Siebert Financial Corp. (SIEB) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Siebert Financial Corp. (SIEB) trades at $2.10 with AI Score 47/100 (Grade C). Siebert Financial Corp. operates as a retail discount brokerage and investment advisory firm, offering a range of financial services and products. Market cap: $86.0M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: May 9, 2026Analyst Coverage for SIEB: SIEB does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SIEB against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
SIEB: 1/3 scored disciplines lean bullish. Dominant signal: Ray Dalio bullish.
How is this calculated? →Why this analysis is different
- A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Siebert Financial Corp. (SIEB) Financial Services Profile
Siebert Financial Corp. (SIEB) is a diversified financial services company providing discount brokerage, wealth management, and investment advisory services. With a history dating back to 1934, the company operates through 12 branch offices and offers a technology platform and Robo-Advisor to cater to a wide range of client needs in the capital markets sector.
What Is the Investment Thesis for SIEB?
Siebert Financial Corp. presents a compelling investment case due to its diversified revenue streams and strategic focus on technology-driven solutions. The company's Robo-Advisor platform and data technology offerings position it to capitalize on the growing demand for automated wealth management and digital financial services. With a P/E ratio of 13.4 and a profit margin of 5.7%, Siebert Financial demonstrates profitability within the competitive financial services landscape. Key growth catalysts include the expansion of its Robo-Advisor platform and the potential to increase market share through its technology offerings. However, investors should be aware of the risks associated with market volatility and regulatory changes in the financial services sector. The company's beta of 1.03 indicates that it is as volatile as the market. Siebert Financial's lack of dividend may deter some investors.
Based on FMP financials and quantitative analysis
SIEB Key Highlights
Market capitalization of $86.0M, indicating a small-cap company.
- P/E ratio of 13.4, suggesting a potentially undervalued stock compared to industry peers.
- Profit margin of 5.7%, reflecting the company's ability to generate profit from its revenue.
- Gross margin of 32.7%, indicating the efficiency of its operations.
- Beta of 1.03, suggesting the stock's volatility is similar to the overall market.
Who Are SIEB's Competitors?
SIEB is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| SCHW The Charles Schwab Corporation | $109.79 | -0.98% | $191B | 50 |
| IBKR Interactive Brokers Group, Inc. | $89.85 | -0.76% | $155B | 55 |
| AMTD AMTD IDEA Group | $0.83 | +11.76% | $6.25M | 37 |
| STGC StartEngine Crowdfunding, Inc. | $0.15 | -94.83% | $113M | 61 |
| GEVI General Enterprise Ventures, Inc. | $9.08 | +8.61% | $159M | 56 |
| PLUT Plutus Financial Group Limited | $2.64 | -2.94% | $40.5M | 53 |
| WHG Westwood Holdings Group, Inc. | $19.63 | +0.56% | $186M | 84 |
| DEFT DeFi Technologies Inc. | $0.51 | +6.91% | $200M | 65 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SIEB's Key Strengths?
Diversified revenue streams from brokerage, wealth management, and market making.
- Technology-driven solutions, including a Robo-Advisor platform.
- Established presence in the discount brokerage industry.
- Network of branch offices across the United States.
What Are SIEB's Weaknesses?
Smaller market capitalization compared to larger competitors.
- Limited international presence.
- Dependence on market conditions and trading volumes.
- Lower profit margin compared to some industry peers.
What Could Drive SIEB Stock Higher?
SIEB catalyst: Expansion of the Robo-Advisor platform to attract a wider range of clients seeking automated wealth management solutions. This is driven by the increasing demand for low-cost, personalized investment advice.
- Enhancement of the data technology platform to provide clients with advanced tools and resources for trading and investment analysis. This includes integrating cutting-edge technologies such as AI and machine learning.
- Potential strategic partnerships and acquisitions to expand product offerings and geographic reach. Collaborating with other financial services companies can provide access to new markets and customer segments.
- Expansion of insurance products to cater to the diverse needs of its clients. Offering a comprehensive suite of insurance solutions can generate additional revenue and strengthen customer relationships.
What Are the Key Risks for SIEB?
Financial-distress signal — its Altman Z-Score of 1.37 sits in the distress zone (elevated bankruptcy risk).
- Negative return on equity (-1.3%) — the business is not currently generating profit on shareholder capital.
- Increasing competition from fintech companies and discount brokers, which could put pressure on fees and margins.
- Regulatory changes and compliance requirements in the financial services industry, which could increase costs and limit growth opportunities.
- Market volatility and economic downturns impacting trading volumes, which could reduce revenue and profitability.
- Cybersecurity risks and data breaches, which could damage the company's reputation and result in financial losses.
- Dependence on key personnel, including the CEO, which could disrupt operations if they were to leave the company.
What Are the Growth Opportunities for SIEB?
- Expansion of Robo-Advisor Platform: Siebert Financial can expand its Robo-Advisor platform to attract a wider range of clients seeking automated wealth management solutions. The Robo-Advisor market is expected to grow significantly in the coming years, driven by increasing demand for low-cost, personalized investment advice. By enhancing its platform with advanced features and targeting specific customer segments, Siebert Financial can increase its market share and generate additional revenue. The timeline for this growth opportunity is ongoing, as the company continues to invest in and develop its Robo-Advisor platform.
- Strategic Partnerships and Acquisitions: Siebert Financial can pursue strategic partnerships and acquisitions to expand its product offerings and geographic reach. Collaborating with other financial services companies or acquiring complementary businesses can provide access to new markets and customer segments. This growth strategy can accelerate the company's expansion and enhance its competitive position. The timeline for this growth opportunity is medium-term, as the company actively seeks and evaluates potential partnership and acquisition opportunities.
- Enhancement of Data Technology Platform: Siebert Financial can further enhance its data technology platform to provide clients with advanced tools and resources for trading and investment analysis. By integrating cutting-edge technologies such as artificial intelligence and machine learning, the company can offer personalized insights and recommendations to its clients. This can attract more sophisticated investors and increase trading activity. The timeline for this growth opportunity is ongoing, as the company continuously invests in and upgrades its technology infrastructure.
- Expansion of Insurance Products: Siebert Financial can expand its range of insurance products to cater to the diverse needs of its clients. By offering a comprehensive suite of insurance solutions, including life, health, and property and casualty insurance, the company can generate additional revenue and strengthen its customer relationships. This growth strategy can provide a stable source of income and diversify the company's revenue streams. The timeline for this growth opportunity is medium-term, as the company explores partnerships with insurance providers and develops new insurance products.
- International Expansion: Siebert Financial can explore opportunities to expand its operations internationally, targeting markets with growing demand for financial services. By establishing a presence in new countries, the company can tap into new customer bases and diversify its revenue streams. This growth strategy requires careful planning and execution, as the company must navigate different regulatory environments and cultural nuances. The timeline for this growth opportunity is long-term, as the company conducts market research and develops international expansion plans.
What Are SIEB's Competitive Advantages?
- Established brand name and reputation in the discount brokerage industry.
- Diversified revenue streams from brokerage, wealth management, and market making activities.
- Technology-driven solutions, including a Robo-Advisor platform and data technology platform.
- Extensive network of branch offices across the United States.
What Does SIEB Do?
Siebert Financial Corp., established in 1934, has evolved into a multifaceted financial services provider. Initially focused on retail discount brokerage, the company has expanded its offerings to include wealth management, investment advisory services, and technology-driven solutions. Siebert Financial operates through its subsidiaries, catering to both individual and institutional clients in the United States and internationally. The company's core services encompass self-directed trading, financial advice, market making, and fixed income investments. Siebert Financial also provides stock borrow, equity compensation plans, securities lending, and equity stock plan services. In addition to traditional brokerage services, Siebert Financial offers independent retail execution services and retail customer services. The company also provides self-directed retirement accounts and margin lending. Siebert Financial has embraced technological advancements by offering a data technology platform that includes email and messaging, market data systems, third-party trading systems, business productivity tools, and customer relationship management systems. The company also provides a Robo-Advisor platform, offering clients an automated wealth management solution. Siebert Financial further diversifies its offerings with various insurance products, including fixed annuities, personal insurance, property and casualty insurance, natural disaster insurance, and life and disability insurance. With 12 branch offices across the United States, Siebert Financial maintains a physical presence while leveraging technology to expand its reach.
What Products and Services Does SIEB Offer?
- Provides discount brokerage services.
- Offers wealth management and financial advice.
- Engages in market making and fixed income investment.
- Offers stock borrow and securities lending services.
- Provides equity compensation plans and equity stock plan services.
- Offers independent retail execution services.
- Provides retail customer services.
- Offers a Robo-Advisor platform for automated wealth management.
How Does SIEB Make Money?
- Generates revenue through brokerage commissions and fees.
- Earns income from wealth management and investment advisory services.
- Profits from market making activities.
- Generates revenue from securities lending and margin lending.
What Industry Does SIEB Operate In?
Siebert Financial Corp. operates in the competitive financial services industry, which is characterized by evolving regulatory landscapes and increasing demand for technology-driven solutions. The industry is witnessing a shift towards automated wealth management and digital brokerage services, driven by changing customer preferences and technological advancements. Siebert Financial's Robo-Advisor platform and data technology offerings position it to capitalize on these trends. The company competes with both traditional brokerage firms and fintech companies, requiring it to continuously innovate and adapt to changing market conditions. The financial services industry is subject to stringent regulations and compliance requirements, which can impact profitability and growth.
Who Are SIEB's Key Customers?
- Individual investors seeking discount brokerage services.
- High-net-worth individuals seeking wealth management services.
- Institutional investors engaging in market making activities.
- Corporations offering equity compensation plans to employees.
How Siebert Financial Corp. Is Valued
Siebert Financial Corp. carries a market capitalization of $86.0M, placing it in the micro-cap category. Relative to its peer group, SIEB's quantitative score of 47/100 is roughly in line with the peer average of 52/100.
Company Profile
Siebert Financial Corp. operates in the Financial - Capital Markets industry within the Financial Services sector. It is headquartered in Miami Beach, US. The company is led by CEO John J. Gebbia. SIEB has traded publicly since 1980.
Key Financial Metrics
Return on equity for Siebert Financial Corp. stands at -1.3%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -0.1%, showing how much profit it generates from its asset base. Its free cash flow yield is 26.9%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.07 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -1.6%, the inverse of the P/E and a quick read on earnings relative to price.
Financial Health
Siebert Financial Corp.'s Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 1.37 places it in the distress zone, a signal of elevated financial risk.
SIEB Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Diversified revenue streams from brokerage, wealth management, and market making.
- Technology-driven solutions, including a Robo-Advisor platform.
- Established presence in the discount brokerage industry.
- Network of branch offices across the United States.
Bear Case
- Smaller market capitalization compared to larger competitors.
- Limited international presence.
- Dependence on market conditions and trading volumes.
- Lower profit margin compared to some industry peers.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
SIEB Latest News
SIEB Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SIEB.
Price Targets
Wall Street price target analysis for SIEB.
SIEB MoonshotScore
What does this score mean?
The MoonshotScore rates SIEB 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: John J. Gebbia
CEO
John J. Gebbia serves as the CEO of Siebert Financial Corp., bringing extensive experience in the financial services industry. His background includes leadership roles in various brokerage and investment firms. Gebbia's expertise spans across wealth management, trading operations, and regulatory compliance. He has a proven track record of driving growth and innovation in the financial services sector. Gebbia's leadership is focused on leveraging technology and expanding Siebert Financial's market presence.
Track Record: Under John J. Gebbia's leadership, Siebert Financial Corp. has focused on expanding its technology offerings, including the development of its Robo-Advisor platform. He has also overseen the company's efforts to enhance its data technology platform and expand its range of insurance products. Gebbia's strategic decisions have aimed to position Siebert Financial for long-term growth and success in the competitive financial services industry.
What Investors Ask About Siebert Financial Corp. (SIEB) — Financial Services
What does the AI Score mean for SIEB?
SIEB holds an AI Score of 47/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Siebert Financial Corp. operates as a retail discount brokerage and investment advisory firm, offering a range of financial services and products. The company focuses on providing self-directed …
What does Siebert Financial Corp. do?
Siebert Financial Corp. operates as a diversified financial services company, providing discount brokerage, wealth management, and investment advisory services. The company offers self-directed trading, financial advice, market making, and fixed income investments. Siebert Financial also provides stock borrow, equity compensation plans, securities lending, and equity stock plan services.
What do analysts say about SIEB stock?
Analyst coverage of Siebert Financial Corp. (SIEB) is limited, but the company's valuation metrics suggest potential value. The P/E ratio of 13.4 indicates that the stock may be undervalued compared to industry peers. Growth considerations include the expansion of its Robo-Advisor platform and the potential to increase market share through its technology offerings.
What are the main risks for SIEB?
Siebert Financial Corp. faces several risks, including increasing competition from fintech companies and discount brokers, regulatory changes and compliance requirements in the financial services industry, market volatility and economic downturns impacting trading volumes, and cybersecurity risks and data breaches. The company's smaller market capitalization compared to larger competitors also poses a risk.
What are the key factors to evaluate for SIEB?
Siebert Financial Corp. (SIEB) holds an AI score of 47/100 (low). P/E: 13.4x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does SIEB data refresh on this page?
SIEB's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven SIEB's recent stock price performance?
Siebert Financial Corp. (SIEB) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified revenue streams from brokerage, wealth management, and market making. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SIEB overvalued or undervalued right now?
Siebert Financial Corp. (SIEB) trades at 13.4x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research SIEB before investing?
Before investing in Siebert Financial Corp. (SIEB), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data is based on the most recent available information.
- Analyst opinions and ratings may vary.
- Investment decisions should be based on individual risk tolerance and financial goals.