Check Point vs SS&C Technologies
Check Point and SS&C Technologies are compared on this page to illuminate their business models, financial performance, and the market context in which they operate. The aim is to present neutral, accessible information about structure, strategy, and context without making forecasts or value judgments. Educational content, not financial advice.
Check Point and SS&C Technologies are compared on this page to illuminate their business models, financial performance, and the market context in which they operate. The aim is to present neutral, acc...
Why It's Moving
SS&C Scores Voss Capital Win and Dublin Expansion, Fueling Alternative Assets Momentum
- Voss Capital selected SS&C GlobeOp for full fund admin across two funds and SMAs, praising its portal tech for streamlining wires, NAV reviews, and investor reporting[4][5].
- New Dublin entity under MiFID license enhances pan-European wealth management, complementing GlobeOp growth and AI-driven efficiencies for international clients[5][6][8].
- Quarterly $0.27 per share dividend declared, payable December 15, underscores commitment to shareholders with a 1.3% yield and 32% payout ratio[2][3].
SS&C Scores Voss Capital Win and Dublin Expansion, Fueling Alternative Assets Momentum
- Voss Capital selected SS&C GlobeOp for full fund admin across two funds and SMAs, praising its portal tech for streamlining wires, NAV reviews, and investor reporting[4][5].
- New Dublin entity under MiFID license enhances pan-European wealth management, complementing GlobeOp growth and AI-driven efficiencies for international clients[5][6][8].
- Quarterly $0.27 per share dividend declared, payable December 15, underscores commitment to shareholders with a 1.3% yield and 32% payout ratio[2][3].
Which Baskets Do They Appear In?
SEC Investigation Stocks (Data Protection Plays)
The SEC investigation into AppLovin's data practices has caused its stock to drop, highlighting significant regulatory risks. This event creates an investment opportunity in companies that provide essential data privacy and compliance solutions.
Published: October 7, 2025
Explore BasketCloud Security After Salesforce Breach Explained
A massive data breach targeting Salesforce customers has exposed critical vulnerabilities in cloud software integrations. This event is poised to accelerate enterprise spending on specialized cybersecurity, creating an opportunity in companies that secure cloud applications and data.
Published: October 6, 2025
Explore BasketTikTok Investment: What's Next for Tech Partners
Following a major investment led by Oracle, TikTok's U.S. operations are being restructured to comply with American regulations. This shift creates a significant opportunity for U.S. tech companies that provide the essential data security, cloud services, and algorithm auditing needed to ensure its independence.
Published: September 28, 2025
Explore BasketWhich Baskets Do They Appear In?
SEC Investigation Stocks (Data Protection Plays)
The SEC investigation into AppLovin's data practices has caused its stock to drop, highlighting significant regulatory risks. This event creates an investment opportunity in companies that provide essential data privacy and compliance solutions.
Published: October 7, 2025
Explore BasketCloud Security After Salesforce Breach Explained
A massive data breach targeting Salesforce customers has exposed critical vulnerabilities in cloud software integrations. This event is poised to accelerate enterprise spending on specialized cybersecurity, creating an opportunity in companies that secure cloud applications and data.
Published: October 6, 2025
Explore BasketTikTok Investment: What's Next for Tech Partners
Following a major investment led by Oracle, TikTok's U.S. operations are being restructured to comply with American regulations. This shift creates a significant opportunity for U.S. tech companies that provide the essential data security, cloud services, and algorithm auditing needed to ensure its independence.
Published: September 28, 2025
Explore BasketCorporate Tech Ethics Shift Stocks 2025
Microsoft's decision to suspend some services to the Israeli military due to surveillance concerns highlights a growing trend of corporate accountability in the tech sector. This creates opportunities for specialized cybersecurity and technology firms that prioritize ethical guidelines and can meet the demand from government clients seeking new partners.
Published: September 27, 2025
Explore BasketAviation IT Risks: Ground Stop Prevention Stocks
A significant technology failure caused a nationwide ground stop for United Airlines, highlighting a critical vulnerability in the aviation sector. This incident signals an investment opportunity in companies that provide robust IT infrastructure, cloud services, and cybersecurity to prevent future disruptions.
Published: September 24, 2025
Explore BasketPANW Stock Analysis: What's Next for Digital Defense
As Nigeria's economy digitizes, the need for robust online security creates a significant long-term growth area. This basket offers exposure to leading US-listed cybersecurity firms that are at the forefront of protecting digital infrastructure globally.
Published: September 24, 2025
Explore BasketPANW Stock Analysis | Cybersecurity Investment Theme
Nigeria's fast-growing digital economy creates a pressing need for robust cybersecurity to protect its financial and commercial infrastructure. This theme offers potential exposure to US-listed cybersecurity leaders whose technologies are crucial for securing digital services across Africa.
Published: September 24, 2025
Explore BasketUS-UK Digital Alliance Tech Stocks for 2025
The United States and the United Kingdom are signing a landmark technology agreement to boost cooperation in AI, cybersecurity, and digital infrastructure. This creates a favorable environment for companies in these sectors, potentially driving growth and innovation on both sides of the Atlantic.
Published: September 14, 2025
Explore BasketDigital Trust & Safety Investing Explained
Following whistleblower allegations that Meta ignored child safety risks in its VR products, the tech industry is facing intense pressure to better protect its users. This creates an investment opportunity in companies that provide essential digital safety solutions, such as identity verification and content moderation.
Published: September 10, 2025
Explore BasketGoogle Privacy Fine Explained | Regulatory Impact
France's data protection authority has issued a €325 million fine to Google for breaching user consent and online tracking regulations. This event highlights a growing investment opportunity in companies that provide essential data privacy and cybersecurity compliance solutions.
Published: September 4, 2025
Explore BasketCybersecurity Stocks Explained | Digital Defense
This theme focuses on leading companies in the cybersecurity sector, which is experiencing rapid growth due to increasing digital threats. Investing in these firms offers exposure to the critical industry of protecting data and digital infrastructure.
Published: August 31, 2025
Explore BasketTech Under Siege: The Rise Of Corporate Security
Recent protests at Microsoft's headquarters highlight the growing security risks for tech companies with sensitive government contracts. This trend could drive increased spending on corporate security and risk management, benefiting firms that specialize in protecting corporate assets and personnel.
Published: August 27, 2025
Explore BasketCloud Security's IPO Catalyst
Cybersecurity firm Netskope has filed for a U.S. IPO, signaling strong growth in the cloud security market. This move highlights an investment opportunity among publicly traded companies specializing in Secure Access Service Edge (SASE) and zero-trust technologies.
Published: August 24, 2025
Explore BasketDigital Guardians: Investing In Child Online Safety
Following Google's $30 million settlement over YouTube Kids' privacy violations, there is a growing investment case for companies that specialize in digital safety and data compliance. This theme focuses on businesses providing the essential tools for online child protection and identity verification.
Published: August 20, 2025
Explore BasketThe Cybersecurity Consolidation Wave
Accenture's record-breaking acquisition of CyberCX signals a major consolidation trend in the cybersecurity sector. This move highlights the growing demand for AI-powered security solutions, creating potential opportunities for other specialized cybersecurity firms to benefit from increased investment and M&A activity.
Published: August 17, 2025
Explore BasketAI's Regulatory Reckoning: The Governance & Safety Boom
Following a U.S. Senator's investigation into Meta's AI policies, there is a growing focus on ethical AI and digital child safety. This theme highlights companies that provide the governance, compliance, and safety solutions necessary for navigating increased regulatory scrutiny.
Published: August 17, 2025
Explore BasketHealthcare's Cybersecurity Imperative
The massive cyberattack on UnitedHealth's subsidiary has exposed critical vulnerabilities within the national healthcare system. This event is accelerating the demand for advanced cybersecurity solutions, creating a significant growth opportunity for firms that specialize in protecting sensitive medical data and infrastructure.
Published: August 15, 2025
Explore BasketRiding The Cyber M&A Wave
Accenture's acquisition of CyberCX for over A$1 billion marks its largest-ever cybersecurity deal, signaling a major push into the Asia-Pacific market. This move highlights a broader trend of consolidation in the cybersecurity industry, creating potential opportunities for other specialized security firms that could become acquisition targets or key partners.
Published: August 15, 2025
Explore BasketIdentity Security In Play: After The Mega-Deal
Palo Alto Networks is nearing a deal to acquire CyberArk, a major player in identity management, for over $20 billion. This consolidation at the top of the cybersecurity industry could create significant opportunities for other specialized identity security firms to grow or be acquired.
Published: July 30, 2025
Explore BasketCybersecurity's Next Takeover Targets
Palo Alto Networks' massive $20 billion acquisition of CyberArk signals a major consolidation wave in the cybersecurity industry. This theme focuses on other specialized cybersecurity companies that may now be viewed as attractive acquisition targets by larger firms seeking to compete.
Published: July 30, 2025
Explore BasketDigital Trust & Safety
This carefully selected group of stocks features companies leading the charge in cybersecurity, identity verification, and content moderation. As platforms like Meta shift focus from growth to quality, these companies provide the essential tools needed to combat fake accounts, misinformation, and digital threats.
Published: July 15, 2025
Explore BasketCybersecurity Accountability
This carefully selected group of stocks represents companies at the forefront of cybersecurity defense and compliance solutions. As regulators increase scrutiny following the SolarWinds settlement, these businesses are positioned to meet the growing demand for breach detection, threat intelligence, and transparent reporting.
Published: July 3, 2025
Explore BasketCyber Supply Chain Security
The Qantas data breach highlighted how companies are vulnerable through their external partners. This collection features stocks of companies that protect businesses from third-party security risks, a growing priority for corporations worldwide.
Published: July 2, 2025
Explore BasketDigital Trust & Transparency
Invest in companies poised to benefit as the tech industry faces stricter data privacy enforcement. Following Google's landmark lawsuit, these securities represent businesses providing essential digital security, privacy solutions, and transparent data handling technologies.
Published: July 2, 2025
Explore BasketQuantum-Secure Networking
These carefully selected companies are building the encryption technologies of tomorrow, designed to withstand even the most powerful quantum computers. Our expert analysts have identified the innovators creating essential defenses against future cyber threats.
Published: June 17, 2025
Explore BasketPrivacy-As-A-Service Guardians
Discover companies at the frontline of digital defense, carefully selected by our expert analysts. These innovators are building the essential infrastructure protecting our personal and corporate data in an increasingly vulnerable digital world.
Published: June 17, 2025
Explore BasketCaregiver Brands
These companies have built their reputations on protection, trust, and reliability. Carefully selected by our analysts, they provide essential, non-discretionary services that customers consistently need, creating resilient business models with loyal customer bases.
Published: June 17, 2025
Explore BasketTrust Brokers
In today's uncertain world, these carefully selected companies profit by providing essential security, validation, and certification services. They sell trust itself—a non-discretionary commodity that commands premium pricing and ensures reliable demand regardless of economic conditions.
Published: June 17, 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 BasketCyber Security
Your cyber safety is these companies' priority. Explore this carefully selected group of stocks that protect our digital world, chosen by professional analysts tracking the rapidly expanding cybersecurity market.
Published: May 6, 2025
Explore BasketInvestment Analysis
Check Point
CHKP
Pros
- Significant Q3 2025 earnings beat with EPS of $3.94, surpassing forecasts by over 60%, indicating strong profitability.
- Strong financial health with an impressive gross profit margin of 88% and robust year-over-year revenue growth of 7%.
- Emerging technology annual recurring revenue (ARR) grew over 40%, reflecting effective product portfolio expansion and acquisition integration.
Considerations
- The stock trades near its fair value, potentially limiting upside in the near term based on current valuation metrics.
- Price-to-earnings ratio slightly above historical averages and sector peers, suggesting relatively high valuation multiples.
- Faces growth challenges as it shifts from being firewall-focused to a broader cybersecurity provider in a very competitive and evolving market.
Pros
- Known for comprehensive software and services solutions in the financial and healthcare sectors, demonstrating diversification.
- Consistent revenue growth driven by acquisitions and expanding cloud-based Software as a Service (SaaS) offerings.
- Strong client retention and recurring revenue model provide stability and predictable cash flows.
Considerations
- Highly sensitive to regulatory changes and compliance risks given its involvement in heavily regulated industries like finance and healthcare.
- Slower growth compared to higher-growth tech peers due to legacy business segments facing competitive pressure.
- Execution risk tied to successful integration of acquisitions and technological innovation to stay competitive in rapidly evolving sectors.
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