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Upturn AI Summary - About
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
11/12/2026: CRBG (5-star) is a STRONG-BUY. BUY for 142 days. Simulated Profits (37.66%). Updated daily EoD!
Corebridge Financial is a prominent U.S.-based provider of life insurance and retirement solutions, including a significant presence in the annuity and pension risk transfer markets. The company benefits from its substantial scale, deep distribution relationships, and the growing demand for guaranteed retirement income among an aging population. Its investment story centers on consistent cash flow generation and strategic capital management following its independence from AIG. Primary risks include interest rate volatility and intense competition from specialized alternative asset-backed insurers. The stock is a suitable consideration for income-oriented and value-focused investors who should monitor the company’s capital efficiency and performance in the competitive pension risk transfer segment.
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 | Growth is steady rather than explosive, aligned more with established market trends. |
| Momentum investor | Mixed fit | The stock often tracks broader financial sector cycles rather than rapid momentum trends. |
| Value investor | Strong fit | Shares are often attractively priced relative to book value and cash flow generation. |
| Dividend investor | Strong fit | The company provides a reliable dividend yield supported by stable cash flows. |
| Low-risk investor | Mixed fit | While established, insurance stocks carry inherent market and interest rate volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Insurance stocks are sensitive to macro-economic shifts and interest rate volatility. |
| Valuation risk | Low | Current market valuation generally reflects its stable, mature business model. |
| Competition risk (insurance market competition) | Medium / high | High competition from both traditional peers and asset-backed firms impacts pricing power. |
| Business quality | Strong | The company possesses a strong franchise in the retirement income sector. |
| Dividend income | Strong | Dividends are a core component of the total shareholder return strategy. |
| Execution risk | Medium | Successfully managing the transition and operational independence is key to long-term success. |
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 79.84% | Avg. Invested days 87 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/12/2026 |
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
Sector & Industry Intelligence
Sector snapshot as of 2026-11-10
Sector
Financial Services
- Signal
- Constructive
- Sentiment
- Bullish
- Market state
- Bullish
- Momentum
- BUY Breadth Improving
- BUY participation
- 47.5%
- Active BUY / eligible
- 56 / 118
- 22-session BUY-count change
- +41
More qualifying stocks are receiving or maintaining BUY advisories, indicating improving market participation.
Industry
Asset Management
- BUY participation
- 44.4%
- Active BUY / eligible
- 8 / 18
- 22-session BUY-count change
- +2
The sector signal does not change this stock’s BUY, SELL, or PASS advisory.
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 15.77B USD | Price to earnings Ratio 8.06 | 1Y Target Price 41 |
Price to earnings Ratio 8.06 | 1Y Target Price 41 | ||
Volume (30-day avg) 4.9M shares | Beta 0.98 | 52 Weeks Range 21.74 - 36.71 | Updated Date 11/12/2026 |
52 Weeks Range 21.74 - 36.71 | Updated Date 11/12/2026 | ||
Dividends yield (FY) 2.74% | Basic EPS (TTM) 4.46 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Annuities & Retirement | Fixed and variable annuity premiums and fee-based retirement products. | Corebridge makes the bulk of its money helping people save for retirement. |
| Institutional Markets | Pension risk transfers and stable value products for corporations. | Corporate clients pay Corebridge to manage their long-term pension risks. |
| Life Insurance | Standard term and universal life insurance policies. | Premiums paid by policyholders for life protection contribute to revenue. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-11-02 | When After Market | Estimate 1.22 | Actual 1.22 |
Profitability
Profit Margin 10.76% | Operating Margin (TTM) 20.83% |
Management Effectiveness
Return on Assets (TTM) 0.65% | Return on Equity (TTM) 20.08% |
Valuation
Trailing PE 8.06 | Forward PE 5.99 | Enterprise Value 27.46B | Price to Sales(TTM) 0.77 |
Enterprise Value 27.46B | Price to Sales(TTM) 0.77 | ||
Enterprise Value to Revenue 1.35 | Enterprise Value to EBITDA 2.61 | Shares Outstanding 438.48M | Shares Floating 256.83M |
Shares Outstanding 438.48M | Shares Floating 256.83M | ||
Percent Insiders 0.27 | Percent Institutions 116.41 |
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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