Liberty Global Ltd. (LBTYB)
適正価値ファンダメンタル
29
株価
$12.21
時価総額
$4.16B
パート1 · 企業の価値
概要
Liberty Global Ltd., together with its subsidiaries, provides broadband internet, video, fixed-line telephony, and mobile communications services to residential and business customers in Europe. It offers intelligent WiFi and broadband internet services, such as ONE Connect, which enables fast and flexible introductions of new hardware and services, as well as cloud-to-cloud open API integration; Smart Security that provides network security, safe browsing and fraud prevention measures; Smart Home, which provides enhanced entertainment and home automation and security services; and Connect Box, an intelligent WiFi and telephony gateway. The company provides various tiers of digital video programming and audio services, as well as digital video recorders and multimedia home gateway systems; Horizon 5, a cloud-based, multi-screen entertainment platform that combines linear television, including recording and replay features and video-on-demand services; Replay TV, a multimedia gateway service; video-on-demand that provides subscribers with access to a broad library of movies and television series; Horizon Go, an online mobile app; and channels, including general entertainment, sports, movies, series, documentaries, lifestyles, news, adult, children, and ethnic and foreign channels. In addition, it offers postpaid and prepaid mobile services; circuit-switched telephony services; and personal call manager, unified messaging, and multiple lines for additional fees. Further, the company offers business services comprising voice, advanced data, video, wireless, cloud-based services, and mobile and fixed-mobile convergence services to small businesses, and medium and large enterprises, as well as on a wholesale basis to other operators. It operates in Belgium, Ireland, Slovakia, and internationally. Liberty Global Ltd. was founded in 2004 and is based in Hamilton, Bermuda.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
Generated on 2026年9月19日 with claude-haiku-4-5 — shared with all users
BT and its EE brand fight Liberty Global's Virgin Media O2 for the same UK households on broadband, TV and mobile, and for the same business connectivity contracts.
KPN is the main rival of VodafoneZiggo in the Netherlands, selling fibre broadband, TV and mobile bundles to the same Dutch consumers.
Proximus is the incumbent operator Telenet competes against in Belgium, with overlapping fibre and DSL broadband plus converged fixed-mobile bundles.
Sky sells pay-TV and broadband to the same homes in the UK and Ireland, competing head-on with Virgin Media O2 and Virgin Media Ireland for entertainment subscribers.
eir is the incumbent Irish operator named by Liberty Global as Virgin Media Ireland's competitor for broadband, TV and mobile customers.
Orange Belgium sells mobile and convergent fixed-mobile packages to the same Belgian households Telenet serves, using wholesale access to Telenet's own cable network.
貸借対照表と流動性
売上高
$4.88B
直近12か月（2026/6/30まで）
純利益
$-3.04B
直近12か月（2026/6/30まで）
フリーキャッシュフロー
$-132M
自己資本合計
$9.74B
負債合計
$12.65B
流動比率
1.28
利払い倍率
0.18
負債/EBITDA
9.02
一株当たり利益（EPS）
売上高と純利益
フリーキャッシュフロー
収益内訳
財務推移表
利益率の推移
負債の推移
負債の重さ
成長率グリッド
成長率 — 売上高
バリュエーション指標
P/E レシオ
-
ROE
-73.3%
P/B レシオ
-
P/FCF
-
粗利益率
67.2%
ROIC
-0.4%
収益性レーダー
価値創造（経済的モート）
ROIC
-0.4%
WACC
5.9%
ROIC − WACC
-6.3 pp
ROICが資本コストを下回っています。投資した1ドルごとに企業は価値を破壊しています。
ファンダメンタル分析基準
合格（7）
- Gross Margin 67.2%
- Debt/Equity ratio
- Current Ratio
- Analyst Consensus 53% Buy
- Share Dilution -8.8%
- Net Margin Trend -62.1% vs -71.7%
- Piotroski F-Score 5/9
不合格（13）
- EPS shows upward trend
- Price CAGR -8.88%
- ROIC -0.4%
- Operating Margin -1.8%
- Positive Free Cash Flow
- Interest Coverage
- Debt/EBITDA
- Return on Tangible Assets
- Low reliance on intangibles
- DCF valuation (Unknown)
- ROE -29.5%
- Revenue Growth 5Y -15.8%
- Earnings Surprise avg -365.6%
データなし（7）
- P/FCF NaN
- P/B Ratio NaN
- Dividend Payout NaN%
- CapEx intensity
- Price below Graham Number
- PEG Ratio (need PE > 0 and growth > 0)
- Earnings Quality (OCF/Net Income)
Piotroski F-スコア
まちまちのシグナル：一部の領域に注意が必要
利益の質
低品質：会計処理を調査してください
株式希薄化
株式を買い戻している。株主に友好的
機関投資家の保有
この企業について機関投資家の報告はありません。
ガバナンス
経営陣
| 氏名 | 役職 | 年齢 |
|---|---|---|
| Mr. Michael Thomas Fries | President, CEO & Chairman of the Board | 62 |
| Mr. Charles Henry Rowland Bracken | Executive VP & CFO | 59 |
| Mr. Enrique Rodriguez | Executive VP & CTO | 62 |
| Mr. Bryan H. Hall | Executive VP, General Counsel & Secretary | 63 |
| Mr. Andrea Vincenzo Salvato | Executive VP & Chief Development Officer | 58 |
| Ms. Severina Pascu | Senior VP of Commercial & Operations | 53 |
| Mr. Jason R. Waldron | Senior VP & Chief Accounting Officer | 52 |
| Mr. Frederick G. Westerman III | Senior Vice President of Investor Relations & Corporate Responsibility | 59 |
| Mr. Saj Vakilian | Senior Vice President of Corporate Development | - |
| Ms. Amy M. Blair | Executive VP & Chief People Officer | 59 |
パート2 · 株価と買い時
この部分は企業に価値があるかを判断するものではありません。ファンダメンタルズに納得したうえで、いつ買うかを選ぶためのものです。内容：テクニカル分析、ポテンシャル、過去のドローダウン、ガンマエクスポージャー。
業績推移
via SEC EDGAR
Latest News
Recent headlines for LBTYB, sourced from Markets Gazette.