LBTYA vs. PHI
LBTYA (Liberty Global plc) and PHI (PLDT Inc.) are both stocks. Both are in the Communication Services sector — LBTYA in Entertainment, PHI in Telecom Services. Over the past 10 years, LBTYA returned -2.84%/yr vs -2.56%/yr for PHI. At a 0.22 correlation, their price movements are largely independent.
Performance
LBTYA vs. PHI - Performance Comparison
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Returns By Period
In the year-to-date period, LBTYA achieves a -0.18% return, which is significantly higher than PHI's -14.38% return. Over the past 10 years, LBTYA has underperformed PHI with an annualized return of -2.84%, while PHI has yielded a comparatively higher -2.56% annualized return.
LBTYA
- 1D
- -0.80%
- 1M
- -8.70%
- YTD
- -0.18%
- 6M
- -0.18%
- 1Y
- 11.42%
- 3Y*
- 9.17%
- 5Y*
- -5.35%
- 10Y*
- -2.84%
PHI
- 1D
- 0.96%
- 1M
- -5.03%
- YTD
- -14.38%
- 6M
- -14.15%
- 1Y
- -9.35%
- 3Y*
- -2.01%
- 5Y*
- -0.47%
- 10Y*
- -2.56%
LBTYA vs. PHI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LBTYA Liberty Global plc | -0.18% | -12.70% | 39.38% | -6.13% | -31.76% | 14.53% | 6.51% | 6.56% | -40.46% | 17.16% |
PHI PLDT Inc. | -14.38% | 5.38% | 0.79% | 11.91% | -31.70% | 36.56% | 49.47% | -0.35% | -27.59% | 14.39% |
Correlation
The correlation between LBTYA and PHI is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Jun 3, 2004 | 0.22 |
Fundamentals
LBTYA:
$3.90B
PHI:
$3.88B
LBTYA:
-$15.17
PHI:
₱138.75
LBTYA:
0.80
PHI:
1.08
LBTYA:
0.41
PHI:
1.92
LBTYA:
$4.98B
PHI:
₱220.87B
LBTYA:
$885.70M
PHI:
₱157.99B
LBTYA:
$2.39B
PHI:
₱99.15B
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Return for Risk
LBTYA vs. PHI — Risk / Return Rank
LBTYA
PHI
LBTYA vs. PHI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty Global plc (LBTYA) and PLDT Inc. (PHI). 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.
| LBTYA | PHI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.77 | ||
| Sortino ratioReturn per unit of downside risk | +1.27 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 0.95 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.75 | -0.35 | +1.10 |
| Martin ratioReturn relative to average drawdown | 1.67 | -0.80 | +2.48 |
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Drawdowns
LBTYA vs. PHI - Drawdown Comparison
The maximum LBTYA drawdown since its inception was -79.08%, smaller than the maximum PHI drawdown of -95.26%. Use the drawdown chart below to compare losses from any high point for LBTYA and PHI.
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Drawdown Indicators
| LBTYA | PHI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.08% | -95.26% | +16.18% |
Max Drawdown (1Y)Largest decline over 1 year | -15.35% | -26.54% | +11.19% |
Max Drawdown (3Y)Largest decline over 3 years | -35.74% | -31.18% | -4.56% |
Max Drawdown (5Y)Largest decline over 5 years | -49.80% | -44.54% | -5.26% |
Max Drawdown (10Y)Largest decline over 10 years | -60.74% | -57.51% | -3.23% |
Current DrawdownCurrent decline from peak | -54.42% | -54.06% | -0.36% |
Average DrawdownAverage peak-to-trough decline | -31.40% | -39.87% | +8.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.84% | 11.64% | -4.80% |
Volatility
LBTYA vs. PHI - Volatility Comparison
Liberty Global plc (LBTYA) has a higher volatility of 10.01% compared to PLDT Inc. (PHI) at 6.90%. This indicates that LBTYA's price experiences larger fluctuations and is considered to be riskier than PHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LBTYA | PHI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.01% | 6.90% | +3.11% |
Volatility (6M)Calculated over the trailing 6-month period | 26.51% | 15.42% | +11.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.43% | 22.45% | +9.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.11% | 28.93% | +2.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.20% | 29.78% | +2.42% |
Dividends
LBTYA vs. PHI - Dividend Comparison
LBTYA has not paid dividends to shareholders, while PHI's dividend yield for the trailing twelve months is around 9.14%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PHI PLDT Inc. | 9.14% | 7.61% | 7.65% | 8.37% | 9.47% | 4.67% | 5.54% | 6.86% | 2.50% | 5.00% | 8.26% | 7.83% |
Financials
LBTYA vs. PHI - Financials Comparison
This section allows you to compare key financial metrics between Liberty Global plc and PLDT 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.
Total Revenue: Total amount of money received from sales and other business activities
LBTYA vs. PHI - Profitability Comparison
LBTYA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Liberty Global plc reported a gross profit of 363.20M and revenue of 1.27B. Therefore, the gross margin over that period was 28.5%.
PHI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, PLDT Inc. reported a gross profit of 33.46B and revenue of 57.66B. Therefore, the gross margin over that period was 58.0%.
LBTYA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Liberty Global plc reported an operating income of 23.80M and revenue of 1.27B, resulting in an operating margin of 1.9%.
PHI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, PLDT Inc. reported an operating income of 14.88B and revenue of 57.66B, resulting in an operating margin of 25.8%.
LBTYA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Liberty Global plc reported a net income of 337.80M and revenue of 1.27B, resulting in a net margin of 26.5%.
PHI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, PLDT Inc. reported a net income of 9.05B and revenue of 57.66B, resulting in a net margin of 15.7%.
Frequently Asked Questions
LBTYA and PHI have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LBTYA has higher volatility (10.01%) compared to PHI (6.90%). In terms of maximum drawdown, LBTYA dropped -79.08% vs PHI's -95.26%.
LBTYA currently has the higher Sharpe Ratio (0.35 vs -0.42), 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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