CRBG vs. FDS: Corebridge Financial vs. FactSet Research Systems Stock Comparison

Company Profile

Corebridge Financial (CRBG) and FactSet Research Systems (FDS) both fall under the Financial Services industry group, but CRBG is classified in Financial Services while FDS is classified in Capital Markets.

FactSet Research Systems (FDS) has more than two decades of public-market history since June 28, 1996, whereas Corebridge Financial (CRBG) listed on September 16, 2022 and has a much shorter record to draw on.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

FactSet Research Systems (FDS) at 25.48% sits in the top ROE quartile, while Corebridge Financial (CRBG) at 20.08% is closer to the peer norm — stronger capital efficiency for FDS.

Both Corebridge Financial (CRBG) at 10.76% and FactSet Research Systems (FDS) at 21.54% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

Both Corebridge Financial (CRBG) at 39.53% and FactSet Research Systems (FDS) at 22.22% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability Metrics

Growth

FactSet Research Systems (FDS) at 6.65% is around its peer norm for revenue growth, while Corebridge Financial (CRBG) at -5.07% drops into the bottom quartile, signaling weaker demand or pricing momentum.

FactSet Research Systems (FDS) at -6.30% is around its peer norm for EPS growth, while Corebridge Financial (CRBG) at -118.28% drops into the bottom quartile, signaling weaker earnings momentum.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Corebridge Financial (CRBG) in Financial Services and FactSet Research Systems (FDS) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

debt-to-equity ratio is set aside for both: Corebridge Financial (CRBG) in Financial Services and FactSet Research Systems (FDS) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Dividends

Both Corebridge Financial (CRBG) at 2.89% and FactSet Research Systems (FDS) at 1.33% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

Both Corebridge Financial (CRBG) at 22.20% and FactSet Research Systems (FDS) at 31.02% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

Dividend Metrics

Valuation

Corebridge Financial (CRBG) at 7.64 sits in the cheaper P/E ratio quartile, while FactSet Research Systems (FDS) at 22.50 is closer to its industry’s usual earnings multiple — a discount for CRBG, though growth and earnings durability still matter.

Corebridge Financial (CRBG) at 0.73 looks cheap on sales in the lower P/S ratio quartile, while FactSet Research Systems (FDS) at 4.67 looks rich in the upper quartile — a clear gap in price per dollar of revenue.

Corebridge Financial (CRBG) at 2.41 is valued about in line with its industry on P/B ratio, while FactSet Research Systems (FDS) at 5.77 carries an above-peer premium to book — FDS is pricier on assets.

Valuation Metrics