SS&C Technologies vs onsemi

This page compares SS&C Technologies and onsemi, outlining their business models, financial performance, and market context. It provides a neutral overview of their strategies, capabilities, and competitive positions within the sector. Educational content, not financial advice.

This page compares SS&C Technologies and onsemi, outlining their business models, financial performance, and market context. It provides a neutral overview of their strategies, capabilities, and compe...

Comparison Snapshot

Key Financial Metrics

SSNC

Metric

ON

$20.56B

Market Cap

$24.17B

21.55%

Potential Profit

-6.11%

Buy

Analyst Rating

Hold

Why It's Moving

SS&C GlobeOp Index Dips Slightly Amid Steady Hedge Fund Inflows, Eyes Q4 Earnings Spotlight

GlobeOp Capital Movement Index fell 0.33% month-over-month but remains up 4.79 points annually, highlighting stable long-term hedge fund capital flows.
Fundsmith extended its partnership with SS&C to support a new U.S. ETF launch, underscoring the firm's expanding tech footprint in asset management.
SS&C gears up for Q4 2025 earnings release on February 5 after market close, with a conference call to unpack results and 2026 outlook.

Sentiment:

⚖️Neutral

SS&C GlobeOp Index Dips Slightly Amid Steady Hedge Fund Inflows, Eyes Q4 Earnings Spotlight

GlobeOp Capital Movement Index fell 0.33% month-over-month but remains up 4.79 points annually, highlighting stable long-term hedge fund capital flows.
Fundsmith extended its partnership with SS&C to support a new U.S. ETF launch, underscoring the firm's expanding tech footprint in asset management.
SS&C gears up for Q4 2025 earnings release on February 5 after market close, with a conference call to unpack results and 2026 outlook.

Sentiment:

⚖️Neutral

Investment Analysis

SS&C Technologies

SSNC

Pros

SS&C Technologies has delivered strong revenue growth, with a 7% year-on-year increase in Q3 2025 and consistent organic growth across its core segments.
The company maintains a high EBITDA margin of nearly 40%, reflecting robust profitability and operational efficiency in its software and services business.
Recent analyst consensus is a strong buy, with a significant upside forecast and valuation metrics suggesting the stock is undervalued relative to fundamentals.

Considerations

SS&C Technologies faces ongoing volatility, with recent share price fluctuations and a beta above the market average, increasing risk for short-term investors.
The company's growth is partially dependent on the financial services sector, which can be sensitive to broader economic cycles and regulatory changes.
Despite strong margins, the business has limited dividend yield, offering less income appeal compared to peers in the technology sector.

onsemi

ON

Pros

ON Semiconductor benefits from strong exposure to high-growth end markets, particularly automotive and industrial, which are driving demand for its power and sensing solutions.
The company operates with a diversified global footprint and a broad product portfolio, supporting resilience across different economic environments.
ON Semiconductor's price-to-book and price-to-sales ratios are below sector averages, suggesting relatively attractive valuation metrics for investors.

Considerations

The stock trades at a high price-to-earnings ratio, which may reflect stretched valuations and increased sensitivity to earnings disappointments.
ON Semiconductor's PEG ratio is negative, indicating potential concerns about future earnings growth relative to its current valuation.
The business is exposed to cyclical demand in semiconductor markets, which can lead to volatility in revenues and profitability during downturns.

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.

onsemi (ON)

ON Semiconductor Corporation (ticker: ON) designs and supplies a broad range of semiconductor components focused on power management, sensing, connectivity and custom analogue solutions. Its products target automotive (including electrification and ADAS), industrial, cloud infrastructure and IoT applications, with recent strategy emphasising higher‑margin power and sensor platforms. With a market capitalisation around $22.5 billion, ON sits in the mid‑cap semiconductor cohort and competes on design wins, scale and manufacturing partnerships. Investors should be aware of cyclical end markets—especially automotive demand—supply‑chain dynamics, pricing pressure and competition from other chipmakers. Key metrics to watch include revenue mix by end market, gross margins, inventory and capital expenditure trends. This summary is for general, educational purposes only and not personalised investment advice; past performance is no guarantee of future returns. Consider your risk tolerance, time horizon and the benefits of diversification before investing.

SS&C Technologies (SSNC) Next Earnings Date

SS&C Technologies (SSNC) will release its next earnings report for the fourth quarter and full year 2025 after market close on Thursday, February 5, 2026. A conference call will follow at 5:00 p.m. Eastern Time to review these results and 2026 guidance. This schedule aligns with the company's official announcement and analyst consensus.

SS&C Technologies (SSNC) Next Earnings Date

SS&C Technologies (SSNC) will release its next earnings report for the fourth quarter and full year 2025 after market close on Thursday, February 5, 2026. A conference call will follow at 5:00 p.m. Eastern Time to review these results and 2026 guidance. This schedule aligns with the company's official announcement and analyst consensus.

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

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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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Comparison Snapshot

Why It's Moving

SS&C GlobeOp Index Dips Slightly Amid Steady Hedge Fund Inflows, Eyes Q4 Earnings Spotlight

SS&C GlobeOp Index Dips Slightly Amid Steady Hedge Fund Inflows, Eyes Q4 Earnings Spotlight