(LBTYA) Liberty Global - Overview
Sector: Communication Services | Industry: Telecom Services | Exchange: NASDAQ (USA) | Market Cap: 3.892m USD | Total Return: 23.5% in 12m
Industry Rotation: +5.0
Avg Turnover: 21.5M
EPS Trend: -10.2%
Qual. Beats: 0
Rev. Trend: -39.7%
Qual. Beats: 0
Warnings
Interest Coverage Ratio -5.4 is critical
Altman Z'' 0.93 < 1.0 - financial distress zone
Tailwinds
No distinct edge detected
Liberty Global Ltd. is a multinational telecommunications provider delivering broadband internet, mobile communications, fixed-line telephony, and digital video services across European markets, including Belgium, Ireland, and Slovakia. The company utilizes a converged fixed-mobile strategy, integrating high-speed fiber and cable networks with mobile infrastructure to offer bundled services to residential and enterprise clients. Its technology stack includes the Horizon entertainment platform and cloud-based connectivity solutions designed for smart home automation and network security.
The alternative carriers sub-industry is characterized by high capital expenditure requirements to maintain infrastructure and compete with incumbent national providers. Liberty Global operates under a decentralized business model, often managing its regional assets through joint ventures or majority-owned subsidiaries to optimize local market share. Investors evaluating the firms long-term growth trajectory may find additional data points on ValueRay useful for deeper analysis. The company remains a significant player in the European consolidation trend, frequently engaging in asset divestitures and strategic mergers to streamline its geographic footprint.
- Fixed-mobile convergence adoption drives subscriber retention and average revenue per user
- Strategic infrastructure divestments and joint venture valuations impact net asset value
- Competitive pricing pressure in European broadband markets constrains organic revenue growth
- High capital expenditure for 5G and fiber-to-the-home deployment affects free cash flow
- Aggressive share buyback programs influence stock price performance and equity structure
| Net Income: -2.21b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.01 > 0.02 and ΔFCF/TA -3.22 > 1.0 |
| NWC/Revenue: 6.05% < 20% (prev -3.88%; Δ 9.93% < -1%) |
| CFO/TA 0.03 > 3% & CFO 666.2m > Net Income -2.21b |
| Net Debt/EBITDA: error (EBITDA <= 0) |
| Current Ratio: 1.11 > 1.5 & < 3 |
| Outstanding Shares: last quarter (351.1m) vs 12m ago -3.31% < -2% |
| Gross Margin: 36.86% > 18% (prev 0.67%; Δ 3.62k% > 0.5%) |
| Asset Turnover: 21.01% > 50% (prev 17.03%; Δ 3.98% > 0%) |
| Interest Coverage Ratio: -5.42 > 6 (EBITDA TTM -1.55b / Interest Expense TTM 480.2m) |
| A: 0.01 (Total Current Assets 3.11b - Total Current Liabilities 2.81b) / Total Assets 21.88b |
| B: 0.25 (Retained Earnings 5.44b / Total Assets 21.88b) |
| C: -0.11 (EBIT TTM -2.60b / Avg Total Assets 23.92b) |
| D: 0.72 (Book Value of Equity 8.73b / Total Liabilities 12.14b) |
| Altman-Z'' Score: 0.93 = BB |
| DSRI: 1.00 (Receivables 646.8m/571.7m, Revenue 5.03b/4.42b) |
| GMI: 1.82 (GM 36.86% / 66.99%) |
| AQI: 0.86 (AQ_t 0.58 / AQ_t-1 0.68) |
| SGI: 1.14 (Revenue 5.03b / 4.42b) |
| TATA: -0.13 (NI -2.21b - CFO 666.2m) / TA 21.88b) |
| Beneish M-Score: -2.41 (Cap -4..+1) = BBB |
Over the past week, the price has changed by -0.08%, over one month by -5.64%, over three months by -7.52% and over the past year by +23.46%.
- StrongBuy: 4
- Buy: 1
- Hold: 8
- Sell: 1
- StrongSell: 1
| Analysts Target Price | 14.5 | 20.5% |
P/S = 0.7811
P/B = 0.4322
P/EG = 0.3438
Revenue TTM = 5.03b USD
EBIT TTM = -2.60b USD
EBITDA TTM = -1.55b USD
Long Term Debt = 7.73b USD (from longTermDebt, last quarter)
Short Term Debt = 794.4m USD (from shortTermDebt, last quarter)
Debt = 9.25b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 7.42b USD (from netDebt column, last quarter)
Enterprise Value = 11.27b USD (3.89b + Debt 9.25b - CCE 1.87b)
Interest Coverage Ratio = -5.42 (Ebit TTM -2.60b / Interest Expense TTM 480.2m)
EV/FCF = 98.56x (Enterprise Value 11.27b / FCF TTM 114.3m)
FCF Yield = 1.01% (FCF TTM 114.3m / Enterprise Value 11.27b)
FCF Margin = 2.27% (FCF TTM 114.3m / Revenue TTM 5.03b)
Net Margin = -43.94% (Net Income TTM -2.21b / Revenue TTM 5.03b)
Gross Margin = 36.86% ((Revenue TTM 5.03b - Cost of Revenue TTM 3.17b) / Revenue TTM)
Gross Margin QoQ = 28.50% (prev 28.50%)
Tobins Q-Ratio = 0.51 (Enterprise Value 11.27b / Total Assets 21.88b)
Interest Expense / Debt = 1.23% (Interest Expense 113.7m / Debt 9.25b)
Taxrate = 32.87% (175.4m / 533.6m)
NOPAT = -1.75b (EBIT -2.60b * (1 - 32.87%)) [loss with tax shield]
Current Ratio = 1.11 (Total Current Assets 3.11b / Total Current Liabilities 2.81b)
Debt / Equity = 0.97 (Debt 9.25b / totalStockholderEquity, last quarter 9.50b)
Debt / EBITDA = -4.80 (negative EBITDA) (Net Debt 7.42b / EBITDA -1.55b)
Debt / FCF = 64.92 (Net Debt 7.42b / FCF TTM 114.3m)
Total Stockholder Equity = 11.19b (last 4 quarters mean from totalStockholderEquity)
RoA = -9.23% (Net Income -2.21b / Total Assets 21.88b)
RoE = -19.74% (Net Income TTM -2.21b / Total Stockholder Equity 11.19b)
RoCE = -13.76% (EBIT -2.60b / Capital Employed (Equity 11.19b + L.T.Debt 7.73b))
RoIC = -8.70% (negative operating profit) (NOPAT -1.75b / Invested Capital 20.07b)
WACC = 2.79% (E(3.89b)/V(13.14b) * Re(7.46%) + D(9.25b)/V(13.14b) * Rd(1.23%) * (1-Tc(0.33)))
Discount Rate = 7.46% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.92%
Shares (quarterly) Correlation: -81.81 | Cagr: -3.74%
[DCF] Terminal Value 83.82% ; FCFF base≈456.9m ; Y1≈366.9m ; Y5≈251.0m
[DCF] Fair Price = 1.49 (EV 7.68b - Net Debt 7.42b = Equity 261.6m / Shares 175.5m; r=6.0% [WACC]; 5y FCF grow -23.60% → 3.0% )
EPS Correlation: -10.19 | EPS CAGR: 2.98% | SUE: 0.31 | # QB: 0
Revenue Correlation: -39.74 | Revenue CAGR: -8.16% | SUE: -0.00 | # QB: 0
EPS current Quarter (2026-06-30): EPS=-0.53 | Chg30d=N/A | Revisions=N/A | Analysts=1
EPS next Quarter (2026-09-30): EPS=-0.48 | Chg30d=N/A | Revisions=N/A | Analysts=1
EPS current Year (2026-12-31): EPS=-2.02 | Chg30d=+3.87% | Revisions=-20% | GrowthEPS=+90.3% | GrowthRev=+4.2%
EPS next Year (2027-12-31): EPS=-1.34 | Chg30d=-4.49% | Revisions=-20% | GrowthEPS=+33.9% | GrowthRev=-0.6%
[Analyst] Revisions Ratio: -20%