CGBL

Capital Group Core Balanced ETF

Fundamental data last updated:October 6, 2026

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company profile

SECTOR

Financial Services

industry

Asset Management

Exchange

AMEX

County of HQ

US

Next Earnings Date

Not Scheduled

Business Summary

The fund's investment objective is to provide a balanced approach to total return (including income and capital gains) that is consistent with the preservation of capital over the long-term.Distinguishing Characteristics Common stocks and preferred stocks, bonds, convertibles, ETFs and cash.The fund may invest up to 15% of its assets in equity securities of issuers domiciled outside the United States.

 


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VALUATION

P/E

N/A

Market Cap ($M USD)

$3.03B

Forward P/E

N/A

PEG

N/A

PRICE TO SALES

N/A

PRICE TO BOOK

N/A

EV / EBITDA

N/A

5-Year Average P/E

Free Cash Flow Yield

N/A

DCF Value

N/A

Graham Number

N/A

Price to FCF

N/A

EV to FCF

N/A

Earnings Yield

N/A

FCF Yield

N/A

DIVIDEND

Yield

N/A

Annual Payout

N/A

Payout Ratio

N/A

Consecutive Years of Dividend Growth

5-Year Dividend Growth Rate

Financial Health & Profitability

Earnings Per Share

N/A

Next Year EPS Growth Estimate

N/A

Next Year Revenue Growth Estimate

N/A

Return on Equity (ROE)

N/A

FREE CASH FLOW

Operating Margin

N/A

Debt-to-Equity

N/A

Piotroski F-Score

N/A

Altman Z-Score

N/A

Return on Invested Capital (ROIC)

N/A

Current Ratio

N/A

Quick Ratio

N/A

Net Debt to EBITDA

N/A

Interest Coverage

N/A

Gross Profit margin

N/A

FCF PER SHARE

N/A

REVENUE PER SHARE

N/A

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Gainseekers Quantitative Analysis

Summary

The market’s current stance on CGBL Capital Group Core Balanced ETF is enigmatic, given the absence of traditional valuation metrics like P/E, Forward P/E, and Earnings Yield. Without a DCF Value or Graham Number, it’s challenging to ascertain if the stock is mispriced. The lack of an Altman Z-score leaves its financial safety in question, while the proximity to its 52-week high suggests potential overvaluation. The stock’s beta of 0.70 indicates lower volatility, but this alone doesn’t justify a bullish stance without more concrete financial data.

AI Exposure / Tech Reliance

Operating within the Asset Management industry, CGBL is inherently positioned to leverage AI and tech advancements to optimize portfolio management and client services. The industry's shift towards algorithmic trading and robo-advisory services could enhance operational efficiency. However, the lack of specific data on tech investments makes it difficult to gauge their readiness fully.

The Bull Case

For the value or GARP investor, the allure of CGBL lies in its potential for stability, as suggested by its low beta. However, without concrete metrics like ROIC, FCF Yield, or Piotroski F-Score, the narrative of capital efficiency or pricing power remains speculative. The absence of margin data further clouds the picture, leaving investors to rely on the broader industry's resilience.

The Bear Case

CGBL's glaring weakness is its technical overextension, trading just 0.24% below its 52-week high. This suggests a potential bubble, especially with no supporting valuation metrics like Price/Book or Price/Sales. The lack of earnings data and cash flow metrics raises red flags about its profitability and operational efficiency. Investors should be wary of buying into momentum without substantive financial backing.

Market Sentiment & Smart Money

Short Interest %

Analyst Consensus

N/A

Average Analyst Price Target

N/A

Institutional Ownership %

1-Year Beta

0.70

Insider Buying % (6 Mo)

Distance to 52-Week High

0.11%

Distance to 52-Week Low

15.27%

EARNINGS SURPRISE %

N/A

50-DAY SMA

$36.14

200-DAY SMA

$35.45

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.