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Held by 680 of 5,944 reporting institutions (98th percentile) — extremely crowded.
Data as of Q1 2026
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Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $80.04 today, the market must believe free cash flow compounds 7.0%/yr for a decade (off $1.4B normalized FCF).
The market's 7.0% is more conservative than its 9-yr track record.
2-stage DCF · 0.24B shares · net debt $7.0B
mean 21.8% · volatility σ 37% · implied rate exceeded in 7/9 yrs
Central path = implied 7.0%/yr growth; shaded band = ±1σ (37%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Ranked against 743 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TSM | $11.16T | — | — | — | — | — | — | — | — | — | 3,121 |
| NVDA | $5.33T | 44.8× | 40.0× | 24.7× | 65.5% | 71.1% | 55.6% | 76.3% | 72.4% | 0.1× | 5,582 |
| AAPL | $4.98T | 45.2× | 34.8× | 12.0× | 6.4% | 46.9% | 26.9% | 152% | 68.1% | 0.6× | 5,858 |
| MSFT | $3.70T | 27.7× | 19.6× | 11.1× | 17.8% | 67.9% | 40.3% | 30.2% | 27.7% | 0.2× | 5,944 |
| AVGO | $1.65T | 72.8× | 65.1× | 25.8× | 23.9% | 67.8% | 36.2% | 28.4% | 15.8% | 2.5× | 4,442 |
| MU | $1.10T | 128.8× | 60.7× | 29.3× | 48.9% | 39.8% | 22.8% | 15.8% | 12.9% | 0.7× | 2,894 |
| AMD | $888.5B | 205.7× | 210.2× | 25.6× | 34.3% | 49.5% | 12.5% | 6.9% | 6.5% | 0.8× | 3,059 |
| INTC | $543.3B | — | 67.4× | 10.3× | -0.5% | 34.8% | -0.5% | -0.2% | -0.2% | 5.5× | 2,495 |
| CSCO | $436.6B | 43.2× | 36.6× | 7.7× | 5.3% | 64.9% | 18.0% | 21.7% | 13.6% | 2.3× | 3,560 |
| PLTR | $421.4B | 279.8× | 291.6× | 94.2× | 56.2% | 82.4% | 36.3% | 22.0% | 22.0% | — | 2,883 |
| DELL | $383.6B | 67.8× | 36.1× | 3.4× | 18.8% | 20.0% | 5.2% | -240% | 20.4% | 2.8× | 1,564 |
| LRCX | $341.7B | 64.9× | 54.5× | 18.5× | 23.7% | 48.7% | 29.1% | 54.3% | 37.4% | 0.7× | 2,500 |
| RPAY | $338.0B | — | — | 1092.8× | -1.2% | 75.0% | -83.0% | -53.0% | -28.2% | -1.7× | 142 |
| AMAT | $331.0B | 48.2× | 38.1× | 11.7× | 4.4% | 48.7% | 24.7% | 34.3% | 25.9% | 0.8× | 2,826 |
| UMC | $307.4B | — | — | — | — | — | — | — | — | — | 302 |
| ARM | $281.9B | 311.6× | 242.9× | 57.3× | 22.8% | 97.5% | 18.4% | 10.9% | 10.9% | — | 730 |
| SAP | $262.5B | — | — | — | — | — | — | — | — | — | 794 |
| ANET | $250.7B | 72.6× | 63.3× | 27.8× | 28.6% | 64.1% | 39.0% | 28.4% | 28.4% | — | 1,930 |
| PANW | $250.5B | 234.4× | 156.5× | 27.2× | 14.9% | 73.4% | 12.3% | 14.5% | 14.5% | — | 2,374 |
| SNDK | $235.7B | — | — | 32.0× | 10.4% | 30.1% | -22.3% | -17.8% | -14.8% | -1.5× | 1,127 |
| TXN | $234.6B | 47.4× | 30.9× | 13.3× | 13.0% | 57.0% | 28.3% | 30.7% | 16.5% | 1.8× | 2,345 |
| CRM | $225.6B | 31.1× | 24.4× | 5.4× | 9.6% | 77.7% | 18.0% | 12.6% | 10.1% | 1.5× | 2,547 |
| IBM | $222.8B | 21.3× | — | 3.3× | 7.6% | 58.2% | 15.7% | 32.4% | 11.3% | — | 3,351 |
| MRVL | $204.0B | 78.4× | 133.3× | 24.9× | 42.1% | 51.0% | 32.6% | 18.7% | 14.2% | 2.9× | 1,477 |
| QCOM | $202.7B | 37.7× | 15.2× | 4.6× | 13.7% | 55.4% | 12.5% | 26.1% | 15.4% | 1.1× | 2,611 |
| SSNC | $19.3B | 25.4× | 12.3× | 3.1× | 6.6% | 48.2% | 12.7% | 11.6% | 5.6% | 3.5× | 680 |
Peers = companies sharing SSNC's sector (Technology) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.27B 100.0% | $5.88B 100.0% | $5.50B 100.0% | $5.28B 100.0% | $5.05B 100.0% | $4.67B 100.0% | $4.63B 100.0% | $3.42B 100.0% | $1.68B 100.0% | $1.48B 100.0% |
| Cost of Revenue | $3.25B 51.8% | $3.02B 51.3% | $2.85B 51.8% | $2.77B 52.4% | $2.64B 52.3% | $2.57B 55.1% | $2.61B 56.4% | $2.05B 60.0% | $886.4M 52.9% | $800.5M 54.0% |
| Cost of Services | — | — | — | — | — | — | — | — | $628.1M 37.5% | $544.4M 36.7% |
| Gross Profit | $3.02B 48.2% | $2.86B 48.7% | $2.65B 48.2% | $2.52B 47.6% | $2.41B 47.7% | $2.09B 44.9% | $2.02B 43.6% | $1.37B 40.0% | $788.9M 47.1% | $680.9M 46.0% |
| Research & Development | $507.5M 8.1% | $517.7M 8.8% | $473.8M 8.6% | $447.3M 8.5% | $414.9M 8.2% | $399.4M 8.6% | $383.7M 8.3% | $318.2M 9.3% | $153.3M 9.2% | $152.7M 10.3% |
| Selling, General & Admin | $452.4M 7.2% | $418.2M 7.1% | $418.2M 7.6% | $425.0M 8.0% | $358.0M 7.1% | $352.3M 7.5% | $369.2M 8.0% | $313.9M 9.2% | $119.6M 7.1% | $122.5M 8.3% |
| Total Operating Expenses | $1.58B 25.3% | $1.52B 25.8% | $1.44B 26.2% | $1.37B 26.0% | $1.17B 23.1% | $1.11B 23.7% | $1.11B 23.9% | $940.9M 27.5% | $392.0M 23.4% | $392.3M 26.5% |
| Operating Income | $1.44B 22.9% | $1.34B 22.8% | $1.21B 22.0% | $1.14B 21.6% | $1.24B 24.6% | $985.8M 21.1% | $914.4M 19.7% | $429.1M 12.5% | $396.9M 23.7% | $288.6M 19.5% |
| Interest Expense | $434.7M 6.9% | $463.0M 7.9% | $476.3M 8.7% | $312.2M 5.9% | $205.7M 4.1% | $249.9M 5.4% | $409.6M 8.8% | $280.1M 8.2% | $108.6M 6.5% | $129.9M 8.8% |
| Other Income (Expense), net | -$23.0M -0.4% | $8.9M 0.2% | $20.7M 0.4% | $20.8M 0.4% | $18.2M 0.4% | $41.6M 0.9% | $25.7M 0.6% | $8.2M 0.2% | -$4.5M -0.3% | $3.4M 0.2% |
| Pretax Income | $974.8M 15.5% | $893.7M 15.2% | $857.7M 15.6% | $876.1M 16.6% | $1.04B 20.5% | $775.8M 16.6% | $531.7M 11.5% | $125.1M 3.7% | $282.7M 16.9% | $163.6M 11.0% |
| Income Tax Expense | $176.1M 2.8% | $132.0M 2.2% | $249.1M 4.5% | $227.1M 4.3% | $236.4M 4.7% | $150.6M 3.2% | $93.2M 2.0% | $21.9M 0.6% | -$46.2M -2.8% | $32.6M 2.2% |
| Net Income | $798.7M 12.7% | $761.7M 12.9% | $608.6M 11.1% | $649.0M 12.3% | $800.6M 15.9% | $625.2M 13.4% | $438.5M 9.5% | $103.2M 3.0% | $328.9M 19.6% | $131.0M 8.8% |
| Per Share | ||||||||||
| EPS (Basic) | $3.26 | $3.09 | $2.45 | $2.56 | $3.13 | $2.44 | $1.73 | $0.44 | $1.60 | $0.65 |
| EPS (Diluted) | $3.15 | $3.00 | $2.39 | $2.48 | $2.99 | $2.35 | $1.66 | $0.42 | $1.55 | $0.64 |
| Weighted Avg Shares (Basic) | 244.3M | 246.4M | 248.3M | 254.0M | 255.6M | 256.4M | 252.9M | 232.5M | 204.9M | 200.3M |
| Weighted Avg Shares (Diluted) | 253.1M | 253.8M | 254.5M | 262.0M | 267.3M | 266.6M | 264.2M | 243.7M | 211.6M | 205.8M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
Safe > 2.99 · grey 1.81–2.99 · distress < 1.81
Eight indices comparing this year to last (receivables, margins, asset quality, growth, accruals, leverage). Above −1.78 suggests possible manipulation; below −2.22 is clean.
A screen, not proof — high growth alone can raise it.
Earnings are backed by cash (FCF ≥ net income) — high quality. Lower/negative accruals = higher quality (Sloan).
Interest coverage is thin — monitor; leverage rising year-over-year.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
The dividend is comfortably covered — only 15% of free cash flow, leaving room to grow it and fund buybacks. Last year: $254M dividends + $1.0B buybacks = $1.3B returned on $1.7B FCF.
9 consecutive years of dividend increases · 17%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A reinvestment story — most cash went back into growth rather than to shareholders.
Modest payoff on reinvested capital. Current ROIC on all capital: 6%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $462M covers the $25M due within a year 18.5× over. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable. Effective rate ~5.8% on $7.4B of debt.
Cash of $462M fully covers short-term debt of $25M.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
EOD close · as of 2026-09-17
Where each multiple sits in its own 14-yr range · 48th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 14-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Low operating leverage — profit tracks sales closely (stable, less cyclical).
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 60.0 | 56.4 | 55.1 | 52.3 | 52.4 | 51.8 | 51.3 | 51.8 |
| Gross Profit | 40.0 | 43.6 | 44.9 | 47.7 | 47.6 | 48.2 | 48.7 | 48.2 |
| R&D | 9.3 | 8.3 | 8.6 | 8.2 | 8.5 | 8.6 | 8.8 | 8.1 |
| SG&A | 9.2 | 8.0 | 7.5 | 7.1 | 8.0 | 7.6 | 7.1 | 7.2 |
| Operating Income | 12.5 | 19.7 | 21.1 | 24.6 | 21.6 | 22.0 | 22.8 | 22.9 |
| Income Tax | 0.6 | 2.0 | 3.2 | 4.7 | 4.3 | 4.5 | 2.2 | 2.8 |
| Net Income | 3.0 | 9.5 | 13.4 | 15.9 | 12.3 | 11.1 | 12.9 | 12.7 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on SSNC: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.