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ISIN
GB00B8W67B19
CUSIP
00B8W67B1
IPO Date
Sep 8, 2005

Highlights

Market Cap
$3.72B
Enterprise Value
$11.94B
EPS (TTM)
-$15.17
Total Revenue (TTM)
$4.98B
Gross Profit (TTM)
$885.70M
EBITDA (TTM)
$2.39B
Year Range
$9.75 - $13.12
Target Price
$12.67
ROA (TTM)
-24.97%
ROE (TTM)
-57.48%

Share Price Chart


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Liberty Global plc

Often compared with LBTYK:
LBTYK vs. SPY

Performance

LBTYK Performance Chart

Liberty Global plc (LBTYK) is down 4.0% since the beginning of the year. At $11 per share, LBTYK is trading 19.2% below its 52-week high of $13. Investors who bought $1,000 worth of LBTYK shares 5 years ago would now be looking at an investment worth $738.


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S&P 500 Index

Returns By Period

Liberty Global plc (LBTYK) has returned -3.99% so far this year and 4.54% over the past 12 months. Over the last ten years, LBTYK has returned -3.42% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


Liberty Global plc

1D
-1.76%
1M
-10.09%
YTD
-3.99%
6M
-5.19%
1Y
4.54%
3Y*
5.20%
5Y*
-5.89%
10Y*
-3.42%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LBTYK Monthly Returns History

Based on dividend-adjusted daily data since Sep 8, 2005, LBTYK's average daily return is +0.04%, while the average monthly return is +0.73%. At this rate, an investment would double in approximately 7.9 years.

Historically, 52% of months were positive and 48% were negative. The best month was Nov 2024 with a return of +35.4%, while the worst month was Oct 2008 at -42.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, LBTYK closed higher 50% of trading days. The best single day was May 1, 2020 with a return of +17.4%, while the worst single day was Dec 1, 2008 at -20.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.36%11.01%-4.63%-3.32%7.23%-12.83%-3.99%
2025-10.73%3.24%-1.16%-5.26%-12.87%4.35%-0.78%16.81%-1.67%-5.11%2.96%-3.83%-15.98%
202412.34%-11.41%-4.91%-7.20%4.28%4.57%12.66%-2.19%9.86%-4.58%35.42%-10.12%34.64%
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%

Benchmark Metrics

Liberty Global plc has an annualized alpha of -1.12%, beta of 0.99, and R2 of 0.33 versus S&P 500 Index. Calculated based on daily prices since September 08, 2005.

  • This stock participated in 130.47% of S&P 500 Index downside but only 109.83% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.33 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
-1.12%
Beta
0.99
0.33
Upside Capture
109.83%
Downside Capture
130.47%

Return for Risk

Risk / Return Rank

LBTYK ranks 46 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


LBTYK Risk / Return Rank: 4646
Overall Rank
LBTYK Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
LBTYK Sortino Ratio Rank: 4242
Sortino Ratio Rank
LBTYK Omega Ratio Rank: 4141
Omega Ratio Rank
LBTYK Calmar Ratio Rank: 4949
Calmar Ratio Rank
LBTYK Martin Ratio Rank: 5050
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 Liberty Global plc (LBTYK) 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.


LBTYKBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.89

Sortino ratioReturn per unit of downside risk

-2.29

Omega ratioGain probability vs. loss probability

1.05

1.37

-0.31

Calmar ratioReturn relative to maximum drawdown

0.28

2.78

-2.51

Martin ratioReturn relative to average drawdown

0.62

12.44

-11.82

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.


0.00%2.00%4.00%6.00%8.00%$0.00$0.50$1.00$1.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.59

Dividend yield

0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%8.57%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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 78.54%, occurring on Mar 9, 2009. Recovery took 534 trading sessions.

The current Liberty Global plc drawdown is 53.56%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-78.54%Mar 2009
1y 7mo2y 1mo
3y 9moJul 2007 - Apr 2011
COVID crash2020
-66.16%Mar 2020
4y 7mo
10y 10moAug 2015 - now
2006 bear market2006
-32.60%Mar 2006
6mo 3d7mo 27d
1y 1moSep 2005 - Nov 2006
2011 bear market2011
-28.89%Aug 2011
2mo 29d5mo 27d
8mo 26dMay 2011 - Feb 2012
2014 correction2014
-13.40%Apr 2014
1mo 15d1mo 16d
3mo 1dFeb 2014 - May 2014

Drawdown Indicators


LBTYKBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-78.54%

-56.78%

-21.76%

Max Drawdown (1Y)

Largest decline over 1 year

-16.34%

-9.10%

-7.24%

Max Drawdown (3Y)

Largest decline over 3 years

-36.38%

-18.90%

-17.48%

Max Drawdown (5Y)

Largest decline over 5 years

-46.04%

-25.43%

-20.61%

Max Drawdown (10Y)

Largest decline over 10 years

-59.81%

-33.92%

-25.89%

Current Drawdown

Current decline from peak

-53.56%

-1.80%

-51.76%

Average Drawdown

Average peak-to-trough decline

-30.52%

-10.71%

-19.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.34%

2.03%

+5.31%

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.


Annual
Quarterly

0.0

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 LBTYK relative to other companies in the Entertainment industry. Currently, LBTYK has a P/S ratio of 0.8. 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 LBTYK in comparison with other companies in the Entertainment industry. Currently, LBTYK has a P/B value of 0.4. 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
Portfolio Analyzer

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