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Upturn AI SWOT - About
Corebridge Financial Inc. (CRBG)
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Upturn Advisory Summary
06/11/2025: CRBG (3-star) is a STRONG-BUY. BUY since 20 days. Profits (0.65%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
14 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Year Target Price $35.31
Year Target Price $35.31
| 6 | Strong Buy |
| 5 | Buy |
| 2 | Hold |
| 0 | Under performing |
| 1 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 22.96% | Avg. Invested days 51 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/11/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 19.70B USD | Price to earnings Ratio 31.99 | 1Y Target Price 38 |
Price to earnings Ratio 31.99 | 1Y Target Price 38 | ||
Volume (30-day avg) - | Beta 0.93 | 52 Weeks Range 23.24 - 36.03 | Updated Date 06/29/2025 |
52 Weeks Range 23.24 - 36.03 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 2.68% | Basic EPS (TTM) 1.12 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 4.16% | Operating Margin (TTM) -5.98% |
Management Effectiveness
Return on Assets (TTM) 0.29% | Return on Equity (TTM) 5.7% |
Valuation
Trailing PE 31.99 | Forward PE 7.32 | Enterprise Value 31617924058 | Price to Sales(TTM) 1.19 |
Enterprise Value 31617924058 | Price to Sales(TTM) 1.19 | ||
Enterprise Value to Revenue 1.97 | Enterprise Value to EBITDA 2.61 | Shares Outstanding 549705024 | Shares Floating 250398352 |
Shares Outstanding 549705024 | Shares Floating 250398352 | ||
Percent Insiders 0.31 | Percent Institutions 104.36 |
Analyst Ratings
Rating 4.07 | Target Price 35.31 | Buy 5 | Strong Buy 6 |
Buy 5 | Strong Buy 6 | ||
Hold 2 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Corebridge Financial Inc.
Company Overview
History and Background
Corebridge Financial, Inc. was formerly known as SAFG Retirement Services, Inc. and completed its IPO in September 2022 after separating from AIG. It provides a range of insurance and retirement solutions.
Core Business Areas
- Individual Retirement: Offers fixed annuities, fixed indexed annuities, variable annuities, and retail mutual funds. These products help individuals save for retirement and generate income during retirement.
- Group Retirement: Provides retirement plans to employers, including 401(k), 403(b), and other defined contribution plans. Also includes pension risk transfer solutions.
- Life Insurance: Offers a variety of life insurance products, including term life, whole life, and universal life policies, providing financial protection for families.
Leadership and Structure
Kevin Hogan is the CEO. The company operates with a functional structure, dividing responsibilities across product lines, distribution channels, and corporate functions.
Top Products and Market Share
Key Offerings
- Fixed Annuities: Offers fixed annuities that provide a guaranteed rate of return for a specified period. Market share data is variable and competitor-dependent. Competitors include Athene, Lincoln National, and MassMutual.
- Fixed Indexed Annuities: Offers fixed indexed annuities that provide returns linked to the performance of a market index. Market share data is variable and competitor-dependent. Competitors include Allianz, Pacific Life, and Fidelity & Guarantee Life.
- Variable Annuities: Offers variable annuities that allow customers to invest in a range of investment options. Market share data is variable and competitor-dependent. Competitors include Equitable, Jackson National Life, and Prudential.
Market Dynamics
Industry Overview
The insurance and retirement solutions industry is highly competitive and influenced by factors such as interest rates, regulatory changes, demographic trends, and market volatility. The industry is seeing growth in demand for retirement income solutions.
Positioning
Corebridge Financial Inc. aims to be a leading provider of retirement and insurance solutions. Its competitive advantages include its strong brand heritage (from AIG), extensive distribution network, and diversified product portfolio.
Total Addressable Market (TAM)
The total addressable market is estimated to be worth trillions of dollars, encompassing the entire retirement savings and insurance sectors. Corebridge is positioned to capture a portion of this market, leveraging its product offerings and distribution capabilities. Specific TAM estimates for each segment (individual retirement, group retirement, life insurance) vary and require detailed market research.
Upturn SWOT Analysis
Strengths
- Strong brand recognition (legacy from AIG)
- Extensive distribution network
- Diversified product portfolio
- Experienced management team
Weaknesses
- Relatively new independent entity (separated from AIG)
- Potential for legacy liabilities
- Dependence on interest rates and market performance
Opportunities
- Growing demand for retirement income solutions
- Expanding distribution channels
- Acquisitions to expand product offerings
- Increasing penetration in underserved markets
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Fluctuations in interest rates
- Market volatility
Competitors and Market Share
Key Competitors
- PRU
- MET
- LNC
- VOYA
Competitive Landscape
Corebridge competes on product offerings, distribution reach, and brand reputation. It faces stiff competition from established players with greater market share and brand recognition.
Growth Trajectory and Initiatives
Historical Growth: Historical growth data is limited due to the recent IPO. Performance can be tracked from 2022 onward.
Future Projections: Analyst estimates vary; potential growth driven by market expansion in retirement solutions and insurance.
Recent Initiatives: Focus on strategic partnerships and product development, streamlining operations, and enhancing customer experience.
Summary
Corebridge Financial is a relatively new public company with a strong foundation from its AIG legacy. Its strengths lie in its distribution network and product diversity, but it faces challenges in a competitive market with regulatory hurdles. Future success depends on its ability to capitalize on growth opportunities and manage external threats.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Publications
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market data is subject to change. Market share values are estimates.
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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