CRBG official logo CRBG
CRBG 1-star rating from Upturn Advisory
Corebridge Financial Inc. (CRBG) company logo

Corebridge Financial Inc. (CRBG)

Corebridge Financial Inc. (CRBG) 1-star rating from Upturn Advisory
$30.29
Last Close (24-hour delay)
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PASS
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Upturn Advisory Summary

11/05/2025: CRBG (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

3 star rating from financial analysts

14 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $39.85

1 Year Target Price $39.85

Analysts Price Target For last 52 week
$39.85 Target price
52w Low $23.34
Current$30.29
52w High $36.3

Analysis of Past Performance

Type Stock
Historic Profit 72.44%
Avg. Invested days 79
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 4.0
Stock Returns Performance Upturn Returns Performance icon 4.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/05/2025

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

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Corebridge Financial Inc.

Corebridge Financial Inc.(CRBG) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo 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.

Company business area logo 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 logo 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

Product Key Offerings logo 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 logo 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 competitor logo 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.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries 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.