SSNC (SS&C Technologies Holdings) ROE %: 13.17% (As of Mar. 2026) — 19% Above Median


SSNC SS&C Technologies Holdings Inc SSNC
77 GF Score
Price $65.03
GF Value $81.87
Valuation Modestly Undervalued
! 3 Warning Signs
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What is SS&C Technologies Holdings ROE %?

SS&C Technologies Holdings SSNC -1.42% 77 ROE % is 13.17% as of Mar. 2026, which is 19% above its 10-year median of 11.10. GuruFocus rates SSNC with a GF Score™ of 77/100 and a GF Value™ of $81.87 (Modestly Undervalued). The stock has 3 warning signs investors should review. Among 2,681 Software companies, SS&C Technologies Holdings ranks better than 67.1% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. SS&C Technologies Holdings's annualized net income for the quarter that ended in Mar. 2026 was $904 Mil. SS&C Technologies Holdings's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was $6,865 Mil. Therefore, SS&C Technologies Holdings's annualized ROE % for the quarter that ended in Mar. 2026 was 13.17%.

The historical rank and industry rank for SS&C Technologies Holdings's ROE % or its related term are showing as below:

SSNC' s ROE % Range Over the Past 10 Years
Min: 2.84   Med: 11.1   Max: 13.47
Current: 11.78

During the past 13 years, SS&C Technologies Holdings's highest ROE % was 13.47%. The lowest was 2.84%. And the median was 11.10%.

SSNC's ROE % is ranked better than
67.1% of 2681 companies
in the Software industry
Industry Median: 4.71 vs SSNC: 11.78

SS&C Technologies Holdings  (NAS:SSNC) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=904.4/6865.35
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(904.4 / 6588.4)*(6588.4 / 20519.7)*(20519.7 / 6865.35)
=Net Margin %*Asset Turnover*Equity Multiplier
=13.73 %*0.3211*2.9889
=ROA %*Equity Multiplier
=4.41 %*2.9889
=13.17 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=904.4/6865.35
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (904.4 / 1212.4) * (1212.4 / 1592.8) * (1592.8 / 6588.4) * (6588.4 / 20519.7) * (20519.7 / 6865.35)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.746 * 0.7612 * 24.18 % * 0.3211 * 2.9889
=13.17 %

Note: The net income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


SS&C Technologies Holdings ROE % Related Terms


SS&C Technologies Holdings ROE % Historical Data

* Premium members only.

The historical data trend for SS&C Technologies Holdings's ROE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

SS&C Technologies Holdings ROE % Chart

SS&C Technologies Holdings Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 13.47 10.65 9.80 11.81 11.87

SS&C Technologies Holdings Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 12.79 10.54 12.12 11.18 13.17

SSNC vs PTC, GRAB, FIG: ROE % Comparison

For the Software - Application subindustry, SS&C Technologies Holdings's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


SS&C Technologies Holdings ROE % vs Software Industry

For the Software industry and Technology sector, SS&C Technologies Holdings's ROE % distribution charts can be found below:

* The bar in red indicates where SS&C Technologies Holdings's ROE % falls into.


SSNC
77GF Score
SS&C Technologies Holdings Inc SSNC
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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SS&C Technologies Holdings ROE % Calculation

SS&C Technologies Holdings's annualized ROE % for the fiscal year that ended in Dec. 2025 is calculated as

ROE %=Net Income (A: Dec. 2025 )/( (Total Stockholders Equity (A: Dec. 2024 )+Total Stockholders Equity (A: Dec. 2025 ))/ count )
=796.9/( (6534.9+6887.6)/ 2 )
=796.9/6711.25
=11.87 %

SS&C Technologies Holdings's annualized ROE % for the quarter that ended in Mar. 2026 is calculated as

ROE %=Net Income (Q: Mar. 2026 )/( (Total Stockholders Equity (Q: Dec. 2025 )+Total Stockholders Equity (Q: Mar. 2026 ))/ count )
=904.4/( (6887.6+6843.1)/ 2 )
=904.4/6865.35
=13.17 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Mar. 2026) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 13.17% mean?
SS&C Technologies Holdings (SSNC) has a ROE % of 13.17% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on SS&C Technologies Holdings and its competitors. This is 19% above median its historical median of 11.10. Over the past decade, SS&C Technologies Holdings' ROE % has ranged from 2.84 to 13.47. According to the industry distribution chart, SS&C Technologies Holdings ranks #882 out of 2681 companies in the Software industry, placing it in the top 32.9%.
Is SS&C Technologies Holdings' ROE % too high?
SS&C Technologies Holdings' current ROE % of 13.17% is 19% above median its 10-year median of 11.10. Over the past 10 years, this metric has ranged from a low of 2.84 to a high of 13.47. The Software industry median ROE % is 4.71. SS&C Technologies Holdings' value of 13.17% is 179.6% above this industry median. Based on the distribution chart, SS&C Technologies Holdings ranks #882 out of 2681 companies in the Software industry, which is above the industry midpoint. Overall, SS&C Technologies Holdings has a GF Score™ of 77/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does SS&C Technologies Holdings' ROE % compare to PTC and GRAB?
According to the Software industry distribution chart, SS&C Technologies Holdings ranks #882 out of 2681 companies for ROE %. This puts SS&C Technologies Holdings in the upper half of its industry. The industry median ROE % is 4.71. SS&C Technologies Holdings' value of 13.17% is 179.6% above this benchmark. Historically, SS&C Technologies Holdings' own ROE % has ranged from 2.84 to 13.47 over the past decade. While the company's 10-year median is 11.10 vs. the industry median of 4.71, SS&C Technologies Holdings has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for a Software company?
The median ROE % among Software companies is 4.71, based on 2,681 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. SS&C Technologies Holdings's current ROE % of 13.17% is 179.6% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on SS&C Technologies Holdings and its competitors. For the Software industry, the median ROE % is 4.71 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. SS&C Technologies Holdings's current ROE % is 13.17%, which is 19% above median its own 10-year median of 11.10. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is SS&C Technologies Holdings stock overvalued right now?
Based on GuruFocus' analysis, SS&C Technologies Holdings (SSNC) is currently considered Modestly Undervalued. The stock's GF Value™ is $81.87, compared to a current price of $65.03 — trading 20.6% below its estimated fair value. The current ROE % is 13.17%, which is 19% above median its 10-year median of 11.10 and 179.6% above the Software industry median of 4.71. SS&C Technologies Holdings' overall GF Score™ is 77/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For SS&C Technologies Holdings (SSNC), the current ROE % is 13.17% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is SS&C Technologies Holdings (SSNC) Overvalued in 2026?

Based on GuruFocus' analysis, SS&C Technologies Holdings stock appears to be undervalued. The current stock price of $65.03 is trading 20.6% below its estimated GF Value™ of $81.87. GuruFocus considers SS&C Technologies Holdings to be Modestly Undervalued.

Key valuation signals for SSNC:

  • ROE %: 13.17% (19% above median its 10-year median of 11.10)
  • GF Value™: $81.87 vs. price of $65.03 (20.6% below fair value)
  • GF Score™: 77/100 with 3 warning signs
  • Industry Position: 179.6% above the Software median (#882 of 2681)

No single metric tells the full story. See the SSNC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


SS&C Technologies Holdings Business Description

Address 80 Lamberton Road, Windsor, CT, USA, 06095
SS&C Technologies provides software products and software-enabled services to a variety of customers primarily in financial services. Acquisitions are a large part of SS&C's history. SS&C GlobeOp provides fund administration services to alternative and traditional asset managers. In addition, SS&C provides portfolio accounting, portfolio management, trading, banking/lending, and other software to asset managers, banks, and financial advisors. SS&C's purchase of Intralinks makes it a leading player in virtual deal room solutions. With its 2018 purchase of DST Systems, SS&C gained a foothold in the healthcare industry with pharmacy health management solutions and medical claim administration services. In 2022, SS&C acquired robotic process automation software firm Blue Prism.
77GF Score

Get the complete analysis for SSNC

ROE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$65.03
Price
$81.87
GF Value