CRBG vs. IVZ: Corebridge Financial vs. Invesco Stock Comparison

Company Profile

Corebridge Financial (CRBG) and Invesco (IVZ) both fall under the Financial Services industry group, but CRBG is classified in Financial Services while IVZ is classified in Capital Markets.

Invesco (IVZ) has more than two decades of public-market history since August 25, 1995, 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

Invesco (IVZ) reports a negative ROE of -0.58%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile Corebridge Financial (CRBG) reports 20.08%, ranking against industry peers normally.

Invesco (IVZ) reports a negative net margin of -1.10%, usually indicating a net loss over the period. Meanwhile Corebridge Financial (CRBG) reports 10.76%, ranking against industry peers normally.

Both Corebridge Financial (CRBG) at 39.53% and Invesco (IVZ) at 23.30% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability Metrics

Growth

Invesco (IVZ) at 5.11% 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.

Neither side shows strong earnings momentum: Corebridge Financial (CRBG) at -118.28% sits in the bottom EPS growth quartile, and Invesco (IVZ) at -235.59% is weaker still, below its industry range.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Corebridge Financial (CRBG) in Financial Services and Invesco (IVZ) 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 Invesco (IVZ) 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 Invesco (IVZ) at 3.16% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

Both Corebridge Financial (CRBG) at 22.20% and Invesco (IVZ) at 56.46% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

Dividend Metrics

Valuation

An earnings multiple is available for just one side: Corebridge Financial (CRBG) trades at 7.64 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.

Corebridge Financial (CRBG) at 0.73 sits in the cheaper P/S ratio quartile while Invesco (IVZ) at 1.67 prices around its industry’s middle — CRBG costs less per dollar of sales, though read it alongside growth and margins.

On P/B ratio, both Corebridge Financial (CRBG) at 2.41 and Invesco (IVZ) at 1.18 are valued close to their industries’ norm against book — neither stands out from peers.

Valuation Metrics