
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how data & business process services stocks fared in Q4, starting with SS&C (NASDAQ: SSNC).
A combination of increasing reliance on data and analytics across various industries and the desire for cost efficiency through outsourcing could mean that companies in this space gain. As functions such as payroll, HR, and credit risk assessment rely on more digitization, key players in the data & business process services industry could be increased demand. On the other hand, the sector faces headwinds from growing regulatory scrutiny on data privacy and security, with laws like GDPR and evolving U.S. regulations potentially limiting data collection and monetization strategies. Additionally, rising cyber threats pose risks to firms handling sensitive personal and financial information, creating outsized headline risk when things go wrong in this area.
The 9 data & business process services stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 2.1% while next quarter’s revenue guidance was in line.
In light of this news, share prices of the companies have held steady as they are up 3.9% on average since the latest earnings results.
SS&C (NASDAQ: SSNC)
Founded in 1986 as a bridge between technology and financial services, SS&C Technologies (NASDAQ: SSNC) provides software and software-enabled services that help financial firms and healthcare organizations automate complex business processes.
SS&C reported revenues of $1.65 billion, up 8.1% year on year. This print exceeded analysts’ expectations by 1.9%. Overall, it was a very strong quarter for the company with an impressive beat of analysts’ full-year EPS guidance estimates and full-year revenue guidance topping analysts’ expectations.
“SS&C’s 2025 performance reflects exceptional execution and the depth and breadth of our product and service portfolio. This quarter, we delivered record adjusted revenues of $1,655 million and adjusted consolidated EBITDA of $651 million, setting us up for a strong 2026,” says Bill Stone, Chairman and Chief Executive Officer.

SS&C achieved the highest full-year guidance raise of the whole group. The results were likely priced in, however, and the stock is flat since reporting. It currently trades at $75.19.
Is now the time to buy SS&C? Access our full analysis of the earnings results here, it’s free.
Best Q4: Broadridge (NYSE: BR)
Processing over $10 trillion in equity and fixed income trades daily and managing proxy voting for over 800 million equity positions, Broadridge Financial Solutions (NYSE: BR) provides technology-driven solutions that power investing, governance, and communications for banks, broker-dealers, asset managers, and public companies.
Broadridge reported revenues of $1.71 billion, up 7.8% year on year, outperforming analysts’ expectations by 6.5%. The business had an incredible quarter with a beat of analysts’ EPS estimates and a solid beat of analysts’ revenue estimates.

Broadridge delivered the biggest analyst estimates beat among its peers. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 4.8% since reporting. It currently trades at $188.80.
Is now the time to buy Broadridge? Access our full analysis of the earnings results here, it’s free.
Weakest Q4: CoStar (NASDAQ: CSGP)
With a research department that makes over 10,000 property updates daily to its 35-year-old database, CoStar Group (NASDAQ: CSGP) provides comprehensive real estate data, analytics, and online marketplaces for commercial and residential properties in the U.S. and U.K.
CoStar reported revenues of $900 million, up 26.9% year on year, exceeding analysts’ expectations by 0.9%. Still, it was a slower quarter as it posted a significant miss of analysts’ full-year EPS guidance estimates and a significant miss of analysts’ EPS guidance for next quarter estimates.
As expected, the stock is down 1.7% since the results and currently trades at $48.30.
Read our full analysis of CoStar’s results here.
Verisk (NASDAQ: VRSK)
Processing over 2.8 billion insurance transaction records annually through one of the world's largest private databases, Verisk Analytics (NASDAQ: VRSK) provides data, analytics, and technology solutions that help insurance companies assess risk, detect fraud, and make better business decisions.
Verisk reported revenues of $778.8 million, up 5.9% year on year. This number topped analysts’ expectations by 0.7%. Aside from that, it was a mixed quarter as it also produced a beat of analysts’ EPS estimates but full-year revenue guidance missing analysts’ expectations.
Verisk had the slowest revenue growth among its peers. The stock is up 21.8% since reporting and currently trades at $215.95.
Read our full, actionable report on Verisk here, it’s free.
EXL (NASDAQ: EXLS)
Originally founded as an outsourcing company in 1999 before evolving into a technology-focused enterprise, EXL (NASDAQ: EXLS) provides data analytics and AI-powered digital operations solutions that help businesses transform their operations and make better decisions.
EXL reported revenues of $542.6 million, up 12.7% year on year. This result beat analysts’ expectations by 1.7%. More broadly, it was a mixed quarter as it also logged a beat of analysts’ EPS estimates but a slight miss of analysts’ full-year EPS guidance estimates.
The stock is up 12.2% since reporting and currently trades at $32.27.
Read our full, actionable report on EXL here, it’s free.
Want to invest in winners with rock-solid fundamentals? Check out our Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
StockStory’s analyst team — all seasoned professional investors — uses quantitative analysis and automation to deliver market-beating insights faster and with higher quality.
