Inc holds its Markup at $80.88. The statistical read favours the sellers, held for 5 days.
As held on the ledger · 2026-11-03
Phase
Markup
Quantitative state
The statistical read favours the sellers, held for 5 days
Price at the screen
$80.88
Valuation
23.63 trailing · 10.64 forward price to earnings
Values screen
FAIL· score 70.0
Beta
1.09
The Workings
Five Screens, Shown in Full
Does not pass. Debt ratio
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
36.92%
Below 33%
Interest-bearing debt is 36.9% of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
0.69%
Below 33%
Cash held in interest-bearing accounts and securities is 0.7% of assets, under the one-third limit.
Pass
Receivables
5.61%
Below 49%
Money owed to the company is 5.6% of assets, under the 49% limit.
Pass
Revenue purity
0.13%
Below 5%
Only 0.1% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Falls Short, in Plain English
SS&C Technologies's business is in a permissible area, but its interest-bearing debt is about 37% of the company, just over the ~33% line, so it does not pass on the financial screens.
Read as at 2026-11-05. It updates when the underlying figures move, and past reads are kept below.
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Today SSNC does not pass the screen. If new figures move it to a pass, we send you one short email with the before and after. Verdicts change rarely, so you may not hear from us for a long time.
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What the Numbers Say It Is Worth
The Fair Value Range
Our analysis reads Undervalued vs our fair value, as of 3 Nov 2026: it trades at roughly a 26% discount to our $110.00 fair value, narrow competitive moat, 7.80% revenue growth.
Fair value range in USD, drawn from the 2026-11-03 screen. The gold marker is the market price at the same screen. A 26.5% discount to the base estimate.
Where our models see it going: fair-value estimate $110.00, with a range of $110.00 to $161.76, dated to the 2026-11-03 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Software that runs finance back offices daily
Picture a fund manager closing the books at midnight. SS&C supplies the software that reconciles trades, prices portfolios and keeps healthcare plans compliant across dozens of markets. The business sits in plain sight yet rarely draws attention.
Numbers show steady progress. Revenue rises 9 percent a year, margins hold at 13 percent and return on equity reaches 12 percent. Forward earnings trade at 9.3 times while our fair value sits 57 percent above the current price of 69.56 dollars. Analysts see further upside to 92 dollars and the ethical screen clears without issue.
A narrow moat leaves room for rivals to chip away at pricing power. Growth stays modest and any slowdown in asset management or insurance spending would hit results quickly. Analysis, not advice.
Another profit measure, before interest, tax and non-cash costs: EBITDA.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
SSNC trades on NASDAQ. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-10-29Accumulation$82.010.0%Entry 16
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are down 15%. Our forward projection puts the odds of a 10% gain over the next month near 14%. The street (9 analysts) rates it buy, with a mean price target of $93.
2026-10-22Accumulation$82.05+0.0%Entry 15
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are down 15%. Our forward projection puts the odds of a 10% gain over the next month near 14%. The street (9 analysts) rates it buy, with a mean price target of $93. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-21Accumulation$82.05+0.0%Entry 14
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are down 15%. Our forward projection puts the odds of a 10% gain over the next month near 14%. The street (9 analysts) rates it buy, with a mean price target of $93. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-20Accumulation$82.05+0.0%Entry 13
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are down 15%. Our forward projection puts the odds of a 10% gain over the next month near 14%. The street (9 analysts) rates it buy, with a mean price target of $93. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-19Accumulation$82.05+0.0%Entry 12
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are down 15%. Our forward projection puts the odds of a 10% gain over the next month near 14%. The street (9 analysts) rates it buy, with a mean price target of $93. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-18Accumulation$82.05+0.0%Entry 11
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bullish. Over the past year the shares are down 15%. Our forward projection puts the odds of a 10% gain over the next month near 14%. The street (9 analysts) rates it buy, with a mean price target of $93. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-17Accumulation$82.05+0.0%Entry 10
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bullish. Over the past year the shares are down 15%. Our forward projection puts the odds of a 10% gain over the next month near 14%. The street (9 analysts) rates it buy, with a mean price target of $93. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-16Accumulation$82.05+1.3%Entry 9
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 1.3% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bullish. Over the past year the shares are down 15%. Our forward projection puts the odds of a 10% gain over the next month near 14%. The street (9 analysts) rates it buy, with a mean price target of $93. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-15Accumulation$81.03+0.5%Entry 8
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 0.5% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bullish. Over the past year the shares are down 15%. Our forward projection puts the odds of a 10% gain over the next month near 14%. The street (9 analysts) rates it buy, with a mean price target of $93. It reported earnings in this window, a natural checkpoint for the thesis.
The framework has shifted from markdown to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 0.9% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bullish. Over the past year the shares are down 15%. Our forward projection puts the odds of a 10% gain over the next month near 14%. The street (9 analysts) rates it buy, with a mean price target of $93.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
