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Liberty Global plc (LBTYK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

GB00B8W67B19

CUSIP

00B8W67B1

IPO Date

Sep 8, 2005

Highlights

Market Cap

$3.40B

EPS (TTM)

$4.82

PE Ratio

2.06

Total Revenue (TTM)

$3.57B

Gross Profit (TTM)

$1.15B

EBITDA (TTM)

$429.10M

Year Range

$9.21 - $22.14

Target Price

$28.00

Short %

3.65%

Short Ratio

2.98

Share Price Chart


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Compare to other instruments

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Popular comparisons:
LBTYK vs. SPY
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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Liberty Global plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%100.00%200.00%300.00%400.00%December2025FebruaryMarchAprilMay
-2.83%
361.70%
LBTYK (Liberty Global plc)
Benchmark (^GSPC)

Returns By Period

Liberty Global plc (LBTYK) returned -24.43% year-to-date (YTD) and -42.50% over the past 12 months. Over the past 10 years, LBTYK returned -13.70% annually, underperforming the S&P 500 benchmark at 10.61%.


LBTYK

YTD

-24.43%

1M

-13.50%

6M

-53.38%

1Y

-42.50%

5Y*

-14.23%

10Y*

-13.70%

^GSPC (Benchmark)

YTD

-3.31%

1M

5.38%

6M

-0.74%

1Y

10.90%

5Y*

14.93%

10Y*

10.61%

*Annualized

Monthly Returns

The table below presents the monthly returns of LBTYK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-10.73%3.24%-1.16%-5.26%-12.43%-24.43%
202412.34%-11.41%-4.91%-7.20%4.28%4.57%12.66%-2.19%9.86%-4.58%-29.10%-10.12%-29.51%
202315.03%-4.92%-4.09%-0.20%-16.32%4.41%11.20%0.40%-6.45%-8.62%-0.71%10.69%-4.07%
2022-3.74%-4.33%0.15%-8.53%7.22%-13.07%3.62%-6.90%-22.57%7.03%17.10%-6.04%-30.83%
20212.16%0.58%5.10%5.95%0.59%-0.66%-0.67%7.89%1.66%-2.10%-7.63%5.44%18.77%
2020-10.62%-4.57%-15.49%16.55%12.67%4.27%5.81%1.10%-10.76%-9.13%15.97%9.29%8.51%
201914.15%7.77%-4.65%8.01%-7.30%9.45%-1.85%0.31%-8.92%0.34%-9.93%1.37%5.60%
20185.67%-16.02%1.33%-4.37%-4.88%-3.87%1.99%-4.61%8.77%-11.08%-3.00%-15.03%-39.01%
201718.28%-0.11%-0.14%-1.23%-14.13%4.91%5.10%0.79%-1.00%-8.59%3.14%9.76%13.94%
2016-18.30%7.96%4.45%-2.56%-1.28%-8.60%8.03%-0.39%7.17%-3.75%-4.25%-2.46%-16.04%
2015-5.63%14.43%-4.52%1.28%6.54%-5.80%-1.32%-8.69%-8.58%3.95%-3.85%-0.56%-14.20%
2014-5.92%6.72%-3.83%-5.60%11.37%-1.14%-5.48%4.85%-2.18%8.42%12.26%-3.23%14.59%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of LBTYK is 16, meaning it’s performing worse than 84% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of LBTYK is 1616
Overall Rank
The Sharpe Ratio Rank of LBTYK is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of LBTYK is 2121
Sortino Ratio Rank
The Omega Ratio Rank of LBTYK is 1313
Omega Ratio Rank
The Calmar Ratio Rank of LBTYK is 1919
Calmar Ratio Rank
The Martin Ratio Rank of LBTYK is 1515
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Liberty Global plc (LBTYK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for LBTYK, currently valued at -0.69, compared to the broader market-2.00-1.000.001.002.003.00
LBTYK: -0.69
^GSPC: 0.67
The chart of Sortino ratio for LBTYK, currently valued at -0.54, compared to the broader market-6.00-4.00-2.000.002.004.00
LBTYK: -0.54
^GSPC: 1.05
The chart of Omega ratio for LBTYK, currently valued at 0.87, compared to the broader market0.501.001.502.00
LBTYK: 0.87
^GSPC: 1.16
The chart of Calmar ratio for LBTYK, currently valued at -0.50, compared to the broader market0.001.002.003.004.005.00
LBTYK: -0.50
^GSPC: 0.68
The chart of Martin ratio for LBTYK, currently valued at -1.27, compared to the broader market-40.00-30.00-20.00-10.000.0010.0020.00
LBTYK: -1.27
^GSPC: 2.70

The current Liberty Global plc Sharpe ratio is -0.69. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Liberty Global plc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
-0.69
0.67
LBTYK (Liberty Global plc)
Benchmark (^GSPC)

Dividends

Dividend History


Liberty Global plc 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.


-80.00%-60.00%-40.00%-20.00%0.00%December2025FebruaryMarchAprilMay
-78.61%
-7.45%
LBTYK (Liberty Global plc)
Benchmark (^GSPC)

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 78.61%, occurring on May 2, 2025. The portfolio has not yet recovered.

The current Liberty Global plc drawdown is 78.61%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-78.61%May 28, 20152499May 2, 2025
-78.54%Jul 19, 2007413Mar 9, 2009534Apr 19, 2011947
-32.6%Sep 15, 2005127Mar 17, 2006165Nov 9, 2006292
-28.89%May 11, 201162Aug 8, 2011122Feb 1, 2012184
-13.99%Feb 21, 201432Apr 7, 201433May 23, 201465

Volatility

Volatility Chart

The current Liberty Global plc volatility is 17.78%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%50.00%60.00%70.00%December2025FebruaryMarchAprilMay
17.78%
14.17%
LBTYK (Liberty Global plc)
Benchmark (^GSPC)

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.

Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Liberty Global plc, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -456.3%.

-6.00-4.00-2.000.002.004.00AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJuly
-3.95
-0.71
Actual
Estimate

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.


PE Ratio
20.040.060.080.0100.0
LBTYK: 2.1
The chart displays the Price-to-Earnings (P/E) ratio for LBTYK, comparing it with other companies in the Entertainment industry. Currently, LBTYK has a P/E ratio of 2.1. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PEG Ratio
2.04.06.08.010.0
LBTYK: 0.0
The chart shows the Price/Earnings to Growth (PEG) ratio for LBTYK compared to other companies in the Entertainment industry. LBTYK 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
2.04.06.08.010.0
LBTYK: 0.9
This chart shows the Price-to-Sales (P/S) ratio for LBTYK relative to other companies in the Entertainment industry. Currently, LBTYK has a P/S ratio of 0.9. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
LBTYK: 0.3
The chart illustrates the Price-to-Book (P/B) ratio for LBTYK in comparison with other companies in the Entertainment industry. Currently, LBTYK has a P/B value of 0.3. 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

Values in undefined except per share items