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

Company Info

ISIN

GB00B8W67B19

CUSIP

00B8W67B1

Sector

Communication Services

IPO Date

Sep 8, 2005

Highlights

Market Cap

$3.97B

EPS (TTM)

-$10.01

Total Revenue (TTM)

$5.75B

Gross Profit (TTM)

$2.27B

EBITDA (TTM)

$468.80M

Year Range

$10.61 - $22.14

Target Price

$28.00

Short %

3.18%

Short Ratio

3.95

Share Price Chart


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Compare to other instruments

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


Popular comparisons:
LBTYK vs. SPY
Popular comparisons:
LBTYK vs. SPY

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.


-40.00%-30.00%-20.00%-10.00%0.00%10.00%SeptemberOctoberNovemberDecember2025February
-42.04%
9.51%
LBTYK (Liberty Global plc)
Benchmark (^GSPC)

Returns By Period

Liberty Global plc had a return of -14.38% year-to-date (YTD) and -40.63% in the last 12 months. Over the past 10 years, Liberty Global plc had an annualized return of -12.80%, while the S&P 500 had an annualized return of 11.29%, indicating that Liberty Global plc did not perform as well as the benchmark.


LBTYK

YTD

-14.38%

1M

-6.33%

6M

-42.04%

1Y

-40.63%

5Y*

-11.17%

10Y*

-12.80%

^GSPC (Benchmark)

YTD

4.22%

1M

2.22%

6M

9.51%

1Y

22.46%

5Y*

12.74%

10Y*

11.29%

*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%-14.38%
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 10, meaning it’s performing worse than 90% 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 1010
Overall Rank
The Sharpe Ratio Rank of LBTYK is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of LBTYK is 1616
Sortino Ratio Rank
The Omega Ratio Rank of LBTYK is 88
Omega Ratio Rank
The Calmar Ratio Rank of LBTYK is 1414
Calmar Ratio Rank
The Martin Ratio Rank of LBTYK is 11
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.


Sharpe ratio
The chart of Sharpe ratio for LBTYK, currently valued at -0.76, compared to the broader market-2.000.002.004.00-0.761.77
The chart of Sortino ratio for LBTYK, currently valued at -0.68, compared to the broader market-6.00-4.00-2.000.002.004.006.00-0.682.39
The chart of Omega ratio for LBTYK, currently valued at 0.84, compared to the broader market0.501.001.502.000.841.32
The chart of Calmar ratio for LBTYK, currently valued at -0.56, compared to the broader market0.002.004.006.00-0.562.66
The chart of Martin ratio for LBTYK, currently valued at -1.79, compared to the broader market0.0010.0020.0030.00-1.7910.85
LBTYK
^GSPC

The current Liberty Global plc Sharpe ratio is -0.76. 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-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.76
1.77
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%SeptemberOctoberNovemberDecember2025February
-75.77%
0
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 78.54%, occurring on Mar 9, 2009. Recovery took 534 trading sessions.

The current Liberty Global plc drawdown is 75.77%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-78.54%Jul 19, 2007413Mar 9, 2009534Apr 19, 2011947
-76.82%May 28, 20152381Nov 8, 2024
-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 4.18%, 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%SeptemberOctoberNovemberDecember2025February
4.18%
3.19%
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

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Liberty Global plc.


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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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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