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CRBG vs EQH
Revenue, margins, valuation, and 5-year total return — side by side.
Insurance - Diversified
CRBG vs EQH — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Insurance - Diversified |
| Market Cap | $12.54B | $12.07B |
| Revenue (TTM) | $2.89B | $10.99B |
| Net Income (TTM) | $245M | $-1.38B |
| Gross Margin | 80.9% | 59.2% |
| Operating Margin | -18.7% | -10.9% |
| Forward P/E | 5.6x | 6.0x |
| Total Debt | $10.91B | $6.56B |
| Cash & Equiv. | $447M | $12.46B |
CRBG vs EQH — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Sep 22 | May 26 | Return |
|---|---|---|---|
| Corebridge Financia… (CRBG) | 100 | 139.4 | +39.4% |
| Equitable Holdings,… (EQH) | 100 | 162.7 | +62.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CRBG vs EQH
Each card shows where this stock fits in a portfolio — not just who wins on paper.
CRBG carries the broadest edge in this set and is the clearest fit for growth exposure and sleep-well-at-night.
- Rev growth 7.9%, EPS growth -118.3%
- Lower volatility, beta 1.47, Low D/E 78.1%, current ratio 2.84x
- Beta 1.47, yield 3.5%, current ratio 2.84x
EQH is the clearest fit if your priority is income & stability and long-term compounding.
- Dividend streak 8 yrs, beta 1.40, yield 2.5%
- 140.8% 10Y total return vs CRBG's 57.9%
- -12.6% margin vs CRBG's -12.7%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 7.9% NII/revenue growth vs EQH's -6.2% | |
| Value | Lower P/E (5.6x vs 6.0x) | |
| Quality / Margins | -12.6% margin vs CRBG's -12.7% | |
| Stability / Safety | Beta 1.40 vs CRBG's 1.47 | |
| Dividends | 3.5% yield, 1-year raise streak, vs EQH's 2.5% | |
| Momentum (1Y) | -9.4% vs EQH's -13.7% | |
| Efficiency (ROA) | 0.1% ROA vs EQH's -0.5% |
CRBG vs EQH — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
CRBG vs EQH — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
CRBG leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
EQH is the larger business by revenue, generating $11.0B annually — 3.8x CRBG's $2.9B. Profitability is closely matched — net margins range from -12.6% (EQH) to -12.7% (CRBG).
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $2.9B | $11.0B |
| EBITDAEarnings before interest/tax | $1.0B | -$494M |
| Net IncomeAfter-tax profit | $245M | -$1.4B |
| Free Cash FlowCash after capex | $1.6B | $737M |
| Gross MarginGross profit ÷ Revenue | +80.9% | +59.2% |
| Operating MarginEBIT ÷ Revenue | -18.7% | -10.9% |
| Net MarginNet income ÷ Revenue | -12.7% | -12.6% |
| FCF MarginFCF ÷ Revenue | +70.0% | +6.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | -9.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +90.8% | -74.6% |
Valuation Metrics
CRBG leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $12.5B | $12.1B |
| Enterprise ValueMkt cap + debt − cash | $23.0B | $6.2B |
| Trailing P/EPrice ÷ TTM EPS | -40.37x | -8.88x |
| Forward P/EPrice ÷ next-FY EPS est. | 5.59x | 5.96x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 1533.08x | — |
| Price / SalesMarket cap ÷ Revenue | 4.34x | 1.03x |
| Price / BookPrice ÷ Book value/share | 1.06x | 7.15x |
| Price / FCFMarket cap ÷ FCF | 6.20x | 17.78x |
Profitability & Efficiency
CRBG leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
CRBG delivers a 1.8% return on equity — every $100 of shareholder capital generates $2 in annual profit, vs $-49 for EQH. CRBG carries lower financial leverage with a 0.78x debt-to-equity ratio, signaling a more conservative balance sheet compared to EQH's 3.67x. On the Piotroski fundamental quality scale (0–9), CRBG scores 6/9 vs EQH's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +1.8% | -49.3% |
| ROA (TTM)Return on assets | +0.1% | -0.5% |
| ROICReturn on invested capital | -1.6% | — |
| ROCEReturn on capital employed | -0.1% | -0.5% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 |
| Debt / EquityFinancial leverage | 0.78x | 3.67x |
| Net DebtTotal debt minus cash | $10.5B | -$5.9B |
| Cash & Equiv.Liquid assets | $447M | $12.5B |
| Total DebtShort + long-term debt | $10.9B | $6.6B |
| Interest CoverageEBIT ÷ Interest expense | 1.79x | -4.33x |
Total Returns (Dividends Reinvested)
Evenly matched — CRBG and EQH each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CRBG five years ago would be worth $15,794 today (with dividends reinvested), compared to $13,515 for EQH. Over the past 12 months, CRBG leads with a -9.4% total return vs EQH's -13.7%. The 3-year compound annual growth rate (CAGR) favors EQH at 24.8% vs CRBG's 24.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -8.8% | -10.1% |
| 1-Year ReturnPast 12 months | -9.4% | -13.7% |
| 3-Year ReturnCumulative with dividends | +91.6% | +94.2% |
| 5-Year ReturnCumulative with dividends | +57.9% | +35.1% |
| 10-Year ReturnCumulative with dividends | +57.9% | +140.8% |
| CAGR (3Y)Annualised 3-year return | +24.2% | +24.8% |
Risk & Volatility
EQH leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
EQH is the less volatile stock with a 1.40 beta — it tends to amplify market swings less than CRBG's 1.47 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.47x | 1.40x |
| 52-Week HighHighest price in past year | $36.57 | $56.61 |
| 52-Week LowLowest price in past year | $22.19 | $35.20 |
| % of 52W HighCurrent price vs 52-week peak | +75.1% | +75.7% |
| RSI (14)Momentum oscillator 0–100 | 63.5 | 64.7 |
| Avg Volume (50D)Average daily shares traded | 5.5M | 4.0M |
Analyst Outlook
Evenly matched — CRBG and EQH each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates CRBG as "Buy" and EQH as "Buy". Consensus price targets imply 37.9% upside for EQH (target: $59) vs 23.2% for CRBG (target: $34). For income investors, CRBG offers the higher dividend yield at 3.45% vs EQH's 2.46%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $33.83 | $59.14 |
| # AnalystsCovering analysts | 18 | 21 |
| Dividend YieldAnnual dividend ÷ price | +3.5% | +2.5% |
| Dividend StreakConsecutive years of raises | 1 | 8 |
| Dividend / ShareAnnual DPS | $0.95 | $1.05 |
| Buyback YieldShare repurchases ÷ mkt cap | +16.9% | +23.4% |
CRBG leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). EQH leads in 1 (Risk & Volatility). 2 tied.
CRBG vs EQH: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is CRBG or EQH a better buy right now?
For growth investors, Corebridge Financial, Inc.
(CRBG) is the stronger pick with 7. 9% revenue growth year-over-year, versus -6. 2% for Equitable Holdings, Inc. (EQH). Analysts rate Corebridge Financial, Inc. (CRBG) a "Buy" — based on 18 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — CRBG or EQH?
Over the past 5 years, Corebridge Financial, Inc.
(CRBG) delivered a total return of +57. 9%, compared to +35. 1% for Equitable Holdings, Inc. (EQH). Over 10 years, the gap is even starker: EQH returned +140. 8% versus CRBG's +57. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — CRBG or EQH?
By beta (market sensitivity over 5 years), Equitable Holdings, Inc.
(EQH) is the lower-risk stock at 1. 40β versus Corebridge Financial, Inc. 's 1. 47β — meaning CRBG is approximately 5% more volatile than EQH relative to the S&P 500. On balance sheet safety, Corebridge Financial, Inc. (CRBG) carries a lower debt/equity ratio of 78% versus 4% for Equitable Holdings, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — CRBG or EQH?
By revenue growth (latest reported year), Corebridge Financial, Inc.
(CRBG) is pulling ahead at 7. 9% versus -6. 2% for Equitable Holdings, Inc. (EQH). On earnings-per-share growth, the picture is similar: Corebridge Financial, Inc. grew EPS -118. 3% year-over-year, compared to -227. 8% for Equitable Holdings, Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — CRBG or EQH?
Equitable Holdings, Inc.
(EQH) is the more profitable company, earning -11. 8% net margin versus -12. 7% for Corebridge Financial, Inc. — meaning it keeps -11. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EQH leads at -10. 2% versus -18. 7% for CRBG. At the gross margin level — before operating expenses — CRBG leads at 80. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is CRBG or EQH more undervalued right now?
On forward earnings alone, Corebridge Financial, Inc.
(CRBG) trades at 5. 6x forward P/E versus 6. 0x for Equitable Holdings, Inc. — 0. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for EQH: 37. 9% to $59. 14.
07Which pays a better dividend — CRBG or EQH?
All stocks in this comparison pay dividends.
Corebridge Financial, Inc. (CRBG) offers the highest yield at 3. 5%, versus 2. 5% for Equitable Holdings, Inc. (EQH).
08Is CRBG or EQH better for a retirement portfolio?
For long-horizon retirement investors, Equitable Holdings, Inc.
(EQH) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (2. 5% yield, +140. 8% 10Y return). Both have compounded well over 10 years (EQH: +140. 8%, CRBG: +57. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between CRBG and EQH?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: CRBG is a mid-cap income-oriented stock; EQH is a mid-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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