SS&C TECHNOLOGIES HLDGS INC SSNC S

November 07, 2016 - 12:24am EST by

member

						2016	2017
Price:		31.24		EPS		1.58	1.80
Shares Out. (in M):		207		P/E		19.8	17.4
Market Cap (in $M):		6,467		P/FCF		19.8	17.4
Net Debt (in $M):		2,388		EBIT		575	627
TEV (in $M):		8,854		TEV/EBIT		15.4	14.1
Borrow Cost:		Available 0-15% cost

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#	AUTHOR DATE SUBJECT
6	member 12/02/16 4:25PM Re: Re: Re: help squaring your numbers 5
OK, thanks, so $35 million versus the $50 you wrote originally and assuming another 2.3% decline. I have slightly different numbers that make the hole smaller (I have Varden+Primatics Organic at about $10.1 million, about $3... login to read the rest view available tags
4	member 11/30/16 5:43PM Re: help squaring your numbers 3
Disregard Question 1, we screwed up the organic calculation and see how you got your numbers (too long staring at the spreadsheet). If you could help us with Question 2, though, much appreciated. view available tags
3	member 11/30/16 4:33PM help squaring your numbers
We have tried to replicate your numbers and are still having some difficulty. Wondering if you can help. Here are the questions: 1) "We estimate that the combined businesses went on to grow 2.1% and -.6%... login to read the rest view available tags
2	member 11/07/16 1:13PM Re: Question 1
First to the substance of your question, there are two adjustments, one to deferred revenue and one to accounts receivable. When it comes to the deferred revenue, we are adding back the balance of deferred revenues... login to read the rest view available tags
1	member 11/07/16 11:32AM Question
Thanks for the write up. Can you show where you came up with your A/R and Deferred revenue numbers and assumptions made on D/R haircuts and A/R usage by acquisitions? I'm not quite following the assumptions.... login to read the rest view available tags

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