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1. Company Snapshot

1.a. Company Description

Siebert 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.

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1.b. Last Insights on SIEB

Recent positive drivers behind Siebert Financial Corp.'s performance include: * 25% revenue growth to $22.6 million in Q3 2024, compared to $18.0 million in the same period last year, driven by increased demand for financial services. * 13% increase in operating income to $4.8 million, compared to $4.3 million in Q3 2023, indicating improved profitability. * 44% increase in stock borrow/stock loan, suggesting growing investor interest in the company's services. * Launch of the Capital Markets Group, a strategic expansion into institutional markets, further enhancing retail growth. * Introduction of Siebert.Valor, a Financial Technology initiative aimed at democratizing wealth-building for Active Duty Military, Veterans, Law Enforcement, and First Responders, leveraging the company's acquisition of Guild Financial.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Siebert Reports Third Quarter 2025 Financial Results

Nov -12

Source: globenewswire.com

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Siebert Financial Corp. Announces Strategic Partnership with the Academy Veteran Bond ETF (VETZ) to Expand Veteran-Focused Financial Solutions and Education

Nov -10

Source: globenewswire.com

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Siebert Financial Corp. and Next Securities forge Strategic Agreement to accelerate AI-powered Next-Gen Investor Solutions

Oct -01

Source: globenewswire.com

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Siebert Financial Appoints Daniel M. Ondeck as Head of Institutional Sales

Sep -04

Source: globenewswire.com

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Siebert Financial Corp. and Kakao Pay Securities Advance Partnership to Expand International Market Access

Aug -26

Source: globenewswire.com

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Siebert Reports Second Quarter 2025 Financial Results

Aug -12

Source: businesswire.com

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Siebert Financial Joins Russell 2000 Index, Strengthens Growth Strategy with Tech Investments

Jul -01

Source: globenewswire.com

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Gebbia Media Launches Tactical Wealth Podcast for the Military and Veteran Community

Jun -24

Source: globenewswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (5.50%)

6. Segments

Securities Brokerage and Asset Management

Expected Growth: 5.5%

Growing demand for wealth management services, increasing adoption of digital trading platforms, and expanding institutional client base drive growth in Siebert Financial Corp's Securities Brokerage and Asset Management segment.

7. Detailed Products

Wealth Management

Siebert Financial Corp. offers wealth management services, providing personalized investment advice and portfolio management to individual investors, families, and institutions.

Brokerage Services

Siebert Financial Corp. provides online brokerage services, enabling clients to buy and sell securities, options, and ETFs through its online trading platform.

Investment Banking

Siebert Financial Corp. offers investment banking services, including corporate finance, mergers and acquisitions, and equity and debt capital markets advisory services.

Market Making

Siebert Financial Corp. provides market making services, acting as a liquidity provider for various securities and options exchanges.

Institutional Trading

Siebert Financial Corp. offers institutional trading services, providing execution and clearing services for institutional clients.

8. Siebert Financial Corp.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Siebert Financial Corp. operates in a highly competitive industry, and there are many substitutes available to customers. However, the company's strong brand reputation and customer loyalty help to mitigate the threat of substitutes.

Bargaining Power Of Customers

Siebert Financial Corp.'s customers have a high bargaining power due to the availability of alternative financial services providers. The company needs to focus on customer retention and satisfaction to maintain its market share.

Bargaining Power Of Suppliers

Siebert Financial Corp. has a diverse supplier base, which reduces the bargaining power of individual suppliers. The company's strong relationships with suppliers also help to mitigate any potential disruptions.

Threat Of New Entrants

The financial services industry has moderate barriers to entry, and new entrants may face challenges in gaining market share. However, Siebert Financial Corp. needs to continue to innovate and improve its services to stay ahead of potential new entrants.

Intensity Of Rivalry

The financial services industry is highly competitive, and Siebert Financial Corp. faces intense rivalry from established players. The company needs to focus on differentiating its services and improving its operational efficiency to maintain its market position.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 12.03%
Debt Cost 3.95%
Equity Weight 87.97%
Equity Cost 5.74%
WACC 5.53%
Leverage 13.68%

11. Quality Control: Siebert Financial Corp. passed 4 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Oppenheimer

A-Score: 6.6/10

Value: 8.3

Growth: 4.0

Quality: 6.8

Yield: 4.0

Momentum: 9.0

Volatility: 7.7

1-Year Total Return ->

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Stock-Card
Siebert Financial

A-Score: 5.0/10

Value: 7.0

Growth: 6.9

Quality: 7.2

Yield: 0.0

Momentum: 7.0

Volatility: 2.0

1-Year Total Return ->

View Full Report
Stock-Card
A-Mark Precious Metals

A-Score: 4.7/10

Value: 6.2

Growth: 5.1

Quality: 3.7

Yield: 8.0

Momentum: 0.5

Volatility: 4.7

1-Year Total Return ->

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Stock-Card
Perella Weinberg

A-Score: 4.7/10

Value: 5.3

Growth: 2.8

Quality: 6.6

Yield: 4.0

Momentum: 4.5

Volatility: 4.7

1-Year Total Return ->

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Stock-Card
Bitcoin Depot

A-Score: 3.9/10

Value: 6.3

Growth: 2.1

Quality: 3.9

Yield: 0.0

Momentum: 10.0

Volatility: 1.0

1-Year Total Return ->

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Stock-Card
Donnelley Financial Solutions

A-Score: 3.5/10

Value: 4.2

Growth: 4.6

Quality: 5.3

Yield: 0.0

Momentum: 2.0

Volatility: 4.7

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

2.91$

Current Price

2.91$

Potential

-0.00%

Expected Cash-Flows