CRBG vs. SCHW: Corebridge Financial vs. Charles Schwab Stock Comparison
How do Corebridge Financial (CRBG) and Charles Schwab (SCHW) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Corebridge Financial (CRBG) and Charles Schwab (SCHW) both fall under the Financial Services industry group, but CRBG is classified in Financial Services while SCHW is classified in Capital Markets.
Charles Schwab (SCHW) has more than two decades of public-market history since September 22, 1987, whereas Corebridge Financial (CRBG) listed on September 16, 2022 and has a much shorter record to draw on.
| Profile Item | CRBG | SCHW |
|---|---|---|
| Name | Corebridge Financial Inc. | The Charles Schwab Corporation |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Financial Services | Capital Markets |
| GICS Sub-Industry | Diversified Financial Services | Investment Banking & Brokerage |
| Market Capitalization | 14.95 billion USD | 158.22 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | September 16, 2022 | September 22, 1987 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CRBG | SCHW |
|---|---|---|
| Total Return (1Y) | 24.54% | -0.80% |
| Total Return (3Y, Annualized) | 28.45% | 21.35% |
| Total Return (5Y, Annualized) | -- | 4.31% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CRBG | SCHW |
|---|---|---|
| Volatility (1Y, Annualized) | 35.18% | 26.01% |
| Beta (5Y) | 1.03 | 0.74 |
| Max Drawdown (5Y) | -36.35% | -49.70% |
| Avg. Volume (3M) | 4.66M | 8.22M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CRBG | SCHW |
|---|---|---|
| Sharpe Ratio (1Y) | 0.58 | -0.20 |
| Sortino Ratio (1Y) | 0.80 | -0.26 |
Profitability
ROE (TTM)
Both Corebridge Financial (CRBG) at 20.08% and Charles Schwab (SCHW) at 21.12% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
CRBG
Financial Services industry group
20.08%
- Max
- 44.78%
- Q3
- 21.85%
- CRBG
- 20.08%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
SCHW
Financial Services industry group
21.12%
- Max
- 44.78%
- Q3
- 21.85%
- SCHW
- 21.12%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Charles Schwab (SCHW) at 39.33% retains a top-quartile share of revenue as profit, ahead of Corebridge Financial (CRBG) at 10.76%, which keeps about the industry-typical share.
CRBG
Financial Services industry group
10.76%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- CRBG
- 10.76%
- Q1
- 4.82%
- Min
- -28.52%
SCHW
Financial Services industry group
39.33%
- Max
- 62.84%
- SCHW
- 39.33%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Corebridge Financial (CRBG) at 39.53% and Charles Schwab (SCHW) at 52.67% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
CRBG
Financial Services industry group
39.53%
- Max
- 107.33%
- Q3
- 55.90%
- CRBG
- 39.53%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
SCHW
Financial Services industry group
52.67%
- Max
- 107.33%
- Q3
- 55.90%
- SCHW
- 52.67%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | CRBG | SCHW |
|---|---|---|
| ROE (TTM) | 20.08% | 21.12% |
| ROA (TTM) | 0.65% | 2.16% |
| Net Margin (TTM) | 10.76% | 39.33% |
| Operating Margin (TTM) | 39.53% | 52.67% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Charles Schwab (SCHW) at 22.01% 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.
EPS Growth
Charles Schwab (SCHW) at 55.52% sits in the top EPS growth quartile, while Corebridge Financial (CRBG) at -118.28% is in the bottom quartile, showing a clear gap in earnings momentum.
Growth Metrics
| Metric | CRBG | SCHW |
|---|---|---|
| Revenue Growth (YoY) | -5.07% | 22.01% |
| Revenue Growth (3Y CAGR) | -11.25% | 4.83% |
| EPS Growth (YoY) | -118.28% | 55.52% |
| EPS Growth (3Y CAGR) | -- | 9.93% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Corebridge Financial (CRBG) in Financial Services and Charles Schwab (SCHW) 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 / Equity (MRQ)
debt-to-equity ratio is set aside for both: Corebridge Financial (CRBG) in Financial Services and Charles Schwab (SCHW) 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
| Metric | CRBG | SCHW |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Corebridge Financial (CRBG) at 2.89% and Charles Schwab (SCHW) at 1.33% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
CRBG
Financial Services industry group
2.89%
- Max
- 9.77%
- Q3
- 3.92%
- CRBG
- 2.89%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
SCHW
Financial Services industry group
1.33%
- Max
- 9.77%
- Q3
- 3.92%
- SCHW
- 1.33%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Corebridge Financial (CRBG) at 22.20% and Charles Schwab (SCHW) at 21.03% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
CRBG
Financial Services industry group
22.20%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- CRBG
- 22.20%
- Q1
- 0.00%
- Min
- 0.00%
SCHW
Financial Services industry group
21.03%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- SCHW
- 21.03%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CRBG | SCHW |
|---|---|---|
| Dividend Yield (TTM) | 2.89% | 1.33% |
| Dividend Payout Ratio (TTM) | 22.20% | 21.03% |
Valuation
P/E Ratio (TTM)
Corebridge Financial (CRBG) at 7.64 sits in the cheaper P/E ratio quartile, while Charles Schwab (SCHW) at 15.64 is closer to its industry’s usual earnings multiple — a discount for CRBG, though growth and earnings durability still matter.
CRBG
Financial Services industry group
7.64
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- CRBG
- 7.64
- Min
- 0.16
SCHW
Financial Services industry group
15.64
- Max
- 45.85
- Q3
- 24.64
- SCHW
- 15.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Corebridge Financial (CRBG) at 0.73 looks cheap on sales in the lower P/S ratio quartile, while Charles Schwab (SCHW) at 5.85 looks rich in the upper quartile — a clear gap in price per dollar of revenue.
CRBG
Financial Services industry group
0.73
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- CRBG
- 0.73
- Min
- -0.55
SCHW
Financial Services industry group
5.85
- Max
- 9.23
- SCHW
- 5.85
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both Corebridge Financial (CRBG) at 2.41 and Charles Schwab (SCHW) at 3.08 are valued close to their industries’ norm against book — neither stands out from peers.
CRBG
Financial Services industry group
2.41
- Max
- 7.79
- Q3
- 3.63
- CRBG
- 2.41
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
SCHW
Financial Services industry group
3.08
- Max
- 7.79
- Q3
- 3.63
- SCHW
- 3.08
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | CRBG | SCHW |
|---|---|---|
| P/E Ratio (TTM) | 7.64 | 15.64 |
| P/S Ratio (TTM) | 0.73 | 5.85 |
| P/B Ratio (MRQ) | 2.41 | 3.08 |
| Free Cash Flow Yield (TTM) | -- | -- |