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CRBG vs PFG
Which Stock Would AI Choose? Corebridge Financial (CRBG) vs. Principal Financial Group (PFG) Stock Comparison
Key Takeaways
- PFG has delivered stronger year-to-date returns of approximately 15.6%, outpacing CRBG's 7.8% amid recent market volatility.
- Both stocks offer attractive dividend yields around 3.3%, appealing to income-focused investors in the financial sector.
- PFG reported robust Q1 earnings with 13% adjusted EPS (earnings per share) growth and a dividend increase, boosting sentiment.
- CRBG benefits from progress on its merger with Equitable Holdings, supporting recent share price gains.
- PFG exhibits lower risk with a beta of 0.88 (a measure of stock volatility relative to the market) compared to CRBG's 1.03.
- Principal Financial Group's larger market cap of $21.8 billion provides greater scale versus Corebridge's $12.6 billion.
Introduction
In the competitive landscape of retirement solutions and insurance providers, CRBG and PFG stand out as key players for investors seeking exposure to financial services. This stock comparison analyzes their business models, recent performance, and market positioning, offering insights for traders monitoring sector momentum and dividend opportunities. With both companies navigating interest rate shifts and economic uncertainty, understanding their relative strengths helps in evaluating portfolio allocations amid evolving market conditions.
CRBG Overview and Recent Performance
Corebridge Financial (CRBG) specializes in retirement solutions and insurance products, operating through segments like Individual Retirement, Group Retirement, Life Insurance, and Institutional Markets. The company offers annuities, life insurance, and institutional products such as stable value wraps.
In recent market activity, CRBG shares have shown resilience, rising about 12% over the past month despite year-to-date gains of around 8%. Influences include the appointment of an interim CFO and progress on a planned merger with Equitable Holdings, which has sparked optimism. Upcoming Q1 results are anticipated, with analysts noting potential headwinds from sector-wide private credit reassessments. Trading near $27.50 with a forward P/E (price-to-earnings ratio) of 4.6, the stock reflects growth expectations balanced by a trailing ROE (return on equity) of -3%.
PFG Overview and Recent Performance
Principal Financial Group (PFG) delivers retirement, asset management, and insurance services globally through Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection segments. It manages diverse products including 401(k) plans, mutual funds, and group insurance.
Recent weeks have favored PFG, with shares up roughly 11% in the past month and 15.6% year-to-date, trading around $101. Strong Q1 earnings featured 13% adjusted EPS growth, beating estimates, alongside a dividend hike and $374 million returned to shareholders. Positive credit ratings from AM Best and leadership appointments further supported sentiment. Key metrics include a P/E of 14.5 and ROE of 13.4%, underscoring operational strength.
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Head-to-Head Comparison
While both firms focus on retirement and insurance, PFG’s asset management arm provides broader diversification and higher AUM (assets under management), contrasting CRBG’s annuity-centric model. Growth drivers differ: PFG leverages EPS expansion and capital returns, while CRBG eyes merger synergies.
Recent momentum favors PFG with superior YTD gains, though CRBG rebounded in recent weeks. Risk profiles show PFG’s lower beta and debt-to-equity ratio (33.6% vs. 111%), indicating stability. Sector exposure aligns in financials, but PFG benefits from global reach. Market sentiment tilts toward PFG post-earnings, while CRBG awaits catalysts.
Tickeron AI Verdict
Tickeron’s AI currently favors PFG for its consistent trend strength, recent earnings beat, superior YTD performance, and lower volatility. Factors like robust capital returns and positive analyst updates position it advantageously relative to CRBG’s pending results and merger uncertainties, though both merit monitoring in a favorable financials environment.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CRBG is a Buy and PFG is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CRBG’s FA Score shows that 2 FA rating(s) are green whilePFG’s FA Score has 2 green FA rating(s).
- CRBG’s FA Score: 2 green, 3 red.
- PFG’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CRBG’s TA Score shows that 5 TA indicator(s) are bullish while PFG’s TA Score has 4 bullish TA indicator(s).
- CRBG’s TA Score: 5 bullish, 4 bearish.
- PFG’s TA Score: 4 bullish, 4 bearish.
Price Growth
CRBG (@Investment Managers) experienced а +7.00% price change this week, while PFG (@Investment Managers) price change was +5.60% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +1.75%. For the same industry, the average monthly price growth was -0.79%, and the average quarterly price growth was -7.30%.
Reported Earning Dates
CRBG is expected to report earnings on Jul 30, 2026.
PFG is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Investment Managers (+1.75% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| CRBG | PFG | CRBG / PFG | |
| Capitalization | 13.1B | 24B | 55% |
| EBITDA | N/A | N/A | - |
| Gain YTD | -3.723 | 28.114 | -13% |
| P/E Ratio | 71.85 | 15.94 | 451% |
| Revenue | 18.4B | 15.5B | 119% |
| Total Cash | 65.3B | 31.7B | 206% |
| Total Debt | 10.9B | 3.95B | 276% |
PFG | ||
|---|---|---|
OUTLOOK RATING 1..100 | 39 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 12 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | |
SMR RATING 1..100 | 100 | |
PRICE GROWTH RATING 1..100 | 11 | |
P/E GROWTH RATING 1..100 | 55 | |
SEASONALITY SCORE 1..100 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| CRBG | PFG | |
|---|---|---|
| RSI ODDS (%) | 7 days ago 41% | 3 days ago 52% |
| Stochastic ODDS (%) | 3 days ago 54% | 3 days ago 56% |
| Momentum ODDS (%) | 3 days ago 65% | 3 days ago 65% |
| MACD ODDS (%) | 3 days ago 69% | 3 days ago 67% |
| TrendWeek ODDS (%) | 3 days ago 69% | 3 days ago 65% |
| TrendMonth ODDS (%) | 3 days ago 68% | 3 days ago 58% |
| Advances ODDS (%) | 3 days ago 69% | 3 days ago 66% |
| Declines ODDS (%) | 18 days ago 58% | 18 days ago 57% |
| BollingerBands ODDS (%) | 3 days ago 50% | 3 days ago 53% |
| Aroon ODDS (%) | 3 days ago 75% | 3 days ago 57% |
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CRBG and
Correlation & Price change
A.I.dvisor indicates that over the last year, CRBG has been closely correlated with EQH. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if CRBG jumps, then EQH could also see price increases.
| Ticker / NAME | Correlation To CRBG | 1D Price Change % | ||
|---|---|---|---|---|
| CRBG | 100% | +1.91% | ||
| EQH - CRBG | 83% Closely correlated | +0.94% | ||
| KKR - CRBG | 63% Loosely correlated | +0.99% | ||
| BAM - CRBG | 62% Loosely correlated | +1.09% | ||
| BN - CRBG | 61% Loosely correlated | +0.40% | ||
| APO - CRBG | 61% Loosely correlated | -0.02% | ||
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PFG and
Correlation & Price change
A.I.dvisor indicates that over the last year, PFG has been loosely correlated with EQH. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if PFG jumps, then EQH could also see price increases.
| Ticker / NAME | Correlation To PFG | 1D Price Change % | ||
|---|---|---|---|---|
| PFG | 100% | +1.30% | ||
| EQH - PFG | 61% Loosely correlated | +0.94% | ||
| CRBG - PFG | 61% Loosely correlated | +1.91% | ||
| AMP - PFG | 60% Loosely correlated | +1.94% | ||
| STT - PFG | 57% Loosely correlated | +1.69% | ||
| BBUC - PFG | 54% Loosely correlated | +2.44% | ||
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