PortfoliosLab logoPortfoliosLab logo
ISIN
US5312298889
CUSIP
531229888
IPO Date
Apr 18, 2016

Highlights

EPS (TTM)
$1.57
PE Ratio
30.90
PEG Ratio
0.01
Total Revenue (TTM)
$2.17B
Gross Profit (TTM)
$841.04M
EBITDA (TTM)
$224.26M
Year Range
$37.76 - $52.05
Target Price
$49.50
ROA (TTM)
0.47%
ROE (TTM)
0.97%

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

BATRK Performance Chart

The Liberty Braves Group (BATRK) is up 22.6% since the beginning of the year. At $48 per share, BATRK is trading 7.1% below its 52-week high of $52. Investors who bought $1,000 worth of BATRK shares 5 years ago would now be looking at an investment worth $1,827.


Loading charts...

S&P 500 Index

Returns By Period

The Liberty Braves Group (BATRK) has returned 22.64% so far this year and 19.78% over the past 12 months. Over the last ten years, BATRK has returned 12.48% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.


The Liberty Braves Group

1D
-1.95%
1M
-2.16%
YTD
22.64%
6M
25.43%
1Y
19.78%
3Y*
9.60%
5Y*
12.81%
10Y*
12.48%

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BATRK Monthly Returns History

Based on dividend-adjusted daily data since Apr 18, 2016, BATRK's average daily return is +0.05%, while the average monthly return is +1.01%. At this rate, an investment would double in approximately 5.7 years.

Historically, 50% of months were positive and 50% were negative. The best month was Nov 2020 with a return of +22.1%, while the worst month was Mar 2020 at -26.6%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 4 months.

On a daily basis, BATRK closed higher 49% of trading days. The best single day was Mar 19, 2020 with a return of +17.0%, while the worst single day was Mar 18, 2020 at -19.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.22%9.47%-2.31%15.71%0.38%-2.46%22.64%
20251.28%4.18%-0.89%-0.37%1.88%15.17%-4.73%0.94%-7.54%-2.09%-2.26%-0.88%3.11%
20241.84%-2.95%-0.15%-4.17%6.79%-1.33%10.12%-1.27%-7.18%-0.73%2.13%-5.18%-3.34%
20237.60%-3.49%0.66%12.85%-3.52%8.02%2.78%-9.53%-3.01%-2.66%3.36%10.10%22.80%
2022-3.91%-8.52%13.00%-10.03%-2.23%-2.24%15.29%-1.19%0.59%13.31%4.56%-1.07%14.70%
20217.64%7.51%-3.37%-0.47%-1.23%1.54%-4.75%-2.27%2.21%12.49%-7.44%2.14%12.94%

Benchmark Metrics

The Liberty Braves Group has an annualized alpha of 2.83%, beta of 0.76, and R2 of 0.21 versus S&P 500 Index. Calculated based on daily prices since April 19, 2016.

  • This stock participated in 82.25% of S&P 500 Index downside but only 71.85% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.21 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
2.83%
Beta
0.76
0.21
Upside Capture
71.85%
Downside Capture
82.25%

Return for Risk

Risk / Return Rank

BATRK ranks 66 for risk / return — better than 66% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


BATRK Risk / Return Rank: 6666
Overall Rank
BATRK Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
BATRK Sortino Ratio Rank: 7070
Sortino Ratio Rank
BATRK Omega Ratio Rank: 6565
Omega Ratio Rank
BATRK Calmar Ratio Rank: 6363
Calmar Ratio Rank
BATRK Martin Ratio Rank: 6060
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for The Liberty Braves Group (BATRK) and compare them to S&P 500 Index.


BATRKBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.01

2.24

-1.23

Sortino ratio

Return per unit of downside risk

1.70

3.07

-1.37

Omega ratio

Gain probability vs. loss probability

1.20

1.41

-0.21

Calmar ratio

Return relative to maximum drawdown

1.06

2.93

-1.87

Martin ratio

Return relative to average drawdown

1.89

13.52

-11.63

Dividends

Dividend History


The Liberty Braves Group doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the The Liberty Braves Group. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the The Liberty Braves Group was 54.95%, occurring on Mar 18, 2020. Recovery took 240 trading sessions.

The current The Liberty Braves Group drawdown is 5.47%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-54.95%Mar 2020
2mo 29d11mo 19d
1y 2moDec 2019 - Mar 2021
2016 bear market2016
-26.70%Jun 2016
2mo 10d4mo 16d
6mo 26dApr 2016 - Nov 2016
Bear market2022
-24.41%Jun 2022
1y 3mo4mo 1d
1y 7moMar 2021 - Oct 2022
2023 correction2023
-19.63%Oct 2023
3mo 5d8mo 27d
12mo 2dJul 2023 - Jul 2024
2025 correction2025
-18.72%Nov 2025
4mo 25d5mo 1d
9mo 26dJun 2025 - Apr 2026

Drawdown Indicators


BATRKBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-54.95%

-56.78%

+1.83%

Max Drawdown (1Y)

Largest decline over 1 year

-18.72%

-9.10%

-9.62%

Max Drawdown (3Y)

Largest decline over 3 years

-19.63%

-18.90%

-0.73%

Max Drawdown (5Y)

Largest decline over 5 years

-23.39%

-25.43%

+2.04%

Max Drawdown (10Y)

Largest decline over 10 years

-54.95%

-33.92%

-21.03%

Current Drawdown

Current decline from peak

-5.47%

-0.74%

-4.73%

Average Drawdown

Average peak-to-trough decline

-10.46%

-10.72%

+0.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.48%

1.97%

+8.51%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Financials

Financial Performance

The chart below illustrates the trends in the financial health of The Liberty Braves Group over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how The Liberty Braves Group is priced in the market compared to other companies in the Entertainment industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for BATRK, comparing it with other companies in the Entertainment industry. Currently, BATRK has a P/E ratio of 30.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for BATRK compared to other companies in the Entertainment industry. BATRK currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BATRK relative to other companies in the Entertainment industry. Currently, BATRK has a P/S ratio of 1.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
Portfolio Analyzer

Build a portfolio with BATRK

Add The Liberty Braves Group to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with BATRK