Toast vs SS&C Technologies
Toast and SS&C Technologies: this page compares their business models, financial performance, and market context in a neutral, accessible way. It outlines how each company approaches technology, services, and growth, with practical insights for decision making. Educational content, not financial advice.
Toast and SS&C Technologies: this page compares their business models, financial performance, and market context in a neutral, accessible way. It outlines how each company approaches technology, servi...
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?
Europe's Food Delivery Shake-Up
The likely EU approval of Prosus's €4.1 billion acquisition of Just Eat Takeaway.com is set to create a dominant force in Europe's food delivery market. This major consolidation creates an investment opportunity focused on companies benefiting from the industry's shifting competitive landscape and increased focus on technological efficiency.
Published: August 3, 2025
Explore BasketEurope's Food Delivery Consolidation
Prosus's major acquisition of Just Eat Takeaway is set to reshape the European food delivery landscape, pending regulatory approval. This consolidation creates opportunities for other companies in the digital food ecosystem, including technology providers and logistics firms that can support these growing giants.
Published: August 2, 2025
Explore BasketRiding The New Tech IPO Wave
Figma's blockbuster IPO has shattered a multi-year drought in major tech listings, signaling renewed investor appetite for high-growth software companies. This event may trigger a wave of public offerings from other venture-backed "unicorns," creating opportunities across the tech ecosystem.
Published: August 1, 2025
Explore BasketWhich Baskets Do They Appear In?
Europe's Food Delivery Shake-Up
The likely EU approval of Prosus's €4.1 billion acquisition of Just Eat Takeaway.com is set to create a dominant force in Europe's food delivery market. This major consolidation creates an investment opportunity focused on companies benefiting from the industry's shifting competitive landscape and increased focus on technological efficiency.
Published: August 3, 2025
Explore BasketEurope's Food Delivery Consolidation
Prosus's major acquisition of Just Eat Takeaway is set to reshape the European food delivery landscape, pending regulatory approval. This consolidation creates opportunities for other companies in the digital food ecosystem, including technology providers and logistics firms that can support these growing giants.
Published: August 2, 2025
Explore BasketRiding The New Tech IPO Wave
Figma's blockbuster IPO has shattered a multi-year drought in major tech listings, signaling renewed investor appetite for high-growth software companies. This event may trigger a wave of public offerings from other venture-backed "unicorns," creating opportunities across the tech ecosystem.
Published: August 1, 2025
Explore BasketInvestment Analysis
Toast
TOST
Pros
- Toast has a large and growing client base with 74,000 restaurants using its technology, providing strong market penetration in restaurant POS and software services.
- Sales growth is supported by a high customer retention rate, with 60% of growth derived from existing clients and 20% of new users coming from referrals.
- Toast's cloud-based platform offers scalable digital technology solutions, positioning it well for ongoing growth in the restaurant technology sector.
Considerations
- Toast's stock trades at a high price-to-earnings ratio of approximately 89.5, indicating potentially high valuation relative to earnings.
- The company's shares have shown high uncertainty in valuation with a wide fair value range, suggesting investor caution about future profitability.
- Market competition and technological innovation requirements in restaurant software pose ongoing execution risks for maintaining growth momentum.
Pros
- SS&C Technologies demonstrated solid Q3 2025 financial performance, with 7% revenue growth and 17.2% adjusted EPS increase year-over-year.
- The company maintains strong profitability with an adjusted EBITDA margin of 39.5% and organic revenue growth over 5%, indicating operational efficiency.
- Analyst consensus is positive with a strong buy/ moderate buy rating and a 12-month price target suggesting an 18% upside from the current price.
Considerations
- Despite strong earnings beat, SS&C's stock experienced a slight decline in after-hours trading, reflecting some market volatility or profit-taking.
- The company operates with a beta of 1.23, indicating above-average stock price volatility relative to the broader market.
- SS&C faces ongoing competitive pressures in financial services and healthcare software markets, requiring consistent innovation and execution.
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