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 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.
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.
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.
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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.
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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 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
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