- ISIN
- GB00B8W67779
- CUSIP
- 00B8W6777
- Sector
- Communication Services
- Industry
- Entertainment
- IPO Date
- Jun 9, 2004
Highlights
- Market Cap
- $4.63B
- Enterprise Value
- $12.85B
- EPS (TTM)
- -$15.17
- Total Revenue (TTM)
- $4.98B
- Gross Profit (TTM)
- $885.70M
- EBITDA (TTM)
- $2.39B
- Year Range
- $9.57 - $29.01
- Target Price
- $20.00
- ROA (TTM)
- -24.97%
- ROE (TTM)
- -57.48%
Share Price Chart
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Performance
LBTYB Performance Chart
Liberty Global plc (LBTYB) is up 11.7% since the beginning of the year. At $13 per share, LBTYB is trading 54.5% below its 52-week high of $29. Investors who bought $1,000 worth of LBTYB shares 5 years ago would now be looking at an investment worth $475.
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Returns By Period
Liberty Global plc (LBTYB) has returned 11.72% so far this year and 37.50% over the past 12 months. Over the last ten years, LBTYB has returned -7.57% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Liberty Global plc
- 1D
- 0.00%
- 1M
- -9.53%
- YTD
- 11.72%
- 6M
- 20.00%
- 1Y
- 37.50%
- 3Y*
- -7.39%
- 5Y*
- -13.82%
- 10Y*
- -7.57%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
LBTYB Monthly Returns History
Based on dividend-adjusted daily data since Jun 9, 2004, LBTYB's average daily return is +0.05%, while the average monthly return is +0.62%. At this rate, an investment would double in approximately 9.3 years.
Historically, 51% of months were positive and 49% were negative. The best month was Jul 2009 with a return of +47.1%, while the worst month was Oct 2008 at -45.0%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.
On a daily basis, LBTYB closed higher 23% of trading days. The best single day was May 1, 2020 with a return of +74.3%, while the worst single day was Nov 13, 2024 at -42.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -6.56% | 15.22% | 4.56% | 14.14% | -4.48% | -8.97% | 11.72% | ||||||
| 2025 | -9.27% | -5.45% | 4.77% | -5.50% | -12.91% | -0.10% | 6.58% | 12.45% | 12.29% | -14.60% | 3.64% | 3.64% | -8.76% |
| 2024 | 13.81% | -12.68% | -4.24% | -5.43% | 3.62% | 3.55% | 16.40% | -4.40% | 8.93% | -5.28% | -29.11% | -7.50% | -27.29% |
| 2023 | 12.79% | 0.14% | -9.88% | -0.47% | -11.69% | -2.24% | 14.80% | -5.77% | -4.56% | -6.76% | 4.94% | 6.08% | -6.26% |
| 2022 | -3.94% | -0.36% | -2.57% | -10.36% | 1.49% | -6.24% | -2.90% | -3.45% | -17.86% | -2.72% | 16.81% | -3.06% | -32.53% |
| 2021 | 1.96% | 6.78% | 7.49% | -7.07% | 0.94% | 7.47% | -7.16% | 5.47% | 5.05% | -4.10% | -5.53% | 4.44% | 14.83% |
Benchmark Metrics
Liberty Global plc has an annualized alpha of 8.23%, beta of 0.38, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since June 09, 2004.
- This stock participated in 118.76% of S&P 500 Index downside but only 86.67% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.38 may look defensive, but with R2 of 0.02 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R2 of 0.02 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
- 8.23%
- Beta
- 0.38
- R²
- 0.02
- Upside Capture
- 86.67%
- Downside Capture
- 118.76%
Return for Risk
Risk / Return Rank
LBTYB ranks 67 for risk / return — better than 67% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Liberty Global plc (LBTYB) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LBTYB | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.50 | ||
| Sortino ratioReturn per unit of downside risk | -1.13 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.37 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.16 | 2.78 | -1.63 |
| Martin ratioReturn relative to average drawdown | 2.32 | 12.44 | -10.12 |
Dividends
Dividend History
Liberty Global plc provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.13 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 6.00% |
Monthly Dividends
The table displays the monthly dividend distributions for Liberty Global plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Liberty Global plc. 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 Liberty Global plc was 81.49%, occurring on May 13, 2025. The portfolio has not yet recovered.
The current Liberty Global plc drawdown is 73.30%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -81.49%May 2025 | 9y 9mo | — | 10y 10moAug 2015 - now |
Financial crisis2007–2009 | -78.80%Feb 2009 | 1y 7mo | 2y 1mo | 3y 9moJul 2007 - Apr 2011 |
2006 bear market2006 | -33.85%Mar 2006 | 6mo 3d | 9mo 6d | 1y 3moSep 2005 - Dec 2006 |
2011 bear market2011 | -22.61%Aug 2011 | 10d | 6mo 4d | 6mo 14dJul 2011 - Feb 2012 |
2014 correction2014 | -14.50%Apr 2014 | 2mo 28d | 2mo 20d | 5mo 18dJan 2014 - Jul 2014 |
Drawdown Indicators
| LBTYB | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.49% | -56.78% | -24.71% |
Max Drawdown (1Y)Largest decline over 1 year | -32.59% | -9.10% | -23.49% |
Max Drawdown (3Y)Largest decline over 3 years | -58.22% | -18.90% | -39.32% |
Max Drawdown (5Y)Largest decline over 5 years | -69.98% | -25.43% | -44.55% |
Max Drawdown (10Y)Largest decline over 10 years | -77.74% | -33.92% | -43.82% |
Current DrawdownCurrent decline from peak | -73.30% | -1.80% | -71.50% |
Average DrawdownAverage peak-to-trough decline | -33.55% | -10.71% | -22.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.24% | 2.03% | +14.21% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Liberty Global plc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Liberty Global plc 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.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for LBTYB relative to other companies in the Entertainment industry. Currently, LBTYB has a P/S ratio of 1.0. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for LBTYB in comparison with other companies in the Entertainment industry. Currently, LBTYB has a P/B value of 0.5. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
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 | — |
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