LBTYB
Liberty Global Ltd.

Liberty Global Ltd.LBTYB

Communication Services · Telecom Services
12.02USD
-2.51%
Oct 14, 2026
LBTYB overview ready
Integrated European connectivity-asset owner and operator, with consolidated Telenet and Virgin Media Ireland operations plus major joint-venture exposure to Virgin Media O2 and the Netherlands cable business; it is pursuing value creation through fixed-mobile convergence, network sharing, consolidation, and asset simplification.
Narrative is still early
Exposed to the European Telecom Consolidation and Network Monetization narrative through Fixed-Mobile Convergence and Fiber Network Rationalization — infrastructure…
Price trend is broken
Longer-term context reads early recovery, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
Demanding valuation
The price embeds expectations that run ahead of the cash it currently generates.
Solid fundamentals
Ev / sales is strong.
Primary risk
Declining revenue growth.
Market Oct 13Filing Jun 30Price action Oct 13Research Sep 29

Conviction Level

NarrativeHeat4.5ThemeHeat7.0PriceAction3.4Valuation0.3CompanyPosition7.3BusinessQuality4.9
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads early recovery, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$4.2B
Avg Volume (60D)
21.7K
60 sessions
Revenue Growth YoY
+12.4%
FY2025 vs FY2024
Gross Margin
+67.2%
Operating Margin
-1.8%
Trailing twelve months
Free Cash Flow Yield
-6.0%
Distance from 200DMA
-8.1%
Next Earnings
2026-11-03
P/E
N/M
EV / EBITDA
10.2x
EV / Sales
2.1x
Market metrics as of Oct 13, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Both valuation perspectives agree this company is expensive.
Liberty Global Ltd. has an Expensive valuation stance because the price embeds expectations that run ahead of the cash it currently generates.

Company Research

Thesis
Integrated European connectivity-asset owner and operator, with consolidated Telenet and Virgin Media Ireland operations plus major joint-venture exposure to Virgin Media O2 and the Netherlands cable business; it is pursuing value creation through fixed-mobile convergence, network sharing, consolidation, and asset simplification.
Opportunity
Moderate opportunity
European telecom operators are combining fixed broadband, mobile, and wholesale-network assets to improve network utilization, lower duplicated capital intensity, realize operating synergies, and improve returns on fiber and 5G infrastructure.
Key risk
Declining revenue growth.

Narrative & Theme

European Telecom Consolidation and Network Monetization
Part of Fixed-Mobile Convergence and Fiber Network Rationalization, with moderate fit.
Liberty Global is not a supplier into a promoted AI, power, defense, semiconductor, cybersecurity, minerals, or metabolic-care narrative.
Narrative HeatNeutral4.5 / 10
Theme HeatHeating up7.0 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Communication Services · Telecom Services
What they do

Liberty Global Ltd. operates as a telecommunications provider offering broadband internet, video, fixed-line telephony, and mobile communications services primarily in Europe through its subsidiaries.

How it earns

The company generates revenue mainly through subscription-based services to residential and business customers.

Products & services
Broadband internet
Video services
Fixed-line telephony
Mobile communications
Intelligent WiFi solutions
Smart Security
Smart Home services
Customers & end markets
Residential customers
Business customers
Market position

Liberty Global is a major player and challenger in the European telecom services market.

Demand drivers
Low cyclicality

Telecom services tend to have stable demand due to their essential nature for consumers and businesses.

Peers

Companies validated as economically comparable to LBTYB — similar business, revenue model and scale.
PRICE ACTIONVALUATIONTHEME
Liberty Global Ltd.Damaged Structure — Distribution PressureExpensive6.0Medium4.8Neutral6.3NeutralLocked$8.41+0.24%
Charter Communications, Inc.Damaged Structure — Distribution PressureFair6.0Medium4.6Neutral5.1NeutralLocked$106.95+4.36%
Rogers Communications Inc.Early Recovery — Failed ReclaimFairNot availableInsufficient heat dataInsufficient heat dataLocked$30.80+3.01%
Comcast CorporationEarly Recovery — Failed ReclaimFair6.0Medium4.2Cooling6.1NeutralLocked$20.88+0.97%
BCE Inc.Early Recovery — Failed ReclaimFair6.0Medium4.4Cooling5.7NeutralLocked$19.48+3.29%
Liberty Latin America Ltd.Early Trend — Constructive PullbackFair6.0Medium4.8Neutral5.4NeutralLocked$8.30+0.61%
Liberty Latin America Ltd.Early Trend — Constructive PullbackFair6.0Medium4.8Neutral5.6NeutralLocked$8.24+0.98%