Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>SS&C Technologies delivered solid financial results for the first quarter of 2026 despite a challenging macroeconomic environment marked by geopolitical tensions, tariff issues, and elevated oil prices.</li><li>The company reported adjusted revenues of $1.648 billion, representing a 9% increase year-over-year, and an adjusted diluted earnings per share (EPS) of $1.69, a 14% rise.</li><li>Adjusted consolidated EBITDA reached a record $651 million, up 10%, with a margin improvement to 39.5%.</li></ul>

SS&C Technologies delivered solid financial results for the first quarter of 2026 despite a challenging macroeconomic environment marked by geopolitical tensions, tariff issues, and elevated oil prices.The company reported adjusted revenues of $1.648 billion, representing a 9% increase year-over-year, and an adjusted diluted earnings per share (EPS) of $1.69, a 14% rise.Adjusted consolidated EBITDA reached a record $651 million, up 10%, with a margin improvement to 39.5%.

Can SS&C Technologies Sustain 39.5% EBITDA Margins As Macro Headwinds Intensify?

<ul><li>SS&C Technologies delivered a strong finish to 2025, pairing record adjusted revenue of $1.655 billion with record adjusted diluted earnings per share of $1.69, record adjusted consolidated EBITDA of $651 million, and a 39.3% adjusted EBITDA margin.</li><li>Adjusted organic revenue growth was 5.3% on a constant-currency basis, with notable strength in Global Investor and Distribution Solutions and GlobeOp. Cash from operating activities rose 26% for the full year to $1.745 billion, translating to $6.89 per diluted share, supported by earnings growth, working capital utilization, and lower cash taxes.</li><li>Capital returns remained a central feature, with $384 million returned in the fourth quarter and over $1 billion of share repurchases completed across 2025, alongside dividends.</li></ul>

SS&C Technologies delivered a strong finish to 2025, pairing record adjusted revenue of $1.655 billion with record adjusted diluted earnings per share of $1.69, record adjusted consolidated EBITDA of $651 million, and a 39.3% adjusted EBITDA margin.Adjusted organic revenue growth was 5.3% on a constant-currency basis, with notable strength in Global Investor and Distribution Solutions and GlobeOp. Cash from operating activities rose 26% for the full year to $1.745 billion, translating to $6.89 per diluted share, supported by earnings growth, working capital utilization, and lower cash taxes.Capital returns remained a central feature, with $384 million returned in the fourth quarter and over $1 billion of share repurchases completed across 2025, alongside dividends.

SS&C Technologies’ Capital Firepower: Will Buybacks or Bold Acquisitions Unlock the Next Growth Wave?

Credit

<ul><li>SS&C Technologies Holdings, Inc. has delivered a robust financial performance in the third quarter of 2025, marked by an uptick in revenue and earnings per share.</li><li>The company reported record adjusted revenue of $1.569 billion, reflecting a 7% increase from the previous year, alongside a notable 17.2% growth to reach an adjusted diluted earnings per share of $1.57.</li><li>Adjusted consolidated EBITDA also reached a record high of $619 million, a rise of 9.3%, leading to a quarterly adjusted EBITDA margin of 39.5%.</li></ul>

SS&C Technologies Holdings, Inc. has delivered a robust financial performance in the third quarter of 2025, marked by an uptick in revenue and earnings per share.The company reported record adjusted revenue of $1.569 billion, reflecting a 7% increase from the previous year, alongside a notable 17.2% growth to reach an adjusted diluted earnings per share of $1.57.Adjusted consolidated EBITDA also reached a record high of $619 million, a rise of 9.3%, leading to a quarterly adjusted EBITDA margin of 39.5%.

SS&C Technologies Taps Into the $1 Trillion Private Credit Boom—Here’s Why It Matters!

<ul><li>SS&C Technologies recently reported its second-quarter financial results for 2025.</li><li>The company achieved record adjusted revenue of $1.5378 billion, marking a 5.9% increase from the previous year.</li><li>Adjusted earnings per share (EPS) grew by 9.8% to $1.45, and a notable milestone was reached with the adjusted consolidated EBITDA surpassing $600 million, resulting in a 39% margin.</li></ul>

SS&C Technologies recently reported its second-quarter financial results for 2025.The company achieved record adjusted revenue of $1.5378 billion, marking a 5.9% increase from the previous year.Adjusted earnings per share (EPS) grew by 9.8% to $1.45, and a notable milestone was reached with the adjusted consolidated EBITDA surpassing $600 million, resulting in a 39% margin.

SS&C Technologies Accelerates in Private Markets—Can It Capitalize On The Alternatives Boom?

<ul><li>SS&C Technologies is doubling down on its international expansion strategy with a pending acquisition that could reshape its footprint in South Africa and potentially across the broader African continent.</li><li>The Windsor, Connecticut-based fintech and fund administration giant recently announced its intent to acquire Curo Fund Services, a top-tier South African fund administrator overseeing more than R3 trillion (USD 170 billion) in assets.</li><li>The acquisition, which remains subject to regulatory clearance from South Africa’s Competition Commission, comes at a time when SS&C is posting record financials—Q2 2025 adjusted revenue hit $1.538 billion (+5.9% YoY), and adjusted EBITDA crossed the $600 million threshold for the first time.</li></ul>

SS&C Technologies is doubling down on its international expansion strategy with a pending acquisition that could reshape its footprint in South Africa and potentially across the broader African continent.The Windsor, Connecticut-based fintech and fund administration giant recently announced its intent to acquire Curo Fund Services, a top-tier South African fund administrator overseeing more than R3 trillion (USD 170 billion) in assets.The acquisition, which remains subject to regulatory clearance from South Africa’s Competition Commission, comes at a time when SS&C is posting record financials—Q2 2025 adjusted revenue hit $1.538 billion (+5.9% YoY), and adjusted EBITDA crossed the $600 million threshold for the first time.

SS&C’s African Power Play? Why The Curo Fund Acquisition Could Reshape Its Global Ambition!

United States

SS&C Technologies Holdings, Inc. develops and markets computer software for financial services providers.  The software enables trading and modeling, portfolio management and reporting, accounting, performance measurement, reconciliation, reporting, processing, and clearing.

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SS&C Technologies (SSNC US)

Can SS&C Technologies Sustain 39.5% EBITDA Margins As Macro Headwinds Intensify?

SS&C Technologies delivered solid financial results for the first quarter of 2026 despite a challenging macroeconomic environment marked by...

Baptista Research

SS&C Technologies’ Capital Firepower: Will Buybacks or Bold Acquisitions Unlock the Next Growth Wave?

SS&C Technologies delivered a strong finish to 2025, pairing record adjusted revenue of $1.655 billion with record adjusted diluted earnings...

Baptista Research

SS&C Technologies Taps Into the $1 Trillion Private Credit Boom—Here’s Why It Matters!

SS&C Technologies Holdings, Inc. has delivered a robust financial performance in the third quarter of 2025, marked by an uptick in revenue and...

Baptista Research

SS&C Technologies Accelerates in Private Markets—Can It Capitalize On The Alternatives Boom?

SS&C Technologies recently reported its second-quarter financial results for 2025. The company achieved record adjusted revenue of $1.5378...

Baptista Research

SS&C’s African Power Play? Why The Curo Fund Acquisition Could Reshape Its Global Ambition!

SS&C Technologies is doubling down on its international expansion strategy with a pending acquisition that could reshape its footprint in...

Baptista Research

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