PHI vs. LBTYA
PHI (PLDT Inc.) and LBTYA (Liberty Global plc) are both stocks. Both are in the Communication Services sector — PHI in Telecom Services, LBTYA in Entertainment. Over the past 10 years, PHI returned -2.68%/yr vs -2.92%/yr for LBTYA. At a 0.22 correlation, their price movements are largely independent.
Performance
PHI vs. LBTYA - Performance Comparison
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Returns By Period
In the year-to-date period, PHI achieves a -15.43% return, which is significantly lower than LBTYA's -0.99% return. Over the past 10 years, PHI has outperformed LBTYA with an annualized return of -2.68%, while LBTYA has yielded a comparatively lower -2.92% annualized return.
PHI
- 1D
- 1.43%
- 1M
- -6.20%
- YTD
- -15.43%
- 6M
- -13.77%
- 1Y
- -11.70%
- 3Y*
- -2.41%
- 5Y*
- -0.51%
- 10Y*
- -2.68%
LBTYA
- 1D
- -1.52%
- 1M
- -9.44%
- YTD
- -0.99%
- 6M
- -2.04%
- 1Y
- 12.55%
- 3Y*
- 8.87%
- 5Y*
- -4.88%
- 10Y*
- -2.92%
PHI vs. LBTYA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHI PLDT Inc. | -15.43% | 5.38% | 0.79% | 11.91% | -31.70% | 36.56% | 49.47% | -0.35% | -27.59% | 14.39% |
LBTYA Liberty Global plc | -0.99% | -12.70% | 39.38% | -6.13% | -31.76% | 14.53% | 6.51% | 6.56% | -40.46% | 17.16% |
Correlation
The correlation between PHI and LBTYA 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
PHI:
$3.83B
LBTYA:
$3.87B
PHI:
₱138.75
LBTYA:
-$15.17
PHI:
1.05
LBTYA:
0.80
PHI:
1.87
LBTYA:
0.41
PHI:
₱220.87B
LBTYA:
$4.98B
PHI:
₱157.99B
LBTYA:
$885.70M
PHI:
₱99.15B
LBTYA:
$2.39B
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Return for Risk
PHI vs. LBTYA — Risk / Return Rank
PHI
LBTYA
PHI vs. LBTYA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PLDT Inc. (PHI) 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.
| PHI | LBTYA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.91 | ||
| Sortino ratioReturn per unit of downside risk | -1.49 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.10 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | -0.44 | 0.82 | -1.26 |
| Martin ratioReturn relative to average drawdown | -1.02 | 1.87 | -2.90 |
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Drawdowns
PHI vs. LBTYA - Drawdown Comparison
The maximum PHI drawdown since its inception was -95.26%, which is greater than LBTYA's maximum drawdown of -79.08%. Use the drawdown chart below to compare losses from any high point for PHI and LBTYA.
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Drawdown Indicators
| PHI | LBTYA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.26% | -79.08% | -16.18% |
Max Drawdown (1Y)Largest decline over 1 year | -26.54% | -15.35% | -11.19% |
Max Drawdown (3Y)Largest decline over 3 years | -31.18% | -35.74% | +4.56% |
Max Drawdown (5Y)Largest decline over 5 years | -44.54% | -49.80% | +5.26% |
Max Drawdown (10Y)Largest decline over 10 years | -57.51% | -60.74% | +3.23% |
Current DrawdownCurrent decline from peak | -54.62% | -54.79% | +0.17% |
Average DrawdownAverage peak-to-trough decline | -39.87% | -31.39% | -8.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.44% | 6.72% | +4.72% |
Volatility
PHI vs. LBTYA - Volatility Comparison
The current volatility for PLDT Inc. (PHI) is 6.97%, while Liberty Global plc (LBTYA) has a volatility of 10.41%. This indicates that PHI 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
| PHI | LBTYA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.97% | 10.41% | -3.44% |
Volatility (6M)Calculated over the trailing 6-month period | 15.57% | 26.59% | -11.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.53% | 32.45% | -9.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.93% | 31.11% | -2.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.80% | 32.47% | -2.67% |
Dividends
PHI vs. LBTYA - Dividend Comparison
PHI's dividend yield for the trailing twelve months is around 9.26%, while LBTYA has not 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% |
PHI PLDT Inc. | 9.26% | 7.61% | 7.65% | 8.37% | 9.47% | 4.67% | 5.54% | 6.86% | 2.50% | 5.00% | 8.26% | 7.83% |
Financials
PHI vs. LBTYA - Financials Comparison
This section allows you to compare key financial metrics between PLDT Inc. 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
PHI vs. LBTYA - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.
Frequently Asked Questions
PHI and LBTYA 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 (10.41%) compared to PHI (6.97%). In terms of maximum drawdown, PHI dropped -95.26% vs LBTYA's -79.08%.
LBTYA currently has the higher Sharpe Ratio (0.39 vs -0.52), 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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