LBTYK vs. LBTYA
LBTYK (Liberty Global plc) and LBTYA (Liberty Global plc) are both stocks. Both operate in the Entertainment industry within the Communication Services sector. Over the past 10 years, LBTYK returned -4.12%/yr vs -3.88%/yr for LBTYA. With a 0.97 correlation, they move nearly in lockstep.
Performance
LBTYK vs. LBTYA - Performance Comparison
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Returns By Period
In the year-to-date period, LBTYK achieves a -6.97% return, which is significantly lower than LBTYA's -4.76% return. Over the past 10 years, LBTYK has underperformed LBTYA with an annualized return of -4.12%, while LBTYA has yielded a comparatively higher -3.88% annualized return.
LBTYK
- 1D
- -0.29%
- 1M
- -14.49%
- 6M
- -2.00%
- YTD
- -6.97%
- 1Y
- 0.10%
- 3Y*
- 1.44%
- 5Y*
- -5.80%
- 10Y*
- -4.12%
LBTYA
- 1D
- -0.47%
- 1M
- -14.85%
- 6M
- 0.19%
- YTD
- -4.76%
- 1Y
- 6.42%
- 3Y*
- 4.92%
- 5Y*
- -4.91%
- 10Y*
- -3.88%
LBTYK vs. LBTYA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LBTYK Liberty Global plc | -6.97% | -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 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.96 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.97 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.97 |
Correlation (10Y) Calculated over the trailing 10-year period | 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 0.96 to 0.97 - a consistent structural relationship.
Fundamentals
LBTYK:
$3.47B
LBTYA:
$3.46B
LBTYK:
-$15.21
LBTYA:
-$15.21
LBTYK:
0.74
LBTYA:
0.76
LBTYK:
0.38
LBTYA:
0.39
LBTYK:
$4.98B
LBTYA:
$4.98B
LBTYK:
$885.70M
LBTYA:
$885.70M
LBTYK:
$2.39B
LBTYA:
$2.39B
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Return for Risk
LBTYK vs. LBTYA — Risk / Return Rank
LBTYK
LBTYA
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.
| LBTYK | LBTYA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.19 | ||
| Sortino ratioReturn per unit of downside risk | -0.32 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.05 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.13 | 0.20 | -0.32 |
| Martin ratioReturn relative to average drawdown | -0.29 | 0.49 | -0.78 |
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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
| LBTYK | LBTYA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.54% | -79.08% | +0.54% |
Max Drawdown (1Y)Largest decline over 1 year | -19.02% | -18.88% | -0.14% |
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 DrawdownCurrent decline from peak | -55.00% | -56.51% | +1.51% |
Average DrawdownAverage peak-to-trough decline | -30.57% | -31.45% | +0.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.18% | 7.56% | +0.62% |
Volatility
LBTYK vs. LBTYA - Volatility Comparison
Liberty Global plc (LBTYK) and Liberty Global plc (LBTYA) have volatilities of 10.15% and 9.82%, 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
| LBTYK | LBTYA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.15% | 9.82% | +0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 26.13% | 26.94% | -0.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.20% | 32.72% | -0.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.86% | 31.08% | -0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.54% | 31.92% | -0.38% |
Dividends
LBTYK vs. LBTYA - Dividend Comparison
Neither LBTYK nor LBTYA has paid dividends to shareholders.
| 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% |
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.
Total Revenue: Total amount of money received from sales and other business activities
LBTYK vs. LBTYA - Profitability Comparison
LBTYK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
LBTYA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
LBTYK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Liberty Global plc reported an operating income of 23.80M and revenue of 1.27B, resulting in an operating margin of 1.9%.
LBTYA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Liberty Global plc reported an operating income of 23.80M and revenue of 1.27B, resulting in an operating margin of 1.9%.
LBTYK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Liberty Global plc reported a net income of 337.80M and revenue of 1.27B, resulting in a net margin of 26.5%.
LBTYA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Liberty Global plc reported a net income of 337.80M and revenue of 1.27B, resulting in a net margin of 26.5%.
Frequently Asked Questions
With a correlation of 0.96, 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.
LBTYK has higher volatility (10.15%) compared to LBTYA (9.82%). In terms of maximum drawdown, LBTYK dropped -78.54% vs LBTYA's -79.08%.
LBTYA currently has the higher Sharpe Ratio (0.11 vs -0.07), 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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