CDW vs SS&C Technologies
CDW vs SS&C Technologies compares two large technology and services groups to help readers understand how their business models, financial performance, and market context differ. This page presents a neutral overview of each company's approach, strengths, and positioning, without making predictions or recommendations for action. Educational content, not financial advice.
CDW vs SS&C Technologies compares two large technology and services groups to help readers understand how their business models, financial performance, and market context differ. This page presents a ...
Why It's Moving
SS&C Technologies Surpasses Q3 Earnings Expectations with 7% Revenue Growth, Boosted by New Fund Administration Wins and AI-Driven Automation Initiatives
- Q3 reported adjusted EPS of $1.57, beating estimates by 7 cents, with revenue rising 7% year-over-year to $1.57 billion, signaling ongoing strong client demand in financial services software.
- SS&C secured a $375 million asset administration mandate from Voss Capital, expanding its alternative investment fund footprint and reinforcing its market position in fund services.
- The company emphasized progress in AI-powered automation to enhance efficiency in product offerings, reflecting early gains from technology investments that support long-term operational strength.
- Management’s 2025 full-year EPS guidance reiterates confidence in continued growth, while the company returned over $305 million to shareholders through buybacks and dividends this quarter.
SS&C Technologies Surpasses Q3 Earnings Expectations with 7% Revenue Growth, Boosted by New Fund Administration Wins and AI-Driven Automation Initiatives
- Q3 reported adjusted EPS of $1.57, beating estimates by 7 cents, with revenue rising 7% year-over-year to $1.57 billion, signaling ongoing strong client demand in financial services software.
- SS&C secured a $375 million asset administration mandate from Voss Capital, expanding its alternative investment fund footprint and reinforcing its market position in fund services.
- The company emphasized progress in AI-powered automation to enhance efficiency in product offerings, reflecting early gains from technology investments that support long-term operational strength.
- Management’s 2025 full-year EPS guidance reiterates confidence in continued growth, while the company returned over $305 million to shareholders through buybacks and dividends this quarter.
Which Baskets Do They Appear In?
The Corporate Efficiency Drive
Starbucks announced a modest, standardized raise for its salaried employees as part of a broader cost-control and operational efficiency strategy. This move signals a potential investment opportunity in companies providing business optimization and cost-saving solutions to large corporations.
Published: August 19, 2025
Explore BasketWork From Anywhere Kit
This carefully curated collection features companies that are building the digital backbone of remote work. Our analysts have selected leaders in cloud collaboration, cybersecurity, and digital infrastructure that are essential to the modern flexible workplace.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
The Corporate Efficiency Drive
Starbucks announced a modest, standardized raise for its salaried employees as part of a broader cost-control and operational efficiency strategy. This move signals a potential investment opportunity in companies providing business optimization and cost-saving solutions to large corporations.
Published: August 19, 2025
Explore BasketWork From Anywhere Kit
This carefully curated collection features companies that are building the digital backbone of remote work. Our analysts have selected leaders in cloud collaboration, cybersecurity, and digital infrastructure that are essential to the modern flexible workplace.
Published: June 17, 2025
Explore BasketInvestment Analysis
CDW
CDW
Pros
- CDW has a diversified and expansive product and solutions portfolio across IT hardware, software, and integrated cloud offerings, supporting resilient growth.
- The company maintains strong revenue growth in key segments like Healthcare and Commercial, with a strategic focus to outpace US IT market growth by 200-300 basis points.
- CDW has a solid track record of increasing and growing its dividend consistently, with a recent dividend raise highlighting strong cash flow management.
Considerations
- Revenue growth has shown signs of slowing, with a recent quarterly report narrowly missing revenue estimates while costs and expenses climbed, pressuring margins.
- The company’s valuation multiples, such as a high Price/Book ratio of 8.9x, indicate a premium valuation that may limit upside in the near term.
- Some market segments such as Education and Federal have faced challenges, indicating potential concentration risk in its diversified customer base.
Pros
- SS&C Technologies is a leading provider of software and services in the financial technology sector, benefiting from the ongoing digitisation of financial services.
- The company has demonstrated consistent revenue growth supported by strong demand for its risk and compliance solutions amid regulatory complexity.
- SS&C maintains solid cash flow and liquidity, enabling strategic acquisitions and investments to expand its product offerings and market reach.
Considerations
- SS&C faces exposure to cyclical fluctuations in the financial markets, which can impact client spending on software and services.
- Integration risks remain from recent acquisitions, which could delay synergies and strain management focus.
- The financial technology sector is highly competitive with rapid innovation, requiring continuous investment and potentially impacting margins.
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