Research / Stocks / SSNC SSNC Nasdaq CIK 0001402436
SS&C Technologies Holdings Inc · Services-Prepackaged Software
COVERAGE / STANDARD
Latest filing 4 · Aug 18, 2026
Research state Latest filing analysis is current
Last SEC check Sep 13, 2026
Data basis Official SEC · no quote feed Component status Filing Evidence Research Current Official SEC filing history is available
Structured Financials Research Current Validated structured financial research is available
Filing Analysis Research Current No filing analysis job is currently running
Fundamental State Research Current Fundamental State depends on validated comparable financial metrics
RESEARCH SNAPSHOT SS&C Technologies Holdings Inc's latest supported as-filed period reports revenue of $1.7B ; gross margin moved 31 basis points higher on the same comparison basis. Every value below links to its SEC accession and metric lineage.
Deterministic / evidence backed Key research observations No material rule-based research observation currently meets GrossPattern's Insight value threshold. Current state, direction, and filing evidence remain available below.
Current configuration / point in time Fundamental state A multidimensional view of the latest comparable filing—not a composite score or recommendation.
Debt relative to revenue 50th Own-history percentile · N=10
Method Level · gp.fundamentals.debt_to_revenue
Raw value 446.85% · OPTIONAL
Capex intensity 30th Own-history percentile · N=10
Method Level · gp.fundamentals.capex_revenue_ratio
Raw value 0.78% · OPTIONAL
Operating cash generation 70th Own-history percentile · N=10
Method Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue
Raw value 24.57% · OPTIONAL
Revenue growth RAW Current state valid · history insufficient
Method Yoy · gp.fundamentals.revenue
Raw value 10.34% · CORE
Gross margin 60th Own-history percentile · N=10
Method Level · gp.fundamentals.gross_margin
Raw value 48.26% · CORE
Operating margin 100th Own-history percentile · N=10
Method Level · gp.fundamentals.operating_margin
Raw value 24.60% · CORE
R&D intensity 10th Own-history percentile · N=10
Method Ratio · gp.fundamentals.rnd + gp.fundamentals.revenue
Deterministic multi-period research Company direction Business direction, financial quality, capital allocation, and governance evidence remain separate—never collapsed into a recommendation score.
As filed Jun 30, 2026 General Corporate
Capital Allocation 5 evidence-backed dimensions Balance Sheet Leverage Stable Capex Intensity Inflecting Cash Generation Stable R And D Intensity Decreasing Sbc Intensity Inflecting [email protected] · 11 historical states · 38% confidenceCompany Direction 8 evidence-backed dimensions Balance Sheet Leverage Stable Capex Intensity Inflecting Cash Generation Stable Margin Stable Profitability Improving [email protected] · 11 historical states · 36% confidenceFinancial Quality 5 evidence-backed dimensions Balance Sheet Leverage Stable Cash Generation Stable Margin Stable Profitability Improving Sbc Intensity Inflecting [email protected] · 11 historical states · 38% confidenceGovernance Evidence 4 evidence-backed dimensions Filing Amendments Observed Auditor Changes None Detected Sbc Intensity Observed Insider Activity Observed [email protected] · 11 historical states · 50% confidenceInterpretation boundary Direction describes measurable company fundamentals. Governance reports observable evidence only; it does not grade management character or predict stock returns.
Comparable evidence Peer context Latest available comparable states within 180 days, normalized with robust median/MAD statistics.
Margin
SSNC 48.3
Peer median 72.6
Peer percentile 15th 131 valid peers · 83% coverage · -1.8 robust σ Profitability
SSNC 24.6
Peer median -1.8
Peer percentile 91th 148 valid peers · 94% coverage · +1.2 robust σ R And D Intensity
SSNC 7.8
Peer median 21.6
Peer percentile 6th 131 valid peers · 83% coverage · -1.1 robust σ Sbc Intensity
SSNC 3.7
Peer median 10.9
Peer percentile 13th 142 valid peers · 90% coverage · -0.9 robust σ Cash Generation
SSNC 24.6
Peer median 16.4
Peer percentile 64th 143 valid peers · 91% coverage · +0.4 robust σ Capex Intensity
SSNC 0.8
Peer median 1.0
Peer percentile 44th 124 valid peers · 79% coverage · -0.1 robust σ Open group breadth → Divergence is context, not positive or negative. INSIDER STATE / 90D Recent disclosed activity
Open-market purchases 0
Sales 0
Distinct buyers 0
Repeat buyer NO Conservative Form 4 classification · not a sentiment label Flagship analysis / V3 What changed? The most important deterministic changes, ranked by magnitude, issuer history, persistence, and accounting profile.
Current 10-Q 0001193125-26-326105 10 governed changes · top 7 shown
01
LOW IMPORTANCE Cash 0TH HISTORICAL PCTL · N=1
Cash & equivalents decreased 9.5% Cash & equivalents changed -9.5% from the comparable as-filed period.
Why this ranks here · [email protected] $480.3M → $434.8M Comparable → current
02
HIGH IMPORTANCE Debt 100TH HISTORICAL PCTL · N=3
Debt increased 1225.0% Debt changed +1225.0% from the comparable as-filed period.
Why this ranks here · [email protected] $20.0M → $265.0M Comparable → current
03
INFORMATIONAL IMPORTANCE Margin 0TH HISTORICAL PCTL · N=2
Gross margin moved 31 bp higher Gross margin changed +31 basis points from the comparable as-filed period.
Why this ranks here · [email protected] 47.95% → 48.26% Comparable → current
04
HIGH IMPORTANCE Margin 100TH HISTORICAL PCTL · N=2
Gross profit increased 11.0% Gross profit changed +11.0% from the comparable as-filed period.
As-filed financials Financial trajectory Each point keeps the date investors could first observe it and its accession.
As filed Current normalized · later
Capex / revenue 0.78% +115.3% ↑ Capital expenditure $13.3M +121.7% ↑ Cash & equivalents $434.8M +0.0% ↑ Debt $265.0M +140.9% ↑ Free-cash-flow proxy $403.4M +37.4% ↑ Gross margin 48.26% +0.0% ↑ Interest expense $107.0M +1.5% ↑ Interest income -$120.6M -2.2% ↓
ACTIVE TRACE Revenue SSNC · as filed with the SEC · reported-date aware
Capex / revenue Q2 / 2026-06-30 0.78% +115.3% sequential point Trace ↗ Evidence inspector
Loading lineage… × Capital expenditure Q2 / 2026-06-30 $13.3M +121.7% sequential point Trace ↗ Evidence inspector
Loading lineage… × Cash & equivalents Q2 / 2026-06-30 $434.8M +0.0% sequential point Trace ↗ Evidence inspector
Loading lineage… × Debt Q2 / 2026-06-30 $265.0M +140.9% sequential point Trace ↗ Evidence inspector
Loading lineage… × Free-cash-flow proxy Q2 / 2026-06-30 $403.4M +37.4% sequential point Trace ↗ Evidence inspector
Loading lineage… × Gross margin Q2 / 2026-06-30 48.26% +0.0% sequential point Trace ↗ Evidence inspector
Loading lineage… × Interest expense Q2 / 2026-06-30 $107.0M +1.5% sequential point Trace ↗ Evidence inspector
Loading lineage… × Interest income Q3 / 2023-09-30 -$120.6M -2.2% sequential point Trace ↗ Evidence inspector
Loading lineage… × Net income Q2 / 2026-06-30 $234.8M +3.8% sequential point Trace ↗ Evidence inspector
Loading lineage… × Operating cash flow Q2 / 2026-06-30 $416.7M +39.0% sequential point Trace ↗ Evidence inspector
Loading lineage… × Operating margin Q2 / 2026-06-30 24.60% +0.0% sequential point Trace ↗ Evidence inspector
Loading lineage… × Research & development Q2 / 2026-06-30 $132.3M -1.7% sequential point Trace ↗ Evidence inspector
Loading lineage… × Primary evidence Filing timeline Direct SEC links, filing dates, report periods, and amendment flags.
4 Aug 18, 2026 Period Aug 15, 2026 0001193125-26-355409SEC ↗ 10-Q Jul 30, 2026 Period Jun 30, 2026 0001193125-26-326105SEC ↗ 8-K Jul 23, 2026 Period Jul 23, 2026 0001193125-26-314097SEC ↗ 4 May 22, 2026 Period May 20, 2026 0001193125-26-237074SEC ↗ 4 May 22, 2026 Period May 20, 2026 0001193125-26-237071SEC ↗ 4 May 22, 2026 Period May 20, 2026 0001193125-26-237068SEC ↗ 4 May 22, 2026 Period May 20, 2026 0001193125-26-237062SEC ↗ Form 4 Insider activity Transaction semantics distinguish purchases, sales, awards, exercises, withholding, and derivatives.
“Insider purchase” rule Code P · non-derivative · acquired · direct ownership · positive price and shares · not amended
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