SS&C Technologies vs Twilio

SS&C Technologies vs Twilio: this page compares business models, financial performance, and market context for both companies in a clear, neutral way. It outlines how each organisation approaches growth, customers, and revenue streams to support an informed understanding, without hype or bias. Educational content, not financial advice.

SS&C Technologies vs Twilio: this page compares business models, financial performance, and market context for both companies in a clear, neutral way. It outlines how each organisation approaches grow...

Comparison Snapshot

Key Financial Metrics

SSNC

Metric

TWLO

$20.92B

Market Cap

$20.31B

20.31%

Potential Profit

6.29%

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 delivered strong revenue growth of 7% and a 27.7% increase in fully diluted GAAP earnings per share in Q3 2025.
The company is considered undervalued with a Discounted Cash Flow analysis suggesting a 61.4% undervaluation and a valuation score of 4 out of 6.
SS&C has a diverse software and services portfolio across financial services and healthcare industries supporting sustainable organic growth.

Considerations

Shares have shown some recent volatility, including a slight price pullback in late 2025 despite robust longer-term gains.
The stock's beta of 1.23 indicates moderate market volatility sensitivity which could increase investment risk in uncertain markets.
Forward price-to-earnings ratios indicate that while valuation is attractive, earnings growth assumptions are already priced in by many analysts.

Twilio

TWLO

Pros

Twilio’s strong positioning in cloud communications provides multiple high-growth opportunities fueled by increasing digital transformation demand.
The company consistently invests in innovation and expands its customer base, supporting robust revenue growth trajectories.
Increasing adoption of Twilio’s APIs across multiple industries enhances recurring revenue visibility and scalability potential.

Considerations

Twilio faces intense competition from large cloud providers and specialized communication platforms, pressuring pricing and margins.
The company historically operates at a net loss with ongoing investment expenses weighing on profitability.
Macroeconomic uncertainties and potential regulation around data privacy and communication services may impose operational risks.

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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.

Twilio (TWLO)

Twilio (TWLO) is a cloud communications platform that provides APIs for messaging, voice, video and customer engagement tools used by developers and enterprises. Investors should note it is a growth-oriented technology business that monetises usage and platform services rather than traditional hardware. Twilio’s addressable market spans customer service automation, marketing communications and embedded communications in apps, giving scope for revenue growth, but margins have historically been pressured by investment in product and sales. With a market cap of about $17.05bn, key considerations include execution on enterprise adoption, controlling customer-acquisition costs, and competition from larger cloud and communications providers. Regulatory and privacy rules around messaging and voice can affect costs and operations. This summary is educational and not personalised advice: values can fall as well as rise, and past performance does not guarantee future returns. Assess suitability against your goals and risk tolerance 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 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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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