AX vs LBTYB

Comparison between Axos Financial Inc (AX, Company) and Liberty Global plc - Class B (LBTYB, Company).

AX is from the Financial Services sector, while LBTYB is from the Communication Services sector.

5-Year PerformanceAX has outperformed LBTYB, delivering a return of +13.9% compared to -12.3%

AX vs LBTYB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AX(COMPANY)	LBTYB(COMPANY)
Market Cap	$4.89B	$4.88B
Max Drawdown	59.57%	88.33%
Sharpe Ratio	0.60	0.83
5Y Beta	N/A	0.23
Industry	Banks - Regional	Telecom Services
P/E Ratio	10.23	-1.30
Forward P/E	9.55	57.14
PEG Ratio	0.85	-0.00
5Y EPS CAGR	19.22%	N/A
Debt to Equity	0.00%	88.40%
Free Cash Flow Yield	9.16%	24.39%

Market Cap

Winner

$4.89B

LBTYB

$4.88B

Max Drawdown

Winner

59.57%

LBTYB

88.33%

Sharpe Ratio

0.60

Winner

LBTYB

0.83

5Y Beta

N/A

LBTYB

0.23

Industry

Banks - Regional

LBTYB

Telecom Services

P/E Ratio

10.23

Winner

LBTYB

-1.30

Forward P/E

Winner

9.55

LBTYB

57.14

PEG Ratio

0.85

Winner

LBTYB

-0.00

5Y EPS CAGR

19.22%

LBTYB

N/A

Debt to Equity

Winner

0.00%

LBTYB

88.40%

Free Cash Flow Yield

9.16%

Winner

LBTYB

24.39%

AX vs LBTYB - Historical Returns

Returns include dividend reinvestment.

Period	AX	LBTYB
1 month	-13.16%	+1.53%
3 months	-11.68%	+10.68%
6 months	+11.96%	+38.67%
1 year	+19.52%	+53.51%
5 years(CAGR)	+13.88%	-12.27%
10 years(CAGR)	N/A	-7.33%
Max(CAGR)	+12.66%	+2.35%

-13.16%

Winner

LBTYB

+1.53%

-11.68%

Winner

LBTYB

+10.68%

+11.96%

Winner

LBTYB

+38.67%

+19.52%

Winner

LBTYB

+53.51%

5Y(CAGR)

Winner

+13.88%

LBTYB

-12.27%

10Y(CAGR)

N/A

LBTYB

-7.33%

Max(CAGR)

Winner

+12.66%

LBTYB

+2.35%

AX vs LBTYB - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	AX	LBTYB
2026	-1.64%	+30.23%
2025	+25.20%	-13.06%
2024	+26.95%	-27.29%
2023	+42.93%	-6.26%
2022	-32.76%	-31.65%
2021	+51.85%	+16.85%
2020	+24.93%	+7.84%
2019	+19.92%	+8.29%
2018	-27.25%	-41.91%
2017	N/A	+13.04%
2016	N/A	-11.26%
2015	N/A	-16.34%
2014	N/A	+12.27%
2013	N/A	+36.56%
2012	N/A	+52.80%
2011	N/A	+14.80%
2010	N/A	+63.54%
2009	N/A	+38.75%
2008	N/A	-57.24%
2007	N/A	+33.37%
2006	N/A	+31.34%
2005	N/A	-9.35%
2004	N/A	+24.22%

AX vs LBTYB Drawdown Comparison

The maximum drawdown for AX was -59.57%, occurring on Mar 23, 2020. Recovery took 551 trading sessions.

The maximum drawdown for LBTYB was -81.49%, occurring on May 13, 2025. This drawdown has not yet recovered.

The current AX drawdown is -14.91%. The current LBTYB drawdown is -70.55%.

Rank	AX	LBTYB
#1	-59.57% Oct 8, 2018 - Dec 15, 2020	-81.49% Aug 3, 2015 - May 13, 2025
#2	-46.31% Nov 24, 2021 - Jul 15, 2024	-78.80% Jul 17, 2007 - Apr 19, 2011
#3	-34.92% Nov 25, 2024 - Aug 12, 2025	-33.85% Sep 14, 2005 - Dec 18, 2006
#4	-22.78% Jul 30, 2024 - Nov 6, 2024	-22.61% Jul 6, 2011 - Feb 8, 2012
#5	-19.04% Feb 6, 2026 - Mar 18, 2026	-14.45% Jul 14, 2014 - Nov 19, 2014
#6	-18.10% Aug 27, 2025 - Jan 8, 2026	-14.30% Nov 28, 2014 - Feb 24, 2015
#7	-16.13% Mar 17, 2021 - Oct 4, 2021	-14.27% Jan 13, 2014 - May 29, 2014
#8	-8.12% Jan 12, 2021 - Feb 4, 2021	-13.91% Apr 28, 2011 - Jul 6, 2011
#9	-6.83% Oct 14, 2021 - Nov 2, 2021	-12.52% Jul 21, 2004 - Nov 9, 2004
#10	-5.25% Nov 11, 2024 - Nov 22, 2024	-12.50% Mar 9, 2005 - Jul 22, 2005
#11	-4.71% Jan 22, 2026 - Jan 30, 2026	-11.09% Nov 20, 2013 - Jan 13, 2014
#12	-4.09% Feb 10, 2021 - Feb 22, 2021	-10.82% Oct 19, 2012 - Dec 19, 2012
#13	-3.91% Aug 13, 2025 - Aug 22, 2025	-9.92% Mar 13, 2012 - Jul 20, 2012
#14	-2.75% Feb 24, 2021 - Mar 1, 2021	-9.54% Feb 1, 2013 - Mar 8, 2013
#15	-2.72% Nov 6, 2024 - Nov 11, 2024	-8.59% Jul 23, 2013 - Nov 20, 2013

Correlation

Correlation between AX and LBTYB is -0.62 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.62

-101