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Corebridge Financial Inc.(CRBG)
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)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CRBG
10/14/2026: CRBG (4-star) is a REGULAR-BUY. BUY for 121 days. Simulated Profits (29.93%). Updated daily EoD!
Corebridge Financial is a prominent U.S.-based provider of life insurance, annuities, and retirement solutions, having separated from AIG in 2022. The company benefits from significant scale, a broad distribution network, and a strong presence in the group retirement market, which provides stable, long-term assets. Its primary growth story revolves around capturing demand for retirement income products among an aging population, supported by current favorable interest rate conditions. Key risks include sensitivity to macroeconomic shifts, competitive pressure from larger financial institutions, and execution risks regarding operational efficiency. Corebridge may suit value and dividend-focused investors seeking long-term income, though they should monitor interest rate trends and regulatory developments.
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.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Corebridge is a mature financial services company rather than a high-growth technology or innovation-led stock. |
| Momentum investor | Mixed fit | Momentum suitability depends on interest rate trends and market sentiment toward financial stocks. |
| Value investor | Strong fit | The company often trades at reasonable valuation multiples relative to book value and earnings. |
| Dividend investor | Strong fit | Corebridge offers a reliable dividend yield that appeals to income-oriented investors. |
| Low-risk investor | Mixed fit | While established, the stock is subject to financial market volatility and interest rate sensitivity. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Financial stocks can fluctuate significantly based on macroeconomic data and market sentiment. |
| Valuation risk | Low | The stock often trades at valuations that provide a margin of safety for value-oriented investors. |
| Competition risk (Insurance and Annuity providers) | Medium / high | Intense competition for market share and pricing power from large insurers can compress margins. |
| Business quality | Strong | Corebridge possesses a robust, established business model with significant scale and recurring revenue streams. |
| Dividend income | Medium | Consistent dividends are supported by earnings, though subject to capital return policy adjustments. |
| Execution risk | Medium | Ongoing optimization post-separation requires disciplined execution of operational efficiency and capital allocation. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 69.74% | Avg. Invested days 83 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/14/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 15.13B USD | Price to earnings Ratio 21.35 | 1Y Target Price 40.25 |
Price to earnings Ratio 21.35 | 1Y Target Price 40.25 | ||
Volume (30-day avg) 4.7M shares | Beta 1 | 52 Weeks Range 21.74 - 35.64 | Updated Date 10/14/2026 |
52 Weeks Range 21.74 - 35.64 | Updated Date 10/14/2026 | ||
Dividends yield (FY) 2.85% | Basic EPS (TTM) 1.59 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Retirement Services | Premiums from annuities and fee-based retirement plans. | The company earns money by managing long-term savings and providing income products for retirees. |
| Life Insurance | Premiums from term and universal life insurance products. | Revenue is generated from insurance premiums, which the company invests to cover future claims. |
| Institutional Markets | Pension risk transfer and structured financial products. | This segment leverages the company's balance sheet to provide specialized financial solutions to corporations. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 21.35 | Forward PE 5.99 | Enterprise Value 26.12B | Price to Sales(TTM) 0.78 |
Enterprise Value 26.12B | Price to Sales(TTM) 0.78 | ||
Enterprise Value to Revenue 1.36 | Enterprise Value to EBITDA 2.61 | Shares Outstanding 445.77M | Shares Floating 269.63M |
Shares Outstanding 445.77M | Shares Floating 269.63M | ||
Percent Insiders 0.26 | Percent Institutions 114.67 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
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)
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)
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)
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)
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)
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)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
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)
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)
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)
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)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
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)
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)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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