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

$20.92B

Market Cap

$13.76B

20.31%

Potential Profit

66.63%

Buy

Analyst Rating

Buy

Why It's Moving

SS&C Signals Hedge Fund Stability with Record-Low Redemptions and Key Client Wins

SS&C GlobeOp Forward Redemption Indicator hit an all-time low of 1.46% in January, down sharply from December's 2.35%, reflecting reduced outflows and investor confidence in hedge funds.
GlobeOp Capital Movement Index edged down 0.33% to 128.19 points but remains up 4.79 points over 12 months, signaling resilient asset movements amid broader market jitters.
New expanded mandates with Fundsmith and PensionBee highlight SS&C's growth in fund admin and retirement solutions, driving organic revenue potential.

Sentiment:

🐃Bullish

SS&C Signals Hedge Fund Stability with Record-Low Redemptions and Key Client Wins

SS&C GlobeOp Forward Redemption Indicator hit an all-time low of 1.46% in January, down sharply from December's 2.35%, reflecting reduced outflows and investor confidence in hedge funds.
GlobeOp Capital Movement Index edged down 0.33% to 128.19 points but remains up 4.79 points over 12 months, signaling resilient asset movements amid broader market jitters.
New expanded mandates with Fundsmith and PensionBee highlight SS&C's growth in fund admin and retirement solutions, driving organic revenue potential.

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 report for the fourth quarter and full year 2025 after market close on Thursday, February 5, 2026. A conference call to discuss these results and 2026 guidance is scheduled for 5:00 p.m. Eastern Time that day. This aligns with the company's official announcement and consensus analyst expectations.

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 to discuss these results and 2026 guidance is scheduled for 5:00 p.m. Eastern Time that day. This aligns with the company's official announcement and consensus analyst expectations.

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 Signals Hedge Fund Stability with Record-Low Redemptions and Key Client Wins

SS&C Signals Hedge Fund Stability with Record-Low Redemptions and Key Client Wins