LBTYK vs. AES
LBTYK (Liberty Global plc) and AES (The AES Corporation) are both stocks. LBTYK operates in Entertainment (Communication Services), while AES operates in Utilities - Diversified (Utilities). Over the past 10 years, LBTYK returned -4.26%/yr vs 5.82%/yr for AES. Their 0.32 correlation means their historical movements had little consistent relationship.
Performance
LBTYK vs. AES - Performance Comparison
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Returns By Period
In the year-to-date period, LBTYK achieves a -6.16% return, which is significantly lower than AES's 6.12% return. Over the past 10 years, LBTYK has underperformed AES with an annualized return of -4.26%, while AES has yielded a comparatively higher 5.82% annualized return.
LBTYK
- 1D
- 1.17%
- 1M
- -4.95%
- 6M
- -6.50%
- YTD
- -6.16%
- 1Y
- -3.54%
- 3Y*
- 0.27%
- 5Y*
- -5.93%
- 10Y*
- -4.26%
- ALL TIME*
- 3.71%
AES
- 1D
- 0.04%
- 1M
- 1.89%
- 6M
- 2.66%
- YTD
- 6.12%
- 1Y
- 16.48%
- 3Y*
- -6.81%
- 5Y*
- -5.40%
- 10Y*
- 5.82%
- ALL TIME*
- 6.31%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $95.04M | $122.70M | $132.98M | |
LBTYK Liberty Global plc | $16.57M | $12.41M | $13.78M |
LBTYK vs. AES - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LBTYK Liberty Global plc | -6.16% | -15.98% | 34.64% | -4.07% | -30.83% | 18.77% | 8.49% | 5.62% | -39.01% | 13.94% |
AES The AES Corporation | 6.12% | 18.26% | -30.40% | -30.88% | 21.69% | 5.94% | 22.16% | 42.14% | 39.02% | -2.69% |
Correlation
The correlation between LBTYK and AES is 0.11, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.11 |
Correlation (3Y) Balances recent behavior with more history. | 0.23 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.31 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.27 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2005 | 0.32 |
Over the past year, the correlation between LBTYK and AES has dropped to 0.11 - well below their long-term average of 0.32, suggesting their price drivers have been diverging.
Fundamentals
LBTYK:
$3.53B
AES:
$10.47B
LBTYK:
-$8.45
AES:
$2.21
LBTYK:
0.75
AES:
0.56
LBTYK:
$4.88B
AES:
$12.49B
LBTYK:
$2.80B
AES:
$1.77B
LBTYK:
-$1.03B
AES:
$2.73B
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Return for Risk
LBTYK vs. AES — Risk / Return Rank
LBTYK
AES
LBTYK vs. AES - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty Global plc (LBTYK) and The AES Corporation (AES). 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.
| LBTYK | AES | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.51 | ||
| Sortino ratioReturn per unit of downside risk | -0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.19 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.05 | 0.99 | -0.94 |
| Martin ratioReturn relative to average drawdown | 0.13 | 1.70 | -1.57 |
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Drawdowns
LBTYK vs. AES - Drawdown Comparison
The maximum LBTYK drawdown since its inception was -78.54%, smaller than the maximum AES drawdown of -98.65%. Use the drawdown chart below to compare losses from any high point for LBTYK and AES.
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Drawdown Indicators
| LBTYK | AES | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.54% | -98.65% | +20.11% |
Max Drawdown (1Y)Largest decline over 1 year | -24.31% | -18.98% | -5.33% |
Max Drawdown (3Y)Largest decline over 3 years | -36.38% | -53.33% | +16.95% |
Max Drawdown (5Y)Largest decline over 5 years | -46.04% | -63.43% | +17.39% |
Max Drawdown (10Y)Largest decline over 10 years | -59.81% | -63.43% | +3.62% |
Current DrawdownCurrent decline from peak | -54.61% | -61.63% | +7.02% |
Average DrawdownAverage peak-to-trough decline | -30.64% | -57.04% | +26.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.52% | 11.05% | -1.53% |
Volatility
LBTYK vs. AES - Volatility Comparison
Liberty Global plc (LBTYK) has a higher volatility of 9.41% compared to The AES Corporation (AES) at 1.06%. This indicates that LBTYK's price experiences larger fluctuations and is considered to be riskier than AES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LBTYK | AES | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.41% | 1.06% | +8.35% |
Volatility (6M)Calculated over the trailing 6-month period | 26.45% | 23.21% | +3.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.69% | 34.46% | -1.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.94% | 37.58% | -6.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.57% | 35.93% | -4.36% |
Dividends
LBTYK vs. AES - Dividend Comparison
LBTYK has not paid dividends to shareholders, while AES's dividend yield for the trailing twelve months is around 5.99%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AES The AES Corporation | 4.79% | 4.91% | 5.36% | 3.45% | 2.20% | 2.48% | 2.44% | 2.74% | 3.60% | 4.43% | 3.79% | 4.18% |
LBTYK 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% | 8.57% |
Financials
LBTYK vs. AES - Financials Comparison
This section allows you to compare key financial metrics between Liberty Global plc and The AES Corporation. 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
LBTYK vs. AES - Profitability Comparison
LBTYK - 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%.
AES - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, The AES Corporation reported a gross profit of 0.00 and revenue of 3.18B. Therefore, the gross margin over that period was 0.0%.
LBTYK - 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%.
AES - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, The AES Corporation reported an operating income of 0.00 and revenue of 3.18B, resulting in an operating margin of 0.0%.
LBTYK - 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%.
AES - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, The AES Corporation reported a net income of 201.00M and revenue of 3.18B, resulting in a net margin of 6.3%.
Frequently Asked Questions
LBTYK and AES have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LBTYK has higher volatility (9.41%) compared to AES (1.06%). In terms of maximum drawdown, LBTYK dropped -78.54% vs AES's -98.65%.
AES currently has the higher Sharpe Ratio (0.55 vs 0.04), 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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