Should you sell SS&C Technologies Inc or reduce the position?
Calculate what you would remove, what you would retain, and which assumptions support continuing to own it.
Price as of Nov 2, 2026, 9:47 AM UTC (polygon last daily bar) · Evidence through Oct 26, 2026
What has changed in the case for owning it?
Market Ontology's model values SS&C Technologies Inc at $108.28 per share against $80.39 (+34.7%). 5 dated developments in the last 45 days reach the position.
| Development | Evidence | Assumption affected | Consequence for the case |
|---|---|---|---|
| Oct 26, 2026 · SS&C Raises Full-Year 2026 Guidance Following $1.216B Operating Cash Flow | 1 source | operating cash flow growth funding share repurchases and upward guidance revisions | Supports the case for owning |
| Oct 26, 2026 · SS&C Technologies Lifts 2026 Targets Backed by $1.22B Nine-Month Cash Flow | 1 source | forward earnings guidance upgrades and acquisition pipeline liquidity | Supports the case for owning |
| Oct 26, 2026 · SS&C Technologies raises FY 2026 guidance as nine-month operating cash hits $1.216B | 1 source | free cash flow yield expansion and upward FY guidance revisions | Supports the case for owning |
| Oct 26, 2026 · SS&C Technologies raises full-year 2026 revenue and earnings guidance | 1 source | valuation re-rating on raised full-year organic revenue and EPS guidance | Supports the case for owning |
| Oct 26, 2026 · SS&C Technologies raises FY2026 targets on $1.22B nine-month operating cash | 1 source | free cash flow generation supporting guidance revisions and capital return programs | Supports the case for owning |
What changes if you sell?
| Keep current position | Sell selected quantity | Exit position | |
|---|---|---|---|
| Shares remaining | 100 | 50 | 0 |
| Estimated proceeds after included transaction costs | — | $4,017 | $8,035 |
| Downside case ($67.81) outcome | −$1,258 | −$629 | $0 |
| Upside case ($169.26) outcome | $8,887 | $4,444 | $0 |
| Remaining exposure | $8,039 | $4,020 | $0 |
Included costs: an assumed 5 bps for commission and spread. Tax treatment: not calculated; cost basis is not used in this comparison.
Undecided: sale proceeds and remaining exposure are calculated; replacement performance is left unresolved.
What would justify keeping the remaining position?
- Revenue growth (yr 1) holds near 5.89%: Trailing 4-year revenue CAGR of 5.9%, faded toward terminal growth over 5 years.
- Operating margin (steady-state) holds near 22.34%: Anchored to mean operating margin of 22.3% across the last 4 reported periods.
- Discount rate (WACC) holds near 7.45%: CAPM baseline: 4.98% risk-free + β0.45 × 5.5% ERP = 7.45%.
What would justify investigating it again after an exit?
- Implied revenue growth (next yr → terminal) moves relative to -2.85%: Growth rate that reconciles the current share price to a 5y DCF holding margin, WACC and terminal g fixed.
- Implied steady-state FCF margin moves relative to 18.41%: FCF margin the market needs to justify the current price at modeled growth and WACC.
- The price falls below the downside value of $67.81.
Preserve the reasoning behind the sale.
Save the reduction you're considering, the evidence behind it, and your conditions for reviewing the remaining position. If you exit, keep the research and specify what would justify revisiting SSNC.
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