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Siebert Financial Corp(SIEB)

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ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL RECENCY
1-STAR RATING
WEAK BUY
BUY for 27 days
PROFIT SINCE LAST BUY
+12.37%
LAST CLOSE
$2.18
09/23/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
  • ALL
  • 1Y
  • 1M
  • 1W
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • PASS (Skip)
Upturn Stock price based on last close iconStock price based on last close

Advisory Performance History (Simulated)Advisory Performance History info

Upturn Advisory & Investor View for SIEB

09/23/2026: SIEB (1-star) has a low Upturn Star Rating. Not recommended to BUY.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Price Behavior

Steep Decline
PRICE PATH

Steep Decline

The stock price has dropped sharply with strong downward pressure.

Choppy
PRICE STABILITY

Choppy

The stock has experienced frequent reversals and pronounced short-term price swings.

Analysis of Past Performance

Type Stock
Historic Profit 74.77%
Avg. Invested days 38
Today’s Advisory WEAK BUY
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 4.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 09/23/2026

Upturn Scorecard

Upturn Star Rating

SIEB receives a 3-star rating, supported by available scored pillars. The rating is constrained by soft analyst coverage, and weak price momentum.

Company Fundamentals

SIEB has moderate overall fundamentals (3 stars), with moderate financial health, moderate growth momentum, and solid ownership. In FY2025 versus FY2024, solid cash generation (FCF margin 10.2%) and solid revenue growth (+17.0%) are partially offset by negative earnings growth (-61.5%), soft profitability (net margin 5.4%).

Financial Health Rating

SIEB's financial health is supported by solid cash strength, including free-cash-flow generation (10.2% of revenue). Profitability is moderate (3 stars), which helps explain the 3-star overall score.

Growth Momentum Score

Revenue growth is SIEB's strongest growth driver at +17.0% FY2025 versus FY2024 (solid, 4 stars). By comparison, free-cash-flow growth (+14.4%, solid) is also solid, while earnings growth (-61.5%, negative) holds the profile back, so recent growth is not broad-based across the business.

Ownership

Institutional ownership is 5.9% and approximately 53.9% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 65.92% supports management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 1.90%
Vanguard Capital Management, LLC 1.34%
Geode Capital Management, LLC 1.06%
UBS Group AG 0.39%
Cetera Investment Advisers 0.36%

Unit Economics (Per $1K Revenue)

SIEB generates approximately $926 of gross profit, $64 of operating income, and $102 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Strong cash conversion and healthy margins support the rating, although capital efficiency remains below the highest tier.

Economic Dimensions

Effective Tax Rate: 7.99%

Quantitative Style Profile

SIEB has a liquid profile. Weak momentum is the primary drawback, while valuation that is moderately attractive rather than deeply discounted.

Style Classification

Quality Focused

Small / Mid Cap RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 89.25M USD
Price to earnings Ratio -
1Y Target Price -
Price to earnings Ratio -
1Y Target Price -
Volume (30-day avg) 133.9K shares
Beta 0.99
52 Weeks Range 1.53 - 4.14
Updated Date 09/24/2026
52 Weeks Range 1.53 - 4.14
Updated Date 09/24/2026
Dividends yield (FY) -
Basic EPS (TTM) -0.03

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

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Valuation

Trailing PE -
Forward PE 38.31
Enterprise Value -554.83M
Price to Sales(TTM) 0.86
Enterprise Value -554.83M
Price to Sales(TTM) 0.86
Enterprise Value to Revenue 1.39
Enterprise Value to EBITDA 40.62
Shares Outstanding 40.94M
Shares Floating 22.07M
Shares Outstanding 40.94M
Shares Floating 22.07M
Percent Insiders 65.92
Percent Institutions 5.89

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

About Siebert Financial Corp

Exchange NASDAQ
Headquarters Miami Beach, FL, United States
IPO Launch date 1980-03-18
CEO & Chairman Mr. John J. Gebbia
Sector Financial Services
Industry Capital Markets
Full time employees 166
Full time employees 166

Siebert Financial Corp., together with its subsidiaries, engages in the provision of brokerage and financial advisory services in the United States. It offers self-directed trading, market making and fixed income investment, stock borrow/stock loan, equity compensation plans, and wealth management/financial advisory; Investment banking / capital markets; and advanced trading services; corporate 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-advisory technology that provides clients with an automated wealth management solution, as well as managed portfolios and separately managed accounts; and various insurance products, such as fixed annuities, personal insurance, property and casualty insurance, natural disaster insurance, and life and disability, as well as talent management and representation, sports negotiation, and marketing services. It has a strategic partnership with FusionIQ. Siebert Financial Corp. was incorporated in 1934 and is headquartered in Miami Beach, Florida.