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LBTYA vs. COKE
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

LBTYA vs. COKE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Liberty Global plc (LBTYA) and Coca-Cola Consolidated, Inc. (COKE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LBTYA achieves a -4.76% return, which is significantly lower than COKE's 23.11% return. Over the past 10 years, LBTYA has underperformed COKE with an annualized return of -4.14%, while COKE has yielded a comparatively higher 30.31% annualized return.


LBTYA

1D
1.63%
1M
-6.11%
6M
-4.33%
YTD
-4.76%
1Y
0.66%
3Y*
3.71%
5Y*
-5.17%
10Y*
-4.14%
ALL TIME*
4.53%

COKE

1D
-1.02%
1M
-3.82%
6M
23.90%
YTD
23.11%
1Y
68.22%
3Y*
45.40%
5Y*
37.59%
10Y*
30.31%
ALL TIME*
14.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$79.24M$97.25M$107.78M
$32.33M$24.96M$22.74M

LBTYA vs. COKE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LBTYA
Liberty Global plc
-4.76%-12.70%39.38%-6.13%-31.76%14.53%6.51%6.56%-40.46%17.16%
COKE
Coca-Cola Consolidated, Inc.
23.11%22.63%38.75%82.92%-17.09%133.24%-5.87%60.74%-17.10%20.94%

Correlation

The correlation between LBTYA and COKE is 0.09, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.09

Correlation (3Y)
Balances recent behavior with more history.

0.13

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.21

Correlation (10Y)
Provides a long-term view across more market conditions.

0.18

Correlation (All Time)
Calculated using the full available price history since Jun 3, 2004

0.22

The correlation between LBTYA and COKE shifts across timeframes, from 0.09 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

LBTYA:

$3.53B

COKE:

$14.76B

EPS

LBTYA:

-$8.45

COKE:

$7.32

PS Ratio

LBTYA:

0.77

COKE:

1.98

Total Revenue (TTM)

LBTYA:

$4.88B

COKE:

$7.49B

Gross Profit (TTM)

LBTYA:

$2.80B

COKE:

$2.95B

EBITDA (TTM)

LBTYA:

-$1.03B

COKE:

$1.10B

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Return for Risk

LBTYA vs. COKE — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

LBTYA
LBTYA Risk / Return Rank: 5050
Overall Rank
LBTYA Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
LBTYA Sortino Ratio Rank: 4747
Sortino Ratio Rank
LBTYA Omega Ratio Rank: 4545
Omega Ratio Rank
LBTYA Calmar Ratio Rank: 5151
Calmar Ratio Rank
LBTYA Martin Ratio Rank: 5353
Martin Ratio Rank

COKE
COKE Risk / Return Rank: 8787
Overall Rank
COKE Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
COKE Sortino Ratio Rank: 8585
Sortino Ratio Rank
COKE Omega Ratio Rank: 8989
Omega Ratio Rank
COKE Calmar Ratio Rank: 8686
Calmar Ratio Rank
COKE Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

LBTYA vs. COKE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Liberty Global plc (LBTYA) and Coca-Cola Consolidated, Inc. (COKE). 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.

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.


LBTYACOKEDifference
Sharpe ratioReturn per unit of total volatility

-1.79

Sortino ratioReturn per unit of downside risk

-1.76

Omega ratioGain probability vs. loss probability

1.06

1.34

-0.28

Calmar ratioReturn relative to maximum drawdown

0.23

2.83

-2.60

Martin ratioReturn relative to average drawdown

0.65

7.00

-6.34

LBTYA vs. COKE - Sharpe Ratio Comparison

The current LBTYA Sharpe Ratio is 0.18, which is lower than the COKE Sharpe Ratio of 1.96. The chart below compares the historical Sharpe Ratios of LBTYA and COKE, 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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Drawdowns

LBTYA vs. COKE - Drawdown Comparison

The maximum LBTYA drawdown since its inception was -79.08%, which is greater than COKE's maximum drawdown of -54.32%. Use the drawdown chart below to compare losses from any high point for LBTYA and COKE.


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Drawdown Indicators


LBTYACOKEDifference

Max Drawdown

Largest peak-to-trough decline

-79.08%

-54.32%

-24.76%

Max Drawdown (1Y)

Largest decline over 1 year

-25.63%

-24.56%

-1.07%

Max Drawdown (3Y)

Largest decline over 3 years

-35.74%

-27.38%

-8.36%

Max Drawdown (5Y)

Largest decline over 5 years

-49.80%

-35.52%

-14.28%

Max Drawdown (10Y)

Largest decline over 10 years

-60.74%

-51.71%

-9.03%

Current Drawdown

Current decline from peak

-56.51%

-13.14%

-43.37%

Average Drawdown

Average peak-to-trough decline

-31.52%

-18.86%

-12.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.01%

9.92%

-0.91%

Volatility

LBTYA vs. COKE - Volatility Comparison

Liberty Global plc (LBTYA) and Coca-Cola Consolidated, Inc. (COKE) have volatilities of 10.62% and 11.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LBTYACOKEDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.62%

11.03%

-0.41%

Volatility (6M)

Calculated over the trailing 6-month period

27.69%

31.62%

-3.93%

Volatility (1Y)

Calculated over the trailing 1-year period

33.39%

35.51%

-2.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.22%

37.75%

-6.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.97%

37.27%

-5.30%

Dividends

LBTYA vs. COKE - Dividend Comparison

LBTYA has not paid dividends to shareholders, while COKE's dividend yield for the trailing twelve months is around 0.53%.


PositionTTM20252024202320222021202020192018201720162015
COKE
Coca-Cola Consolidated, Inc.
0.53%0.65%1.59%0.54%0.20%0.16%0.38%0.35%0.56%0.46%0.56%0.55%
LBTYA
Liberty Global plc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%7.08%

Financials

LBTYA vs. COKE - Financials Comparison

This section allows you to compare key financial metrics between Liberty Global plc and Coca-Cola Consolidated, Inc.. 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


Values in USD except per share items

LBTYA vs. COKE - Profitability Comparison

The chart below illustrates the profitability comparison between Liberty Global plc and Coca-Cola Consolidated, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

LBTYA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Liberty Global plc reported a gross profit of 315.30M and revenue of 1.17B. Therefore, the gross margin over that period was 26.9%.

COKE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Coca-Cola Consolidated, Inc. reported a gross profit of 727.08M and revenue of 1.85B. Therefore, the gross margin over that period was 39.4%.

LBTYA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Liberty Global plc reported an operating income of 3.00M and revenue of 1.17B, resulting in an operating margin of 0.3%.

COKE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Coca-Cola Consolidated, Inc. reported an operating income of 237.52M and revenue of 1.85B, resulting in an operating margin of 12.9%.

LBTYA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Liberty Global plc reported a net income of -312.20M and revenue of 1.17B, resulting in a net margin of -26.6%.

COKE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Coca-Cola Consolidated, Inc. reported a net income of 111.56M and revenue of 1.85B, resulting in a net margin of 6.0%.


Frequently Asked Questions


LBTYA and COKE have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

COKE has higher volatility (11.03%) compared to LBTYA (10.62%). In terms of maximum drawdown, LBTYA dropped -79.08% vs COKE's -54.32%.

COKE currently has the higher Sharpe Ratio (1.96 vs 0.18), 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.

Portfolio Optimizer

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