SS&C Technologies vs Guidewire

SS&C Technologies vs Guidewire: this page compares business models, financial performance, and market context to help readers understand how the two companies operate. The presentation remains neutral and accessible, focusing on context rather than recommendations. Educational content, not financial advice.

SS&C Technologies vs Guidewire: this page compares business models, financial performance, and market context to help readers understand how the two companies operate. The presentation remains neutral...

Comparison Snapshot

Key Financial Metrics

SSNC

Metric

GWRE

$20.06B

Market Cap

$11.81B

33.74%

Potential Profit

112.93%

Buy

Analyst Rating

Buy

Why It's Moving

SS&C Gears Up for Key Earnings as Fresh Hedge Fund Data Signals Resilience and New Wealth Deal Energizes Investors.

SS&C's GlobeOp Forward Redemption Indicator plunged to 1.46% in January 2026 from 2.35% prior, the lowest in five years, highlighting hedge funds' retention amid volatility for potential strong returns.
Analysts forecast Q4 EPS beat potential with +1.39% Earnings Surprise Prediction, signaling growing optimism for the financial software leader's performance.
Fresh deal to deliver integrated wealth management platform to Saltus demonstrates SS&C's push into high-growth advisory services.

Sentiment:

🐃Bullish

SS&C Gears Up for Key Earnings as Fresh Hedge Fund Data Signals Resilience and New Wealth Deal Energizes Investors.

SS&C's GlobeOp Forward Redemption Indicator plunged to 1.46% in January 2026 from 2.35% prior, the lowest in five years, highlighting hedge funds' retention amid volatility for potential strong returns.
Analysts forecast Q4 EPS beat potential with +1.39% Earnings Surprise Prediction, signaling growing optimism for the financial software leader's performance.
Fresh deal to deliver integrated wealth management platform to Saltus demonstrates SS&C's push into high-growth advisory services.

Sentiment:

🐃Bullish

Investment Analysis

SS&C Technologies

SSNC

Pros

SS&C Technologies demonstrated strong Q3 2025 results with 7% revenue growth and 17% earnings per share growth, reflecting solid operational execution.
The company has a diversified technology stack serving financial services and healthcare sectors, reducing dependency on any single market segment.
Analyst consensus rates SS&C as a strong buy with a forward price target indicating potential upside from current levels.

Considerations

SS&C's stock exhibits moderate volatility with a Beta of 1.23, indicating higher sensitivity to market swings compared to the broader market.
While the company pays a dividend, the yield is relatively low at around 1.28%, limiting income appeal to dividend-focused investors.
Recent short interest increased to over 30%, suggesting elevated bearish sentiment or hedging activity among some investors.

Guidewire

GWRE

Pros

Guidewire Software benefits from a strong position in the insurance software market, supporting recurring revenue streams from its software platform.
The company’s growth prospects are driven by ongoing digital transformation trends and demand for cloud-based insurance solutions.
Guidewire maintains a dedicated R&D focus, enhancing product innovation and long-term competitive advantage in a niche market.

Considerations

Guidewire is currently considered significantly overvalued by analysts, trading at a large premium compared to intrinsic value estimates.
The company faces execution risks linked to transitioning customers to cloud models, which can impact near-term margins and growth visibility.
Macroeconomic uncertainty and competition from larger software vendors increasing pressure on pricing and customer acquisition.

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About The Companies

SS&C Technologies (SSNC)

SS&C Technologies Holdings, Inc. (SSNC) is a provider of software, software-as-a-service and outsourcing solutions for the financial services industry, including asset managers, insurers, pension funds and banks. The company specialises in fund administration, portfolio accounting, risk and regulatory reporting, and middle- and back‑office systems. With a market cap around $20.15 billion, SS&C combines recurring subscription revenue with services that can scale across many clients. Investors often watch its organic growth, acquisition strategy and margin trends — acquisitions have been central to SS&C’s expansion but also bring integration risk and occasional cost volatility. The business benefits from long-term structural demand for digitisation and compliance support in finance, but it faces competition, regulatory change and sensitivity to broader market cycles. This summary is educational only and not personal advice; values can rise and fall and past performance is not a guide to future returns. Consider suitability and seek independent advice for decisions.

Guidewire (GWRE)

Guidewire Software (GWRE) provides core software systems for property and casualty (P&C) insurers, including policy administration, claims and billing solutions. Historically sold as on-premise licences, the company has been shifting customers to cloud-hosted, subscription-based delivery, which supports more predictable recurring revenue and closer customer relationships. Investors often watch Guidewire for the pace of cloud adoption by insurers, its ability to cross-sell analytics and digital front-end modules, and margin progress as scale and subscription economics evolve. Key risks include strong competition from established legacy vendors and newer cloud-native entrants, execution challenges in migrating large insurer customers, and sensitivity to insurance industry cycles and IT budgets. With a market capitalisation around $21.5bn, Guidewire sits at the intersection of insurance and enterprise software; it may appeal to those interested in vertical SaaS exposure, but any decision should consider company fundamentals, valuation, and individual risk tolerance. This is general information, not personal investment advice.

SS&C Technologies (SSNC) Next Earnings Date

SS&C Technologies (SSNC) will release its next earnings after market close on February 5, 2026. This report covers the fourth quarter and full year 2025, ending December 31, 2025. A conference call is scheduled for 5:00 p.m. Eastern Time on the same day to discuss results and 2026 guidance.

SS&C Technologies (SSNC) Next Earnings Date

SS&C Technologies (SSNC) will release its next earnings after market close on February 5, 2026. This report covers the fourth quarter and full year 2025, ending December 31, 2025. A conference call is scheduled for 5:00 p.m. Eastern Time on the same day to discuss results and 2026 guidance.

Which Baskets Do They Appear In?

Healthcare's Efficiency Imperative

UnitedHealth Group's recent profit miss, driven by high medical costs, has triggered a major cost-cutting initiative across the company. This move signals a broader industry trend, creating an investment opportunity in companies that provide AI and technology solutions to help healthcare organizations improve efficiency and reduce operational expenses.

Published: July 30, 2025

Explore Basket

High-Switching-Cost Traps

These companies provide solutions that become so essential to their customers' operations that leaving is practically impossible. Professional analysts have selected these stocks for their ability to generate reliable revenue thanks to the immense difficulty and expense customers face when considering alternatives.

Published: June 17, 2025

Explore Basket

Which Baskets Do They Appear In?

Healthcare's Efficiency Imperative

UnitedHealth Group's recent profit miss, driven by high medical costs, has triggered a major cost-cutting initiative across the company. This move signals a broader industry trend, creating an investment opportunity in companies that provide AI and technology solutions to help healthcare organizations improve efficiency and reduce operational expenses.

Published: July 30, 2025

Explore Basket

High-Switching-Cost Traps

These companies provide solutions that become so essential to their customers' operations that leaving is practically impossible. Professional analysts have selected these stocks for their ability to generate reliable revenue thanks to the immense difficulty and expense customers face when considering alternatives.

Published: June 17, 2025

Explore Basket

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SS&C Technologies vs Guidewire

Comparison Snapshot

Why It's Moving

SS&C Gears Up for Key Earnings as Fresh Hedge Fund Data Signals Resilience and New Wealth Deal Energizes Investors.

SS&C Gears Up for Key Earnings as Fresh Hedge Fund Data Signals Resilience and New Wealth Deal Energizes Investors.