SS&C Technologies Holdings, Inc.
SS&C Technologies Holdings, Inc. is classed by the SEC under Services-Prepackaged Software (industry code 7372), based in Windsor, CT. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $6.3 billion and a profit of $797 million (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a subscription business: prior from its industry code (SEC 7372, Services-Prepackaged Software); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 5.3 out of ten, 9 of 9 metrics filed: past 6.4 out of ten, present 6.1 out of ten, future 3.9 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 2.4 out of ten. 2 warning events since 2017; the latest 2018-04-16. 24th percentile among 230 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 7.1 out of ten. +17.4% a year over 10 filed years; profitable in 10 of 10. 71st percentile among 213 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 7.9 out of ten. Share count shrank 1.1% a year. 68% of cash flow returned. Insiders: 4 sales, 0 purchases. 79th percentile among 152 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 4.8 out of ten. ROE 12%: 12¢ of profit per shareholder dollar. Leverage 67%: owes 67¢ per asset dollar. 48th percentile among 217 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 6.8 out of ten. top 32% of 218 in its family; net margin 12.7%. 68th percentile among 218 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 7.9 out of ten. top 21% of 137 in its family for leadership; chief executive since 2010. 79th percentile among 137 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 3.1 out of ten. bottom 31% of 216 in its family for room to expand. 31st percentile among 216 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 4.2 out of ten. bottom 42% of 213 in its family for growth drivers. 42nd percentile among 213 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 4.2 out of ten. bottom 42% of 194 in its family for expectations against reality. 42nd percentile among 194 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-26 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-07-30 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-07-23 (on EDGAR). Newest filing: Form 4, 2026-08-18. Filings on record since 2007. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2025: Software Enabled Services 83%, Maintenance and Term Licenses 14%, Professional Services 2%, Perpetual Licenses 1%. By geography: Americas Excluding United States and Canada 74%, EMEA Excluding United Kingdom 20%, Asia Pacific and Japan 6%. As tagged in its annual report (Form 10-K, filed 2026-02-26).
Who runs it
Stone, William C (Chairman of the Board & CEO); Boulanger, Normand A (President and COO); Kanwar, Rahul (President & COO); Schell, Brian N (EVP & CFO); White, Jason Douglas (SVP & General Counsel); Conjeevaram, Smita (director); Michael, Jonathan E (director); Vanni, D'Archirafi Francesco Paolo (director); Varsano, David (director); Walton, Debra (director); and 1 more. 11 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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