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BATRK vs. BATRA
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BATRK vs. BATRA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Liberty Braves Group (BATRK) and The Liberty Braves Group (BATRA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with BATRK having a 22.64% return and BATRA slightly higher at 23.46%. Both investments have delivered pretty close results over the past 10 years, with BATRK having a 12.48% annualized return and BATRA not far ahead at 12.96%.


BATRK

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

BATRA

1D
-1.69%
1M
-1.28%
YTD
23.46%
6M
23.38%
1Y
20.60%
3Y*
11.57%
5Y*
14.28%
10Y*
12.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BATRK vs. BATRA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BATRK
The Liberty Braves Group
22.64%3.11%-3.34%22.80%14.70%12.94%-15.78%18.68%12.02%7.92%
BATRA
The Liberty Braves Group
23.46%4.14%-4.63%30.95%13.63%15.60%-16.12%18.89%13.11%7.61%

Correlation

The correlation between BATRK and BATRA is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.88

Correlation (3Y)
Calculated over the trailing 3-year period

0.91

Correlation (5Y)
Calculated over the trailing 5-year period

0.93

Correlation (10Y)
Calculated over the trailing 10-year period

0.95

Correlation (All Time)
Calculated using the full available price history since Apr 19, 2016

0.95

The correlation between BATRK and BATRA has been stable across timeframes, ranging from 0.88 to 0.95 - a consistent structural relationship.

Fundamentals

EPS

BATRK:

$1.57

BATRA:

$1.57

PE Ratio

BATRK:

30.90

BATRA:

33.51

PEG Ratio

BATRK:

0.01

BATRA:

0.02

PS Ratio

BATRK:

1.07

BATRA:

1.80

Total Revenue (TTM)

BATRK:

$2.17B

BATRA:

$1.40B

Gross Profit (TTM)

BATRK:

$841.04M

BATRA:

$447.47M

EBITDA (TTM)

BATRK:

$224.26M

BATRA:

$224.26M

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Return for Risk

BATRK vs. BATRA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BATRK
BATRK Risk / Return Rank: 6565
Overall Rank
BATRK Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
BATRK Sortino Ratio Rank: 6969
Sortino Ratio Rank
BATRK Omega Ratio Rank: 6565
Omega Ratio Rank
BATRK Calmar Ratio Rank: 6262
Calmar Ratio Rank
BATRK Martin Ratio Rank: 5858
Martin Ratio Rank

BATRA
BATRA Risk / Return Rank: 6868
Overall Rank
BATRA Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
BATRA Sortino Ratio Rank: 7272
Sortino Ratio Rank
BATRA Omega Ratio Rank: 6767
Omega Ratio Rank
BATRA Calmar Ratio Rank: 6565
Calmar Ratio Rank
BATRA Martin Ratio Rank: 6161
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.

BATRK vs. BATRA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Liberty Braves Group (BATRK) and The Liberty Braves Group (BATRA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


BATRKBATRADifference

Sharpe ratio

Return per unit of total volatility

1.01

1.11

-0.10

Sortino ratio

Return per unit of downside risk

1.70

1.86

-0.16

Omega ratio

Gain probability vs. loss probability

1.20

1.21

-0.02

Calmar ratio

Return relative to maximum drawdown

1.06

1.24

-0.18

Martin ratio

Return relative to average drawdown

1.89

2.16

-0.27

BATRK vs. BATRA - Sharpe Ratio Comparison

The current BATRK Sharpe Ratio is 1.01, which is comparable to the BATRA Sharpe Ratio of 1.11. The chart below compares the historical Sharpe Ratios of BATRK and BATRA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BATRKBATRADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.01

1.11

-0.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

0.64

-0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

0.44

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.34

-0.01

Drawdowns

BATRK vs. BATRA - Drawdown Comparison

The maximum BATRK drawdown since its inception was -54.95%, roughly equal to the maximum BATRA drawdown of -54.17%. Use the drawdown chart below to compare losses from any high point for BATRK and BATRA.


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Drawdown Indicators


BATRKBATRADifference

Max Drawdown

Largest peak-to-trough decline

-54.95%

-54.17%

-0.78%

Max Drawdown (1Y)

Largest decline over 1 year

-18.72%

-16.63%

-2.09%

Max Drawdown (3Y)

Largest decline over 3 years

-19.63%

-21.86%

+2.23%

Max Drawdown (5Y)

Largest decline over 5 years

-23.39%

-22.37%

-1.02%

Max Drawdown (10Y)

Largest decline over 10 years

-54.95%

-54.17%

-0.78%

Current Drawdown

Current decline from peak

-5.47%

-5.20%

-0.27%

Average Drawdown

Average peak-to-trough decline

-10.46%

-10.69%

+0.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.48%

9.56%

+0.92%

Volatility

BATRK vs. BATRA - Volatility Comparison

The Liberty Braves Group (BATRK) has a higher volatility of 5.86% compared to The Liberty Braves Group (BATRA) at 5.05%. This indicates that BATRK's price experiences larger fluctuations and is considered to be riskier than BATRA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BATRKBATRADifference

Volatility (1M)

Calculated over the trailing 1-month period

5.86%

5.05%

+0.81%

Volatility (6M)

Calculated over the trailing 6-month period

14.00%

13.75%

+0.25%

Volatility (1Y)

Calculated over the trailing 1-year period

19.65%

18.64%

+1.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.62%

22.35%

+0.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.47%

29.39%

+0.08%

Dividends

BATRK vs. BATRA - Dividend Comparison

Neither BATRK nor BATRA has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

BATRK vs. BATRA - Financials Comparison

This section allows you to compare key financial metrics between The Liberty Braves Group and The Liberty Braves Group. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00200.00M400.00M600.00M800.00M1.00B20222023202420252026
711.00M
711.00M
(BATRK) Total Revenue
(BATRA) Total Revenue
Values in USD except per share items

BATRK vs. BATRA - Profitability Comparison

The chart below illustrates the profitability comparison between The Liberty Braves Group and The Liberty Braves Group over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-50.0%0.0%50.0%100.0%20222023202420252026
41.9%
41.9%
Portfolio components
BATRK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Liberty Braves Group reported a gross profit of 298.00M and revenue of 711.00M. Therefore, the gross margin over that period was 41.9%.

BATRA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Liberty Braves Group reported a gross profit of 298.00M and revenue of 711.00M. Therefore, the gross margin over that period was 41.9%.

BATRK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Liberty Braves Group reported an operating income of 64.00M and revenue of 711.00M, resulting in an operating margin of 9.0%.

BATRA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Liberty Braves Group reported an operating income of 64.00M and revenue of 711.00M, resulting in an operating margin of 9.0%.

BATRK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Liberty Braves Group reported a net income of 57.00M and revenue of 711.00M, resulting in a net margin of 8.0%.

BATRA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Liberty Braves Group reported a net income of 57.00M and revenue of 711.00M, resulting in a net margin of 8.0%.


Frequently Asked Questions


BATRK and BATRA have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BATRK has higher volatility (5.86%) compared to BATRA (5.05%). In terms of maximum drawdown, BATRK dropped -54.95% vs BATRA's -54.17%.

BATRA currently has the higher Sharpe Ratio (1.11 vs 1.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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