Professional
Added to YB: 2024-12-16
Pitch date: 2024-12-16
SSNC [bullish]
SS&C Technologies Holdings, Inc.
+15.37%
current return
Author Info
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Company Info
SS&C Technologies Holdings, Inc., together with its subsidiaries, provides software products and software-enabled services to financial services and healthcare industries.
Market Cap
$21.0B
Pitch Price
$75.39
Price Target
107.00 (+23%)
Dividend
1.25%
EV/EBITDA
13.54
P/E
25.56
EV/Sales
4.47
Sector
Professional Services
Category
value
Idea Brunch with Jonathan Boyar of Boyar Value - SS&C Technologies Holdings, Inc.
SSNC: Leader in financial/healthcare software. 97.1% retention, 95%+ recurring revenue. Resilient through crises. 65+ acquisitions, AI integration. Trades at 11x EV/EBITDA vs 17x historical. $107 target (39% upside) at conservative 12x. Risks: healthcare softness, interest costs. 1.5% dividend, 4% buyback since 2020.
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