← Back to All US Stocks

Siebert Financial Corp. (SIEB) Fundamental Analysis & AI Grade 2026

SIEB Nasdaq Security Brokers, Dealers & Flotation Companies NY CIK: 0000065596
Updated This Month • Analysis: May 16, 2026 • SEC Data: 2026-03-31
Combined AI Grade
D
82% Confidence
N/A
D
82% Conf
Pending
Analysis scheduled

📊 SIEB Key Takeaways

Revenue: $23.5M
Net Margin: -8.4%
Free Cash Flow: $-26.2M
Current Ratio: 1.13x
Debt/Equity: 0.05x
EPS: $-0.05
AI Grade: D with 82% confidence
Siebert Financial Corp. (SIEB) receives a D fundamental grade with 82% confidence from our AI analysis based on SEC 10-K filings. With revenue of $23.5M, net profit margin of -8.4%, and return on equity (ROE) of -2.2%, Siebert Financial Corp. demonstrates mixed fundamentals in the Finance sector. Below is our complete SIEB stock analysis for 2026.

Is Siebert Financial Corp. (SIEB) a Good Investment?

Claude

Siebert Financial is burning cash at an unsustainable rate ($26.1M negative operating cash flow) despite 64% revenue growth, indicating severe operational inefficiency or structural business model challenges. With only $16.2M in cash and negative profitability across all margins (-8.4% net margin, -12.2% operating margin), the company has approximately 7-8 months of cash runway at current burn rates, creating imminent solvency risk.

Siebert Financial Corp. Key Strengths (SIEB)

Claude
  • + Strong revenue growth of 64.2% year-over-year demonstrates top-line expansion
  • + Conservative capital structure with minimal debt (0.05x debt-to-equity, only $4.1M long-term debt)
  • + Adequate short-term liquidity with 1.13x current ratio

SIEB Stock Risks: Siebert Financial Corp. Investment Risks

Claude
  • ! Operating cash flow of -$26.1M indicates the business is burning cash despite revenue growth, suggesting fundamental operational problems
  • ! Deeply negative profitability with -8.4% net margin and deteriorating EPS (-60.6% YoY) in a financial services context
  • ! Critical cash runway concern: only $16.2M cash against -$26.1M annual operating cash burn (~7 months of runway)
  • ! Free cash flow of -$26.2M shows the company is not self-sustaining and reliant on existing capital reserves
  • ! Revenue growth not translating to profitability suggests quality issues, market pricing pressure, or cost structure misalignment

Key Metrics to Watch

Claude
  • * Operating cash flow trend and path to positive cash generation
  • * Cash balance depletion rate and adequacy of remaining runway
  • * Net income and operating margin trajectory toward profitability
  • * Operating expense ratio relative to revenue to identify cost control improvements
  • * Client acquisition cost and customer retention metrics in the brokerage business

Siebert Financial Corp. (SIEB) Financial Metrics & Key Ratios

Revenue
$23.5M
Net Income
$-2.0M
EPS (Diluted)
$-0.05
Free Cash Flow
$-26.2M
Total Assets
$597.1M
Cash Position
$16.2M

💡 AI Analyst Insight

Siebert Financial Corp. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

SIEB Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -12.2%
Net Margin -8.4%
ROE -2.2%
ROA -0.3%
FCF Margin -111.5%

SIEB vs Finance Sector: How Siebert Financial Corp. Compares

How Siebert Financial Corp. compares to Finance sector averages

Net Margin
SIEB -8.4%
vs
Sector Avg 25.0%
SIEB Sector
ROE
SIEB -2.2%
vs
Sector Avg 12.0%
SIEB Sector
Current Ratio
SIEB 1.1x
vs
Sector Avg 1.2x
SIEB Sector
Debt/Equity
SIEB 0.0x
vs
Sector Avg 2.0x
SIEB Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Siebert Financial Corp. Stock Overvalued? SIEB Valuation Analysis 2026

Based on fundamental analysis, Siebert Financial Corp. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
-2.2%
Sector avg: 12%
Net Profit Margin
-8.4%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.05x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Siebert Financial Corp. Balance Sheet: SIEB Debt, Cash & Liquidity

Current Ratio
1.13x
Quick Ratio
1.13x
Debt/Equity
0.05x
Debt/Assets
85.2%
Interest Coverage
N/A
Long-term Debt
$4.1M

SIEB Revenue & Earnings Growth: 5-Year Financial Trend

SIEB 5-year financial data: Year 2024: Revenue $46.4M, Net Income N/A, EPS $0.21. Year 2025: Revenue $57.4M, Net Income N/A, EPS $0.33.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Siebert Financial Corp.'s revenue has grown significantly by 24% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.33 reflects profitable operations.

SIEB Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-111.5%
Free cash flow / Revenue

SIEB Quarterly Earnings & Performance

Quarterly financial performance data for Siebert Financial Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $12.8M $1.6M $0.04
Q2 2025 $11.8M $3.7M $0.10
Q1 2025 $10.6M $3.7M $0.09
Q2 2024 $7.5M $2.7M $0.07

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Siebert Financial Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$26.1M
Cash generated from operations
Stock Buybacks
$3.6M
Shares repurchased (TTM)
Capital Expenditures
$67.0K
Investment in assets
Dividends
None
No dividend program

SIEB SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Siebert Financial Corp. (CIK: 0000065596)

📋 Recent SEC Filings

Date Form Document Action
May 15, 2026 10-Q ea0288206-10q_siebert.htm View →
Mar 30, 2026 10-K ea0281594-10k_siebert.htm View →
Mar 12, 2026 4 xslF345X05/ownership.xml View →
Mar 12, 2026 4 xslF345X05/ownership.xml View →
Mar 12, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about SIEB

What is the AI rating for SIEB?

Siebert Financial Corp. (SIEB) has an AI grade of D with 82% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SIEB's key strengths?

Claude: Strong revenue growth of 64.2% year-over-year demonstrates top-line expansion. Conservative capital structure with minimal debt (0.05x debt-to-equity, only $4.1M long-term debt).

What are the risks of investing in SIEB?

Claude: Operating cash flow of -$26.1M indicates the business is burning cash despite revenue growth, suggesting fundamental operational problems. Deeply negative profitability with -8.4% net margin and deteriorating EPS (-60.6% YoY) in a financial services context.

What is SIEB's revenue and growth?

Siebert Financial Corp. reported revenue of $23.5M.

Does SIEB pay dividends?

Siebert Financial Corp. does not currently pay dividends.

Where can I find SIEB SEC filings?

Official SEC filings for Siebert Financial Corp. (CIK: 0000065596) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SIEB's EPS?

Siebert Financial Corp. has a diluted EPS of $-0.05.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is SIEB's fundamental grade?

Based on our AI fundamental analysis in May 2026, Siebert Financial Corp. has a D grade with 82% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is SIEB stock overvalued or undervalued?

Valuation metrics for SIEB: ROE of -2.2% (sector avg: 12%), net margin of -8.4% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

What is SIEB's AI grade for 2026?

Our dual AI analysis gives Siebert Financial Corp. a combined D grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is SIEB's free cash flow?

Siebert Financial Corp.'s operating cash flow is $-26.1M, with capital expenditures of $67.0K. FCF margin is -111.5%.

How does SIEB compare to other Finance stocks?

Vs Finance sector averages: Net margin -8.4% (avg: 25%), ROE -2.2% (avg: 12%), current ratio 1.13 (avg: 1.2).

Top Rated Stocks
AAPL 92% MSFT 92% FAST 92% ANET 88% RDDT 88% KNSL 88% MGRE 88% FIZZ 88% DECK 87% NVDA 87%
Sector: All Finance Stocks →
Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 16, 2026 | Data as of: 2026-03-31 | Powered by Claude AI