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Upturn AI SWOT - About
Corebridge Financial Inc. (CRBG)

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Upturn Advisory Summary
11/05/2025: CRBG (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $39.85
1 Year Target Price $39.85
| 6 | Strong Buy |
| 5 | Buy |
| 2 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 72.44% | Avg. Invested days 79 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 16.27B USD | Price to earnings Ratio 21.27 | 1Y Target Price 39.85 |
Price to earnings Ratio 21.27 | 1Y Target Price 39.85 | ||
Volume (30-day avg) 14 | Beta 0.92 | 52 Weeks Range 23.34 - 36.30 | Updated Date 11/5/2025 |
52 Weeks Range 23.34 - 36.30 | Updated Date 11/5/2025 | ||
Dividends yield (FY) 0.74% | Basic EPS (TTM) 1.47 |
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 2025-11-03 | When After Market | Estimate 1.08 | Actual 0.96 |
Profitability
Profit Margin 5.43% | Operating Margin (TTM) 7.24% |
Management Effectiveness
Return on Assets (TTM) 0.27% | Return on Equity (TTM) 7.19% |
Valuation
Trailing PE 21.27 | Forward PE 5.99 | Enterprise Value 28586534741 | Price to Sales(TTM) 0.89 |
Enterprise Value 28586534741 | Price to Sales(TTM) 0.89 | ||
Enterprise Value to Revenue 1.86 | Enterprise Value to EBITDA 2.61 | Shares Outstanding 520493819 | Shares Floating 278859772 |
Shares Outstanding 520493819 | Shares Floating 278859772 | ||
Percent Insiders 0.34 | Percent Institutions 97.95 |
Upturn AI SWOT
Corebridge Financial Inc.

Company Overview
History and Background
Corebridge Financial Inc. was formerly known as SAFG Retirement Services, Inc. and prior to that as AIG Life and Retirement, Inc. The company was founded in 2021 and spun off from American International Group (AIG) in September 2022. It focuses on providing retirement solutions and insurance products.
Core Business Areas
- Individual Retirement: Offers annuities and other retirement savings products to individuals.
- Group Retirement: Provides retirement plans and services to employers for their employees.
- Life Insurance: Offers a range of life insurance products including term, whole, and universal life insurance.
Leadership and Structure
The CEO of Corebridge Financial is Kevin Hogan. The organizational structure is typical of a large financial services company, with distinct business units focused on specific product lines and customer segments. It has a Board of Directors overseeing the executive management team.
Top Products and Market Share
Key Offerings
- Fixed Annuities: Provide a guaranteed rate of return. Market share information is scattered and variable across providers like Athene and Jackson National Life, Corebridge is a major player. Competitors include Athene, Jackson National Life, and New York Life.
- Variable Annuities: Offer investment options tied to the stock market. Market share varies with trends and company performance within the whole market, and Corebridge is a large player. Competitors include Prudential Financial, Lincoln National, and Equitable.
- Index Annuities: Returns are tied to an index like the S&P 500. Corebridge competes with Allianz Life and Pacific Life with varying market share. Competitors include Allianz Life, Pacific Life, and Fidelity & Guaranty Life.
Market Dynamics
Industry Overview
The retirement and insurance industry is highly competitive and is being shaped by factors like shifting demographics, interest rate fluctuations, and regulatory changes. Demand for retirement income solutions is growing as the population ages.
Positioning
Corebridge Financial is positioned as a leading provider of retirement solutions and insurance products, leveraging its brand recognition from its time under AIG. Its competitive advantage lies in its distribution network and product breadth.
Total Addressable Market (TAM)
The TAM for retirement and insurance products is estimated to be in the trillions of dollars. Corebridge is positioned to capture a significant portion of this market through its diversified product offerings and distribution channels.
Upturn SWOT Analysis
Strengths
- Established Brand (From AIG)
- Wide Product Range
- Extensive Distribution Network
- Strong Capital Position
Weaknesses
- Relatively New Standalone Company
- Legacy Systems Integration Challenges
- High Debt Levels
- Complexity of Products
Opportunities
- Growing Demand for Retirement Income
- Expansion into New Markets
- Technological Innovation
- Partnerships and Acquisitions
Threats
- Interest Rate Volatility
- Regulatory Changes
- Increased Competition
- Economic Downturn
Competitors and Market Share
Key Competitors
- PRU
- LNC
- EQH
- GWO.TO
- MFC
Competitive Landscape
Corebridge Financial faces intense competition from established players with deep pockets and strong brand recognition. It needs to differentiate itself through innovative products, excellent customer service, and efficient operations.
Growth Trajectory and Initiatives
Historical Growth: Corebridge's historical growth can be evaluated by examining its financial performance over the past few years.
Future Projections: Future growth projections depend on analyst estimates, which consider factors like market trends, competition, and company strategy.
Recent Initiatives: Recent initiatives may include product launches, partnerships, and expansion into new markets.
Summary
Corebridge Financial, a recent spin-off, holds a strong position in the retirement and insurance sector, leveraging its established brand. However, it faces challenges integrating legacy systems and navigating a competitive landscape. Its success depends on capitalizing on growing demand for retirement solutions and managing interest rate risks effectively. The company will need to continue to innovate to stay ahead of the competition.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is based on available information and is not financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Corebridge Financial Inc.
Exchange NYSE | Headquaters Houston, TX, United States | ||
IPO Launch date 2022-09-15 | President, CEO & Director Mr. Kevin Timothy Hogan | ||
Sector Financial Services | Industry Asset Management | Full time employees 5200 | |
Full time employees 5200 | |||
Corebridge Financial, Inc. provides retirement solutions and insurance products in the United States. The company operates through Individual Retirement, Group Retirement, Life Insurance, and Institutional Markets segments. The Individual Retirement segment provides fixed annuities, fixed index and registered index linked, and variable annuities. The Group Retirement segment offers in-plan products and services comprising open architecture recordkeeping platform that allows plan participants to allocate money to a variety of mutual fund options or a fixed interest account; flexible group variable and fixed annuity; and in-plan investment advisory services. It also provides out-of-plan products and services, including proprietary and non-proprietary annuities; investment advisory solutions, such as fiduciary fee-based investments; and brokerage services for non-proprietary variable annuity, securities, life insurance, mutual funds, and 529 plans. The Life Insurance segment offers term, whole, index universal, and guaranteed universal life insurance products. The Institutional Markets segment provides defined contribution and bank-owned life insurance stable value wraps, structured settlement and pension risk transfer annuities, corporate and bank owned life insurance, private placement variable universal life and annuities products, and guaranteed investment contracts. The company was formerly known as SAFG Retirement Services, Inc. Corebridge Financial, Inc. was incorporated in 1998 and is headquartered in Houston, Texas.

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