CRBG
ACCE-researchedOverview
ACCE thesis
Corebridge sells life insurance, annuities, and retirement products to roughly 4 million Americans through its Individual Retirement and Group Retirement segments, with annuities driving the bulk of premium flow. The structural tailwind here is demographic: 10,000 Baby Boomers hit retirement age every day, and fixed indexed annuities are capturing wallet share as that cohort de-risks out of equities. AIG's ongoing stake reduction - still holding ~48% as of late 2023 - creates a technical overhang that has kept the stock mispriced relative to peers like Lincoln National and Voya, but each secondary offering accelerates the path to a cleaner shareholder base. The forward P/E of 4.6x against a trailing of 66.8x tells you the earnings normalization story is real - spread income is compressing legacy drag as the in-force book reprices into higher rates. At $12.2B market cap with parent-company noise fading, this is a re-rating setup if management executes on the capital return commitments they outlined at their 2023 Investor Day.
- highExtreme leverage ratioDebt/Equity of 148.38x signals massive financial leverage, typical for insurers but leaves minimal margin for adverse market moves.
- highP/E vs Forward P/E gapTrailing P/E of 68.9x vs forward 4.7x implies current earnings are severely depressed or one-time items distorted results.
- highSevere quarterly revenue dropQoQ revenue decline of -35.6% is a sharp deterioration, raising concerns about business sustainability or large non-recurring prior-period items.
- moderateElevated short interestShort interest at 10.4% of float indicates meaningful bearish conviction among institutional investors against this stock.
- moderateLow profitability metricsROE of only 1.7% and net margin of 1.3% suggest capital is not being deployed efficiently relative to peers.
Walk me through this stock
Plain-English pros, cons, and what to watch. Pro feature.
Price
Valuation
INVESTORSix independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.
- +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
- +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
- +Editable DCF workbench with saved scenarios
Quality
INVESTORThe full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.
- +Conviction score breakdown and earnings-quality grade
- +Growth / value / quality / momentum component scores
- +90-day score history and score-threshold backtests
Analysts
Wall Street consensus
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
- +Price-target low / average / high vs the current price, with implied upside
- +Forward revenue and EPS consensus by fiscal year
- +ACCE fair-value models lined up against the Street
Smart Money
PROFollow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| OWL | Blue Owl Capital Inc. Class A Common Stock | $15.4B | 82.0 | 5.7% | 1.90 | 9.1% | - | Compare |
| EQH | Equitable Holdings Inc. Common Stock | $14.7B | - | -25.1% | -88.68 | 2.1% | - | Compare |
| IGM.TO | IGM Financial Inc. | $14.7B | 18.1 | 13.4% | 0.81 | 2.7% | - | Compare |
| BEN | Franklin Resources Inc. Common Stock | $16.8B | 22.5 | 7.9% | 1.10 | 4.0% | - | Compare |
| CG | The Carlyle Group Inc. Common Stock | $14.3B | 41.8 | 7.8% | 1.86 | 3.5% | - | Compare |
| ARCC | Ares Capital Corporation Common Stock | $13.9B | 14.5 | 6.9% | 1.05 | 9.8% | - | Compare |
Sector report card
Where CRBG ranks against its sector peers on each metric.
News and Record
Press releases mentioning this company
- Business Wire•Sep 17, 2026Walker & Dunlop Arranges $300 Million Refinancing for Mixed-Use Property in Manhattan’s Meatpacking District
- Business Wire•Sep 1, 2026Corebridge Financial and Equitable Holdings to Participate in the 2026 KBW Insurance Conference
- GlobeNewswire•Aug 12, 2026LPL Welcomes Advisors Matt Roberts and Kent Voges to Frontline Investment Advisors
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