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SIEB vs IBKR
Revenue, margins, valuation, and 5-year total return — side by side.
Investment - Banking & Investment Services
SIEB vs IBKR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Financial - Capital Markets | Investment - Banking & Investment Services |
| Market Cap | $70M | $38.79B |
| Revenue (TTM) | $81M | $10.23B |
| Net Income (TTM) | $7M | $984M |
| Gross Margin | 43.4% | 89.8% |
| Operating Margin | 21.7% | 86.0% |
| Forward P/E | 5.3x | 34.9x |
| Total Debt | $7M | $19M |
| Cash & Equiv. | $33M | $4.96B |
SIEB vs IBKR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Siebert Financial C… (SIEB) | 100 | 25.4 | -74.6% |
| Interactive Brokers… (IBKR) | 100 | 821.9 | +721.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SIEB vs IBKR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SIEB is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 0 yrs, beta 1.58
- Rev growth 16.1%, EPS growth 57.1%
- Lower volatility, beta 1.58, Low D/E 8.1%, current ratio 1.15x
IBKR carries the broadest edge in this set and is the clearest fit for long-term compounding.
- 8.6% 10Y total return vs SIEB's 63.0%
- Efficiency ratio 0.0% vs SIEB's 0.2% (lower = leaner)
- 0.3% yield; 3-year raise streak; the other pay no meaningful dividend
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 16.1% NII/revenue growth vs IBKR's 9.8% | |
| Value | Lower P/E (5.3x vs 34.9x), PEG 0.21 vs 1.18 | |
| Quality / Margins | Efficiency ratio 0.0% vs SIEB's 0.2% (lower = leaner) | |
| Stability / Safety | Beta 1.58 vs IBKR's 1.93 | |
| Dividends | 0.3% yield; 3-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +96.0% vs SIEB's -52.3% | |
| Efficiency (ROA) | Efficiency ratio 0.0% vs SIEB's 0.2% |
SIEB vs IBKR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
SIEB vs IBKR — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
IBKR leads this category, winning 4 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
IBKR is the larger business by revenue, generating $10.2B annually — 127.1x SIEB's $81M. SIEB is the more profitable business, keeping 16.5% of every revenue dollar as net income compared to IBKR's 9.6%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $81M | $10.2B |
| EBITDAEarnings before interest/tax | $11M | $8.9B |
| Net IncomeAfter-tax profit | $7M | $984M |
| Free Cash FlowCash after capex | -$49M | $15.7B |
| Gross MarginGross profit ÷ Revenue | +43.4% | +89.8% |
| Operating MarginEBIT ÷ Revenue | +21.7% | +86.0% |
| Net MarginNet income ÷ Revenue | +16.5% | +9.6% |
| FCF MarginFCF ÷ Revenue | +10.4% | +153.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -58.2% | +26.0% |
Valuation Metrics
SIEB leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 5.3x trailing earnings, SIEB trades at a 87% valuation discount to IBKR's 39.2x P/E. Adjusting for growth (PEG ratio), SIEB offers better value at 0.21x vs IBKR's 1.32x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $70M | $38.8B |
| Enterprise ValueMkt cap + debt − cash | $45M | $33.8B |
| Trailing P/EPrice ÷ TTM EPS | 5.27x | 39.21x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 34.93x |
| PEG RatioP/E ÷ EPS growth rate | 0.21x | 1.32x |
| EV / EBITDAEnterprise value multiple | 2.37x | 3.80x |
| Price / SalesMarket cap ÷ Revenue | 0.87x | 3.79x |
| Price / BookPrice ÷ Book value/share | 0.82x | 1.90x |
| Price / FCFMarket cap ÷ FCF | 8.38x | 2.46x |
Profitability & Efficiency
IBKR leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
SIEB delivers a 7.9% return on equity — every $100 of shareholder capital generates $8 in annual profit, vs $5 for IBKR. IBKR carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to SIEB's 0.08x. On the Piotroski fundamental quality scale (0–9), IBKR scores 6/9 vs SIEB's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +7.9% | +5.2% |
| ROA (TTM)Return on assets | +1.2% | +0.5% |
| ROICReturn on invested capital | +15.4% | +24.7% |
| ROCEReturn on capital employed | +20.3% | +22.2% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 |
| Debt / EquityFinancial leverage | 0.08x | 0.00x |
| Net DebtTotal debt minus cash | -$26M | -$4.9B |
| Cash & Equiv.Liquid assets | $33M | $5.0B |
| Total DebtShort + long-term debt | $7M | $19M |
| Interest CoverageEBIT ÷ Interest expense | 24.59x | 2.13x |
Total Returns (Dividends Reinvested)
IBKR leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in IBKR five years ago would be worth $50,494 today (with dividends reinvested), compared to $5,088 for SIEB. Over the past 12 months, IBKR leads with a +96.0% total return vs SIEB's -52.3%. The 3-year compound annual growth rate (CAGR) favors IBKR at 65.0% vs SIEB's -7.8% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -51.5% | +29.6% |
| 1-Year ReturnPast 12 months | -52.3% | +96.0% |
| 3-Year ReturnCumulative with dividends | -21.6% | +349.1% |
| 5-Year ReturnCumulative with dividends | -49.1% | +404.9% |
| 10-Year ReturnCumulative with dividends | +63.0% | +857.9% |
| CAGR (3Y)Annualised 3-year return | -7.8% | +65.0% |
Risk & Volatility
Evenly matched — SIEB and IBKR each lead in 1 of 2 comparable metrics.
Risk & Volatility
SIEB is the less volatile stock with a 1.58 beta — it tends to amplify market swings less than IBKR's 1.93 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. IBKR currently trades 99.7% from its 52-week high vs SIEB's 30.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.58x | 1.93x |
| 52-Week HighHighest price in past year | $5.77 | $87.34 |
| 52-Week LowLowest price in past year | $1.68 | $43.78 |
| % of 52W HighCurrent price vs 52-week peak | +30.2% | +99.7% |
| RSI (14)Momentum oscillator 0–100 | 36.6 | 70.3 |
| Avg Volume (50D)Average daily shares traded | 32K | 4.5M |
Analyst Outlook
IBKR leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
IBKR is the only dividend payer here at 0.34% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $87.67 |
| # AnalystsCovering analysts | — | 19 |
| Dividend YieldAnnual dividend ÷ price | — | +0.3% |
| Dividend StreakConsecutive years of raises | 0 | 3 |
| Dividend / ShareAnnual DPS | — | $0.30 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.2% |
IBKR leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). SIEB leads in 1 (Valuation Metrics). 1 tied.
SIEB vs IBKR: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is SIEB or IBKR a better buy right now?
For growth investors, Siebert Financial Corp.
(SIEB) is the stronger pick with 16. 1% revenue growth year-over-year, versus 9. 8% for Interactive Brokers Group, Inc. (IBKR). Siebert Financial Corp. (SIEB) offers the better valuation at 5. 3x trailing P/E, making it the more compelling value choice. Analysts rate Interactive Brokers Group, Inc. (IBKR) a "Buy" — based on 19 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — SIEB or IBKR?
On trailing P/E, Siebert Financial Corp.
(SIEB) is the cheapest at 5. 3x versus Interactive Brokers Group, Inc. at 39. 2x.
03Which is the better long-term investment — SIEB or IBKR?
Over the past 5 years, Interactive Brokers Group, Inc.
(IBKR) delivered a total return of +404. 9%, compared to -49. 1% for Siebert Financial Corp. (SIEB). Over 10 years, the gap is even starker: IBKR returned +857. 9% versus SIEB's +63. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — SIEB or IBKR?
By beta (market sensitivity over 5 years), Siebert Financial Corp.
(SIEB) is the lower-risk stock at 1. 58β versus Interactive Brokers Group, Inc. 's 1. 93β — meaning IBKR is approximately 22% more volatile than SIEB relative to the S&P 500. On balance sheet safety, Interactive Brokers Group, Inc. (IBKR) carries a lower debt/equity ratio of 0% versus 8% for Siebert Financial Corp. — giving it more financial flexibility in a downturn.
05Which is growing faster — SIEB or IBKR?
By revenue growth (latest reported year), Siebert Financial Corp.
(SIEB) is pulling ahead at 16. 1% versus 9. 8% for Interactive Brokers Group, Inc. (IBKR). On earnings-per-share growth, the picture is similar: Siebert Financial Corp. grew EPS 57. 1% year-over-year, compared to 28. 3% for Interactive Brokers Group, Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — SIEB or IBKR?
Siebert Financial Corp.
(SIEB) is the more profitable company, earning 16. 5% net margin versus 9. 6% for Interactive Brokers Group, Inc. — meaning it keeps 16. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: IBKR leads at 86. 0% versus 21. 7% for SIEB. At the gross margin level — before operating expenses — IBKR leads at 89. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Which pays a better dividend — SIEB or IBKR?
In this comparison, IBKR (0.
3% yield) pays a dividend. SIEB does not pay a meaningful dividend and should not be held primarily for income.
08Is SIEB or IBKR better for a retirement portfolio?
For long-horizon retirement investors, Interactive Brokers Group, Inc.
(IBKR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+857. 9% 10Y return). Siebert Financial Corp. (SIEB) carries a higher beta of 1. 58 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (IBKR: +857. 9%, SIEB: +63. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between SIEB and IBKR?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: SIEB is a small-cap high-growth stock; IBKR is a mid-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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