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...
Why It's Moving
SS&C Powers Ahead with Q4 Earnings Beat and Strong 2026 Guidance Fueling Analyst Optimism
- Q4 revenue hit $1.65 billion, up 8% year-over-year and beating estimates by 1.8%, highlighting solid execution across its product portfolio.
- Adjusted EPS of $1.69 topped consensus by 5%, with FY2026 guidance at $6.86 midpoint exceeding analyst projections by 3.9%, pointing to sustained profitability.
- Strong cash flow and $0.27 quarterly dividend reinforce shareholder returns, as CEO Bill Stone emphasized record revenues setting up a robust 2026.
SS&C Powers Ahead with Q4 Earnings Beat and Strong 2026 Guidance Fueling Analyst Optimism
- Q4 revenue hit $1.65 billion, up 8% year-over-year and beating estimates by 1.8%, highlighting solid execution across its product portfolio.
- Adjusted EPS of $1.69 topped consensus by 5%, with FY2026 guidance at $6.86 midpoint exceeding analyst projections by 3.9%, pointing to sustained profitability.
- Strong cash flow and $0.27 quarterly dividend reinforce shareholder returns, as CEO Bill Stone emphasized record revenues setting up a robust 2026.
Investment Analysis
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.
Related Market Insights
Healthcare's Efficiency Crisis: Why Cost-Cutting Stocks Could Surge
Discover why UnitedHealth's cost-cutting signals a surge in healthcare efficiency stocks. Invest in AI & tech solutions driving industry savings.
Aimee Silverwood | Financial Analyst
July 30, 2025
The Unbreakable Bonds: Why These Companies Have Their Customers Trapped
Discover companies with high switching costs, ensuring predictable revenue & pricing power. Invest in indispensable market leaders via Nemo's thematic baskets. Start from $1.
Aimee Silverwood | Financial Analyst
July 25, 2025
Related Market Insights
Healthcare's Efficiency Crisis: Why Cost-Cutting Stocks Could Surge
Discover why UnitedHealth's cost-cutting signals a surge in healthcare efficiency stocks. Invest in AI & tech solutions driving industry savings.
Aimee Silverwood | Financial Analyst
July 30, 2025
The Unbreakable Bonds: Why These Companies Have Their Customers Trapped
Discover companies with high switching costs, ensuring predictable revenue & pricing power. Invest in indispensable market leaders via Nemo's thematic baskets. Start from $1.
Aimee Silverwood | Financial Analyst
July 25, 2025
SS&C Technologies (SSNC) Next Earnings Date
SS&C Technologies (SSNC) is scheduled to report its next earnings on April 23, 2026, covering the first quarter of 2026 ending March 31. This date aligns with analyst projections and the company's historical quarterly reporting pattern following the prior Q4 2025 release on February 5. Investors should monitor official announcements for any adjustments to the schedule or timing.
SS&C Technologies (SSNC) Next Earnings Date
SS&C Technologies (SSNC) is scheduled to report its next earnings on April 23, 2026, covering the first quarter of 2026 ending March 31. This date aligns with analyst projections and the company's historical quarterly reporting pattern following the prior Q4 2025 release on February 5. Investors should monitor official announcements for any adjustments to the schedule or timing.
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 BasketHigh-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 BasketWhich 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 BasketHigh-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 BasketBuy SSNC or ON in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
SS&C Technologies vs Tyler Technologies
SS&C Technologies vs Tyler Technologies: a neutral, side-by-side comparison of business models, financial metrics, and market context to aid research.
SS&C Technologies vs Twilio
A neutral SS&C Technologies vs Twilio stock comparison covering business models, financial metrics, growth drivers and market context to support informed research.
SS&C Technologies vs Guidewire
This page compares SS&C Technologies and Guidewire across business models, financial performance and market context, offering neutral, educational insights.