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

Performance

LBTYK vs. LBTYA - Performance Comparison

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

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Returns By Period

In the year-to-date period, LBTYK achieves a -6.16% return, which is significantly lower than LBTYA's -4.76% return. Both investments have delivered pretty close results over the past 10 years, with LBTYK having a -4.26% annualized return and LBTYA not far ahead at -4.14%.


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%

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

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$32.33M$24.96M$22.74M
$16.57M$12.41M$13.78M

LBTYK vs. LBTYA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LBTYK
Liberty Global plc
-6.16%-15.98%34.64%-4.07%-30.83%18.77%8.49%5.62%-39.01%13.94%
LBTYA
Liberty Global plc
-4.76%-12.70%39.38%-6.13%-31.76%14.53%6.51%6.56%-40.46%17.16%

Correlation

The correlation between LBTYK and LBTYA is 0.95 - they have historically moved very closely together. At this level, their price movements offset little of one another.


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

0.95

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

0.97

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

0.97

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

0.97

Correlation (All Time)
Calculated using the full available price history since Sep 8, 2005

0.97

The correlation between LBTYK and LBTYA has been stable across timeframes, ranging from 0.95 to 0.97 - a consistent structural relationship.

Fundamentals

Market Cap

LBTYK:

$3.53B

LBTYA:

$3.53B

EPS

LBTYK:

-$8.45

LBTYA:

-$8.45

PS Ratio

LBTYK:

0.75

LBTYA:

0.77

PB Ratio

LBTYK:

0.38

LBTYA:

0.38

Total Revenue (TTM)

LBTYK:

$4.88B

LBTYA:

$4.88B

Gross Profit (TTM)

LBTYK:

$2.80B

LBTYA:

$2.80B

EBITDA (TTM)

LBTYK:

-$1.03B

LBTYA:

-$1.03B

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Return for Risk

LBTYK vs. LBTYA — Risk / Return Rank

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

LBTYK
LBTYK Risk / Return Rank: 4444
Overall Rank
LBTYK Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
LBTYK Sortino Ratio Rank: 4242
Sortino Ratio Rank
LBTYK Omega Ratio Rank: 4040
Omega Ratio Rank
LBTYK Calmar Ratio Rank: 4545
Calmar Ratio Rank
LBTYK Martin Ratio Rank: 4545
Martin Ratio Rank

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
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.

LBTYK vs. LBTYA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Liberty Global plc (LBTYK) and Liberty Global plc (LBTYA). 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.


LBTYKLBTYADifference
Sharpe ratioReturn per unit of total volatility

-0.14

Sortino ratioReturn per unit of downside risk

-0.23

Omega ratioGain probability vs. loss probability

1.04

1.06

-0.03

Calmar ratioReturn relative to maximum drawdown

0.05

0.23

-0.18

Martin ratioReturn relative to average drawdown

0.13

0.65

-0.52

LBTYK vs. LBTYA - Sharpe Ratio Comparison

The current LBTYK Sharpe Ratio is 0.04, which is lower than the LBTYA Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of LBTYK and LBTYA, 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

LBTYK vs. LBTYA - Drawdown Comparison

The maximum LBTYK drawdown since its inception was -78.54%, roughly equal to the maximum LBTYA drawdown of -79.08%. Use the drawdown chart below to compare losses from any high point for LBTYK and LBTYA.


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Drawdown Indicators


LBTYKLBTYADifference

Max Drawdown

Largest peak-to-trough decline

-78.54%

-79.08%

+0.54%

Max Drawdown (1Y)

Largest decline over 1 year

-24.31%

-25.63%

+1.32%

Max Drawdown (3Y)

Largest decline over 3 years

-36.38%

-35.74%

-0.64%

Max Drawdown (5Y)

Largest decline over 5 years

-46.04%

-49.80%

+3.76%

Max Drawdown (10Y)

Largest decline over 10 years

-59.81%

-60.74%

+0.93%

Current Drawdown

Current decline from peak

-54.61%

-56.51%

+1.90%

Average Drawdown

Average peak-to-trough decline

-30.64%

-31.52%

+0.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.52%

9.01%

+0.51%

Volatility

LBTYK vs. LBTYA - Volatility Comparison

The current volatility for Liberty Global plc (LBTYK) is 9.41%, while Liberty Global plc (LBTYA) has a volatility of 10.62%. This indicates that LBTYK experiences smaller price fluctuations and is considered to be less risky than LBTYA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LBTYKLBTYADifference

Volatility (1M)

Calculated over the trailing 1-month period

9.41%

10.62%

-1.21%

Volatility (6M)

Calculated over the trailing 6-month period

26.45%

27.69%

-1.24%

Volatility (1Y)

Calculated over the trailing 1-year period

32.69%

33.39%

-0.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.94%

31.22%

-0.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.57%

31.97%

-0.40%

Dividends

LBTYK vs. LBTYA - Dividend Comparison

Neither LBTYK nor LBTYA has paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
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%
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. LBTYA - Financials Comparison

This section allows you to compare key financial metrics between Liberty Global plc and Liberty Global plc. 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

LBTYK vs. LBTYA - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

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%.

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%.

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%.

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%.

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%.

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%.


Frequently Asked Questions


With a correlation of 0.95, LBTYK and LBTYA move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

LBTYA has higher volatility (10.62%) compared to LBTYK (9.41%). In terms of maximum drawdown, LBTYK dropped -78.54% vs LBTYA's -79.08%.

LBTYA currently has the higher Sharpe Ratio (0.18 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.

Portfolio Optimizer

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