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Siebert Financial (SIEB)
NASDAQ:SIEB
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Siebert Financial (SIEB) AI Stock Analysis

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Siebert Financial

(NASDAQ:SIEB)

Rating:67Neutral
Price Target:
$4.00
▲(12.68%Upside)
The stock's overall score is primarily driven by strong financial performance, with robust revenue growth and profitability metrics. Valuation is attractive due to a low P/E ratio, indicating potential undervaluation. However, bearish technical indicators and liquidity concerns from negative cash flows weigh on the score.

Siebert Financial (SIEB) vs. SPDR S&P 500 ETF (SPY)

Siebert Financial Business Overview & Revenue Model

Company DescriptionSiebert Financial Corp., through its subsidiaries, engages in the retail discount brokerage and investment advisory businesses in the United States and Internationally. It offers discount brokerage services, including self-directed trading, wealth management, financial advice, market making and fixed income investment, stock borrow, equity compensation plans, securities lending, equity stock plan, and market making services; independent retail execution services; and retail customer services. The company also offers self-directed retirement accounts, as well as lends customers a portion of the market value of marginable securities held in the customer's account. In addition, the company provides data technology platform that offers various services, such as email and messaging, market data systems and third party trading systems, business productivity tools, and customer relationship management systems. Further, it offers a Robo-Advisor platform that provides clients with an automated wealth management solution; and various insurance products, such as fixed annuities, personal insurance, property and casualty insurance, natural disaster insurance, and life and disability. The company has 12 branch offices in the United States. Siebert Financial Corp. was incorporated in 1934 and is headquartered in New York, New York.
How the Company Makes MoneySiebert Financial makes money through multiple revenue streams primarily centered around its brokerage and advisory services. The company generates income from commissions and fees associated with executing trades for retail and institutional clients. Additionally, Siebert earns revenues from advisory fees related to investment management and financial planning services. The company also benefits from interest income on client margin loans and cash balances held in brokerage accounts. Significant partnerships within the financial services industry, as well as a strong focus on technology and customer service, contribute to its ability to attract and retain clients, thereby driving its earnings.

Siebert Financial Financial Statement Overview

Summary
Siebert Financial exhibits strong revenue growth and profitability, with a solid balance sheet and low leverage risk. However, negative operating and free cash flows indicate liquidity management issues that need addressing.
Income Statement
82
Very Positive
Siebert Financial shows strong revenue growth with a TTM increase of 8.2% compared to the previous year. The company also demonstrates healthy profitability with a gross profit margin of 48.5% and a net profit margin of 20.1% in the TTM. However, EBIT margin has slightly declined, indicating some operational pressure.
Balance Sheet
76
Positive
The balance sheet reflects solid equity growth, with stockholders' equity increasing to $93.3M. The debt-to-equity ratio is low at 0.03, suggesting minimal leverage risk. However, the equity ratio is moderate at 17.5%, indicating some reliance on liabilities.
Cash Flow
68
Positive
The company faces challenges in cash flow, with operating cash flow turning negative in the TTM. Free cash flow has significantly decreased, indicating potential liquidity concerns. The operating cash flow to net income ratio is negative, highlighting cash flow issues compared to profitability.
BreakdownDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue83.90M71.51M50.10M67.51M54.87M
Gross Profit39.90M37.91M19.23M26.27M21.26M
EBITDA19.11M13.54M-2.85M10.47M5.85M
Net Income13.29M7.83M-2.99M5.06M2.98M
Balance Sheet
Total Assets519.67M801.80M728.05M1.40B1.37B
Cash, Cash Equivalents and Short-Term Investments193.00M418.48M363.79M947.27M912.04M
Total Debt6.90M7.30M336.63M949.38M933.28M
Total Liabilities434.58M731.09M678.13M1.35B1.34B
Stockholders Equity84.09M69.72M48.95M49.26M37.99M
Cash Flow
Free Cash Flow8.62M-32.83M-26.71M-1.91M96.31M
Operating Cash Flow10.05M-30.27M-24.61M5.54M96.72M
Investing Cash Flow-6.05M-2.56M-1.84M-8.37M-410.00K
Financing Cash Flow-85.00K13.04M-4.29M4.85M2.65M

Siebert Financial Technical Analysis

Technical Analysis Sentiment
Negative
Last Price3.55
Price Trends
50DMA
4.45
Negative
100DMA
3.64
Negative
200DMA
3.21
Positive
Market Momentum
MACD
-0.23
Positive
RSI
34.52
Neutral
STOCH
8.74
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SIEB, the sentiment is Negative. The current price of 3.55 is below the 20-day moving average (MA) of 4.29, below the 50-day MA of 4.45, and above the 200-day MA of 3.21, indicating a neutral trend. The MACD of -0.23 indicates Positive momentum. The RSI at 34.52 is Neutral, neither overbought nor oversold. The STOCH value of 8.74 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SIEB.

Siebert Financial Risk Analysis

Siebert Financial disclosed 26 risk factors in its most recent earnings report. Siebert Financial reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Siebert Financial Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
67
Neutral
$146.69M7.7921.85%21.85%111.42%
WHWHG
65
Neutral
$155.33M577.000.33%3.62%0.52%-96.93%
61
Neutral
C$14.72B6.4322.27%5.49%30.07%-22.51%
SRSRL
45
Neutral
$88.19M-6.66%4.38%-36.67%-1568.10%
MFMFH
45
Neutral
$258.57M-21.63%125.92%53.50%
37
Underperform
$22.40M242.25%
TOTOP
$46.31M47.85-7.77%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SIEB
Siebert Financial
3.55
1.82
105.20%
SRL
Scully Royalty
6.31
-0.78
-11.00%
WHG
Westwood Holdings Group
15.37
2.71
21.41%
MFH
Mercurity Fintech Holding
4.06
1.86
84.55%
ARBK
Argo Blockchain
0.31
-1.20
-79.47%
TOP
Zhong Yang Financial Group Ltd.
1.25
-1.23
-49.60%

Siebert Financial Corporate Events

Private Placements and Financing
Siebert Financial Announces $50M Stock Sales Agreement
Neutral
Jun 27, 2025

On June 27, 2025, Siebert Financial Corp. announced a Sales Agreement with Muriel Siebert & Co., LLC and Ladenburg Thalmann & Co. Inc to offer and sell shares of its common stock, valued up to $50 million. This move, allowing sales through an ‘at the market offering,’ aims to enhance the company’s financial flexibility, with Ladenburg acting as the qualified independent underwriter.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 16, 2025