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
82.55 USD
At the last full screen 2026-09-02
Screened 2026-09-02 · the tape above runs as of 13:00 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its accumulation label.
SS&C Technologies Holdings Inc holds its Accumulation at $82.55. Consolidating, no directional conviction, held for 4 days.
As held on the ledger · 2026-09-02
Phase
Accumulation
Quantitative state
Consolidating, no directional conviction, held for 4 days
Price at the screen
$82.55
Valuation
23.72 trailing · 10.68 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.
Fair value range in USD, drawn from the 2026-09-02 screen. The gold marker is the market price at the same screen. A 35.7% margin of safety to the base estimate.
Third-party analyst targets: 9 covering, consensus Buy. The average target sits +9% from the screen price.
Reading the gap · Both our model and the analysts see meaningful upside from here.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-02 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.
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 framework has shifted from markup to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved up 6.0% 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.
2026-08-13Markup · changed$77.90+15.1%Entry 4
The framework has shifted from distribution to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 15.1% 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.
2026-07-18Distribution$67.68+0.0%Entry 3
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. 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.
2026-07-03Distribution$67.68+0.0%Entry 2
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows modest positive risk-adjusted returns.
2026-07-02Distribution$67.68Entry 1
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows modest positive risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
