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Upturn AI SWOT - About
Corebridge Financial Inc. (CRBG)
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Upturn Advisory Summary
03/24/2025: CRBG (5-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 55.46% | Avg. Invested days 66 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/24/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 17.56B USD | Price to earnings Ratio 8.49 | 1Y Target Price 38.57 |
Price to earnings Ratio 8.49 | 1Y Target Price 38.57 | ||
Volume (30-day avg) 3085499 | Beta 0.79 | 52 Weeks Range 23.41 - 35.09 | Updated Date 04/2/2025 |
52 Weeks Range 23.41 - 35.09 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 3.04% | Basic EPS (TTM) 3.72 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 11.96% | Operating Margin (TTM) 35.37% |
Management Effectiveness
Return on Assets (TTM) 0.45% | Return on Equity (TTM) 17.65% |
Valuation
Trailing PE 8.49 | Forward PE 5.75 | Enterprise Value 29149912281 | Price to Sales(TTM) 0.94 |
Enterprise Value 29149912281 | Price to Sales(TTM) 0.94 | ||
Enterprise Value to Revenue 1.53 | Enterprise Value to EBITDA 2.61 | Shares Outstanding 555996032 | Shares Floating 243470630 |
Shares Outstanding 555996032 | Shares Floating 243470630 | ||
Percent Insiders 0.25 | Percent Institutions 102.52 |
Analyst Ratings
Rating 4.29 | Target Price 37.23 | Buy 4 | Strong Buy 7 |
Buy 4 | Strong Buy 7 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Corebridge Financial Inc.
Company Overview
History and Background
Corebridge Financial Inc. was formerly known as SAFG Retirement Services, Inc. The company was founded in 2021 and spun off from AIG in September 2022. It is a provider of retirement solutions and insurance products.
Core Business Areas
- Individual Retirement: Offers annuities and other retirement savings products to individual investors.
- Group Retirement: Provides retirement plans and services to employers.
- Life Insurance: Offers a range of life insurance products, including term, whole, and universal life.
Leadership and Structure
Kevin Hogan serves as the Chief Executive Officer. The company has a typical corporate structure with various departments reporting to the CEO and other senior executives.
Top Products and Market Share
Key Offerings
- Fixed Annuities: Offers fixed annuities that provide a guaranteed rate of return. Market share information is proprietary and varies. Competitors include Athene (ATH), Global Atlantic, and Jackson National Life.
- Variable Annuities: Provides variable annuities with investment options tied to market performance. Market share information is proprietary and varies. Competitors include Prudential Financial (PRU), Lincoln National (LNC), and Equitable (EQH).
- Fixed Indexed Annuities: Offers fixed indexed annuities linked to the performance of a market index. Market share information is proprietary and varies. Competitors include Allianz Life, Fidelity & Guaranty Life, and Athene (ATH).
Market Dynamics
Industry Overview
The retirement and insurance industry is highly competitive and regulated, facing challenges from low interest rates, changing demographics, and evolving customer preferences.
Positioning
Corebridge Financial Inc. is a major player in the US retirement and insurance market, leveraging its scale and distribution network. It aims to provide comprehensive financial solutions to individuals and institutions.
Total Addressable Market (TAM)
The total addressable market for retirement and insurance products is estimated to be in the trillions of dollars. Corebridge is positioned to capture a significant portion of this TAM through its diverse product offerings and established distribution channels.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive distribution network
- Diverse product portfolio
- Experienced management team
- Sizeable Asset Under Management (AUM)
Weaknesses
- Relatively new standalone company
- Dependence on interest rate environment
- Exposure to market volatility
- Complex regulatory landscape
- Spin-off from parent AIG, perception issues
Opportunities
- Growing demand for retirement solutions
- Expansion into new markets and demographics
- Development of innovative products and services
- Strategic acquisitions and partnerships
- Technological advancements
Threats
- Intense competition
- Regulatory changes
- Economic downturns
- Rising interest rates
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- Prudential Financial (PRU)
- Lincoln National (LNC)
- Equitable (EQH)
- Athene (ATH)
Competitive Landscape
Corebridge Financial Inc. faces intense competition from established players with strong brand recognition and distribution networks. Its competitive advantage lies in its diverse product portfolio, strong distribution capabilities, and focus on innovation. Competitors have more historic track record than CRBG due to its recent separation from AIG.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth is intertwined with AIG's financial performance prior to the spin-off.
Future Projections: Future growth projections depend on market conditions and company strategy. Analyst estimates generally project moderate growth driven by demand for retirement solutions.
Recent Initiatives: Recent initiatives include streamlining operations, expanding distribution channels, and developing new products to meet evolving customer needs.
Summary
Corebridge Financial Inc., spun off from AIG, is a significant player in the retirement and insurance sector with a diverse product range and established distribution. Its strength lies in its brand and product offerings, while a weakness lies in its new standalone status and dependence on market conditions. The company must capitalize on the growing demand for retirement solutions and adapt to regulatory changes to mitigate potential threats. Corebridge Financial needs to establish a strong track record as an independent entity.
Similar Companies
EQH
Axa Equitable Holdings Inc
EQH
Axa Equitable Holdings Inc
LNC
Lincoln National Corporation
LNC
Lincoln National Corporation
PRU
Prudential Financial Inc
PRU
Prudential Financial Inc
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
- Estimated values due to recent spin-off and data availability.
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share and financial data are approximate and subject to change. Investment decisions should be based on thorough research and consultation 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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