SS&C Technologiesonsemi

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 compe...

Why It's Moving

SS&C Technologies

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].
Sentiment:
🐃Bullish

Which Baskets Do They Appear In?

Healthcare's Efficiency Imperative

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

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High-Switching-Cost Traps

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

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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.

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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